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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.

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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

As a long time user of SFDC and other CRMs, I love the simplicity and intuitive nature of Pipedrive. My favorite feature is the automated pop-up forcing the next step.
RRRyan RobertsFounder & CEO, Bustld, LLC
Pipedrive has helped visualize our sales landscape in realtime, and has become an integral component of our process. My favorite features are the reports and activity notifications. Pipedrive ensures no rock goes unturned.
GWGarrett WinderManaging Partner, Good Work
Easy to use, reasonably priced, and ensures I don't drop the ball on following up with my leads!
CLChristine LukenAuthor & Speaker, Financial Lifeguard

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

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

How to get started with CRM design tools to grow your business

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.

By switching to Pipedrive, the best CRM for web designers, Accentuate streamlined its process and started winning more deals than ever. Now, Director Eden Brownlee easily manages over 100 deals a day, with all the call, email and deal data he needs at his fingertips.

“It just allows everything to be a lot more fluid in our process, so we’re pretty heavy on integration and automation.”

Read the case study

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

Delight your design clients with rock-solid communication!