Capture leads, automate your pipeline, send quotes and invoices, and collaborate with your team — all from one kanban board.
Free to start — no credit card required. Upgrade anytime for more boards, columns, and automations.
Every form submission flows straight from your site into your Jelly Board — no copy-pasting, no missed leads.
Professional services for your needs
From lead capture to payment — Jelly Boards replace your spreadsheets, sticky notes, and scattered tools.
Website forms, email inquiries, and manual entries automatically create cards in your inbox.
Set rules on any column to automatically process cards as they move through your pipeline.
Create professional quotes and invoices from any card. Clients accept and pay online via Stripe.
Invite team members with fine-grained permissions. Everyone sees exactly what they need.
Switch between Kanban, Calendar, Table, and Workflow views to see your data your way.
Automatically notify clients and team members when cards move through your pipeline.
Attach actions to any column. When a card enters, the automation fires — no manual work required.
Stack multiple actions on a single column. They run in order when any card enters.
Send notification
Email or SMS the client or a team member
Set due date
Auto-assign a deadline relative to entry
Assign user
Route cards to the right team member
Set custom field
Tag, categorize, or update any field automatically
Move card
Immediately or on a delay — even across boards
Conditional fork
Route by field value: assignee, tag, amount, or custom
A typical service business setup:
Inbox
Send welcome email, set due date +1 day
Quoted
Notify client, set due date +3 days
In Progress
Assign team member, update status field
Review
Notify client for approval
Completed
Send thank-you email, set custom field
Every step above runs automatically. You only need to drag cards when you're ready to advance them.
Custom fields, attachments, comments, history — everything you need to manage a lead or project in one place.
12 field types
Text, date, currency, select & more
Attachments
Files & images on every card
Comments
@mentions & file sharing
Activity log
Full audit trail per card
Tags & labels
Color-coded organization
Due dates
Deadlines with calendar view
Watchers
Get notified on changes
Payments
Stripe checkout on invoices
Build a website with our drag-and-drop editor and every form submission automatically creates a card in your board. No setup required — it just works.
Drag-and-drop editor with AI assistance. No code.
Contact forms, quote requests, booking forms — any form.
Every submission becomes a card in your board inbox.
Don't need a website? No problem — use Jelly Boards standalone with manual card entry and email capture.
Start building your workflow today — free to get started.