A CRM system for designers
Get organized with a customer relationship management (CRM) solution that prioritizes ease of use and intuitive, eye-catching UX design.
A visual and well-designed CRM
No one likes using tools that are clunky and unintuitive. A CRM for web designers and other creatives should look and feel good to use every day.
Pipedrive’s CRM for designers helps you get organized, better manage your contacts, track your design processes more effectively and save time. It’s CRM software that puts you in control of your design and sales process.
With Pipedrive’s simple, intuitive user experience there’s no 200-page list of functions or two-day training required. Just log in, fill up your pipeline and start selling with a product designed to make sales beautiful.
Pipedrive CRM software features creatives love
Pipedrive is a CRM for designers that simplifies project management tasks and the entire sales process so you can spend more time focused on getting creative.
Reduces admin work
With the right CRM for creatives you’ll do less manual data handling and have more time to sell your designs thanks to automations.
Easy to use and set up
Instead of a weekly reporting platform, the best design-based sales management software is an easy, one-stop shop for all your sales tracking needs.
Unifies all your tools
Having a single, streamlined view of your sales process provides clarity and gets your design team on the same page, while supporting apps and integrations are also a must.
Fully customizable
Sales management systems should be flexible and customizable to accommodate your small business as you scale.
Available on the go
CRM mobile apps for design simplify sales management on the move in real time, making it tougher for information to fall through the cracks.
A UX design for salespeople
While using regular CRMs can work, the real magic happens when your sales force uses tools that were built to close sales and manage leads.
See why over 100,000 teams use Pipedrive daily
Kristel KruustükFounder & Chief Testing Officer, Testlio
Darrell KeezerCEO, Candybox Marketing Inc.
Nirmal GyanwaliManaging Director, Nirmal Web Studio
6 things to look for in a design CRM
Choosing the right CRM for creatives and design agencies will help your business provide reliable customer communications, become more productive and land new clients.
The best CRM will boost the entire user experience by empowering you and your design team to:
Easily schedule client meetings, calls and project deadlines, and get notified with calendar updates
Track your progress across all projects to meet your agreements and keep your customers happy
Foster collaboration across your team with automatic task notifications, visual pipeline overviews and shared analytics reports
Manage your invoices without lifting a finger and get notifications when a payment has been paid or needs a follow-up
Understand your client base and build personalized marketing campaigns that engage more clients at scale
Upload documents for approval, or against final project deadlines, directly in your CRM and share them with other members of your team
The benefits of Pipedrive
Here’s how Pipedrive’s CRM for designers and creatives can help you manage clients, complete projects and boost revenue.
Streamline client communications and workflows
It can be difficult to stay on top of multiple clients and simultaneous projects with competing deadlines. Pipedrive helps you capture, organize, store and manage unlimited contact data (including Google and Microsoft contacts) in one easy-to-use CRM design professionals love.
Get full transparency over every project workflow and client contact with a custom CRM for creatives. You’ll also be able to see the status of your prospects and leads, so you never let an opportunity go cold again.
Manage your pipeline effectively with Pipedrive
Organize and track your contacts
Keep track of every communication across email, phone calls, web forms and social media with logs stored automatically in your CRM platform.
Use custom CRM fields to segment your design contacts into prospective, existing and former clients, or choose any category that works for you and your business.
Stay connected and track your communications with Pipedrive
Automate project workflows
Remove the hassle from administrative tasks in your daily routine and automate any stage of your CRM design workflow so you can spend more time creating.
Kick off projects with automated, personalized emails, receive due date notifications directly from your CRM and get tips from Pipedrive on where more automation can help.
Save time and automate your activities with Pipedrive
Create and send custom contracts
Send customized contracts, proposals and quotes and collect clients’ signatures with less back and forth. Get notified by your CRM when recipients open and interact with your documents.
Save templates that you can quickly edit or redesign for new clients, autofill documents with Pipedrive data and sync everything inside your CRM.
Centralize your documentation with Pipedrive
How to get started with CRM design tools to grow your business
- 1. Set up new business generation processes
Capture new leads in your CRM funnel from a variety of sources, like social media and email. Use the LeadBooster add-on to connect powerful engagement tools for a convenient way to get in touch.
Embed web forms on website landing pages, in emails or on social media to easily collect project and contact information. Use chatbots on your website’s homepage to help customers find answers to common questions instantly.
- 2. Establish your project workflows
When you first log in to Pipedrive, you can create a visual representation of your sales and project pipelines which you can customize to fit your business processes.
With a dedicated CRM for web designers, the whole team can easily access a 360-degree overview of where each contact sits in your design cycle, and where each e-commerce or SaaS project stands.
- 3. Automate your inbound inquiry management
Every touchpoint a client has with your brand will be collected, managed and stored in Pipedrive as soon as it’s received.
Automatically assign queries to the right team member, send auto-responses or share meeting scheduling links for a better customer experience.
- 4. Use detailed analytics to boost your marketing
Transform forecasting and report metrics into visually appealing CRM dashboards customized to monitor your goals and interpret findings at a glance.
Drag-and-drop and resize your data into interactive charts that can help your team understand the successes to repeat and challenges to address.
How Pipedrive helped one web design company grow their revenue by 1000%
Australian company Accentuate Web Design & Marketing was using manual spreadsheets to manage their lead and customer data, resulting in opportunities going unnoticed.
Now, Director Eden Brownlee easily manages over 100 deals a day. Every call, email and deal activity gets saved in Pipedrive and can be pulled up at a moment's notice.
“It just allows everything to be a lot more fluid in our process, so we’re pretty heavy on integration and automation.”
Integrate your CRM system with powerful design and client communication tools
Supercharge your design business and streamline productivity with hundreds of integrations that take your CRM to the next level. Give your designers access to the popular tools they need to succeed, all in one centralized platform.
Here are some API integrations and features that every creative business can benefit from:
Smart Docs
Create branded, trackable documents. Smart Docs automatically updates documents with data from your CRM and makes it easy to share with your network.
Send professional documents with Pipedrive's Smart Docs feature.
Quickdialog
Save time with a centralized inbox for all your social media and messaging platform contacts. Keep track of inbound messages from multiple channels, including Twitter and WhatsApp, all in one place.
Connect Pipedrive and Quickdialog.
Trello
Organize and prioritize your projects with tons of flexibility in Trello, and sync progress to your Pipedrive CRM. Keep the whole team updated without moving from the tools you love.
Collaborate with Pipedrive’s Trello integration.
Campaigns by Pipedrive
Create attention-grabbing email campaigns with Pipedrive’s intuitive drag-and-drop email builder. Use segmentation for targeted messaging and track campaign performance in real time with Pipedrive’s Campaigns.
Zapier
Keep using all the design tools you love. Connect with thousands of your favorite mobile apps, integrated directly into your CRM system, for a workflow hub that has everything you need.
Explore Pipedrive’s Zapier integration.
QuickBooks
Simplify your accounting processes. Manage quotes, invoices and bills easily, connect them to the right client file and get on top of your finances without switching tools.
Learn about Pipedrive’s QuickBooks integration.
CRM design FAQs
- How do I design a CRM?
Designing a CRM from scratch can be a time-consuming and complex task. Fortunately for you, that’s not the case with Pipedrive.
With its visual and well-designed CRM platform and multiple customization options, Pipedrive gives users an intuitive experience that can be tailored to their unique needs.
- What is CRM software designed to do?
CRM, or customer relationship management software, is designed to enable control over the sales process as leads progress through the sales pipeline and become won deals.
CRM software can also offer other useful features to sales teams, such as reporting and analytics, lead generation, workflow automation, marketing and more.
- Can Pipedrive design a custom CRM?
With Pipedrive, you don’t need to design a custom CRM from the ground up.
Thanks to its extensive customization options and integration ecosystem, adapting Pipedrive to fit your organization’s unique needs is quick, easy and free!