Well-designed CRM for designers

Get organized by using a customer relationship management (CRM) solution that’s so slick and beautiful you’re sure to approve of its looks and UX.

A visual and well-designed CRM

No one likes using tools that are clunky, unintuitive and look as if they were designed in the 90s. A CRM for web designers should look and feel so good that you’d want to use it day in, day out.

Pipedrive’s CRM for designers helps you get organized, better manage your contacts, track your design processes more effectively and save time on it all. In short, it’s software that empowers you to control your design and sales process.

What designers look for in a CRM

Intuitive UI

Collate all your business communications and activities in one straightforward tool.

Easy set-up

Our CRM’s design makes it an easy-to-use sales, marketing and project management system on any device.

Customization

Customize your workflow pipelines, marketing emails and more for a CRM system as unique as your business.

Activity notifications

Never miss a deadline and keep in touch with your clients thanks to automatic notifications.

CRM features that designers love

Pipedrive is a CRM for designers that simplifies your sales process and admin tasks so you can spend more time focusing on getting creative.

Reduces admin work

Manual data entry is a thing of the past. With the right tool, you’ll have to do less data handling, and have more time to sell.

Easy to use and set-up

Instead of being a weekly reporting platform, sales management software should be an easy one-stop shop for all your sales tracking needs.

Unifies all tools

Having a single, streamlined view of your sales process gives clarity, and gets your team on the same page. Supporting apps and integrations are also a must.

Fully customizable

Sales management systems should be flexible to accommodate your business as you scale. The more customizable a design CRM is, the easier it is to personalize it and make it reflect your workflow.

Available on the go

Mobile access is crucial when you’re selling. CRM apps for design make sales management on the move easy and simple, and make it even tougher for information to fall through the cracks.

Designed for salespeople

Salespeople need software designed for their trade. While using regular CRMs can work, the real magic happens when you use tools that were built to close sales and manage leads.

The tool of choice for scaling teams

A light-touch sales CRM software built for minimum input and maximum output. With Pipedrive’s simple, intuitive platform 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 selling beautiful.

See why over 95,000 teams use Pipedrive daily

Manage client communications and workflows

It can be difficult to stay on top of multiple design clients and simultaneous projects with competing deadlines. Pipedrive helps you capture, organize, store and manage unlimited contact data in one easy-to-use tool.

Get full transparency over each project workflow and client contact with a custom CRM for designers. You’ll also be able to see the status of your prospects and leads, so you never let an opportunity go cold again.

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 solution.

Use Custom Fields to segment your 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 your project workflows

Remove the hassle from administrative tasks in your daily routine and automate any stage of your workflow so you can spend more time designing.

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 for new clients, autofill documents with Pipedrive data and sync everything with your CRM for creatives.

Centralize your documentation with Pipedrive

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 forms on your website, in emails or on social media to easily collect project and contact information. Use chatbots on your website to help customers find answers to common questions instantly.

  • 2. Establish your project workflows

    When you first log into Pipedrive, you can create a visual representation of your sales and project pipelines, which you can customize to fit your business processes.

    The whole team can easily access a 360-degree overview of where each contact sits in your design cycle and where each 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 report metrics into visually appealing dashboards customized to monitor your goals and interpret findings at a glance.

    Drag, drop and resize your data into interactive charts that 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 is 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.”

Read the case study

Integrate with your design and client communication tools

Supercharge your design business and streamline productivity with hundreds of integrations that take your CRM to the next level. Make sure your designers have access to the popular tools they need to succeed, all in one centralized platform.

Here are some 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

Autopilot

Send targeted email campaigns and convert more website browsers into buyers with pop-ups. Make better business decisions with insightful reports and dashboards.

Target leads with Pipedrive’s Autopilot integration

Zapier

Keep using all the design tools you love. Connect with thousands of your favorite 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

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 designs help you and your 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 to 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

Delight your design clients with rock-solid communication!