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Top 8 Best CRM Systems for Web Designers

The world of web design can be pretty full-on, so you need a great assistant - a CRM system. In this article, we’ll tell you everything about CRMs for web designers and help you pick the best one!

Noah Jay Hendricks
Written by
Noah Jay Hendricks
Noah Jay Hendricks
Noah Jay Hendricks

When not knee-deep in his vegetable garden, wrestling with weeds, Noah can be found daydreaming about engaged and happy customers who never have to worry about their CRM because it’s working for them, not against them.

More from Noah Jay Hendricks

Published: Apr 05, 2024

| 29 mins read

What is the CRM software for web designers?

CRM, or Customer Relationship Management, is all about effectively managing your clients and potential clients to ensure your business can expand confidently without losing them along the way.

When we talk about CRM for web designers, we're talking about specialized CRM software tailored to the needs of web designers. This tool can help you efficiently handle your sales pipeline, stay organized with your contacts, and nurture positive relationships with your clients. It's a valuable resource for streamlining your sales-related tasks and ensuring your web design business thrives.

Pipedrive

Pipedrive

Pipedrive CRM is a user-friendly platform that is effortless to master. It is the creative web designer's secret weapon in the world of Customer Relationship Management. 

HubSpot

HubSpot

CRM was created ready for the modern world to help users run businesses and start selling. Moreover, it is the ultimate CRM for web designers, offering a versatile toolkit that improves client relationships.

Zoho

Zoho

It is a web-based email marketing management service for small and medium businesses. It automates the entire marketing process - from managing your email marketing campaign to maintaining mailing lists.

FreshBooks

FreshBooks

FreshBooks shines as an accounting and invoicing solution. It simplifies the invoicing procedure for web designers, making it a breeze – simply input the information, and it automatically generates invoices.

How can web designers take advantage of CRM systems?

CRM systems are incredibly valuable for a wide range of online and service-based businesses, including web design agencies. In this section, we'll delve into some of the key ways CRM systems can be utilized by web designers.

1. Lead Tracking and Management

Web designers can use CRM systems to keep tabs on leads and inquiries they receive through web forms or social media marketing. This involves:

   - Monitoring potential clients.

   - Keeping a record of communication history.

   - Sending automated follow-ups to re-engage with leads.

2. Client Communication

CRMs empower web designers to maintain a centralized database of client information. Beyond contact details, this repository can include project specifications and preferences. This centralized information makes it simpler to offer highly personalized web design services.

3. Project Oversight

Some CRM systems come equipped with project management tools, including task management and project tracking. Web designers can efficiently assign tasks, establish deadlines, and monitor progress toward project goals and milestones.

4. Sales and Marketing

Web designers can use the wealth of data stored in their CRM to spot opportunities for design-related upselling or cross-selling. Furthermore, CRM systems can assist in managing marketing campaigns aimed at converting leads into paying clients.

5. Automated Workflows

By integrating CRM tools into their existing tech stack, web designers can set up a multitude of automated workflows. This can be achieved either through built-in integrations or by utilizing task automation platforms like Zapier.

For instance, by integrating a CRM with your lead capture form, you can seamlessly transfer lead details to your CRM without manual effort. A similar automation can be applied to client onboarding forms, streamlining the client onboarding process. Additionally, integration with proposal software enables the automatic generation and pre-filling of client quotes. The possibilities here are virtually limitless.

You can pay attention to these powerful project management systems:

  • Salesforce — A versatile CRM solution hosted in the cloud, suitable for businesses of any size. 
  • monday.com — An innovative and efficient platform for managing visual work and promoting collaboration among multiple teams throughout the entire enterprise.
  • ClickUp — an all-in-one project planning and tracking tool.
  • Teamwork — communication and collaboration solution for project teams that focuses on assisting agencies, creative teams, etc.
  • Smartsheet — the perfect blend of traditional spreadsheet features and innovative project management capabilities.

Incorporating CRM systems into their workflow empowers web designers to efficiently manage leads, communicate with clients, monitor projects, identify sales opportunities, and streamline their operations through automation.

Your Robust CRM Choice

4.3

NetSuite  is the leading integrated cloud business software suite, including business accounting, ERP, CRM, and e-commerce software.
Scale up, spin off, adopt new business models, NetSuite's flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly.
Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience.
Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they're helping the business, with vital business data displayed from right within the system.

 

Key features of CRM for web design company

web-designer

As a designer, you've probably thought about CRM software designed specifically for your business. However, the choice of which one to embrace can be a critical decision. The suitability of a CRM solution for web designers can vary depending on whether you're a lone designer or part of a design firm with multiple artists across different locations. Let's explore the key features that a CRM for web designers should offer:

1. Ease of CRM Implementation

Nowadays, in the fast-paced world of web design, it is crucial to find a solution that is not only powerful but also simple to implement and use. Web designers are constantly seeking tools and software that can streamline their workflow and enhance collaboration with their teams and clients. With the ever-increasing demand for seamless collaboration and efficient project management, web designers are turning to CRM (Customer Relationship Management) software to meet their needs.

Daniel Duran, Head of Marketing at Capsule in a conversation with Ivan Karp said:

"Both (CRM Finding and Implementation) are important, but I feel digging deeper into the feature set and also understanding your current setup are key.

For example, if you’re an SME, you don’t need an enterprise tool. All that will do is add complexity. Find a range that are a good fit, and also work well with your existing solutions if you have any."

Original Reference

When it comes to presentations, CRM software can be a game-changer for web designers. Clients often require designers to create compelling presentations that showcase their designs and give a sneak peek into the final product's appearance. CRM software designed for web designers empowers them to effortlessly create intricate slideshows and presentations, incorporating images and graphics from their design portfolio. These presentations can then be seamlessly shared with clients, impressing them right from the start.

Dependency management is crucial in the digital realm, and CRM software can help minimize reliance on other software applications. By structuring the setup in a way that reduces dependence on other applications, designers can ensure continuity and stability in their workflow. This minimizes the risk of disruptions caused by system failures and enhances overall productivity.

2. Seamless Collaboration

The first question when launching a design firm is, "How do we collaborate?" If there are only a few people, you might be able to use email or a shared drive system. This works fine, but when you have ten or more designers, the system becomes inefficient and complicated. CRM for web designers enables designers in various locations to collaborate on projects, PowerPoint presentations and spreads, detailed designs, and so on, all from a single central area that any client can access.

3. Document Management

Clients will undoubtedly need access to your designs during the final stages of a project. It is critical that all designers can easily log into their respective folders to create, update, organize, and provide input on papers. CRM software designed specifically for graphic designers includes a variety of tools for keeping documents such as CVs, slideshows, and presentations in a centralized repository. This promotes ongoing collaboration among designers during the project's progress, ensuring that everyone gets access to crucial information.

4. Streamlined Project Management

The next logical step for a designer is to master project planning, coordination, and oversight from start to finish. Effective project management includes various aspects that can be challenging for a single person to handle swiftly. CRM software simplifies tasks such as project planning, budgeting, and day-to-day task scheduling. This means there's no need to engage in constant back-and-forth communication with each designer.

5. Presentation Management

When considering your next project, it's essential to recognize that prospects will first encounter your designs or presentations. Designers can create compelling presentations using tools like PowerPoint, but these efforts often occur independently. However, clients are increasingly seeking designers to create presentations, offering a sneak peek into the final product's appearance. This necessitates designers to excel in creating slideshows and other presentations. CRM for web design company empowers you to produce intricate slideshows for your presentations effortlessly. You can simply incorporate images and graphics from your design portfolio and seamlessly share them with clients.

6. Effective Branding

When pitching a new business, you must explain how your company will be branded. This can be done by showing your portfolio and discussing your company name, but a better approach would be to demonstrate to your clients how their new logo would look and function on their website. You could design this presentation yourself, but it's proven that clients prefer it if you don't. It's much better if you create a stunning logo that includes components of their existing brand name — and then use it in your pitch. The first few meetings with them are critical because they will create an opinion about you and your business before you even get started.

7. Payment Tracking

Even if you're an exceptionally skilled designer, ensuring you receive timely payments from clients is vital. Without a reliable and user-friendly system for monitoring payments, your talent alone won't sustain you. CRM software tailored for designers not only assists in managing your client database but also plays a pivotal role in securing work and staying connected with existing clients. Moreover, it helps you follow up on outstanding payments, allowing you to meticulously keep track of their progress until they are paid.

8. Seamless Third-Party Integration

There are numerous third-party web services that can be used in tandem with your CRM program. These integrations allow you to build websites and manage contacts within a single platform, eliminating the need for multiple applications and databases.

9. Dependency Management

In the digital realm, dependency on a single system can lead to catastrophic consequences. If one component fails, it can disrupt the entire workflow. Therefore, it's important to structure your setup in a way that minimizes dependence on other software applications, ensuring continuity and stability.

10. Lead Generation

Finally, imagine you're just getting started with your business. In this scenario, it's worth noting that you can utilize CRM software for designers with lead generation tools to develop a contact database for every client who has ever used your services. This is an excellent approach to expanding your business into something more significant. It enables you to rapidly interact with a large number of potential clients without having to spend many hours establishing new websites and marketing collateral.


8 Best CRMs for Web Designers

How to choose the best CRM for web designers

Looking for the perfect CRM solution to supercharge your web design or agency endeavors? We've created a list of the 8 best CRM for web designers.

Delve into the main features and pricing details for each of these exceptional tools.

1. Pipedrive

Pipedrive_fmc

Pipedrive proudly boasts itself as an all-in-one sales CRM solution, and it's not an exaggeration. This powerful tool effectively addresses various business needs, particularly in the realms of contact management and sales processes. Plus, it offers a user-friendly, drag-and-drop interface for lead management, the learning curve is minor.

Key Features:

  • A Sales CRM that guides your team through the entire lead journey, from qualification to close.
  • An array of marketing features, including chatbots, proposal generation, and more, to enhance the overall customer experience.
  • Customization options that empower you to tailor your CRM precisely to your team's requirements.
  • Automation tools for creating personalized email workflows to nurture leads.

Pricing:

  • Essential: €12.50 per user per month, billed annually.
  • Advanced: €24.90 per user per month, billed annually.
  • Professional: €49.90 per user per month, billed annually.
  • Power: €59.90 per user per month, billed annually.
  • Enterprise: €74.90 per user per month, billed annually.

2. HubSpot

HubSpot

HubSpot is a familiar name in the marketing world, and while it offers several premium sales and marketing tools, its CRM is a useful platform that won't cost you anything. That's why we highly recommend HubSpot as CRM for web designers, especially for solo entrepreneurs who need a straightforward solution for managing their contacts.

Key Features:

  • Pipeline management to monitor your leads' progress in real-time, every step of the way.
  • A user-friendly reporting dashboard to keep tabs on your achievements.
  • Email tracking and notifications to ensure you never miss any important communication.
  • Live chat functionality, opening up a fresh channel to connect with potential leads.

Pricing:

HubSpot CRM is absolutely free. If you want to explore additional sales and marketing tools, you can opt for the starter plan, which begins at $45 per month (billed annually) for two users.


3. Salesforce

Salesforce

Salesforce is a renowned player in the realm of sales CRM. However, it's worth noting that this platform tends to be better suited for larger sales teams due to its intricate and comprehensive capabilities. Salesforce is the best CRM for designers if you're a sizable web development agency with ambitions to expand further.

Key Features:

  • Comprehensive contact management, providing a complete history of every interaction your team has had with a lead.
  • Opportunity management enables you to monitor the hottest leads who are just about to close.
  • Process automation is designed to move sales through the pipeline, reducing the need for manual work by your team.
  • Sales reports that possess the power to predict forthcoming revenue and closed deals.

Pricing:

Its pricing starts at $25 per user per month, billed annually. Depending on the solution you choose, it gets more expensive.

Perfect CRM Solution

4.4

Salesforce is an industry leader known for its mammoth feature set and endless customization options. The platform can adapt to any industry, from manufacturing to insurance. 
Salesforce lets you efficiently unify different principal functions of your business so you can achieve customer success. You can sell, provide service, market, collaborate, know your customers, and build apps on a single platform.
  • Contact and Account Management
  • Opportunity Management
  • Lead Management
  • Reports and Dashboard
  • Sales Forecasting
  • Workflow and Approvals
  • Files Sync and Shares
  • Data Management
  • Integrations
  • Customer Support
Businesses are increasingly turning to Salesforce for its  user-friendliness and cost-effectiveness . Its simple interface allows companies to get up and running quickly, while the affordability of its services makes it a viable choice for businesses of any size.

 

4. FreshBooks

FreshBooks

FreshBooks stands out as an accounting and invoicing solution tailored with web designers in mind. It streamlines the billing process, making it an effortless experience – just input the details, and it automatically creates invoices that can even be sent via email.

Key Features:

  • Keeping tabs on the time invested in each project can be a challenge, but this CRM for web designer simplifies this task by presenting the total amount for all of your time entries.
  • FreshBooks takes the hassle out of invoice creation and delivery. It's as straightforward as inputting the essential information and then choosing whether to send it digitally or print it out.
  • You can use invoice templates for quick customization, saving you valuable time to concentrate on your design work.
  • Free bank and credit card reconciliation – a handy feature when it comes time to file taxes. 

Pricing:

  • Lite: $17 per month.
  • Plus: $30 per month.
  • Premium: $55 per month.
  • Select: contact the sales team.

5. ActiveCampaign

activecampaign-findmycrm

ActiveCampaign presents itself as a straightforward CRM solution that tailors its pricing to the size of your email contact list. This characteristic makes this CRM for web design agency particularly well-suited for teams that manage smaller contact lists. Notably, ActiveCampaign initially focused on email campaigns and automation, and expanding into CRM functionality was a logical evolution.

Key Features:

  • Intuitive drag-and-drop tools for constructing sales and marketing automations, leveraging pre-designed templates to streamline your workflows.
  • Creating landing pages and personalizing your website helps speed up the lead-generating and nurturing process.
  • Comprehensive lead tracking to ensure everyone on your team remains informed about each lead's position within the sales pipeline.
  • Live chat and SMS marketing can let you engage with potential clients in new ways.

Pricing:

Sales - CRM & Sales Engagement:

  • Plus: $19 per month, billed annually.
  • Professional: $49 per month, billed annually.
  • Enterprise: contact the sales team.

6. Keap

Keap

Keap, formerly recognized as Infusionsoft, has been in the CRM game for years. It's an ideal CRM for designers and small businesses seeking a blend of sales management and marketing automation, all presented through an interface that is easy to understand for your entire team.

Key Features:

  • Lead capture functionality to attract even more prospects.
  • Ready-made templates for simplifying follow-ups with both potential and existing clients, facilitating sales closures, and sending invoice reminders.
  • Native integrations and compatibility with Zapier allow you to supercharge your sales pipeline with even more tools.
  • A hassle-free migration process for transitioning from another CRM to Keap, ensuring a seamless experience.

Pricing:

  • Keap Pro: $159 per month.
  • Keap Max: $229 per month.
  • Max Classic: contact the sales team.

7. Drip

Drip

Drip positions itself as the CRM solution tailored for e-commerce brands. Its arsenal includes meticulously designed workflows and operational procedures for managing leads, such as sending reminders for abandoned shopping carts and managing post-purchase sequences. This CRM web design system is a compelling choice for those who also work in e-commerce, whether it’s selling digital products or promoting brand merch.

Key Features:

  • User-friendly, drag-and-drop automation with pre-structured workflows designed to guide potential sales leads through the sales funnel seamlessly.
  • Forms and pop-ups on your website to enhance lead generation.
  • SMS marketing might help you reach more customers than email and social media.
  • Personalization and segmentation capabilities enable you to tailor your approach to customers' specific interests, thereby enhancing your chances of conversion.

Pricing:

Starting at $39 per month for up to 2500 contacts.


8. Agile CRM

Agile CRM

Agile CRM emerges as an excellent choice for budget-conscious web designers who seek a powerful tool. This versatile tool offers a free plan designed specifically for sales teams. You'll only need to consider paid plans if you want to incorporate marketing or service functionalities.

Key Features:

  • Sales enablement software that boosts the entire sales journey from start to finish.
  • A lead prospector feature that simplifies the process of importing leads directly from your web browser, even while navigating LinkedIn and other social media platforms.
  • A calendar view to help you stay on top of your tasks and never miss a follow-up with a prospective client.
  • A comprehensive sales dashboard and reporting system ensure you always know about your progress.

Pricing:

  • The free version is available for up to 10 users.
  • Starter version: $8.99 per user per month, billed every two years.
  • Regular version: $29.99 per user per month, billed every two years.
  • Enterprise version: $47.99 per user per month, billed every two years.

Wrapping Up

In conclusion, reaching out for help is a sign of strength, and there's a wealth of CRM solutions ready to support your business needs. But when you're on the hunt for a particular tool like accounting or proposal software, the search can get tricky.

Before making your choice, the top tip is to weigh factors like pricing, the reputation of the company, and feedback from users. By selecting your best CRM for a web design company today, you'll be taking a giant step toward running a more streamlined and effective business.

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Noah Jay Hendricks

When not knee-deep in his vegetable garden, wrestling with weeds, Noah can be found daydreaming about engaged and happy customers who never have to worry about their CRM because it’s working for them, not against them.

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