Best 25 CRM For Designers To Utilize

CRM is used in many different industries, and in this article, we will be focusing on design-related CRM. It is something that will fit seamlessly into your workflow and provide an intuitive user experience without breaking the bank.

Best 25 CRM For Designers To Utilize

As a designer, you know the importance of having CRM software to help you with customer relationships. With so many different options available on the market today, it can be difficult to choose one that is right for your needs.

CRM is used in many different industries, and in this article, we will be focusing on design-related CRM.

One benefit of this unique selling proposition is the socialization of a contact’s profile. In short, CRM lets you import Twitter data to your contact’s feed, pulling in their tweets, retweets, and profile picture allowing you to further customize your outreach efforts with each contact.

You want something that will fit seamlessly into your workflow and provide an intuitive user experience without breaking the bank. Luckily we have done all of the research for you and found 25 CRM tools that are perfect for designers!

1. Pipedrive

Pipedrive is the perfect CRM for designers, especially when you combine it with an invoicing tool like FreshBooks.

Pipedrive is one of the leading CRM software at the moment and the winner of the Expert’s Choice Award for 2017 according to Finances Online website. You can try it for free before deciding to purchase it and integrate the software into your business plan.

This software offers a great overview of sales, making it easy to prioritize deals and facilitate your workflow even more so because the system is fully mobile optimized and it allows integration with many Google apps and other third-party systems, so you can have it all in one place.

With Pipedrive you can make direct sales and app sales, manage leads and track your existing client base. There is also an option to collect payments directly within the CRM software itself.

Features

  • Great overview of deals and sales, making it easy to prioritize deals.
  • A fully mobile-optimized system with integration options for third-party apps.
  • Ability to collect payments directly within the CRM software.
  • It is available in 13 different languages and can be used on iOS, Android, and Windows devices.

2. Punchh

Punchh is one of the best CRM software for startups and small businesses. It allows you to manage your entire business through the use of acquisition tools, targeting your customers across multiple channels.

It is used by over 100 global brands and has been featured on Forbes, Salesforce blog, and VentureBeat.

The software offers a variety of features for designers, including the ability to track sales, manage email campaigns, and use an intuitive dashboard that gives you a detailed overview of your revenue.

It is fully integrated so you can reach out to your customers through all of your marketing channels, including Facebook and Twitter.

Features

  • Campaign management tool.
  • Customer engagement and retention tools.
  • Ability to track sales, manage email campaigns and use a detailed dashboard.

3. Hubspot CRM

If you're looking for a CRM that offers many different tools, then Hubspot CRM is the one for you. Hubspot is the best CRM software on the market right now and they offer both paid and free versions.

With HubSpot, you can organize your sales pipeline, analyze the metrics of all your marketing campaigns and even work with templates to easily create new material. You can also use their email templates and landing pages to optimize your lead conversions.

HubSpot CRM is a great option for designers because it offers so many features that are often needed when it comes to managing your client relationships. Hubspot’s software provides a wide range of products that can help you manage your marketing, sales, and customer service.

It is fully integrated with all other tools in the Hubspot suite, including website analytics and marketing automation.

Features

  • Sales funnel management.
  • Lead generation tools.
  • Ability to integrate with other apps in the Hubspot suite.

4. Sugar CRM

Sugar CRM is a powerful software designed specifically for small and medium businesses. It offers all of the features you would expect from a top-of-the-line CRM, including email campaigns and contact management.

This software is more of an all-in-one solution for your business, as it also offers accounting, sales, and marketing tools. It is available in 26 languages and has been recognized as a leader in the CRM software industry by Gartner, KM World, and Capterra.

Some of the features that are particularly useful for designers include social media management through the use of the Sugar Social CRM, customizable sales pipeline reporting, and offline access to your data.

Features

  • Sales pipeline reporting.
  • Social media management tools.
  • Offline access to data.
  • Contact management and email campaign tools.

5. Bitrix24

With Bitrix24 you can easily track your clientele, manage leads and organize internal tasks. It is a complete business solution that offers many other features, including intranets and intranet portals.

It is the only CRM available in a fully hosted environment where you can easily implement it in just 15 minutes. It is one of the best CRM software solutions for small businesses and startups, used by companies like CNN Money and Kaspersky Lab.

It offers dashboards that allow you to monitor performance across all departments in your company as well as real-time reports on sales activities.

You can also use Bitrix24's analytics to check the traffic on your website and see how it's affecting conversions.

Features

  • Intranet portals.
  • Dashboards for monitoring performance across different departments.
  • Real-time reports on sales activities.

6. Insightly

Insightly is the cloud-based software that is used by over 150,000 businesses around the world. It allows you to manage your entire business from a single platform that offers great productivity tools, allowing you to remain productive while on the go.

It is uniquely designed for small and medium businesses, especially those that are growing quickly. It is used by many different industries such as graphic design, marketing, photography, and digital agencies.

Features

  • Project management.
  • Task automation tools.
  • Lead generation features.

7. Nimble

Nimble is CRM software designed with small businesses in mind. It offers the essential CRM management features, including contact management and sales pipeline tools, along with some great extras that make it stand out from other similar products on the market.

Unlike many of its competitors, Nimble integrates Office 365 and Google maps making client search easy as well as efficient. The software also offers ‘Live Profiles’ with important details on prospects gathered from social media.

Features

  • Office 365 and Google Maps integration.
  • Ability to integrate search tools, such as Google maps.
  • Live Profile is a tool that gathers important details about your prospects from their social media accounts.
  • Leads management is a feature that allows you to manage and follow up on all of the leads in an efficient manner.

8. Capsule CRM

The capsule is an all-in-one cloud-based business management tool that is designed for small and medium businesses.

The software offers a wide range of features that can help you manage your marketing, sales, and customer service by offering essential CRM management tools such as contact management.

It also has project management capabilities, lead generation tools, and reporting functions. The platform is free to use up to three team members with unlimited contacts and activity history and also has a free mobile app.

Features

  • Google Integration - The software offers a wide range of features that can help you manage your marketing, sales, and customer service by offering the essential CRM management tools such as contact management.
  • Project Management capabilities.
  • Lead generation tools.
  • Contact management tools.
  • Reporting features.

9. Zoho CRM

Offering a wide range of products, Zoho can help you manage your marketing, sales, and customer service needs. There is no need to use multiple platforms like all the software in Zoho’s suite is integrated.

What differentiates Zoho from other CMR platforms, apart from the fact that it integrates well with Google apps and social media management tools is its integration with accounting software which makes business operations so much easier to handle.

It offers all of the essential CRM features including contact management, sales pipeline reporting, lead generation tools, etc

Features

  • Customized sales force automation and marketing automation.
  • Customer support and service, inventory management, and CRM analytics.
  • Manages the entire workflow of your business operations.
  • Efficient integration between pre-sale and post-sale activities.

10. ProsperWorks

ProsperWorks is an all-in-one CRM platform that is designed for small businesses. The software offers great features, including social media management tools and offline access to data.

It is available as a web app and has an easy-to-use interface that is designed with the user experience in mind.

It offers task automation tools, contact management, and sales pipeline tools and also has a mobile app that allows you to access your data on the go.

Features

  • Social media management tools.
  • Offline access to data.
  • Contact management.

11.  Close.io

Close.io is an inbound marketing platform that offers great advanced lead generation features

It provides out-of-the-box contact management tools, task automation, email templates, and sharing features. The software also has built-in analytics features that allow you to keep track of everything that is happening with your contacts/leads.

There are different pricing plans to choose from, depending on the number of users that you need. It is available in both web app and mobile versions.

Features

  • One-click dialing.
  • Lead scoring/priority system.
  • Contact management tools.

12. HoneyBook

HoneyBook is a powerful CRM geared towards the wedding and event industry. It has many features that are designed with this exclusive niche in mind including budgets, workflows, automated billing & contracts, etc

Other than providing all the usual CRM tools, HoneyBook comes with its marketing instruments that save you time when generating leads.

Features

  • Automated billing and contracts.
  • Budget management tools.
  • Contract management tools.
  • Gusto integration.

13. Hello Bonsai

Hello Bonsai is a CRM geared specifically towards busy entrepreneurs, startups, and small businesses.

It has two main features- a lead scoring system and marketing automation which allows you to easily prioritize your activities based on how interested the lead currently is in your business.

Other than providing essential CRM features including social media management tools, email templates, contact management, etc., the software also has a mobile app that allows you to access your account no matter where you are.

Features

  • Lead scoring system.
  • Marketing automation tools.
  • Contact management tools.
  • Ecommerce integration.

15. Salesforce

Salesforce is one of the most popular CRM platforms out there and offers a wide range of features designed to meet the needs of professionals in all industries.

The software is suitable for both small businesses and bigger corporations with multiple divisions and departments.

It has all the essential CRM features including contact management, real-time customer collaboration & communication tools, etc.

Features

  • Social media management tools.
  • Contact management tools.
  • Lead analytics tools.
  • Automated reporting system.

16. Creatio

Creatio is a CRM system for small and medium-sized businesses. It has a user-friendly interface that allows you to easily manage all of your contacts, leads, accounts, opportunities from one place

It is popular among small businesses and startups as the software offers a wide range of features, including one-click dialing, free e-mail follow-up reports, task automation tools, etc.

Features

  • Automated email marketing tools.
  • Contact management tools.
  • Lead management tools.

17. Insightly

Insightly is a CRM solution suitable for both small businesses and big corporations. It provides many features that are designed to help you manage your business more efficiently, including task automation tools, lead scoring system, automated contact linking, etc.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Contact sharing tools.

18. Agile CRM

An all-in-one support solution, Agile CRM is popular among small businesses and startups. The software has a simple but intuitive interface that allows you to manage your contacts/leads from one place.

Other than the essential CRM features, it also provides task automation tools, email marketing services, social media management tools, etc.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Web to Lead forms builder.

19. ConnectFox CRM

ConnectFox is a cloud-based CRM solution that allows you to access your account from any device and keep track of all the changes happening in your company.

It offers essential CRM features including contact management, lead tracking, task automation tools, etc. It is suitable for both small businesses and big corporations.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Real-time collaboration & communication tools.

20. LionDesk

LionDesk is an integrated cloud-based CRM solution designed specifically for small and medium-sized businesses. It offers a wide range of features, including contact management tools, social media marketing tools, team collaboration tools, online forms, etc.

It can be a good fit for companies that want to give their employees a unified access point from which they can manage all of their company's activities.

Features

  • Contact management tools.
  • Lead management tools.
  • Social media marketing tools.
  • Task automation tools.

21. NutShell CRM

An all-in-one CRM solution, NutShell has the essential CRM features that allow you to keep track of your leads and opportunities without having to switch between different software.

It's suitable for both small businesses and bigger corporations with multiple departments, as it offers features like sales automation tools, marketing automation tools, custom reporting, etc.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Marketing campaign tracking tools.

22. Clientlook

Clientlook is an easy-to-use CRM solution. It provides all the essential features including contact management, real-time communication tools, leads generation forms, email follow-up reports, etc., thus allowing you to keep track of your leads and opportunities.

The software has a simple interface and a quick-start wizard for new users. It is designed for small businesses and can be a good alternative to a full-fledged CRM.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Email marketing tools.

23. Sage CRM

Sage CRM is a cloud-based CRM solution designed to help businesses manage their leads, opportunities, tasks, etc. more efficiently.

It offers essential CRM features including contact management tools, lead management tools, task management tools, email marketing services, automated reports & analytics systems, etc. It's suitable for small businesses as well as big corporations.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Real-time collaboration & communication tools.

24. Freshsales

A big player in the CRM Market, Freshsales is known for its simple yet powerful features. The software offers essential CRM features including contact management tools, lead tracking tools, task automation tools, etc.

It has a simple interface that allows you to easily access your contacts and leads. It's designed specifically for small businesses and can be a great substitute for enterprise systems.

Features

  • Lead management tools.
  • Task automation tools.
  • Marketing campaign tracking tools.

25. FollowUp Boss

FollowUp Boss is known for its time-saving efficiencies and powerful features. It's easy to use and flexible enough to meet the needs of small businesses, as well as big corporations with multiple departments.

The software offers essential CRM features including contact management tools, automated email marketing tools, lead tracking tools, task automation tools, etc. It has a simple interface that doesn't require any training.

Features

  • Contact management tools.
  • Lead management tools.
  • Task automation tools.
  • Real-time collaboration & communication tools.

10 Benefits of having a CRM for designers

1. One place to manage all customer communication

CRM for designers allows you to store, track and organize your communication with leads, partners, customers, and vendors in one place.

Using CRM for designers means having access to the same information about every individual that you communicate with regularly without having to switch between multiple tools or cloud solutions.

2. Better customer engagement

With a CRM for designers, you'll be able to engage better with your leads and customers by sending personalized messages, creating automated workflows, and nurturing relationships more easily.

It allows you to identify key people in your contact database and create activity history so that each individual is handled better over time.

3. Track the entire customer journey

CRM for designers allows you to track the entire customer journey from lead generation to nurturing customers and even closing deals.

It helps you understand where your customers are in the buying cycle, how they found out about you, and what steps they take while engaging with your company or brand.

4. Efficiency and productivity gains

By using software to manage your customer relationships you'll be able to achieve higher efficiency and productivity gains.

CRM for designers allows you to have a bird' eye view of all activities going on in your business by giving you access to the same information from a single dashboard.

5. Everything in one place

Using a CRM solution keeps everything that happens with your customers in one place so that you can see your entire customer journey.

You'll have all the information about your customers at your fingertips, so there's no need to switch between multiple tools or cloud solutions while engaging with leads, managing customers, and closing deals.

6. Automated email templates

Automated email templates feature inside CRM for designers allows you to create personalized email templates that will automatically be sent to leads, customers, or even prospects after specific triggers.

For example, if your company sends out a survey to all of your customers once every month, you could automate an email with the results and information about the next steps.

7. Activity history feature

As well as automated email templates CRM for designers allows you to use activity history which tracks all customer communication so that you'll be able to easily see a full view of what's happened with each individual.

This is a great feature as it helps reduce the amount of manual work involved in keeping track of your customers' engagement.

8. Ability to collaborate on projects

Collaboration features inside CRM for designers allow you to collaborate on customer engagement so that everyone involved in the process stays up to date.

You can share projects with other team members, delegate tasks, and get notifications when others are working so that you never miss out on opportunities or miss deadlines.

9. Quicker time to revenue

There's no doubt that CRM for designers helps with a quicker time to revenue. It allows you to manage all of your leads and customers in one place, identify potential opportunities and engage better through automated workflows and personalized messages.

Using this software means that your team is more efficient which means you can close deals faster.

10. Get rid of multiple tools or cloud solutions

CRM for designers allows you to get rid of multiple tools or cloud solutions, replacing them with a single solution that helps you manage your contacts and customers.

It provides you with a bird' eye view of all activities going on in your business while making it possible to automate processes that previously had to be carried out manually.

Conclusion

CRM is a very important part of any business and it is not advisable to skip over this step when trying to grow your business.

Some CRM software comes with a price tag, but there are also free options that can be equally good for your needs. Figure out your needs and choose the best CRM for your business.

In conclusion, there are a lot of CRM platforms that you can use to help grow your business. The key is finding software that offers all of the essential features needed by small businesses to be successful. It should also have an easy user interface and integrate well with