Comment choisir le meilleur CRM pour les concepteurs Web

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Points clés à retenir:

  • CRM for web designers is essential for maximizing profits and streamlining communication with clients. It offers a unified platform for managing client interactions and projects, thereby saving time and increasing efficiency.
  • When choosing a CRM for web designers, key factors to consider include functionality and features, affordability, and user-friendly interface. It is important to weigh these factors against your business needs to determine the best CRM for you.
  • After comparison of top 7 CRM tools for web designers, Active Campaign emerges as a top choice due to its comprehensive suite of functionalities, affordable pricing, and user-friendly interface. Other recommended options include Infusionsoft, Ontraport, Drip, ConvertKit, AgileCRM, HubspotCRM, Zoho CRM, and CRM perspicace.

Importance of CRM for Web Designers

Web designers need to stay on top of their game, and choosing the right Gestion de la relation client (CRM) software is crucial for their success. In this section, we’ll explore the importance of CRM for web designers and how it can make their workflow more efficient and productive. We’ll begin by providing an overview of what CRM is and how it applies to web design, followed by an exploration of the purposes that CRM serves for web designers.

Definition and Overview of CRM for Web Designers

Gestion de la relation client (CRM) is essential software for web designers. It helps manage customer interactions. A CRM tool organizes and automates customer info, leads, marketing campaigns, and customer service. It makes businesses more efficient.

CRM software for web designers reduces data entry time, giving more time to foster client relationships. It tracks customer interactions across channels like social media, phone calls, or email. This helps web designers personalize services to clients’ needs.

Web designers must consider several factors when choosing a CRM tool. Functionality, affordability, and user-friendly interface are essential. Popular CRM tools for web designers include Active Campaign, Infusionsoft, Ontraport, Drip, ConvertKit AgileCRM, and Hubspot CRM. Each tool has its own features.

Implementing a CRM system for web designers has several benefits. It establishes a sales pipeline, enhances communication, automates tasks, and gives feedback forms and client portals. Getting insights into what clients want is key.

Ignoring a CRM system in web design is risky. A definition and overview of CRM for web designers is an essential guide. It helps understand the significance of CRM tools in managing customer relationships.

Purpose of CRM for Web Designers

Gestion de la relation client (CRM) helps web designers manage clients and their interactions. It enables businesses to track communications, client accounts, emails, phone calls, and key information. It also allows them to analyze client behaviors, preferences, and tailor design services to individual needs. Automate welcome messages, follow-up emails, and specific triggers based on customer behavior. Measure engagement levels and how valued the brand is. Use key performance metrics to identify and improve customer service operations. Track KPIs like response times and conversion rates. Optimize for success.

A true story: a small design agency had multiple client accounts and needed a comprehensive system. They used a CRM tool and saw significant improvements in communication and efficiency, as well as customer satisfaction. They also tracked client requests and feedback in a centralized database, leading to increased productivity, less stress, and higher-quality designs. This enabled them to get repeat business.

Factors to Consider When Choosing a CRM for Web Designers

When looking for the best CRM for web designers, functionality, affordability and a user-friendly interface are essential considerations. These factors are what make or break CRM deployment for a web designer. With so many options available, choosing the right one can be overwhelming. Therefore, we will discuss these factors in detail to help you decide on the best CRM for your web designing needs.

Functionality and Features

Outils GRC are essential for web designers when it comes to managing customer relationships. The software’s effectiveness and efficiency depend on its functionality and features. A CRM with more options for customisation offers the best results. Certain features are a must-have: contact management, automation, analytics et integration capability.

Options de personnalisation enable users to make the CRM fit their needs. Some CRMs provide unique features like multiple integrations and in-depth analytics. Ultimately, the choice should be based on the user’s business requirements. There are plenty of high-quality CRMs available that don’t need to be expensive.


When selecting a CRM solution for web designers, abordabilité is key. The cost of using a CRM can differ depending on features and functionality. Investing in a quality CRM is worth the expense and can help streamline business operations and increase revenue.

To gauge affordability, web designers must look at initial cost and any ongoing fees. Some CRMs offer monthly or yearly subscriptions, while others charge per user or per contact. Installation fees or training expenses should also be evaluated.

Apart from pricing considerations, web designers should evaluate the value offered by different CRMs. This includes data analytics, marketing automation, and email management to find the most effective and efficient tool.

Web designers need to research providers and compare costs to pick a tool that fits their budget and business goals. A user-friendly interface is a must since no one wants to battle with a complex CRM.

Interface conviviale

Systèmes GRC for web designers should offer a interface conviviale. It should be easy to navigate and access features and functions. Users should be able to find the information they need quickly, without extensive searching. Communication should be simplified to enhance customer experience.

La flexibilité is key. A customizable layout should be included according to individual preferences. Cross-platform compatibility should be provided, allowing users to access the system from their preferred devices.

Designers must strike a balance between aesthetics and ease of use. Design changes or updates should not compromise functionality.

A user-friendly CRM system boosts efficiency. It promotes seamless navigation throughout the platform. Plus, personalized customer experiences result in repeat business.

Comparison of Top 7 CRM Tools for Web Designers

As a web designer, finding the right CRM tool can make or break your business. In this section, we’ll dive into a comparison of the top 7 CRM tools specifically for web designers. Each sub-section will highlight a different CRM tool, including Active Campaign, Infusionsoft, Aéroport, Goutte, ConvertKit, AgileCRM, et HubSpot CRM. So, let’s take a closer look at how these top CRM tools stack up and help you decide which one will take your business to the next level.

Active Campaign

Are you a web designer in need of a CRM tool to make your workflow easier? Active Campaign is an ideal choice. You can customize forms and landing pages quickly and easily with its user-friendly interface. It also allows real-time tracking and reporting, so you can monitor your campaign and analyze results. Plus, its pricing plan is competitive and perfect for growing businesses. It integrates with other third-party applications like Shopify, Salesforce, WordPress, and Zapier.

Active Campaign has great automation features, like its lead scoring feature. It provides priority to high-value prospects. Its pricing is ideal for small businesses, and it supports growth with its integrations. If you want to automate your sales process without human interaction, Infusionsoft is a great option. All in all, Active Campaign is great for web designers. It meets their needs and gives them insights into their campaign’s performance.


As an expert in web design, having the correct tools for customer relationship management is essential. Infusionsoft is one of the top 7 CRM tools and for good reason. Features let you analyze customers and do targeted marketing. Its user interface is easy to use. Plus, it is customizable and cost-effective for small businesses.

Infusionsoft also integrates with essential tools like eCommerce platforms, social media, and landing pages. This makes operations more efficient and reduces manual work. It also provides reporting on the sales process from lead capture to sales conversion. This data is useful for optimizing strategies and boosting the bottom line.

For web designers, Aéroport is the CRM tool that can take their business to the next level. Prepare yourself for amazing client success!


Aéroport is a powerful, all-in-one CRM tool for web designers. Its intuitive user interface simplifies lead nurturing, email marketing and membership site management. Plus, it processes payments and generates analytics reports.

Unlike other CRM tools, Aéroport delivers personalized experiences by providing custom content based on past behaviour and buying history. This leads to increased engagement and sales conversions.

Aéroport stands out with its easy-to-use segmentation for targeted campaigns. It integrates with third-party apps such as Zapier, WordPress, Shopify and PayPal. With this CRM tool, web designers get an all-in-one solution that supports lead generation and automates processes like email marketing and site management. Plus, high levels of customer engagement come from the personalized customer experiences. So, get a drip on your customer relationships with Aéroport!


Goutte is known for its user-friendly interface. Designers can easily create professional-looking emails with a range of drag-and-drop templates. Automation workflows automate tasks like sending welcome emails when new users join the website.

Drip’s eCommerce tools integrate eCommerce platforms, tracking transactions and providing real-time data for better personalization.

It is an affordable CRM compared to others like Infusionsoft and Ontraport, making it perfect for small and medium businesses with limited budgets.


Transform your email marketing efforts with ConvertKit! It’s a user-friendly software that simplifies the process of reaching potential clients. Automation and targeted campaigns help web designers improve communication with their audience.

ConvertKit’s standout feature? It tracks subscriber engagement and behaviors—making it easier to create effective strategies that cater to individual clients’ needs. Plus, customizable opt-in forms can be integrated into a website without disrupting the user experience.

Detailed reports on campaign performance give web designers insights into areas where they can improve. Streamline web design workflow and improve efficiency with ConvertKit’s unbeatable features. Ready to take advantage? Get started now!


Are you a web designer? You need to create a sales pipeline and up your customer communication. AgileCRM is here for you! It helps gain insight into customers and provides a user-friendly interface.

But, AgileCRM is more than a typical CRM tool. It has advanced analytics features. You can monitor website visits, email opens and clicks, and social media activity. This helps optimize customer interactions and streamlines workflows.

If you want to take your web design to the next level, don’t forget AgileCRM. It’s a powerful CRM tool that will help your clients get personalized services and increased sales.

HubSpot CRM

The Hubspot CRM tool is the bee’s knees for businesses with website design needs. It has amazing marketing features for successful lead generation. The platform gives a range of functionalities to make complex workflows easier. It also has unique features tailored to web designers. They can track customer data and history with the intuitive interface.

The most impressive feature of the tool is automatisation. You can send customized emails and follow-up actions based on customer behavior to have better connections with prospects and customers. Plus, it’s affordable. You don’t have to pay a fortune for advanced features.

The popularity of the tool is outstanding. As of 2019, it had over 78,000 customers in more than 120 countries. If you’re looking for a CRM tool, Hubspot CRM is a great option.

Benefits of Using a CRM for Web Designers

Logiciel GRC can drastically improve the workflow of web designers. In this section, we will discuss the benefits of using a CRM in web design, such as:

  • streamlining communication,
  • increasing efficiency, et
  • gaining a better understanding of customer needs.

We will also explore how establishing a pipeline des ventes can lead to a more organized and effective sales process.

Establishing a Sales Pipeline

A sales pipeline is key for any biz, including web design. It’s a process for finding and nurturing possible customers, from prospects to real customers. To establish an effective sales pipeline you must take 5 steps.

  1. Generate leads. Gather potential clients and add them to your pipeline. Not all leads are suitable so next you must qualify them. Ensure they meet certain criteria.
  2. Nurture leads. Some prospects may not be ready to buy yet. Keep them involved with emails or other communications, so they don’t forget about your business and stay informed about industry trends.
  3. Have sales conversations. Give info on services, solutions to specific problems, or help them understand pricing. Lastly, close the deal and turn prospects into loyal customers.
  4. Follow up with them regularly to make sure they’re happy.
  5. An effective sales pipeline helps manage prospects and clients throughout the sales cycle. Track client interactions – from initial contact to post-sale support. Use a top CRM tool to make it easier. For example, a web designer client used different email addresses when filling out contact forms on websites. Good thing he had a CRM tool which allowed him to merge records and simplify his workflow.

In conclusion, an effective sales pipeline is essential for any business, including web design. By following the steps outlined and using a top CRM tool, you can manage prospects and clients efficiently while also making sure customers are content.

Improving Communication

Communication is a must for any business, especially web design, in this competitive digital era. Setting up a strong connection between the organization and its customers is essential for producing good results. Web designers can use GRC tools to help with communication and providing tailored messaging options.

Par exemple, Active Campaign is one CRM that can automate email marketing and offer personalized messaging. This helps designers spot problems early and customize solutions, making customers happy.

Aéroport is another CRM tool that has “sequences” which allow designers to deliver messages automatically based on what the customer does. This keeps both parties informed of project progress.

Using a CRM can give lots of advantages to web design. However, keeping communication up is essential for keeping customers and getting more business.

In this market, picking the right CRM for communication is vital to stay ahead and work faster. Efficacité is key in web design, and a CRM can make your workflow go smoothly.

Increasing Efficiency

Efficiency can be increased by using a CRM for web designers. It helps with tasks like communication, task assignment, customer feedback monitoring and sales progress tracking. This saves time and resources. The objective is to improve relationships with clients.

A CRM for web designers streamlines processes and automates tasks. This lets teams focus on more important activities, making them more productive. It also provides quick access to customer information.

Integrating business tools and the CRM platform gives unique details. This helps to prevent redundancies and workflow disruptions, leading to better outcomes. To maximize the effectiveness of the CRM platform, here are some best practices:

  • Automate repetitive tasks
  • Train staff to access relevant info
  • Document communications using templates
  • Use analytics to optimize the sales pipeline
  • Invest in premium or advanced versions of the platform

By following these suggestions and getting the right CRM solution, businesses will benefit from workflow automation. Staff can focus on pressing issues, leading to higher accuracy and productivity. This strengthens lasting client relationships.

Better Understanding Customer Needs

Gaining insight into customer behavior, preferences, and pain points is key to success in web design. A Système GRC can be used to help web designers track customer interactions and choose the best marketing methods.

The CRM also provides data that reveals patterns and trends which wouldn’t normally be seen. Web designers can use this data for product development, pricing, and target audience decisions.

Using the CRM to track customer complaints and issues lets web designers quickly address them and build better relationships with customers. This leads to higher loyalty to the business.

En conclusion, CRM technology is essential for web designers who want to understand customer needs and achieve success in web design. It helps deliver a personalised experience and drives long-term success.

Recommended CRM Tools for Web Designers

Looking for a CRM tool to manage your web design clients? Look no further! In this section, we’ve compiled a list of recommended CRM tools for web designers that can save you time, increase your productivity and boost your profits. From Active Campaign pour CRM perspicace, we’ve got you covered!

Active Campaign

Active Campaign is the perfect CRM tool for web designers. It offers lots of features, such as personalized messaging and automated emails, to help streamline their business. Its in-depth analytics provides designers with authentic insights about customer behavior. This allows them to tailor their services and engage their customers better.

Ce qui rend Active Campaign stand out est son predictive analytics feature. Artificial intelligence powers this tool. It analyzes customer interactions and predicts their next potential action. This gives designers real-time insight, helping them make informed decisions and build better relationships with their clients.

Global, Active Campaign is the ideal choice for web designers. It streamlines their processes while improving customer engagement and communication. With this CRM tool, web designers can build stronger relationships with customers and grow their business.

Infusionsoft is the go-to place for top-notch CRM solutions for web designers.


Infusionsoft is one of the top marketing automation tools out there. It’s feature-rich, with a user-friendly interface – a favorite among web designers and marketing experts! With Infusionsoft, you can easily:

  • Generate leads
  • Segment customers
  • Send email campaigns
  • Manage the sales pipeline
  • Handle order management

Plus, it integrates with great platforms like WordPress and Shopify, making it a versatile addition to any web designer’s toolkit. But, what makes Infusionsoft really special is its powerful automation capabilities. You can create detailed workflows that start certain actions based on each customer’s behavior. This customizes the message delivered at each point in the sales funnel, leading to increased engagement and higher conversions.

In conclusion, Infusionsoft is essential for web designers wanting to speed up their sales/marketing process while offering customers unique experiences. Give it a shot and see the results it can bring to your business!


Ontraport is fantastic for CRM. It packs a punch with automation features like triggers, rules and campaigns. This helps businesses save time on tedious tasks, so they can focus on more important things. Plus, the platform provides in-depth analytique to measure progress and adjust strategies. So, Ontraport makes it easy to streamline processes and delegate tasks. Its interface is convivial and its analytics are top-notch. All-in-all, Ontraport is a must-have for any web designer wanting to up their game.


Goutte est un CRM tool with lots of features, perfect for businesses of all sizes. It tracks customer interactions automatically, helping to show their journey. It works with eCommerce platforms like WooCommerce et Shopify, making payments and inventory easier.

Le interface conviviale makes navigation easy, even for non-technical users. Plus, its budget-friendly price is great for freelancers and small agencies. With its features, friendly interface, and affordability, Drip is definitely one of the top CRM tools!


ConvertKit is a powerful marketing automation tool that stands out. It has a user-friendly interface and flexible integration capabilities. Plus, it’s affordable! Managing contacts and creating automated email sequences is a breeze. Plus, track emails and monitor user behavior for personalization.

One advantage of ConvertKit is seamless integration with other platforms. It has complete marketing solutions and user management features. Perfect for small web design businesses or independent professionals.

Overall, ConvertKit is a versatile and powerful tool. It can help businesses of all sizes achieve their marketing goals.


AgileCRM is the perfect fit for web designers! The tool offers comprehensive features to enhance email campaigns. Automate campaigns and send personalized messages based on customer behavior and preferences. Plus, the user-friendly interface lets businesses of all sizes navigate its features easily. AgileCRM integrates web analytics, social media, and mobile optimization to optimize websites for target audiences.

But the reporting capabilities are really what sets AgileCRM apart. Track performance metrics like sales metrics, website traffic, and customer engagement levels. Use these insights to identify areas for improvement and optimize performance. Ultimately, this leads to business growth.

It’s no wonder AgileCRM was named one of the top ten CRM tools for small businesses in 2021 by G2 Crowd. It’s an invaluable asset for businesses wanting to streamline sales and marketing processes, driving engagement with their audience.

HubSpot CRM

Es-tu un web designer seeking a comprehensive CRM tool? If so, Hubspot is an excellent choice. With lots of features and capabilities, Hubspot lets users manage contacts, track conversations with clients and customers, and automate workflow.

What sets Hubspot apart is its capacity to integrate with other tools, such as well-known email marketing platforms and social media channels. This integration helps web designers simplify their workflow and control all elements of their business from one platform.

En outre, Hubspot’s user-friendly interface enables web designers to easily use the platform and benefit from its features. Plus, its affordability makes it a great solution for small businesses and freelancers who want a strong CRM tool without spending too much. So, if you’re looking for a reliable CRM for your web design business, remember to check out Hubspot!

Zoho CRM

Zoho CRM lets web designers control every step of client relationships, from lead gen to customer support. It offers customization options, integrating with third-party tools and social media. Plus, it’s mobile-friendly. Team members can update projects in real-time from anywhere. Gestion automatisée des workflows helps everyone access the relevant info, improving efficiency and reducing work.

Zoho CRM is great for tracking stages and leads, enhancing customer relationships and managing data. Designers benefit from its all-in-one solution for customer engagement and KPI analytics. Cela a aussi customizations and lead generation features.

CRM perspicace

CRM perspicace is a software solution for managing customer relationships. It has contact, lead, and opportunity management, project management, and email integration. The user-friendly interface suits web designers.

Advanced reporting features offer insights into customers’ behavior. CRM perspicace a analytics tools to create customized reports on customer interactions.

Anthony Smith fondé CRM perspicace in 2009 to fill the needs of small businesses. His own business difficulties drove him to develop his own CRM. It’s now a major provider of CRMs all over the world. CRM perspicace carries on innovating to meet the changing needs of businesses in the digital age.

Five Facts About How To Choose The Best CRM for Web Designers:

  • ✅ CRM software is essential for businesses of all sizes, including web designers. (Source:
  • ✅ CRM for Web Designers is a subset of CRM software designed specifically for web designers. (Source:
  • ✅ Active Campaign is recommended as the best CRM tool for web designers due to its balance of functionality, affordability, and user-friendly interface. (Source:
  • ✅ Customer Relationship Management (CRM) software is crucial for web designers to manage multiple projects and client relationships efficiently. (Source:
  • ✅ A CRM system can benefit web design agencies and freelancers by nurturing leads, improving communication, increasing efficiency, and better understanding customer needs. (Source:

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