See every deal and task move at a glance.
Drag a card from one column to the next and the work updates itself — no spreadsheets, no status meetings. Axiom's visual board shows exactly where every deal, project, and task stands, for you and your whole team.
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A drag-and-drop Kanban board is a visual way to manage work as cards that move across columns, where each column is a stage — like To Do, In Progress, and Done, or Prospecting, Proposal, and Won. In Axiom Workspace you drag a card from one column to the next to update its status instantly, with no forms or spreadsheets. Because the board is built into your CRM, each card is a real deal, project, or task — so moving it can update the pipeline, notify the owner, and trigger the next step automatically. Use it for sales deals and team tasks side by side, on any device.
Work is hiding in a dozen spreadsheets.
When status lives in tabs, threads, and someone's head, things slip. You lose hours rebuilding the picture — and deadlines slide before anyone notices.
Why teams love the Kanban view.
Three problems with managing work — visibility, busywork, and alignment — solved by one board everyone can see.
See everything at once
Every deal and task laid out by stage, color-coded and countable. Spot bottlenecks, overloaded columns, and at-risk work in a single glance — no report to run.
Move work in one drag
Drag a card to a new column and the status, stage, and timeline update instantly. No forms, no double entry — updating work is as fast as thinking about it.
One board, one truth
Everyone sees the same live board, so there's no "which version is current?" The whole team knows who owns what and what's next — without another meeting.
From chaos to clarity in 3 steps.
No setup project, no training. Pick a board, drag your work, and let the board keep itself current.
1. Pick or build a board
Start from a ready-made board — Sales Pipeline, Client Onboarding, Project Tasks — or create your own columns in seconds. Rename stages, set colors, and add as many boards as you need.
2. Drag cards across stages
Grab any card and drop it in the next column. The status changes the moment you let go — on your laptop or with a tap-and-hold on mobile. Reorder within a column to set priority.
3. Let it sync & trigger the next step
Because every card is a real record, moving it updates your pipeline reports, notifies the owner, and can fire automations — like sending a reminder or creating a follow-up task. The board keeps itself current.
A board that actually does something.
Most Kanban tools just hold cards. Axiom's board moves your real work forward.
Drag cards across stages, instantly.
Pick up a card and drop it in the next column — the status updates the second you release. Smooth on desktop, tap-and-hold on mobile, and reorder within a column to rank what matters most.
No edit screens, no "mark complete" buttons buried in a menu. The board is the interface.
Works on desktop & touchOne engine for deals and tasks.
The same drag-and-drop board powers your sales pipeline and your team's task lists. Flip a board from deal stages to a task workflow — To Do, In Progress, Review, Done — without learning a new tool.
Run multiple boards for different teams or projects, each with its own columns, all in the workspace you already use.
Pipelines, projects & tasks · unlimited boardsMoving a card triggers the next step.
Because each card is a live record in your workspace, a drag does more than change a label. Drop a deal in "Won" and Axiom can log the close, notify the team, and create the kickoff task — automatically.
Set simple rules per column so the busywork that usually follows a status change just happens.
Automations · notifications · remindersBuilt for any team that moves work through stages.
If your work has a beginning, a middle, and a done — a board makes it visible.
Sales teams
Drag deals through your pipeline and watch revenue update as cards reach Won.
Agencies & project teams
Track every client deliverable from brief to delivered on a board the whole team shares.
Real estate
Move listings and buyers through showing, offer, and closing stages at a glance.
Customer support
Triage tickets across New, Investigating, and Resolved so nothing gets stuck.
Recruiters
Drag candidates from Applied to Interview to Offer and keep every pipeline visible.
Consultants & coaches
Run each client engagement as its own board from onboarding to wrap-up.
Operations
Standardize repeatable workflows — approvals, fulfillment, requests — on one board.
Small business owners
Run sales and operations side by side without a stack of disconnected tools.
Connected to your whole workspace.
A standalone Kanban tool is an island — you still copy everything into your CRM by hand. In Axiom, every card is a real record. Move a deal and your pipeline reports update. Open a card and you see the contact, the emails, the files. It's one source of truth, not another silo to maintain.
Part of the same all-in-one Axiom Workspace platform.
Fast answers to common questions.
The short version, for skimmers and answer engines.
Why this beats a standalone board or a spreadsheet.
Spreadsheets can't drag. Standalone boards don't know your customers. Axiom's board is visual and connected to the work it represents.
| Capability | Axiom Kanban | Standalone board / spreadsheet |
|---|---|---|
| Drag-and-drop to update status | One drag | ×Manual cell edits |
| Cards are real CRM records | Linked to contacts & deals | ×Disconnected copies |
| Deals and tasks on one board | Same engine | ×Separate tools |
| Updates pipeline reports | Automatically | ×Re-key into a report |
| Triggers automations on move | Reminders & tasks | ×Nothing happens |
| Works on mobile | Tap & drag | ×Clumsy on phones |
| Cost | Included — from $75 flat | $10+/user for a separate board tool |
Frequently asked questions.
Everything teams ask before moving their work onto a board.
What is a drag-and-drop Kanban board?
A Kanban board is a visual way to manage work as cards arranged in columns, where each column is a stage of your process — for example To Do, In Progress, and Done, or Prospecting, Proposal, and Won.
Drag-and-drop means you move a card from one column to the next to update its status instantly, instead of editing a form or a spreadsheet cell.
How is this different from Trello or a spreadsheet?
Standalone boards and spreadsheets are disconnected from the work they describe — you still copy everything into your CRM by hand. In Axiom, each card is a real deal, contact, or task. Moving it updates your pipeline reports, opens to the full client record, and can trigger automations. It's one connected system instead of another silo.
Can I use it for both sales deals and team tasks?
Yes. The same drag-and-drop engine powers sales pipelines and task workflows. You can run a deal board with stages like Prospecting and Won alongside a task board with To Do, In Progress, Review, and Done — as many boards as you need.
Can I customize the columns and stages?
Absolutely. Rename any stage, set its color, reorder columns, and add or remove them at any time. Start from a ready-made template or build a board from scratch in seconds.
Does it work on mobile?
Yes. The board is fully responsive — tap and hold a card to pick it up, then drag it to a new column. It works in any browser on phones and tablets, with no app to install.
What happens when I move a card?
The status or stage updates instantly. Because the card is a live record, moving it can also update your pipeline and revenue reports, notify the card's owner, and fire automations — like creating a follow-up task or sending a reminder when a deal reaches a certain stage.
Is the Kanban board included in my plan?
Yes. Drag-and-drop boards, unlimited pipelines and projects, and automations are included in every Axiom Workspace plan. Pricing starts at $75/month flat for up to 5 users, and you can try it free with no credit card required.
Ready to see all your work move on one board?
Start your free 14-day trial and turn scattered spreadsheets into a single drag-and-drop board your whole team can read in seconds.