If you are a web designer, you may not think that you need to use customer relationship management software. Many companies of all sizes don’t.
But the reality is that every business needs some form of CRM from tiny startups to huge corporations with thousands of employees.
A good CRM will help your company keep track of its clients and potential ones, so it can grow without worrying about losing them!
In this post, we’ll explain what a CRM for web designers is, why it matters to you and how to select the best one for your business.
What is Web Designing?
Web designing means designing websites that are displayed on the internet. It usually refers to the user experience aspects of website development rather than software development.
Web designing used to be focused on designing websites for desktop browsers; however, since the mid-2010s, design for mobile and tablet browsers has become ever-increasingly important.
A web designer is a person who designs websites. A web designer works on the appearance, layout, and in some cases content of a website.
Appearance relates to the colors, font, and images used and layout refers to how information is structured and categorized.
What is CRM for Web Designers?
CRM stands for Customer Relationship Management which means keeping track of your clients and potential ones so your business can grow without worrying about losing them.
CRM for Web Designers is a special type of CRM software structured for web designers. It can help you to manage your sales pipeline, keep track of contacts and maintain good relationships with customers. It is also a great way to organize your sales tasks and work more efficiently.
Why do I need a CRM for Web Designers?
You may not think that you need a CRM, but it can help you in many ways:
- It will make sure that all the information about contacts is stored centrally so there’s no risk of losing it.
- It can help you track your sales pipeline so you know how much work is in progress at any given time, which tasks are due to be done by when, and who’s working on them.
- You will have complete control over the business data that relates to customer relationships including tracking emails sent by different people, who have read what and when.
How to start using a CRM for Web Designers?
We all know that the best way to learn something is by trying it out for yourself, so make sure you sign up and try CRM software before making any decisions on which one is right for your business.
If you’re not quite ready yet, read our list of CRM reviews to see which ones are worth trying.
1. Zoho CRM
Zoho CRM is a fully-featured CRM software that can manage contacts, tasks, and sales pipelines. It offers many third-party integrations such as Salesforce, Google Apps, and Zapier.
It can help you with many different aspects of your business and has a great mobile app that can be used on the go. It is the best CRM for web designers.
Zoho CRM is free for up to five users, but you should consider premium plans if you need extra features such as unlimited storage or support from a dedicated account manager.
Zoho CRM is free, so anyone who needs a customizable, no-frills CRM tool can download it today and start using it in just minutes!
If you want extra features such as unlimited storage or support from a dedicated account manager, you can purchase a premium version.
If you need to keep track of contacts in your web design business for growth purposes and don’t have time to learn a CRM website design, you can hire a web designer or developer to help.
- Task Management
Zoho CRM is known for its excellent task management system. You can use it to assign tasks to yourself or other people on your team.
Once a task is complete, you can mark it as completed and keep track of what’s left to do so you don’t miss anything important.
- Sales Pipeline Management
Zoho CRM has a great tool that will help you monitor your sales pipeline. It’s very simple to use, and it shows you how much work is in progress at any given time, which tasks are due to be done by when, who’s working on them, and how much money has been earned so far.
- Lead Management
Zoho CRM also lets you keep track of leads and prospects. The lead management tool organizes them by how important they are to your business and helps you decide which ones should be handed over to sales so they can start working on closing deals.
- Contact Management
The contact management tool is great for keeping track of prospects, clients, vendors, and suppliers. You can add notes about each contact to keep track of who they are and what your past interactions with them were like.
- Google Apps Integration
Zoho CRM has many integrations that will help you save time when managing your web design business. By using Google Apps, you can sync contacts with their records in Zoho CRM automatically.
Pipedrive is an intuitive CRM that can be used by web designers to manage tasks and sales pipelines. The user interface is a great selling point because it’s super simple but also very powerful.
You can use Pipedrive for free, but if you want more features such as unlimited storage or support from their team then you should purchase the premium version.
Pipedrive is easy to use and has a great user interface, making it perfect for web designers who don’t have much time to learn new things but still want something powerful that can be used on a desktop or mobile apps.
For those of you looking for an intuitive CRM with task management and sales pipeline features, we recommend Pipedrive.
- Powerful Integration
Pipedrive has integrations with all of the most popular apps such as Dropbox, Evernote, and Slack. It also has integration with different types of payment processors like Stripe and PayPal.
Pipedrive’s powerful email system lets you understand how leads interact with your emails so you can better market to them in the future.
- Task Management
Pipedrive is a great tool for managing tasks and making sure they get done. It’s simple enough to use, but it has all the tools you need to make it work like assigning milestones and due dates.
You can also add comments for each task so you know exactly what needs to be done and who’s responsible for completing it.
- Sales Pipeline Management
Pipedrive is great for managing your sales pipeline no matter how many stages it has. You can group the different deals by stage to make sure they’re still active, who’s working on them, and how much money has been earned so far.
- Contact Management
Keeping track of leads in Pipedrive is easy because you can add notes and reminders about each contact. It’s a great tool for keeping track of prospects, clients, vendors, and suppliers. It is the perfect client management software for web designers.
Hubspot is a complete platform that can be used by web designers to manage their contacts and sales pipeline.
The software is all-inclusive, offering marketing automation tools such as email campaigns, landing pages, and contact forms so you don’t need other solutions for your business needs. It is the CRM for webdesigners.
Hubspot has great features like inbound marketing with blogging, social media marketing, SEO, and content management tools.
You can use it to track how users interact with your website so you know which pages are the most popular to improve sales conversions.
Hubspot is great if you’re looking for an all-inclusive CRM platform that offers several useful features such as blogging or social media marketing.
Hubspot is a complete platform that offers several useful features such as blogging or social media marketing and can help you track how users interact with your website.
This way, if sales conversions are low on certain pages then you know where to improve to increase sales.
- Social Media Integration
Hubspot has a Facebook tab that will let you capture leads whenever someone likes your page or leaves a comment.
You can add Twitter, Instagram, and LinkedIn tabs as well to manage all of your social media marketing from one convenient place.
- SEO Calendar
Hubspot integrates with Google Analytics which makes it easy for you to see how your website is performing in terms of SEO.
The software also includes an SEO calendar that lets you schedule blog posts or other content that will be strategically placed to improve your ranking on search engines.
- Marketing Automation Tools
Unlike other CRM platforms, Hubspot offers marketing automation tools such as landing pages, lead scoring, lead nurturing, email marketing, and email drip campaigns.
- Lead Management
Hubspot makes it easy to manage your leads by showing you a lead score based on how much of a priority they are.
You can send automated emails to people who aren’t quite ready to purchase yet to keep them informed about the information that might interest them later down the line.
FreshBooks is a cloud-based accounting and invoicing software that’s perfect for web designers. It makes billing easy and painless, as all you need to do is enter the information and it automatically prepares your invoices which can even be sent directly out via email if needed.
The great thing about FreshBooks is its time tracking feature, which helps you keep track of your time and expenses for invoices. It is the best CRM for designers.
You can use FreshBooks free for 30 days and then choose from three different plans depending on your needs.
If you’re looking for cloud-based accounting software that makes billing easy and painless, we recommend FreshBooks.
It also offers features like time tracking to help keep track of your business financials. You can sign up for it free and even upgrade once you’re ready.
- Time Tracking
Keeping track of how much time you spend on each project can be difficult, but FreshBooks makes it easy by letting you know what the total amount is for all of your time entries.
You can also see your billable hours are broken down per day or month, which is very useful for invoicing purposes.
- Invoice Management
FreshBooks makes it easy for you to create and send invoices. It’s as simple as entering the necessary information and sending your invoice out via email or printing it out and dropping it off.
You can also use FreshBooks Invoice templates to easily customize your invoice if needed, which will save time so you can spend more time on designing.
Invoicing is as simple as entering the necessary information and sending your invoice out via email or printing it out and dropping it off.
You can also use FreshBooks Invoice templates to easily customize your invoice if needed, which will save you time so you can spend more time on designing.
FreshBooks also provides you with free bank and credit card reconcilement which can be useful when it comes time for taxes. You can add transactions such as invoices, bills, donations, and so on to easily keep track of your business finances.
Proposify is a complete business proposal software that helps small businesses get contracts by making beautiful, professional proposals.
The tool provides all the elements needed to make great-looking and effective proposals for web design clients including contract management, file uploads, project management tools like Gantt charts, and more.
The best thing about Proposify is their flexible pricing plans which range from a single user to an unlimited number of users.
If you want proposal software that helps small businesses make beautiful, professional proposals for web design clients and manage contracts easily then we recommend using Proposify.
It offers features like file uploads or Gantt charts so you can create great-looking projects in no time.
Proposify has powerful integrations to help you get your proposals done faster. You can install the Hubspot, Pipedrive, or FreshBooks apps to make things even easier.
It’s also very affordable with pricing plans ranging from a single user to an unlimited number of users depending on your business needs.
- Proposal Management
The best part of Proposify is its proposal creation feature. You can create beautiful, professional proposals in no time using their drag-and-drop interface which includes all the necessary components needed to get your project done.
You can also upload files, assign tasks to teammates or clients, schedule tasks for when you need them, and more.
You can also use Proposify’s flexible pricing plan to easily buy a single user account up to an unlimited number of users depending on your business needs.
- Contract Management
Proposify makes it easy for you to securely manage contracts whether they are sent electronically or printed out. You can also track when they are opened, which is great for sales teams.
In addition to that, signers can have their signatures electronically captured by being sent a link that needs to be filled out to finalize the contract.
- Gantt charts
Proposify has built-in Gantt charts which show you when tasks are due or completed. You can also add milestones to see an overview of how many projects you have and their status.
- File Management
You can upload files such as images, screenshots, videos, and more on any device with Proposify.
You can also use Dropbox, Google Drive, or Box integration to make things even easier. File management and storage are also incredibly easy and simple to use.
You can also see a graphical report of how successful your proposals were based on if they converted into contracts or not.
Additional data such as the time proposed, clients involved, and more is available for you to get a clear overview of your proposal process.
- Powerful plugins
Proposify’s Hubspot app lets you install the plugin to easily follow up with leads. It works by creating a contact when someone fills out your form and syncing it with Hubspot for more effective customer data tracking.
You can also use the Pipedrive app to add contacts and see your pipeline in real-time. The FreshBooks app syncs with Freshbooks to add information such as invoices, expenses, and income.
This is great for accounting purposes or when filing taxes at the end of the year so you don’t miss anything.
What makes your CRM different?
It’s important to remember that most good software offers most of the features you need, so it’s not about which has the most features but rather which solution best fits your business.
So, with this in mind, let us look at a few more aspects that might help you decide which CRM software is best for you.
If you’re a freelancer who wants to manage prospects and leads manually, then you probably need CRM for Solopreneurs software.
On the other hand, if you are someone who is constantly following up with clients after they have engaged with your company in some way, then a CRM would be a great way to keep all of that information in one place.
So, no matter what your business needs are, you should look for CRM software that works for solopreneurs. That way you won’t have to waste time learning how to use it or hunting down important information from different places.
How can I choose the best CRM for Web Designers?
There are many different options out there and choosing one can be a daunting task. Our advice is to look at three things:
- Pricing – how much does it cost, what’s included in the price and what are the extra charges?
- Company reputation – how long have they been around, who is behind the product, and do you trust them to deliver a good service? In other words, can you rely on their customer support?
- User reviews – these will provide an insight into real user experiences. Look at both positive and negative reviews to get a balanced view.
One thing you should keep in mind is that nothing is perfect. No matter how good a CRM you choose, there will always be some sort of negative feedback about it on forums and customer reviews.
The important thing here is to look at the most common complaints and see if they are something you can live with or not.
There are many CRM solutions out there, but the best one will depend on your specific needs and requirements.
You need to consider how much you want or can spend, what features are important for your business, and whether it’s easy-to-use even if you don’t have any previous experience.
What are the most important features of a CRM for Web Designers?
There are many different factors you should consider before purchasing or choosing any software product. Here’s our list of top four things to look out for:
- Tracking contacts is essential so it needs to be simple and efficient.
- Managing your sales tasks should be easy so you don’t waste time creating unnecessary reports and other documents.
- You need to have complete control over what data is stored, how it’s categorized, and who has access to each piece of information.
- Not all CRMs are mobile-friendly. If your work requires you to travel a lot then you should look for a solution that lets you update and access your information from any device, anywhere.
- The best CRMs also allow integration with other services such as Google Apps, Gmail, and Outlook. That way you can avoid having to switch between different applications and programs which will save you time.
- A modern CRM solution should be social too. You should be able to easily share and communicate with your contacts using social media services such as Facebook, Twitter, and LinkedIn.
- Lastly, the software needs to offer integration with other tools you use such as email clients or accounting software.
Seeking help is a sign of strength and there are many CRM solutions out there to help you manage your business.
But if you’re looking for a specific type of product, such as accounting software or proposal software then it can be difficult to find what you need.
The best advice is to look at pricing, company reputation, and user reviews before making a selection. Select your CRM today and you’ll be on your way to a more organized and effective business.
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