Best Client Management Software For Web Designers

For most business owners it can be difficult to manage all their clients effectively. This is one of the key reasons why many turn to software that helps manage their relationships with their clients.

CRM software has many benefits for businesses and helps streamline, processes and automate certain aspects of their businesses. It’s also recommended because it can help businesses become more efficient at marketing, sales, and customer data analysis. CRM (Customer relationship management) helps organize and automate leads and established clients.

A client management software for web designers will help them keep their clients happy, generating more business and monitoring trends easily.

What do Web Designers do?

A web designer designs websites and develops web pages. They create and maintain websites using languages such as HTML, CSS, JavaScript, and PHP.

Web designers use these programming languages to design web layouts that would capture the user’s attention. With a web designer, the customer is always in mind; they provide a website that is easily navigable. They understand their client’s business and create an appropriate design that would appeal to the client’s target audience.

Web designers are also responsible for ensuring that their client’s websites meet the latest web design and development standards. This includes ensuring the sites are compatible with different browsers, operating systems, and platforms like tablets and smartphones.

Macbook Pro Displaying Website Version 2 on Table

Client Management Software For Web Designers

When juggling several clients, it is not easy for web designers to keep track of the client’s order processes, billing details, and other information. This can be a big distraction for the designer who has no time to manage these details since they have deadlines to meet. An efficient CRM tool will help the web designer maintain an organized and accurate record of their client’s information.

The software will also help web designers maintain relationships with their clients. The communication features of a CRM tool can be used to keep the client up to date about the progress of their project or even send them an email regarding some critical information. The software can also help in conducting surveys about customer satisfaction and feedback.

The Benefits Of A CRM For Web Designers

The CRM tool is essential for every business, especially if it handles many customers with different needs and requirements. The tool’s advanced features will allow the web designer to execute key business operations such as customer relationship management, lead generation, support, and sales.

Customer Relationship Management (CRM software) running on a laptop, office desk workstation productivity

CRM software offers a lot of benefits.

1. A better understanding of customer behavior

Knowing who your target audience is and the kind of services they are looking for is an essential part of any marketing strategy. The CRM tool will allow the web designer to understand this better.

2. Efficient management of clients’ requests

With different projects, the web designer will have to respond to a lot of clients’ requests. With a CRM tool, the web designer will have an organized record of all these requests from the clients. You can also mark any client’s request as a priority to ensure that you give it proper attention.

3. Easy communication with customers

With a CRM tool, you can communicate with your client by sending emails containing important information they may require regarding your services. You can also send reminder emails about specific deadlines to inform them when you need their payments or cooperation.

CRM platforms are integrated with services like Gmail, Zoom, etc., that help effectively communicate with your clients so that you don’t miss any chance to keep up with your appointments and deadlines.

4. More accurate tracking and billing of clients’ payments

The CRM tool will allow you to track every transaction that clients make with your company. You will also be able to enter different details about the services you provide to reduce any confusion or miscommunication.

A good CRM tool is integrated with the different paying platforms to receive payments from your clients. This will allow you to bill them for their services and keep track of your payments under one platform. All your payments will be automatically calculated and entered into the system. This means that you won’t need to enter amounts manually, saving time and avoiding any possible mistakes that may occur during the process.

5. Market research

A CRM software helps market research by providing statistics of important information about the customers, such as how many are lost, gained, or are still active. The software also provides reports on the number of contacts and business relationships the company has established in a specific period. It helps in conducting surveys and polls giving you more accurate results on your client’s needs.

6. Team management

A tool like CRM offers you a great way of managing your team. It will help you keep track of your team members and their performance with your projects. You can send notifications to all the team members, so they know what to do about specific issues or deadlines.

7. Increases accountability

The CRM software is integrated with your company’s checkbook. This means you can see the exact amount of money you have spent on a specific project. You will also be able to see if any invoices are pending or if any outstanding payments may have gone unpaid.

You will also know what goals or milestones you have achieved along the way. This way, you will have a better understanding of your progress and know whether you need to take more action to improve it.

When used as part of the in-house web design team, CRM software can offer its users a wide variety of benefits by helping them manage projects more effectively and efficiently.

How To Choose The Best Client Management Software For Web Designers

CRM customer relationship management tools

There are many CRM tools in the market; you need to know how to filter through all these to find the most suitable for your needs. You could start by comparing their pricing structure and features offered under different plans. You don’t want to pay for a tool and then find out your most needed features require you to upgrade.

You can also evaluate the different CRM tools by checking their reviews on the market. A company’s reputation is essential. You don’t want to be working with a company that will treat you unfairly or carelessly. Evaluating their reviews will give you an idea of how they treat their clients and their customer support team.

There are many things to consider when selecting your CRM tool. A good CRM tool should include the following functionalities:

1. Well-designed User Interface

A good interface should be intuitive and require no special training.

2. Functional and feature-packed

It should be able to help you cover all the aspects of your business.

3. Easy to integrate with other programs

A good CRM tool should be integrated with other business processes and services such as Gmail so that it can work effectively in your business workflow.

4. Easy-to-use dashboard

You need a CRM tool that will not overwhelm you with too many features and data but one that allows you to get just the correct information you need.

5. Real-time collaboration

You should be able to work on a project and then share it with a client in real-time so that you will not have to wait for the changes or feedback.

6. Cloud-based tools

You want a cloud-based tool accessible from anywhere and does not require installation on every device. This means that you can access your CRM anytime, anywhere you want.

3 Best Client Management Tools For Web Designers

1. Kosmo

Kosmo Main Website

Kosmo offers a simple management tool for freelancers and creators. It is the best client management software for graphic designers and web designers that will make their entire workflow efficient and effective.

You have all the possible information at hand when you access the dashboard. It is easy to create, manage and track all the metrics of each project. It has a good customer support team on standby 24/7 to assist you with any issues or questions.
Kosmo’s pricing plans are affordable and better than most CRM tools.

With Kosmo, you can create invoices and receive payment via PayPal, Stripe, or even a credit card. You can keep track of your tasks and create reminders for them. It also provides timely updates on your progress and gives you a full dashboard of insights.

Easy to install and use, there’s no need to download any additional software. You can access it via the browser or mobile or tablet device.

Established and new clients play a vital role in generating leads for a website designer. Kosmo helps you generate proposals and contracts. It’s an efficient way to manage your leads and generate more sales. You can also get every detail of your client or customer.

Kosmo is an effective tool for web designers looking for a complete package for managing their clients and customers. You can also send out email reminders to your clients, which requires no effort.

2. Hubspot

HubSpot Main Website

A cloud-based user interface, easy to use and navigate the dashboard, offers a wide variety of features and functionalities. It has good integration with other programs and services such as Google analytics. Its dashboard will not overwhelm you with too much data but just the right information you need in each mode and each case.

HubSpot offers social media integration enabling you to manage all your accounts on one platform and keep you updated on possible clients that have liked your content. If you are looking for a tool to manage your online activity, keep track of how your marketing plans are performing, and show where to improve, then this is a tool you need to consider.

It will allow you to manage your leads and convert them to clients so they can be followed up on up until they are converted. A good CRM tool needs to provide users with the necessary analytics needed to make decisions for them in order not to waste time, money, and effort. This tool will help you make these vital decisions.

3. Pipedrive

Pipedrive Main Website

This is another excellent tool designed by developers to make the process of using a CRM easier and more efficient. It will help you keep track of your contacts, manage your invoices and sales pipeline, and schedule meetings.

Pipedrive helps you keep track of possible customers from start to success, provides advanced reporting and forecasting, and creates an effective marketing plan to help you generate more leads and sales.

It’s also integrated with different payment services like Stripe and PayPal, making managing your payments easy. However, there are some limitations when it comes to Pipedrive. You cannot have multiple users with different roles and permissions, so you can only have one admin. You must also buy the premium plan to access specific features and customer support.


Different CRM tools have their limitations and problems. Review and look for client management software for web designers that will suit your needs, and ensure that you are not spending more time searching for valuable information and slow down your actual day-to-day business.

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