18 Best CRMs For Web Designers - Switch On Business

The table below shows a quick price comparison of all the Web Designers CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Zoho CRM	$20	15 day
Pipedrive	$24	14 day
Keap	$199	14 day
ClickUp	Free plan available then $7	No trial available
Nimble CRM	$29.90	14 day
Less Annoying CRM	$15	30 day
Kylas	Free plan available	7 day
HoneyBook	$9.50	7 day
OnePageCRM	$9.95	21 day
Vendasta	$99	14 day
EngageBay	Free plan available then $14.99	No trial available
CrmOne	Free plan available then $11.99	15 day
SharpSpring	$12	100 emails
Bonsai	$21	7 day
Folk	$20	14 day
WillowSpace	$30	14 day
Softr	Free plan available then $49	Free plan available
ClientVenue	$97	14 day

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Zoho

They offer a CRM that caters for agencies like creatives and digital marketing agencies to help them maintain client relationships.
It is an all-in-one CRM that brings together sales, marketing and services to aid with growing your agency.
The CRM centralizes all your client data in one place and gives you a 360-degree view of them.
It assists with enabling you to communicate in real time and improve follow-up using omnichannel communications.
You can run marketing campaigns through the CRM and measure the results.
The CRM can manage your project activities and attach deals to your clients so that you can track activities.
You can manage your social media through the CRM for yourself and your clients with listening streams and social analytics.
The CRM is available on a mobile app so can take it with you wherever you go.
It can be integrated with all your favourite apps with over 100 app connections possible.
A 15-day free trial of the CRM and demo are available so that you can learn more about it.

Website: https://www.zoho.com/crm/solutions/agencies/

2. Pipedrive

Offers a CRM system for designers that helps you to organize your business and manage your relationships more effectively.
It centralizes your contacts to allow you to manage your sales processes, client management and communications.
The CRM can assist you in tracking your design processes so that you have greater overview and control.
They provide project management facilities to assist you in managing your tasks so that you can focus on your creative work.
It can aid you in streamlining your processes and reducing your admin tasks to create efficiencies.
They provide pipelines to assist you in managing your leads and gaining a visual of your prospects.
You can access the CRM on a mobile app so that you can stay connected to your information wherever you go.
It can be integrated with your apps and software to streamline your operations and bring your team together.
You can track your performance and sales through the CRM reporting facilities.
They offer a 14-day free trial of the CRM so that you can explore what the software can do.

Website: https://www.pipedrive.com/en/roles/crm-design

3. Keap

They offer an agency CRM suitable for marketing, web design and advertising agencies that helps agencies scale and manage their contacts.
It is designed to assist you by automating your administrative tasks so that you can focus on your creative work.
The CRM bring together all your contacts and leads in a single platform so that teams all share the same information.
It can assist you in communicating with your leads and clients with personalized messaging via email and text.
You can segment your contacts to enable you to target your campaigns and analyze your data more effectively.
They provide sales pipelines and task management tools to assist you in keeping your projects on track and managing your leads effectively.
You can also manage appointment scheduling, create landing pages and forms, automate follow-up, send quotes, invoices and payments.
They provide a mobile app so that you can access the CRM remotely and update your records at client meetings.
You can access real-time data on the performance of your sales and marketing to aid decision making.
A free 14-day trial is available so that you can learn more about the software first-hand.

Website: https://keap.com/industry/agency-crm

4. ClickUp

Offers CRM software for web designers that can streamline client management and project management.
It is a customizable CRM that can aid web designers in organizing their leads, tracking communications and managing tasks.
They provide sales pipelines to manage your leads and monitor their progress ensuring no lead is lost.
You can automate and streamline your processes using workflow to reduce repetitive tasks and increase efficiency such as sending project updates, scheduling follow-up and sending invoices.
It creates a centralized database of client information which includes contact information, history and interactions which can aid you in personalizing your services and communications with them.
You can link contacts with documents, tasks and more to track your projects and work more effectively.
It can manage your projects with tracking facilities, the ability to set deadlines, allocate tasks and run reports.
The CRM can be integrated with popular software and tools to aid you in improving your efficiency.
You can track and manage your accounts on a List, Kanban Board and Table view as well as analyze your contacts, customers and deals.
They offer a free plan for personal use which you could use to try out the CRM.

Website: https://clickup.com/features/crm/web-designers

5. Nimble

They offer a CRM that caters for web designers that can aid communications and streamline your operations.
It supports multi-channel communications with your clients and prospects all through a single tool.
You can integrate your social media with the CRM so that you can manage your messaging and posts as well as add your contacts.
The CRM helps you to manage your marketing campaigns and communications as well as monitor their performance.
It supports you in working with subcontractors and managing your team as you can send emails, DMs, invites and tasks through the CRM and maintain an overview.
You can tag contacts and subcontractors to make it easier to track or assign tasks to them.
They provide calendar and scheduling functionality so that you can better manage your time.
It provides a reporting module that offers standard and custom reports that can examine your tasks, projects and performance.
You can integrate the CRM with your favorite tools easily with over 2,000 apps to expand its capabilities.
A 14-day free trial is available so that you can explore what the CRM has to offer.

Website: https://www.nimble.com/blog/crm-for-web-designers/

6. Less Annoying CRM

Offers a CRM that caters for web designers and aids you in becoming more organized and efficient.
They claim to be the number one easiest-to-use CRM for small businesses.
The CRM is customizable to your needs to enable you to get the most from it which includes custom fields, groups and pipelines.
It can assist you in streamlining your workflows to enable you to focus on the creative activities in your business and reduce admin tasks.
The CRM can aid you in managing your projects by helping you monitor your project deadlines and tasks ensuring they are complete on time.
You can track your leads and proposals in pipelines where you can monitor their progress throughout their journey and ensure that nothing is missed and the next steps are taken.
They provide groups so that you can identify and analyze different segments of your contacts such as clients, leads and partners.
It can assist you in managing your diary and tasks more effectively by integrating your calendar so that everything is in one place.
You can connect the CRM to all your favorite tools to assist you in managing your business more effectively.
Access a free 30-day trial of the CRM to find out more about the software and they can apply the customizations for your industry to your account for the trial.

Website: https://www.lessannoyingcrm.com/templates/freelance-web-designer

7. Kylas

They offer a CRM that is designed to support web design agencies in streamlining their activities and managing communications.
It centralizes your client data and your tools to manage your clients on a single platform.
The CRM can manage your end-to-end operations and automate your processes to make efficiencies.
It can assist you in personalizing your services and communications to your clients through the information you have collected.
You can automate your marketing which can include email marketing, call logging, call tracking and auto-capture of leads.
They provide sales pipeline management to assist you in managing your leads and monitoring their progress.
It provides reports and dashboards to help you understand your business and clients better.
The CRM is available on a mobile app so that you can stay connected wherever you go and access the information you need.
You can integrate the CRM with popular business apps so that you can have all your data in one place.
They offer a free plan for up to 1,000 records and also offer a free 7-day trial and a demo of the software so you can learn more about it.

Website: https://kylas.io/en/crm-for-web-design-agency

8. Honeybook

Offers an all-in-one client management software for web designers that assists with managing clients and communications.
It can help you streamline your client flow by providing a single place for your tasks and aiding with organization.
They offer a range of customizable templates that can be styled to your brand such as invoices, contracts and questionnaires.
The software can manage every aspect of your projects from initial lead through to project completion and payment.
You can track your projects as they progress through the journey moving between stages.
The software can streamline client communications and offers a client portal to share documents.
You can get real-time notifications about important status updates to keep you informed.
It can support you in creating invoices and sending out automatic payment reminders.
The software can be connected with a variety of integrations which are easy to do and can further increase your efficiency.
You can sample the software first through the 7-day free trial to see if you like it.

Website: https://www.honeybook.com/software-for-web-designers

9. OnePageCRM

They offer a CRM which they claim is the best for designers and creative agencies.
It is designed to help you to manage your leads and build better relationships.
The CRM supports you in being more proactive with your sales so that you can maximize opportunities and convert as many leads as possible.
You can utilize the CRM to aid with project management by allowing it to manage your tasks, produce a to-do list and highlight what needs your attention.
It can help you to create a follow-up system that ensures that reminders aren’t missed and can sort your workload by urgency.
You can automate your workflows and get assistance in prioritizing your tasks.
The CRM provides you with a 360-degree view of your business so that you can see what is happening and drill down on specifics for more detail.
It supports your team by providing them with a shared inbox, enables you to leave notes, assign tasks and set reminders.
You can monitor the performance of your business and projects by tracking the progress on the sales pipeline and monitoring KPIs.
A free 21-day trial is available for you to sample the CRM before committing to a plan.

Website: https://www.onepagecrm.com/sales-crm-for-designers/

10. Vendasta

Offers an end-to-end web agency platform that can assist with growing your business and increasing your revenue.
They offer software that can be used by the web agency or resold as a white-labelled product to their clients.
It centralizes your account management in their sales and marketing hub enabling you to manage your business more effectively.
The hub can aid you in unlocking your online potential by assisting you with your reputation management and listings whilst boosting your traffic.
It can help with conducting SEO audits, creative designs and more to aid you with managing your capacity.
The hub can also help with streamlining your operations and boost your efficiency with automated project management.
It offers a client portal that enables your clients to access information and communicate with you.
You can integrate the software with other tools and apps so that you can expand its functionality.
They provide detailed reporting facilities that enable you to monitor your projects ensuring you stay on track and budget.
Offers a 14-day free trial and a demo of the software to enable you to explore what it can do before signing up for a plan.

Website: https://www.vendasta.com/solutions/web-agency/

11. EngageBay

They offer a CRM that is suitable for web designers and provides a comprehensive sales and marketing solution.
It offers a range of features to support web designers in their business from handling inquiries and managing projects from inception to completion.
The CRM creates a centralized customer database which gives you a 360-degree view of your customers.
It aids you in understanding your customers and delivering a more personalized experience and communications.
They provide the ability to manage projects which includes tracking progress, setting deadlines and assigning tasks.
It offers a live chat feature which enables you to answer questions in real time and gather data from your clients.
You can create streamlined workflows and automate processes such as lead generation, onboarding and follow-up activities.
It can be integrated with a range of useful tools and software to increase its capabilities.
You can access reporting and analytics to learn more about your customers and business.
They offer a free trial for up to 15 users and 250 contacts which you could use to trial the CRM.

Website: https://www.engagebay.com/blog/crm-tools-for-web-designers/

12. CrmOne

Offers an Agency CRM which caters for creative and service-led businesses.
It is designed to assist agencies in streamlining their client interactions, maximize their marketing and enhance service delivery to improve client relationships.
The CRM aids you by centralizing your contact information and client data so you can better understand your client’s needs.
It can assist you in delivering clear communication and maintaining engagement with your clients.
You can design workflows and processes to better manage your agency which can also be scaled with your business.
It can assist you in monitoring your budgets and optimizing your resources to improve efficiency.
You can utilize the CRM to manage your campaigns which includes planning, execution and tracking.
It provides analytics and reporting that can aid with evaluating your performance, measuring campaigns and gathering feedback.
You can integrate the CRM with other tools and software to help improve productivity and project management.
They offer a free plan for up to three users and also a free 15-day trial of the software so you can learn more about it.

Website: https://www.crmone.com/agency-crm

13. SharpSpring

They offer a CRM that is designed to cater for agencies like web designers and other creative agencies.
They offer a CRM for individual business use as well as a partnership model to promote the CRM to your clients on a referral basis.
The CRM combines sales automation, marketing automation and CRM in a single solution to create an efficient platform for all your needs.
It helps you to capture every opportunity and convert more leads as well as store all your client information in one place.
The CRM helps your sales teams to understand your customers better and aids your marketing team in designing campaigns that are tailored to meet their needs.
You can automate your processes and create efficiencies without sacrificing personalization.
It can manage your email marketing including helping you to create compelling emails tailored to your customers’ needs.
You can also manage your social media through the CRM including posting to all your social media channels, tracking any mentions and following up on relevant content and leads.
They provide tracking and analytics that offer actionable insights about your marketing and sales.
They offer a free trial that enables you to send up to 100 emails so you can see how the software works.

Website: https://sharpspring.com/

14. Bonsai

Offers business software for design agencies that can assist you in managing your operations.
It centralizes all your client information into a CRM so it can be accessed by all your team.
The CRM can help you to automate your workflows and track your pipelines to create efficiencies and give you increased visibility.
You can utilize the CRM to manage your tasks including assigning tasks, estimating and tracking your tasks on multiple projects.
The CRM can assist with planning resources by planning work schedules based on capacity and commitments.
It can help you in tracking time through timesheets so you can see where time is being spent and allocate time to projects.
You can monitor projects and track their budgets through the CRM to help keep projects profitable.
It can support you with your finances with integrated billing and online payments so you can be paid faster.
They provide real-time reporting that can assist you in tracking the performance of your business and projects.
You can access a free 7-day trial and a demo of the software so that you can explore what it has to offer.

Website: https://www.hellobonsai.com/software/design

15. Folk

They offer a CRM which caters for web designers which can help you enhance your management and prospecting.
It is designed to assist you with managing your contacts, relationships and workflows more effectively.
You can customize the CRM to meet your needs which includes custom fields, dashboards, workflows, pipelines and automation.
The CRM provides a central repository for all your contact data which can be enriched by automatically connecting it with your emails and LinkedIn.
You can integrate it with your social media to enable the importing of contacts and the use of templates for faster communication.
They provide email management features including email synchronization, email templates, sending emails and tracking them.
You can automate tasks to reduce admin utilizing AI and workflows to improve your productivity and efficiency.
They provide sales pipeline management tools so that you can monitor and manage your leads more effectively.
You can integrate the CRM with over 6,000 apps including popular ones you use every day to reduce duplication and centralize your workflows.
Offers a 14-day free trial of the CRM so that you can see first-hand what the software can do.

Website: https://www.folk.app/articles/best-crm-web-designers

16. WillowSpace

They claim their CRM is the best for designers including web designers as it was built by a designer.
It is designed to help you to manage your clients easily, seamlessly and beautifully.
The CRM can help you capture leads through a project inquiry form embedded on your website and automatically fed into your CRM.
It can automatically send responses to your leads and assist with follow-up to help you nurture your leads.
They provide a scheduling function so you can set up appointments and consultations with leads and clients.
The CRM can assist you in building client proposals and contracts using a drag-and-drop builder.
You can manage your projects in the CRM including assigning tasks, monitoring and notifications.
They provide a client portal which enables your clients to track their project status, view documents, see tasks, request meetings and more.
You can track your progress and gain insights through the CRM to assist you with your marketing strategies and refine your services.
A free 14-day trial is available to enable you to explore the software before you commit to it.

Website: https://www.willowspace.co/blog/best-crm-for-graphic-designers

17. Softr

They offer a custom CRM that caters for design agencies to aid sales operations.
The CRM is customizable so that you can build a CRM with the modules that you need to manage your business.
It centralizes all your data so that your teams can all access the same information to work collaboratively.
You can manage your leads through the CRM by integrating it with your existing tools and creating capture forms for your website.
They provide customizable pipelines that enable you to view your sales leads and stages that they are at as well as update their status.
You can manage your contact details and record interactions all in one place as well as add comments.
It provides communication facilities to send emails to engage customers and nurture leads.
They provide a ticketing system that allows you to log, track and manage your customer issues and inquiries.
You can access reporting and analytics through the dashboard with real-time data to enable you to monitor sales performance and customer engagement.
Offers a free plan that can be used for one published app, 10 app users and two user groups.

Website: https://www.softr.io/create/crm-for-web-design-agencies

18. ClientVenue

Offers an all-in-one agency project management software to assist with increasing your productivity.
It can help with client onboarding with automated processes to ease the admin of the task.
The software can assist you with managing your projects from the beginning to the end enabling you to plan projects, see milestones, track time and budgets.
They provide workflows that are easy to manage and can improve your processes.
It can assist you in managing your work and aid collaboration between teams and externals.
They provide dedicated client storage space for all your client media and assets making it more accessible and organized.
You can create professional invoices with branding and help you stay on top of billing.
They provide an easy-to-use dashboard that offers reports on your projects and teams so you can monitor your performance.
It also offers client portal software which you can whitelabel as your own product to your clients.
You can access a 14-day free trial of the software to see what it can do.

Website: https://clientvenue.com/