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.

CRM for Designers - Designer working on laptop with creative tools
$

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Duplicate files and outdated versions cause confusion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.

+30% Faster Client Approvals
in the first 2 months
CRM Dashboard for Design Company
+20% Increase in Paid Invoices
due to automated reminders
3x Better Version Control
with centralized file management

How It Works

1

Audit & Plan

We'll assess your design processes and design a CRM strategy

2

CRM Implementation

We'll customize the CRM, set up project workflows and client management

3

Training & Launch

We'll train your design team for a seamless CRM rollout

4

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.