Client card
A view per client with their contacts, the number of open tasks and the saved access.
Clients, contacts and context
The client manager that doesn't stop at a contact list
A client isn't just a name and an email. Kanlane joins their tasks, meetings, contacts and access on a single card, so you don't lose the thread between jobs.
Why use Kanlane as a client manager?
Address books and spreadsheets separate people from their work. Kanlane links each client to their contacts, open tasks, meetings and passwords. When a client calls, you have the context one click away.
Contact people
Tap-to-call email and phone, separate notes and each person's role in the project.
Tasks and meetings
What's to do and what's coming, linked to the client and visible on their card and the calendar.
This is how a client looks in Kanlane
Everything you need from a client on one card: the current task, the contact person, the next meeting and the saved access.
N
North StudioDesign and communications
The next stepMock up the new homepage
The personMarta Ruiz
The next meetingDesign review · Wed 16:30
The access•••••••• (encrypted)
How to organize your clients step by step
- Create the client. Give them a name and color to tell them apart at a glance on the board.
- Add their contacts. Name, email, phone and notes for each person you deal with.
- Connect their work. Create tasks and meetings and link them to the client.
- Save their access. Passwords encrypted in your browser, next to the client they belong to.
An example: an agency with three clients
Each client has their project with their own board. On the client's card you see the contact, how many tasks are open and when the next meeting is. When a new job comes in, you create the task, assign it to the client and see it on their card and the calendar without duplicating anything.
Frequently asked questions
What kind of business is it for?
For anyone who works with several clients or projects at once: freelancers, studios, agencies and small teams that need each client's context at hand.
Can I run several projects?
Yes. Each project is an independent board with its own data, and you can switch between them without reloading.
Can I export my data?
Yes. You can export clients, contacts, tasks, meetings and encrypted passwords whenever you want.
Are contacts shared with the team?
Yes. In a team project you can see the shared clients and contacts; your password vault stays personal and isn't shared.
Does it work offline?
Yes. You can install Kanlane as an app and open it offline: you'll see your latest data and changes will sync when you're back online.
Is Kanlane free?
You can create a free account and no card is required to start. Always check the current conditions inside the service.
Try the board before deciding
Drag a card, open a task and see how it connects to its client. It's a demo with sample data; no account needed.
If the board doesn't load, open the demo in a separate page.