CRM for Designers
Organize creativity
with ease
From project briefs to client approvals – streamline your creative workflow, automate routine tasks, and focus on what matters most: design.
Invoicing & Payments
- Invoicing & Payment Reminders
- Prepayment & Postpayment tracking
- Project profitability
Client Approvals
- Version history of designs
- One-click Approve / Request Changes
- Centralized client feedback
Project & Task Management
- Visual boards (Kanban/Timeline)
- Deadlines & reminders
- File attachments (Figma, PSD, PDF)
Without CRM
Lost briefs and client feedback in scattered chats
Difficulty tracking project versions and approvals
Duplicate files and outdated versions cause confusion
No transparency in revisions and billable hours
Manual invoicing and payment reminders
Slow approvals from clients delay project delivery
Hard to forecast workload, revenue, and profitability
Case Study: CRM for Design Studio
A Dubai-based design studio adopted CRM to manage client briefs, approvals, invoicing, and project timelines with integrated task boards and automated reminders.
How It Works
Audit & Plan
We'll assess your design processes and design a CRM strategy
CRM Implementation
We'll customize the CRM, set up project workflows and client management
Training & Launch
We'll train your design team for a seamless CRM rollout
Ongoing Support
We'll monitor and fine-tune your CRM as your projects evolve
Our Partners
REQUEST A DEMO
Contact us to discuss your CRM setup needs and get started today.
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