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Jelly Boards

The CRM That Runs Your Business

Capture leads, automate your pipeline, send quotes and invoices, and collaborate with your team — all from one kanban board.

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Free to start — no credit card required. Upgrade anytime for more boards, columns, and automations.

Jelly Boards

Walkthrough

One board. Every deal.

Scroll through a live pipeline — from a lead landing in the inbox, through automated paths, to a paid invoice.

Board · Free grid

Columns go anywhere. Paths connect them.

Jelly Boards is not a locked left-to-right kanban. Drop columns anywhere on the canvas and draw the paths your work actually takes — forks, loops, and automated suites included.

Acme Services · Board
Free grid
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Capture · Inbox

Every lead lands in one inbox.

Add cards by hand, or connect a Jelly Machine website and every form submission lands here automatically — name, email, and message already on the card.

Inbox
2 new
John DoeWebsite form

“I need a quote for a 400 sq ft deck…”

john@email.com · 2 min ago

Sarah M.Manual

Called about a fence repair — follow up Friday.

Pair a Jelly Machine website and forms land here with zero setup — the full story is in the website walkthrough.

Board · Multi-path

One column, many ways forward.

To Do forks into two In Progress lanes — split by crew, priority, or job type — and both merge back into Done. Your board matches how the work actually flows.

Acme Services · Board
Multi-path
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Automations · Columns

Columns do the busywork.

Stack actions on any column and they fire in order the moment a card enters — assign a teammate, send an email, set a custom field, even move the card to a different board.

Column settings · In Progress 1
4 actions
1

Assign user

Route the card to Sam the moment it enters

2

Send email

Template “We’re on it” to the client, fields filled in

3

Set custom field

Status → Active, Priority → Normal

4

Move card

Cross-board: send a copy to Fulfillment · Inbox

Actions run top to bottom whenever any card enters the column.

Automations · Arrows

Arrows move cards for you.

Solid connectors are lanes you drag cards along. Dashed connectors are automations — cards advance on their own when a condition is met or a timer runs out.

Acme Services · Board
Arrow actions
BoardTableCalendarGantt
autoif paid
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Solid — drag cards yourselfDashed — auto-moveif paidCondition on the arrow
Automations · Conditionals

Branch on what actually happened.

One Sent column, three outcomes. Payment received routes to Paid, a cancellation routes to Void, and seven quiet days route to Overdue — no one watching the board.

Arrow rules · Sent
3 branches
Sent
INV-0206
Payment receivedPaid
Invoice voidedVoid
7 days, no paymentOverdue

Conditions check field values, payments, and timers — first match wins.

Money · Quotes

Quote from the card.

The Quotes Power Up builds a professional quote straight from card data. Clients open a hosted page, accept, and sign — the card status updates itself.

Quote Q-1042 · from card
Sent
DraftSentAccepted
Deck build · 400 sq ft$2,100
Railing + stain$400
Total$2,500
Client accepts & signs online
Money · Invoices

A whole invoice suite on the board.

Draft → Sent → Paid live as lightning-badged columns. Accepted quotes convert to invoices, clients pay online via Stripe, and the card rides the suite to Paid on its own.

Acme Services · Board
Invoice suite
BoardTableCalendarGantt
Inbox
New lead
Website form
Call request
Manual
To Do
Site visit
Thu 9am
In Progress 1
Quote #142
$2,500
In Progress 2
Rush job
Sam
Done
Deck build
Signed off
Draft
INV-0207
$2,500
Sent
INV-0206
$980
Paid
INV-0205
$4,100
Views · Same cards

Board, table, calendar, Gantt.

The same cards, four ways to look at them. Drag on the board, bulk-edit in the table, plan due dates on the calendar, and see the schedule on the Gantt.

Acme Services · Calendar
Same cards
BoardTableCalendarGantt
S
M
T
W
T
F
S
1
2
3
4
Site visit
5
6
7
8
9
10
Quote due
11
12
13
14
15
16
17
Install
18
19
20
21
22
23
24
25
Invoice
26
27
28

Put your pipeline on a board.

Free to start — and if you want leads flowing in automatically, see how a Jelly Machine website feeds the board.

Get started freeSee website → board

The website walkthrough ends with a form submission landing on this board.

Features

Everything You Need to Close More Deals

From lead capture to payment — Jelly Boards replace your spreadsheets, sticky notes, and scattered tools.

Lead Capture

Website forms, email inquiries, and manual entries automatically create cards in your inbox.

  • Form submissions become cards
  • Email-to-card capture
  • Manual card creation

Pipeline Automation

Set rules on any column to automatically process cards as they move through your pipeline.

  • Auto-move between columns
  • Conditional routing by field values
  • Delayed & scheduled actions

Quotes & Invoices

Create professional quotes and invoices from any card. Clients accept and pay online via Stripe.

  • Create quotes from card data
  • Convert quotes to invoices
  • Online payment via Stripe

Team Collaboration

Invite team members with fine-grained permissions. Everyone sees exactly what they need.

  • 30+ permission controls
  • Per-column access restrictions
  • Real-time updates

Multiple Views

Switch between Kanban, Calendar, Table, and Workflow views to see your data your way.

  • Kanban drag-and-drop
  • Calendar for due dates
  • Table for bulk editing

Email & SMS Notifications

Automatically notify clients and team members when cards move through your pipeline.

  • Template-based emails
  • SMS notifications
  • Custom placeholders
Automations & Paths

Set It Up Once. Let It Run.

Stack actions on any column and branch cards down conditional paths — a visual workflow engine built into the board. When a card enters, the chain fires — no manual work required.

Column Actions

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

Example Pipeline

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.

Cards

Every Card is a Complete Record

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

Even Better Together

Connect a Jelly Machine Website

Build a website with our AI agent and every form submission automatically creates a card in your board. No setup required — it just works.

01

Build your site

Describe your business — the agent builds it. No code.

02

Add forms

Contact forms, quote requests, booking forms — any form.

03

Cards appear

Every submission becomes a card in your board inbox.

See the website → board walkthrough

Don't need a website? No problem — use Jelly Boards standalone with manual card entry and email capture.

Ready to Streamline Your Business?

Start building your workflow today — free to get started.

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