{"id":54487,"date":"2025-09-05T04:15:27","date_gmt":"2025-09-05T04:15:27","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=54487"},"modified":"2026-02-10T07:37:34","modified_gmt":"2026-02-10T07:37:34","slug":"crm-tools-for-web-designers","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/","title":{"rendered":"CRM Tools for Web Designers: 9 Must-Have Solutions to Streamline Your Workflow"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Web designing has several moving parts, from prototyping to researching, designing, and even client review and feedback. <\/span><\/p>\r\n<p>Web designers need specialized CRM tools for web designers that help manage clients, track project progress, and automate communication.<\/p>\r\n<p><span style=\"font-weight: 400;\">Web designers sign up for a CRM tool for several reasons:<\/span><\/p>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Centralize client communication<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Manage leads and track project progress<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify upselling opportunities<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automate repetitive tasks<\/span><\/li>\r\n<\/ul>\r\n<p><span style=\"font-weight: 400;\">With a plethora of CRM solutions out there, identifying CRM tools for web designers that meet your business needs can be a hassle. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">In this blog post, we review the best CRM tools for web designers to streamline client management and boost operational efficiency.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">At the end of this blog post, you will be able to<\/span><span style=\"font-weight: 400;\"> do the following:<\/span><\/p>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Understand the challenges web designers face and how a specialized CRM software solves them.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify a CRM software that meets your needs, whether you are a freelance web designer, an agency, or a small business.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrate a CRM tool into your web design workflow.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identify key features of CRM tools for web designers.<\/span><\/li>\r\n<\/ul>\r\n<p><span style=\"font-weight: 400;\">Ready? Let\u2019s go.<\/span><\/p>\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Why_Web_Designers_Need_a_Specialized_CRM_Tool\" >Why Web Designers Need a Specialized CRM Tool<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Project_management_and_organization\" >Project management and organization<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Client_communication\" >Client communication<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Lead_management\" >Lead management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Task_automation\" >Task automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Client_retention_and_upselling\" >Client retention and upselling<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Key_Features_Web_Designers_Look_For_in_a_CRM_Tool\" >Key Features Web Designers Look For in a CRM Tool<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Project_management\" >Project management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Task_and_time_management\" >Task and time management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Customizable_workflow\" >Customizable workflow<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Analytics_and_reporting\" >Analytics and reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Client_portals\" >Client portals<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Top_9_CRM_Tools_for_Web_Designers\" >Top 9 CRM Tools for Web Designers<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#1_EngageBay\" >1. EngageBay<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#2_HubSpot\" >2. HubSpot<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#3_Salesforce\" >3. Salesforce<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#4_Zoho_CRM\" >4. Zoho CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#5_Agency_Handy\" >5. Agency Handy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#6_HoneyBook\" >6. HoneyBook<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#7_Bonsai\" >7. Bonsai<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#8_Freshsales_by_Freshworks\" >8. Freshsales by Freshworks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#9_17hats\" >9. 17hats<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Choosing_the_Right_CRM_for_Your_Web_Design_Business\" >Choosing the Right CRM for Your Web Design Business<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#1_Understand_your_needs_and_requirements\" >1. Understand your needs and requirements<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#2_Consider_the_features_and_the_UIUX\" >2. Consider the features and the UI\/UX<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#3_Keep_pricing_in_mind\" >3. Keep pricing in mind<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#4_Check_out_the_integration_capabilities\" >4. Check out the integration capabilities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#5_See_if_the_software_is_scalable\" >5. See if the software is scalable<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#6_Take_into_account_the_security_and_data_privacy\" >6. Take into account the security and data privacy<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Integrating_CRM_Into_Your_Existing_Web_Design_Workflow\" >Integrating CRM Into Your Existing Web Design Workflow<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#1_Identify_key_touchpoints\" >1. Identify key touchpoints<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#2_Research_and_set_up_the_right_software\" >2. Research and set up the right software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#3_Measure_the_success_of_your_integration\" >3. Measure the success of your integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Best_practices_for_getting_the_most_out_of_your_CRM_system\" >Best practices for getting the most out of your CRM system<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/#Wrapping_Up\" >Wrapping Up<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"Why_Web_Designers_Need_a_Specialized_CRM_Tool\"><\/span><span style=\"color: #339966;\"><b>Why Web Designers Need a Specialized CRM Tool<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Every web designer has scaling in mind. <\/span><span style=\"font-weight: 400;\">To scale, you must improve operational efficiency and <a href=\"https:\/\/www.engagebay.com\/blog\/free-project-management-tools\/\">project management<\/a>. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This can be achieved by automating repetitive tasks and improving client retention by managing clients better because let us face it, more clients means more project specifics, expectations, and deadlines. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Before we look into the tools, let us look at the challenges web designers face and how a CRM tool solves them.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Project_management_and_organization\"><\/span><span style=\"color: #993300;\"><b>Project management and organization<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Several components are involved in website design, from researching, visualizing, developing, designing, and testing to communicating with clients and updating their preferences. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Keeping track of all these moving parts for multiple clients, including timelines and project specifics, can be very challenging.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How a CRM tool solves this challenge<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">Most CRM software have project management features, enabling you to store and organize project-related documents like UX design mockups, client briefs, and contracts. This helps you easily track client projects&#8217; progress, review past interactions, and set deadlines to meet project milestones.&nbsp;<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\r\n<h3><span class=\"ez-toc-section\" id=\"Client_communication\"><\/span><span style=\"color: #993300;\"><b>Client communication<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Juggling communication with multiple clients can become overwhelming, especially if there are multiple platforms for communication. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This can lead to missing out on specific project details, repeating past mistakes, or even a communication gap.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How a CRM tool solves this challenge<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">CRM tools enable centralized communication to help manage client interactions and store messages. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Streamlined communication also allows you to automate follow-up communication based on the context of the existing interaction with the client, enabling you to adhere to project guidelines, respond on time, and simplify client communication.&nbsp;<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right fasc-style-italic\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-vs-crm\/\">Learn more about how CRM integrates with marketing automation in this post<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Lead_management\"><\/span><span style=\"color: #993300;\"><b>Lead management<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">It is one thing to generate leads and yet another to manage or nurture them until they opt in for your web design services. For solo web designers, manually managing leads is heavily time-consuming, counterproductive, and prone to human errors that can harm your business brand.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How a CRM tool solves this challenge<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">CRM tools have <a href=\"https:\/\/www.engagebay.com\/blog\/sales-lead-management\/\">lead management<\/a> features that store lead information in a single database, making it easy to access and manage. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Additionally, they have web capture forms that allow web visitors to subscribe to your email list quickly. Then, you can categorize leads based on various criteria, such as project requirements, industry, or the stage in the sales funnel.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Task_automation\"><\/span><span style=\"color: #993300;\"><b>Task automation<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Administrative tasks, such as billing and client updates, can be time-consuming and prone to errors. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Finding the balance between maintaining a personalized touch in client interactions and devoting time to execute critical tasks can be challenging for web designers.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How a CRM tool solves this challenge<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">CRM tools have automation features that provide a personalized touch for routine tasks, such as sending invoices or follow-up emails. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This way, you save valuable time for critical work and reduce the risk of oversights directly impacting customer satisfaction.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Client_retention_and_upselling\"><\/span><span style=\"color: #993300;\"><b>Client retention and upselling<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Web designers grapple with the dual challenges of retaining existing clients and identifying opportunities for upselling additional services.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>How a CRM tool solves this challenge<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">CRM systems have features that enable you to identify <a href=\"https:\/\/www.engagebay.com\/blog\/upselling-techniques\/\">upselling<\/a> opportunities based on client behavior and project history. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This way, you increase the lifetime value of each client. Additionally, by organizing client data tracking interactions using a CRM solution, you get data-driven insights into client preferences, enabling you to personalize communication, strengthen client relationships, and improve retention.<\/span><\/p>\r\n<p><em><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/10-free-marketing-tools\/\">Read also: 10 Free Marketing Tools Every Freelancer Will Love<\/a><\/em><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Key_Features_Web_Designers_Look_For_in_a_CRM_Tool\"><\/span><strong><span style=\"color: #339966;\">Key Features Web Designers Look For in a CRM Tool<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">When it comes to CRM solutions for web designers, not all features rank equally. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Some features are more crucial to your web design business compared to others. So, rather than subscribe to a CRM tool because of the bells and whistles, ensure the tools have the critical features required to improve your business operation. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Here are the key features designers look out for before subscribing to CRM software.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Project_management\"><\/span><span style=\"color: #993300;\"><b>Project management<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">A CRM software like EngageBay has project management features like team collaboration tools, project tracker, calendar integration, and task management tools, which enable you to collaborate with your team and manage multiple aspects of your web design projects within a single platform.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">T<\/span><span style=\"font-weight: 400;\">his eliminates inefficiencies from using multiple tools.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Task_and_time_management\"><\/span><span style=\"color: #993300;\"><b>Task and time management<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Features like appointment scheduling, calendar management, <a href=\"https:\/\/www.timecamp.com\/applications\/desktop-app\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">desktop time tracker<\/a>, and project timers are necessary to schedule client meetings and track time spent on projects. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This helps you meet up with deadlines, record work hours for appropriate billing, block out time for specific tasks or appointments, and manage time better overall.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Customizable_workflow\"><\/span><span style=\"color: #993300;\"><b>Customizable workflow<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Create processes that align with specific projects because every web design project is unique. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The customizable workflow feature allows you to adapt your project management processes and create tailored client experiences.<\/span><\/p>\r\n<p><img decoding=\"async\" class=\"size-large wp-image-76209 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/04\/crm-web-designer-workflow-infographic-683x1024.png\" alt=\"Infographic showing CRM workflow for web designers: lead \u2192 project tracking \u2192 client communication \u2192 upsell.\" width=\"683\" height=\"1024\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/04\/crm-web-designer-workflow-infographic-683x1024.png 683w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/04\/crm-web-designer-workflow-infographic-200x300.png 200w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/04\/crm-web-designer-workflow-infographic-768x1152.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/04\/crm-web-designer-workflow-infographic.png 1024w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Analytics_and_reporting\"><\/span><span style=\"color: #993300;\"><b>Analytics and reporting<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Evaluate the success of your projects and improve your work process over time by monitoring project performance metrics such as the time taken to complete a project, the communication flow between you and clients, the rate of conversion, and adherence to budget.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Client_portals\"><\/span><span style=\"color: #993300;\"><b>Client portals<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Interact with your clients, access project-related information, and provide feedback on existing projects. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <a href=\"https:\/\/clinked.com\/client-portal\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">client portal<\/a> provides the space to communicate seamlessly with clients and receive crucial information about a web design project.<\/span><\/p>\r\n<p><em><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-tools\/\">Read also: Maximize Your Sales: Top 12 Lead Scoring Tools Reviewed<\/a><\/em><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Top_9_CRM_Tools_for_Web_Designers\"><\/span><span style=\"color: #339966;\">Top 9 CRM Tools for Web Designers<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Here are nine customer relationship management solutions for your web design business. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">We considered pricing, user reviews, available features, and ratings.&nbsp;<\/span><\/p>\r\n<p>Compare these CRM tools at a glance in the table below.<\/p>\r\n<table style=\"height: 533px;\" width=\"741\">\r\n<tbody>\r\n<tr style=\"background-color: #787276;\">\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>CRM software<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Starting price<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Free plan<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>Free trial<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ffffff;\"><b>G2 rating<\/b><\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">EnagageBay<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$12.74\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">9.2<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">HubSpot<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$20\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.8<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Salesforce<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$25\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.6<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$12\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.2<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Agency Handy<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$29\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><b>\u2717<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.4<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">HoneyBook<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$8\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #ff0000;\"><b>\u2717<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">Bonsai<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$21\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.4<\/span><\/td>\r\n<\/tr>\r\n<tr style=\"background-color: #f9fbfb;\">\r\n<td><span style=\"font-weight: 400;\">Freshsales by Freshworks<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$15\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">9.0<\/span><\/td>\r\n<\/tr>\r\n<tr>\r\n<td><span style=\"font-weight: 400;\">17hats<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">$15\/mo<\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"color: #008000;\"><b>\u2714<\/b><\/span><\/td>\r\n<td style=\"text-align: center;\"><span style=\"font-weight: 400;\">8.8<\/span><\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p><span style=\"font-weight: 400;\">Let\u2019s take a detailed look at each tool.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"1_EngageBay\"><\/span><span style=\"color: #993300;\"><b>1. EngageBay<\/b><\/span><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48963\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" alt=\"Screenshot: EngageBay dashboard showing marketing automation, CRM &amp; service bay menu options for web designers. \" width=\"1200\" height=\"513\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png 1775w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1536x657.png 1536w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p>&nbsp;<\/p>\r\n<p><span style=\"font-weight: 400;\">The first tool on this list is <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a>. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">EngageBay is loved particularly by over 80,000+ clients because it provides a comprehensive <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM<\/a>, sales, and marketing solution. This means you do not have to juggle between multiple tools.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">As a web designer, EngageBay enables you to handle all aspects of your web design with features like project management, lead management, team collaboration, contact management, time management, reporting, and analytics from inception to finish.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Additionally, EngageBay provides a <a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\">360-degree holistic view<\/a> of customer information, which helps you understand your client&#8217;s behavior and personalize individual communication. With EngageBay, create and manage projects, assign tasks to your teammates, track the progress of your project, and set deadlines. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With its live chat feature, you can also ask and answer questions in real time to gather data that will help you meet clients\u2019 expectations.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">It doesn\u2019t end there. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Build a customizable workflow that streamlines and automates client interactions from <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">lead generation<\/a> to client onboarding and post-project follow-up. Its integration capability enables you to integrate tools like Mailgun, Zoom, Trello, and LinkedIn. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">All these make EngageBay CRM a top choice for web designers.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Deal management:<\/b><span style=\"font-weight: 400;\"> Streamline your sales processes, add deals, manage pipelines, and track the progress as you go. Deal management also lets you track client engagement progress through the deal pipeline.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Sales pipeline management:<\/b><span style=\"font-weight: 400;\"> Create a customized <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline with stages<\/a> that align with your unique sales process. The reporting and analytics feature of the sales pipeline management helps you get reports on deal value and conversion rates.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Intelligent automation:<\/b><span style=\"font-weight: 400;\"> Simplify redundant and mundane tasks using the smart <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">workflow automation<\/a> feature. You can also create workflows based on various actions and conditions and worry less about the wonders they will do for you.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free: <\/b><span style=\"font-weight: 400;\">$0\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Basic:<\/b><span style=\"font-weight: 400;\"> $12.74\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Growth:<\/b><span style=\"font-weight: 400;\"> $55.24\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Pro:<\/b><span style=\"font-weight: 400;\"> $101.99\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"225\" data-end=\"234\">Pros:<\/strong> Affordable, all-in-one suite combining CRM, marketing automation, live chat, sales, and support. Generous free plan and straightforward, scalable pricing.<\/p>\r\n<p><strong data-start=\"392\" data-end=\"405\">Best For:<\/strong> Small-to-midsize web design businesses seeking an integrated yet budget-friendly CRM toolkit.<br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/PZROe8peDsY?si=fhQlj3lBdlBkbgcr\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>Introduction to EngageBay | All-in-One CRM \u2013 Marketing, Sales &amp; Support Software<\/strong><\/em><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"2_HubSpot\"><\/span><span style=\"color: #993300;\"><b>2. HubSpot<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/hubspot-pipedrive-alternatives.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-52346\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/hubspot-pipedrive-alternatives.png\" alt=\"HubSpot CRM for web designers\" width=\"800\" height=\"465\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/hubspot-pipedrive-alternatives.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/hubspot-pipedrive-alternatives-300x174.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/05\/hubspot-pipedrive-alternatives-768x446.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">&nbsp;<\/span><a href=\"https:\/\/www.hubspot.com\/?hubs_content=www.hubspot.com%252Fproducts%252Fcustomer-platform&amp;hubs_content-cta=nav-software-freecrm\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/a><span style=\"font-weight: 400;\"> is a customer-oriented platform with all the software integrations and resources you need to connect your marketing, content management, customer service, and sales. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You can automate project-related workflows with HubSpot and manage and organize project-related files to ensure easy access to specific project details. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">HubSpot also offers contact management, which allows you to store and organize client information, allowing for streamlined, personalized communication.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>List segmentation:<\/b><span style=\"font-weight: 400;\"> Create and categorize your client into precise sub-units based on parameters like project types, industry, location, or level of engagement. <a href=\"https:\/\/www.engagebay.com\/blog\/customer-segmentation-examples\/\">Segmentation<\/a> allows for streamlined, tailored communication between you and your client towards satisfaction and retention.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Quote software:<\/b><span style=\"font-weight: 400;\"> Create and send sales quotes, collect electronic signatures, and receive payments from where you manage your deals. Quotes software also helps you to populate quotes with information from your HubSpot smart CRM automatically.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> $0\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Starter:<\/b><span style=\"font-weight: 400;\"> $20\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $1,600\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $5,000\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"564\" data-end=\"573\">Pros:<\/strong> Exceptionally user-friendly with drag-and-drop features, strong free tier, robust integrations, marketing automation, and learning resources through HubSpot Academy.<\/p>\r\n<p><strong data-start=\"742\" data-end=\"755\">Best For:<\/strong> Freelancers and teams wanting a polished, scalable CRM with powerful marketing tools\u2014especially appealing for growth-stage operations.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"3_Salesforce\"><\/span><span style=\"color: #993300;\"><b>3. Salesforce<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-28859\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png\" alt=\"Salesforce crm for web designers\" width=\"800\" height=\"376\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-595xh.png 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.salesforce.com\/crm\/\"><span style=\"font-weight: 400;\">Salesforce CRM<\/span><\/a><span style=\"font-weight: 400;\"> has been at the game since 1999. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With over 150,000 companies and businesses onboard, the cloud-based platform is ideal for web design agencies with scaling in mind. This means businesses, primarily large web design agencies, can use the software and get the most out of its best-in-class apps beyond CRM to support every aspect of their web design business. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Salesforce CRM also offers customization through workflows, dashboards, and customizable fields, allowing businesses to tailor the system to suit their web design needs.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Contact management:<\/b><span style=\"font-weight: 400;\"> Efficiently organize, track, and manage client relationships with a centralized database containing all your clients\u2019 information, such as phone numbers, email addresses, and company details.&nbsp;<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Process automation:<\/b><span style=\"font-weight: 400;\"> Streamline your client management workflow through automated lead capturing, <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing-campaigns\/\">lead nurturing<\/a> workflows, and project onboarding to improve efficiency. This feature can also help designers automate task assignments based on predefined criteria to ensure they are completed on time.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Quoting and contracting:<\/b><span style=\"font-weight: 400;\"> Create professional quotes containing project estimates and save time while ensuring consistency in price. This feature also helps you to manage your contracts and agreements with clients.&nbsp;<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Starter Suite:<\/b><span style=\"font-weight: 400;\"> $25\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $80\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $165\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Unlimited:<\/b><span style=\"font-weight: 400;\"> $330\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Unlimited+:<\/b><span style=\"font-weight: 400;\"> $500\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"954\" data-end=\"963\">Pros:<\/strong> Highly scalable, highly customizable; advanced opportunity and workflow capabilities ideal for structured, complex operations.<\/p>\r\n<p><strong data-start=\"1093\" data-end=\"1106\">Best For:<\/strong> Larger web design agencies needing enterprise-grade CRM flexibility and deep customization.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"4_Zoho_CRM\"><\/span><span style=\"color: #993300;\"><b>4. Zoho CRM<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53291\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM.png\" alt=\"Zoho CRM tool for web designers\" width=\"800\" height=\"361\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM.png 1566w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM-1024x462.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM-768x346.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM-1536x692.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Zoho-CRM-150x68.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.zoho.com\/crm\/\">Zoho CRM<\/a> is a great CRM software known for its affordability, making it a go-to option for freelancer web designers.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With Zoho CRM, you can seamlessly integrate with Zoho\u2019s suite of products like Zoho Projects, Zoho Invoice, Zoho Mail, and Zoho Books. This lets you streamline your business processes by connecting project tracking, invoicing, and email communication. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With over 250,000+ businesses, Zoho CRM boasts of 24\/7 customer support that is secure and reliable.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Project management: <\/b><span style=\"font-weight: 400;\">Organize and manage design tasks effectively, track the progress of design projects, and set milestones. This feature also allows you to monitor the timeline of design projects and keep an eye on deliverables to ensure every aspect is completed on time.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Lead management:<\/b><span style=\"font-weight: 400;\"> Capture leads, automate lead scoring, identify leads that will convert, and follow up on detailed contact information. This feature will also help you to analyze and track critical information about leads.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Auto-responders:<\/b><span style=\"font-weight: 400;\"> Set up automatic replies and follow-ups to enhance customer communication. You can also set it to notify your clients automatically when a project milestone is met.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Standard:<\/b><span style=\"font-weight: 400;\"> $12\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $20\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $35\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Ultimate:<\/b><span style=\"font-weight: 400;\"> $45\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"1260\" data-end=\"1269\">Pros:<\/strong> Feature-rich with automation, forecasting, AI assistant (Zia), and extensive integrations\u2014cost-effective, though a steeper learning curve.<\/p>\r\n<p><strong data-start=\"1411\" data-end=\"1424\">Best For:<\/strong> Teams wanting deep customization and automation without overspending\u2014great fit for growing web design firms comfortable with a bit of setup effort.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right fasc-style-italic\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/10-ways-crm-can-help-create-better-email-campaigns\/\">10 Ways CRM Can Help Create Better Email Campaigns<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"5_Agency_Handy\"><\/span><span style=\"color: #993300;\"><b>5. Agency Handy<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><img decoding=\"async\" class=\"aligncenter \" src=\"https:\/\/satisfied-plum-4au0ngw378.edgeone.app\/agency-handy.png\" width=\"729\" height=\"434\"><\/p>\r\n<p><a href=\"https:\/\/www.agencyhandy.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Agency Handy<\/a> is a cloud-based CRM and agency management platform built for service-driven businesses, including freelance web designers and digital agencies.<\/p>\r\n<p>For web designers handling multiple clients, ongoing projects, and recurring work, Agency Handy brings client management, project tracking, and billing into one system. It helps designers manage the full client lifecycle, from lead capture and onboarding to project delivery and recurring payments.<\/p>\r\n<p>The platform combines CRM, client portal, task management, and invoicing, allowing web designers to keep all client communication, files, and feedback in one place.<\/p>\r\n<p>With its Kanban-based project management, web designers can break work into tasks, track progress visually, and collaborate with clients directly on files. Clients can log in to a dedicated portal to view project status, upload files, leave feedback, and handle invoices without repeated email follow-ups.<\/p>\r\n<p>Agency Handy also supports recurring services, making it suitable for designers offering monthly website maintenance, retainer-based design work, or ongoing optimization services.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b><span style=\"font-weight: 400;\">Client management with unified client profiles and interaction history<\/span><\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kanban-based project and task management for design workflows.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Client portal for file sharing, feedback, and project visibility.<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Invoicing and recurring billing for retainers and subscription services.<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Built-in CRM for leads, contacts, and ongoing client relationships.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><strong>Freelancer:<\/strong><span style=\"font-weight: 400;\"> $29\/month<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><strong>Team Starter:<\/strong><span style=\"font-weight: 400;\"> $99\/month<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><strong>Business Pro:<\/strong><span style=\"font-weight: 400;\"> $199\/month<\/span><\/li>\r\n<li><strong>Free Trail:<\/strong> <span style=\"font-weight: 400;\">7-day free trial is available.<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"1715\" data-end=\"1724\">Pros:<\/strong> <span style=\"font-weight: 400;\">Combines CRM, project management, client portal, and billing in one platform; suitable for recurring design work and agencies.<\/span><\/p>\r\n<p><strong data-start=\"1888\" data-end=\"1901\">Best For:<\/strong> <span style=\"font-weight: 400;\">Web designers and agencies looking for a single system to manage clients, projects, and ongoing services without relying on multiple tools.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"6_HoneyBook\"><\/span><span style=\"color: #993300;\"><b>6. HoneyBook<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53674\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png\" alt=\"Honeybook CRM for web designers\" width=\"800\" height=\"342\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm.png 1189w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-768x329.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/02\/honeybook-crm-150x64.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.honeybook.com\/crm-for-freelancers\"><span style=\"font-weight: 400;\">HoneyBook<\/span><\/a><span style=\"font-weight: 400;\"> is an all-in-one platform with all you want in one place, including invoicing, contracts, automation, and online scheduling. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With its online payment feature, small businesses have booked over <\/span><a href=\"https:\/\/www.honeybook.com\/online-payment-software\"><span style=\"font-weight: 400;\">$7 billion in business<\/span><\/a><span style=\"font-weight: 400;\">, which is good because the feature comes with a frictionless experience.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the integration of finance elements into the system, you can easily track expenses, monitor revenues and track income, review online payments, create and send invoices, and send reminders for overdue payments. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">In general, HoneyBook, trusted by 100,000+ businesses, streamlines your business processes and saves you the stress of doing manual tasks that consume time.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>HoneyBook AI:<\/b><span style=\"font-weight: 400;\"> Boost your productivity and work smarter with tools like AI composer, AI-generated replies, and AI image studio. This feature helps freelancers scale through lead capture, replying to texts, and sending proposals with images that speak of professionalism.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Automation:<\/b><span style=\"font-weight: 400;\"> Create custom automation to match your web design process. Send emails and files and have workflows triggered based on client behaviors, dates, and other criteria. This feature also allows you to respond to inquiries automatically without lifting a finger.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Starter: <\/b><span style=\"font-weight: 400;\">$8\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Essentials:<\/b><span style=\"font-weight: 400;\"> $16\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Premium:<\/b><span style=\"font-weight: 400;\"> $33\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"2074\" data-end=\"2083\">Pros:<\/strong> Combines invoicing, contracts, automation, payments, and AI tools like AI composer and AI image studio for seamless, branded client interactions.<\/p>\r\n<p><strong data-start=\"2232\" data-end=\"2245\">Best For:<\/strong> Solo designers or small studios that focus on streamlining proposals, payments, and automated communication with a creative, polished flair.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"7_Bonsai\"><\/span><span style=\"color: #993300;\"><b>7. Bonsai<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53301\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png\" alt=\"Bonsai CRM tool for web designers\" width=\"800\" height=\"360\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai.png 1583w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-1024x461.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-768x346.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-1536x692.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Bonsai-150x68.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.hellobonsai.com\/crm\">Bonsai<\/a> is a business management tool that combines CRM, time tracking, project management, and invoicing in one place.<\/p>\r\n<p><span style=\"font-size: 16px; font-weight: 400;\">The CRM system is designed to keep clients and projects organized. With over 500,000 customers, Bonsai has tailored its time-tracking feature to enable you to track the time spent on a project.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Tracking the time also shows how many hours are yet to be billed. This feature gives you real-time reports on how you spend your time. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The contract management feature allows you to create and send contracts with electronic signature integration and keep track of contract status with clients, making it possible for you to come off as a professional on their A-game.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Scheduling:<\/b><span style=\"font-weight: 400;\"> Conveniently manage your appointments, meetings, and project milestones. This scheduling feature also synchronizes with the designer\u2019s calendar, making sure that you, as a web designer, are aware of your appointments with clients.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Invoicing:<\/b><span style=\"font-weight: 400;\"> Create beautiful invoices in seconds, set up global payments, and send automatic reminders to help you get paid faster. This feature also comes with <a href=\"https:\/\/www.engagebay.com\/email-templates\/\">built-in templates<\/a> on the software, canceling out the need and the stress of creating one from scratch.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Proposal creation:<\/b><span style=\"font-weight: 400;\"> Create branded, personalized, and professional proposals to win more projects for higher fees within minutes. It saves time by providing flexible templates that aid, secure your new work, and ensure you get paid.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Starter: <\/b><span style=\"font-weight: 400;\">$21\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Professional:<\/b><span style=\"font-weight: 400;\"> $32\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Business:<\/b><span style=\"font-weight: 400;\"> $66\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"2413\" data-end=\"2422\">Pros:<\/strong> Integrates CRM with time tracking, invoicing, contract management (with e-signatures), proposals, and calendar scheduling\u2014all in one tool.<\/p>\r\n<p><strong data-start=\"2564\" data-end=\"2577\">Best For:<\/strong> Freelancers needing consolidated business operations\u2014tracking time, sending contracts and invoices, and managing proposals efficiently.<\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"8_Freshsales_by_Freshworks\"><\/span><span style=\"color: #993300;\"><b>8. Freshsales by Freshworks<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53297\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1.png\" alt=\"Freshsales CRM for web designers\" width=\"800\" height=\"327\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1.png 1575w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1-1024x419.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1-768x314.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1-1536x628.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/Freshsales-1-150x61.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\"><span style=\"font-weight: 400;\">Freshsales by Freshworks<\/span><\/a><span style=\"font-weight: 400;\"> is a cutting-edge CRM solution with a user-friendly interface and robust client management and project tracking capabilities. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The AI-based lead scoring feature helps you to identify and target leads with customized scoring rules that enable you to focus on the best leads. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The user-friendly nature of the system makes it accessible to users of all levels of technical expertise, minimizing the learning curve and enabling them to focus on their core tasks.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Kanban view for contacts, accounts, and deals:<\/b><span style=\"font-weight: 400;\"> Manage and organize your contact, accounts, and deal records in a Kanban view to get key information at a glance. The visual layout of the feature makes it easy for web designers to quickly get the status of their clients or projects at a glance.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>AI-powered deal insights &amp; next best action:<\/b><span style=\"font-weight: 400;\"> Freshsales leverages artificial intelligence (Freddy) to analyze the data of a deal and gain a deeper understanding of factors like engagement metrics and historical data. This feature also helps you identify the next best action for your clients based on the recommendations from AI analysis &#8212; making Freshsales one of the best CRM software for web designers.&nbsp;<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Free:<\/b><span style=\"font-weight: 400;\"> $0\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Growth: <\/b><span style=\"font-weight: 400;\">$15\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Pro:<\/b><span style=\"font-weight: 400;\"> $39\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Enterprise:<\/b><span style=\"font-weight: 400;\"> $69\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"2758\" data-end=\"2767\">Pros:<\/strong> User-friendly with Kanban-style pipelines and AI-powered insights (Freddy) for deal tracking and next-best-action suggestions.<\/p>\r\n<p><strong data-start=\"2897\" data-end=\"2910\">Best For:<\/strong> Designers who value visual pipeline management and AI-assisted lead qualification to stay organized and proactive.<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right fasc-style-italic\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/freshsales-alternative\">What Is The Best Free Freshsales Alternative?&nbsp;<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"9_17hats\"><\/span><span style=\"color: #993300;\"><b>9. 17hats<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-53300\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png\" alt=\"27hats CRM tool for web designers\" width=\"800\" height=\"361\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats.png 1583w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-300x136.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-1024x463.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-768x347.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-1536x694.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/01\/17hats-150x68.png 150w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">17hats stands out as cloud-based management software that caters to and exists to help service-driven small business owners succeed. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With <\/span><a href=\"https:\/\/www.17hats.com\/\"><span style=\"font-weight: 400;\">17hats<\/span><\/a><span style=\"font-weight: 400;\">, users can easily manage their relationships with clients by using the software\u2019s CRM, making it easy to track leads and manage contracts and ongoing communication with clients.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The all-in-one capability of the software also includes an integrated approach that helps you as a web designer to stay on track with clients&#8217; projects. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Small businesses around the world excel with 17hats, and it is trusted by 25,000 companies that love its automation and calendar integration.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Key features<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Client portal:<\/b><span style=\"font-weight: 400;\"> Allow clients to log in and access information about the project milestones they have committed to you. This feature also allowed for document sharing between you and your client, serving as a good communication channel where they can ask you questions about certain stages of your web design flow.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Invoices and documents:<\/b><span style=\"font-weight: 400;\"> Create, send, and store invoices in your templates. This feature allows you to send invoices to your clients for payments, and you can also. The document confirmation feature allows you to send a thank you email and grants clients access to their projects upon completion.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Reporting:<\/b><span style=\"font-weight: 400;\"> Keep track of your income and see your best clients and the value they have added to the business based on the data obtained from past projects. This feature also lets you see exactly which of your revenue is the most profitable.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<ul>\r\n<li style=\"font-weight: 400;\"><b>Essentials:<\/b><span style=\"font-weight: 400;\"> $15\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Standard: <\/b><span style=\"font-weight: 400;\">$30\/month, billed annually<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Premier:<\/b><span style=\"font-weight: 400;\"> $60\/month, billed annually<\/span><\/li>\r\n<\/ul>\r\n<p><strong data-start=\"3052\" data-end=\"3061\">Pros:<\/strong> Offers client portals, document and invoice management, project tracking, and reporting\u2014all within a single cloud-based platform.<\/p>\r\n<p><strong data-start=\"3194\" data-end=\"3207\">Best For:<\/strong> Service-based web designers wanting one tool for client portals, unified document handling, and easy visibility over income and client value.<\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Choosing_the_Right_CRM_for_Your_Web_Design_Business\"><\/span><span style=\"color: #339966;\"><b>Choosing the Right CRM for Your Web Design Business<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">Now that we have looked at nine CRM solutions, it&#8217;s important to note that each tool has its own uses and will suit different needs and teams. Here are the top factors to consider before deciding what tool to use.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"1_Understand_your_needs_and_requirements\"><\/span><span style=\"color: #993300;\"><b>1. Understand your needs and requirements<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">First things first, define your needs. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">If you are a small web design agency or a start-up, your primary consideration may be CRM software that is easy to use and comes at a fair price. More advanced teams may look for more advanced features and automation capabilities.&nbsp;<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"2_Consider_the_features_and_the_UIUX\"><\/span><span style=\"color: #993300;\"><b>2. Consider the features and the UI\/UX<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Every CRM tool has its selling point, but you mustn&#8217;t fall for it. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The main deal is what you see and experience using the software. Focus on the features that align entirely with your business needs. A product\u2019s usability is crucial, as CRM tools that are not intuitive or user-friendly will not help you and your team maximize the software\u2019s features.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"3_Keep_pricing_in_mind\"><\/span><span style=\"color: #993300;\"><b>3. Keep pricing in mind<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">For many web designers and freelancers, pricing can be a major deal breaker. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Some tools have extensive features at a higher price, and others may be more affordable with the basic features you need. Although CRM is still an investment in your business growth, you\u2019ll want to consider a tool with the required features at a price you can afford. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">EngageBay offers a <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">flexible pricing structure<\/a> that enables you to start from the basics and add more features as the need arises for a slightly higher price.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"4_Check_out_the_integration_capabilities\"><\/span><span style=\"color: #993300;\"><b>4. Check out the integration capabilities<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">To help your business better, your CRM should be one that can play nicely with other tools in your work stack. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The chosen CRM should be an absolute source of truth for all your data and customer interactions. Integrating with tools like Google Drive allows you to easily push and pull customer data from one end to another without wasting time.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/1soC3GrzPJk?si=QQlk9ye-jV6raO-X\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>EngageBay vs ClickUp \u2013 Features Comparison \u2013 Which is the better CRM in 2026<\/strong><\/em><\/p>\r\n<p style=\"text-align: left;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right fasc-style-italic\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-interior-designers\/\">Read also: 5 CRM Software for Interior Designers to Elevate Business Growth<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"5_See_if_the_software_is_scalable\"><\/span><span style=\"color: #993300;\"><b>5. See if the software is scalable<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Now, if you are a small web design agency that has walked through the first four steps, this one is something you should consider. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You should choose a CRM that can grow with your business and handle more data and complex procedures as your web design career flourishes.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"6_Take_into_account_the_security_and_data_privacy\"><\/span><span style=\"color: #993300;\"><b>6. Take into account the security and data privacy<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">A CRM without robust security measures is like a fine house without good roofing. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">When the rain or wind comes, the properties in the house will be affected. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You should go for a CRM with good security features like encryption, user permissions, and regular data backups to safeguard your data, all in compliance with data safety regulations.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/w7wLS-19BF4?si=-G4XHo4T_reSLF6v\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>EngageBay Tutorial \u2013 How to use EngageBay CRM in 2026 \u2013 Basic Setup and Features<\/strong><\/em><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Integrating_CRM_Into_Your_Existing_Web_Design_Workflow\"><\/span><span style=\"color: #339966;\"><b>Integrating CRM Into Your Existing Web Design Workflow<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">As a web designer, you already have a familiar workflow. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">However, with the addition of a reliable CRM, you will need strategies that will help you seamlessly integrate your CRM into your existing workflow. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Here are a few strategies that will help your integration procedure.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"1_Identify_key_touchpoints\"><\/span><span style=\"color: #993300;\"><b>1. Identify key touchpoints<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Before integrating CRM into your existing workflow, you must determine key touchpoints where the CRM system can add sufficient value to your web design workflow. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The touchpoints may include contact pages, lead generation forms, project inquiries, and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-onboarding\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">client onboarding<\/a>.<\/span><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"2_Research_and_set_up_the_right_software\"><\/span><span style=\"color: #993300;\"><b>2. Research and set up the right software<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">With the identified touchpoints, you can look out for a tool with the key functionalities you desire at a cost-effective rate.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You should evaluate the cost and arrive at the final decision by comparing different tools that meet the mark to see how well they stand as your solution for streamlined <a href=\"https:\/\/www.teamwork.com\/blog\/client-management-\/\">client management<\/a>.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Using EngageBay, let me show you how to integrate a CRM into your existing web design workflow.<\/span><\/p>\r\n<ol>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Generally, the first step in the initial set-up stage is to <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/simple-crm\"><span style=\"font-weight: 400;\">sign up<\/span><\/a><span style=\"font-weight: 400;\"> and choose a plan that suits your needs and budget.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Maximize EngageBay\u2019s import tools to bring your existing data onto the platform after signing up. This step is followed by configuring your communication preferences and project templates to match what you already have in your workflow.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Explore integrations like Figma, Dropbox, and Google Drive to find suitable file-sharing and collaboration connections. If direct integration is unavailable, use <\/span><a href=\"https:\/\/www.engagebay.com\/integrations\/zapier-integration#:~:text=EngageBay%20is%20closely%20integrated%20with,apps%20into%20EngageBay%20as%20well.\"><span style=\"font-weight: 400;\">Zapier<\/span><\/a><span style=\"font-weight: 400;\"> (a third-party automation platform) to connect EngageBay with your preferred design tools.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Utilize project creation tools to track progress and assign tasks to your team members with the built-in time-tracking feature.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Centralize client communication, including emails, live chat, and support tickets directly within the software for better organization and context.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Build an <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\"><span style=\"font-weight: 400;\">automated workflow<\/span><\/a><span style=\"font-weight: 400;\"> for lead nurturing, follow-ups, and project milestones. With this, you will not have to do repetitive tasks manually.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Do not try to change everything at once. Start small with key integrations and features that will impact your workflow most.&nbsp;<\/span><\/li>\r\n<\/ol>\r\n<h3><span class=\"ez-toc-section\" id=\"3_Measure_the_success_of_your_integration\"><\/span><span style=\"color: #993300;\"><b>3. Measure the success of your integration<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">The integration process may not be finalized immediately and can take a while. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">However, this allows you to evaluate and compare metrics even as the software runs. Monitor client management and project completion time before and after integration to identify improvements.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-o-right fasc-style-italic\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/crm\/crm-email-integration\">What Is The Top Email Integration CRM?<\/a><\/p>\r\n<h3><span class=\"ez-toc-section\" id=\"Best_practices_for_getting_the_most_out_of_your_CRM_system\"><\/span><span style=\"color: #993300;\"><b>Best practices for getting the most out of your CRM system<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n<h4><span style=\"color: #666699;\"><b>1. Define your goals<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">Before implementing, define your goals, select the right system, and prepare your data. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Having a goal keeps your needs organized and smart. The fundamental goal is to drive more sales effectively, which can be achieved through proper client management and project tracking.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>2. Keep your data as clean and simple as possible<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">The integrity of your data is essential, and when it&#8217;s off, it can lead to bad decisions. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Bad decisions are not welcomed. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">You must perform regular data checks and reviews to keep a clean slate and cancel out bad decisions. Keeping it simple increases the accuracy of your data and enhances usability.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>3. Automate your workflows<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">One thing is to automate, and another thing is to automate wisely. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">By effecting smart automation, you get to harness the full power of your CRM, which you can only do if you know what to automate. <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/\">CRM automation<\/a> can refine your project workflows, reach out to unengaged contacts, and keep customers updated on your project progress.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>4. Train your team well<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">Training your workforce to use your CRM system effectively eliminates potential errors and time wastage due to confusion. You must have a solid plan to train your workforce, including training, seminars, and courses.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>5. Leverage reports and analytics to make data-driven decisions<\/b><\/span><\/h4>\r\n<p><span style=\"font-weight: 400;\">Leveraging analytics and reports is crucial because it allows you to transform raw data into actionable insights that will guide your business strategy and decision-making. <\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Analytics and reports reveal areas for improvement or opportunities for growth that you might have missed otherwise.<\/span><\/p>\r\n<p><em><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/\">Read also: 12 Essential Account Management Software Solutions Reviewed<\/a><\/em><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Wrapping_Up\"><\/span><span style=\"color: #339966;\"><b>Wrapping Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">A CRM software enables you to track the progress of multiple projects and key milestones. Tracking and monitoring projects give you an overview of ongoing and upcoming design projects.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">A CRM software also provides valuable insights based on data obtained from reports and analysis. The insights open the ground for improvement based on client feedback and project outcomes. <\/span><span style=\"font-weight: 400;\">We have explored nine tools that can streamline client management and project tracking for you.<\/span><\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is an all-in-one marketing, sales, and customer support software with free CRM. <a href=\"https:\/\/app.engagebay.com\/signup\"><span style=\"font-weight: 400;\">Sign up<\/span><\/a><span style=\"font-weight: 400;\"> with EngageBay for free, or <\/span><a href=\"https:\/\/meetings.engagebay.com\/book-demo\"><span style=\"font-weight: 400;\">book a demo<\/span><\/a><span style=\"font-weight: 400;\"> with our experts.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Have you tried any of the software mentioned in this article? What do you think? Do you have questions about integrations or comments about best practices?<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Share your opinion in the comments below.<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\r\n\r\n<div class=\"schema-faq wp-block-yoast-faq-block\">\r\n<div id=\"faq-question-1757060111999\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">FAQs: CRM Tools For Web Designers<\/strong>\r\n<p class=\"schema-faq-answer\">&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1757060125093\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">Why should web designers use a specialized CRM?<\/strong>\r\n<p class=\"schema-faq-answer\">Web designers juggle multiple projects, clients, and timelines. A CRM centralizes client communication, project tracking, leads, task automation, and upselling insights\u2014boosting efficiency, reducing errors, and enhancing client retention through organized workflows.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1757060150761\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">What are the essential CRM features for web designers?<\/strong>\r\n<p class=\"schema-faq-answer\">Ideal features include project and task management, customizable workflows, time tracking, analytics, reporting, and client portals\u2014helping design teams manage timelines, workflow flexibility, performance insights, and seamless client collaboration.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1757060173324\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">What are some top CRM tools for web designers?<\/strong>\r\n<p class=\"schema-faq-answer\">The blog highlights nine tools: EngageBay, HubSpot, Salesforce, Zoho CRM, Insightly, HoneyBook, Bonsai, Freshsales by Freshworks, and 17hats\u2014each offering unique blends of project management, pricing, automation, and suitability for freelancers or agencies.<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1757060198269\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">What should web designers consider when choosing a CRM?<\/strong>\r\n<p class=\"schema-faq-answer\">Designers should assess their specific needs, prioritize user-friendly interfaces, check pricing alignment, verify integration capabilities, ensure scalability, and evaluate data security to choose a CRM that supports growth and preserves client trust.<\/p>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>Web designing has several moving parts, from prototyping to researching, designing, and even client review and feedback. Web designers need 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