适合网页设计师的最佳 crm

2023 年面向网页设计师的 7 个最佳 CRM:掌握客户关系


Welcome, Web Designers! As someone in the web design industry, you know that the devil’s in the details. Between the nuances of modern design trends and maintaining a steady pipeline of clients, it’s a challenge to keep everything on track.

Do you ever find yourself overwhelmed by multiple projects and client relationships to manage? Are you constantly sifting through a pile of emails and messages, or worse, missing out on potential clients because there’s just too much on your plate? You’re not alone.

Managing your business processes efficiently is a shared struggle among us. This is where 客户关系管理 software (CRM) comes to the rescue.

客户关系管理系统—a lifesaver and a business booster. It’s more than just a buzzword; it’s a pivotal part of modern business management, especially for us web designers. CRM is the secret ingredient that could take your business from good to great.

This comprehensive guide will delve deep into the world of CRM, specifically the best CRM software for web designers. We will not only look into why CRM is crucial for our line of work but also explore and compare the top 7 CRM tools to help you choose the right one for your business.

choose CRM for web designers

Prepare to revolutionize your web design business and level up your client management game. Are you ready? Let’s dive in!

Understanding CRM: An Overview

So, what’s the fuss about 客户关系管理 (CRM), you ask? Let’s break it down.


客户关系管理 is essentially what the name suggests. It’s a strategy for managing your company’s relationships and interactions with both existing and potential clients. It’s about getting to know your clients — understanding their needs, tracking their interactions with your business, and making information about them available and accessible.

But it’s not just a fancy address book. It’s a power-packed toolbox that streamlines your entire sales process and helps you stay on top of your game in managing customer relationships.

Why is CRM Important?

The modern business environment is a battleground for customer attention. Retaining existing customers and attracting new ones requires strategic planning and efficient systems. CRM software makes this process easier by providing a centralized platform for all your customer-related data.


Here’s how CRM does its magic:

1. Sales Process Management: A CRM tool helps keep track of your sales pipeline, ensuring you never miss a sales lead or potential client.

2. Marketing Automation: By integrating with marketing automation tools, a CRM system ensures that your marketing strategies hit the right mark and do not miss any opportunities.

3. Customer Data: It allows you to store and manage detailed information about your customers, including their past interactions, purchases, and preferences.

4. Contact Management: Remembering to follow up on leads and keep in touch with customers is a breeze with CRM. It sends you timely reminders and helps you organize your contact data.

5. Sales Management: The best CRM solutions also provide insights into sales trends, forecasting, and analytics to help improve your sales performance.

The Necessity of CRM in the Web Design Business

Let’s face it, as web designers, we wear many hats. From managing our client’s expectations and delivering cutting-edge designs to juggling between sales, marketing, and administration – it’s not just about creating visually appealing websites. The backend work is as crucial, if not more, and that’s where 客户关系管理系统 comes into play.

How Can CRM Help in Your Graphic Design Business?

The role of CRM software extends far beyond just keeping track of your customer’s contact details. It’s a holistic tool that can manage your entire graphic design business. Here’s how:

1. Project Management: Managing multiple projects with varying deadlines can be a nightmare. CRM tools come with project management features that let you assign tasks, monitor progress, and ensure everyone is on the same page.

2. Sales Pipeline Management: Wondering where a potential client is in the sales process? With a CRM, you can visualize your entire sales pipeline, helping you keep track of leads, proposals, negotiations, and wins!

3. Contact Management: CRM is a fantastic tool for maintaining and managing all your contact information in one place. You can easily import contacts, record interactions, and never miss a follow-up.

4. Streamline Marketing and Sales Teams: CRM software can synchronize your marketing automation tools and sales teams. This ensures everyone knows exactly what’s happening with each client or lead, providing seamless customer experiences.

5. Client Communication: CRM tools help streamline your communication with clients, making it easier to manage emails, schedule meetings, and ensure consistent communication.

In essence, the right CRM software can act as the backbone of your web design business, driving efficiency and fostering stronger relationships with your clients.

Benefits of Using CRM in Your Web Design Business

You’ve probably heard the saying, “Time is money.” In the web design industry, this couldn’t be more true. Each project is a ticking clock, and managing your time wisely can make the difference between success and failure. That’s where a CRM system comes in. But what exactly can it do for you?


A. Tracking Sales Leads and Potential Clients

With a well-designed CRM, losing track of leads and potential clients can be a thing of the past. The system can monitor all your customer interactions, capturing details of conversations, emails, and meetings.

This information is essential in understanding a lead’s status in the sales process. Are they just window shopping, or are they ready to commit? With CRM, you get a clear picture of your entire sales pipeline, helping you prioritize your efforts and close more deals.

B. Workflow Automation and Task Management

As a web designer, you need to be creative. But the administrative tasks can be quite a downer, eating into your time and energy. CRM to the rescue! CRM systems can automate routine tasks, freeing up more time for you to focus on what you do best – creating stunning designs.

This means automatic email responses, reminders for follow-ups, and even automated marketing campaigns. Plus, CRM tools offer robust task management features. You can assign tasks, track progress, and ensure that no project falls through the cracks.

C. Improving Client Communication and Sales Forecasting

Maintaining open and consistent communication with your clients is key to building strong relationships. However, it’s a challenging task, especially when you’re handling multiple clients.

CRM tools help streamline this process. From scheduling meetings to managing emails and maintaining a record of all interactions, a CRM tool ensures you never miss a beat in your client communication.

Another advantage of CRM software is sales forecasting. By analyzing historical data, CRM can predict future sales trends, helping you plan your resources accordingly.

In a nutshell, CRM software is not just a fancy tool for large corporations. It’s a must-have for all businesses, big or small. And as a web designer, the right CRM can be your ticket to more clients, less stress, and a thriving business.

Choosing the Right CRM Software for Your Web Design Business

Stepping into the world of CRM can feel a bit like being a kid in a candy store. So many options, each looking more delicious than the last. But remember, not every candy is to every kid’s taste, and the same goes for CRM software. What works best for one web designer might not work for another. So, how do you make sure you pick the right CRM software for your web design business?

如何选择 CRM

A. Align with Your Business Needs

First things first, assess your needs. Are you a freelancer looking for a basic CRM to manage your contacts and tasks, or a design agency in need of a comprehensive platform for managing your entire sales process? Once you have a clear understanding of what you need, it’ll be easier to sift through the CRM options.

B. Consider the CRM Features

Every CRM comes with its own set of bells and whistles. But don’t get swayed by the shiny stuff. Instead, focus on the features that align with your business needs. These may include task management, sales pipeline visualization, email marketing, or social media marketing integrations.

C. Ease of Use

While a CRM with a ton of features sounds great, if it’s too complicated to use, it’s not going to do you any good. Look for a CRM with an intuitive, user-friendly interface. A drag-and-drop interface is always a plus.

D. Scalability

Your business is not static, and your CRM shouldn’t be either. Choose a CRM solution that can grow with your business, one that can handle more clients, more data, and more complex processes as your business expands.

E. Integration Capabilities

Your CRM needs to be able to play nicely with other tools you use in your business. Make sure the CRM you choose can integrate with tools like Google Apps for calendar syncing and data entry, and Google Analytics for insights into customer behavior.

F. Budget

Last, but definitely not least, consider your budget. CRM software can range from free versions to ones costing hundreds of dollars per user per month. Choose a CRM that offers the features you need within your budget.

Choosing the right CRM software can feel like a daunting task. But remember, at the end of the day, the best CRM is the one that meets your unique business needs and enhances your productivity. So, take your time, do your research, and make an informed decision.

What is the Best CRM Software for Web Designers

Zoho CRM: Best for Customization Options


In the realm of CRM tools, Zoho 客户关系管理系统 often emerges as a top choice for many web designers, and with good reason. Zoho CRM is a versatile, feature-rich tool that helps businesses of all sizes manage their sales, marketing, customer support, and inventory in a single system.

另请阅读: Full Zoho CRM Review


zoho crm integrations

Zoho CRM is a part of the larger Zoho ecosystem, a suite of software products designed to help businesses manage almost every aspect of their operations. Zoho CRM stands out due to its range of features, flexibility, and customization options that cater to a wide spectrum of business needs.


  • 销售人员自动化: Zoho CRM’s sales force automation tools make managing your sales process easier, from capturing leads to converting them into customers.
  • Multichannel Management: Zoho CRM allows you to engage with your clients across various channels, including email, phone, live chat, and social media.
  • 联系管理: It helps organize your contact data, making it easy to find the information you need when you need it.
  • Workflow Automation: Automate routine tasks and set up custom workflows to increase your team’s efficiency.
  • Analytics and Reports: Get deep insights into your business’s performance with detailed analytics and custom reports.
  • 一体化: Zoho CRM integrates with other Zoho tools and various third-party apps, including Google Apps, creating a seamless working experience.


  • Comprehensive set of features catering to most business needs.
  • Highly customizable to fit specific workflows.
  • Strong integration capabilities with other tools and software.


  • Some users find the user interface to be less intuitive compared to other CRMs.
  • While it offers a lot of features, mastering all of them may have a steep learning curve.
  • Customer support has room for improvement according to some user reviews.


  • Free version: For up to three users with basic CRM features.
  • Standard: $14 per user/month, billed annually.
  • Professional: $23 per user/month, billed annually.
  • Enterprise: $40 per user/month, billed annually.
  • Ultimate: $52 per user/month, billed annually.

Zoho CRM is a robust and versatile tool that can be a valuable asset to your web design business. Its versatility, scalability, and integration capabilities make it a strong contender in the CRM arena. However, as with any software, it’s essential to consider whether it aligns with your business’s specific needs and budget.

Hubspot CRM: Best for Getting Started

hubspot - 最适合教练的 CRM

Navigating the CRM landscape can be daunting, but HubSpot 客户关系管理系统 consistently stands out as a fan favorite among web designers. Known for its user-friendly design and powerful features, let’s delve deeper into what HubSpot CRM has to offer.

另请阅读: Full HubSpot Review


HubSpot 客户关系管理系统 is a dynamic platform designed to seamlessly handle customer relationships from the first interaction through to ongoing management. The platform is part of HubSpot’s full suite of inbound marketing and sales products, but its CRM module is free to use and integrates well with other software.



  • 联系管理: Keep track of your customer relationships at every stage, right from the first email to the most recent purchase.
  • Email Integration: Connect with Gmail or Outlook to automatically sync and track all your email conversations within the CRM.
  • Deal and Task Tracking: Monitor every deal and task on your plate, and never let anything slip through the cracks.
  • Insights and Reports: Get deep insights into your sales pipeline and use that data to improve your processes.
  • Live Chat and Bots: Engage with your audience in real-time via live chat and create chatbot conversations to automate your customer support.


  • The user-friendly interface makes it easy to use, even for CRM novices.
  • Strong integration capabilities, particularly with other HubSpot tools.
  • The free version is fairly comprehensive, making it an excellent option for small businesses or freelancers on a budget.


  • While the CRM itself is free, advanced features and add-ons come with a cost.
  • Some users have reported that customer service could be improved.
  • Compared to other CRMs, HubSpot may lack some advanced features.


  • HubSpot CRM is free to use, offering a wide range of features including contact management, email scheduling, live chat, and more.
  • For more advanced features, HubSpot offers Sales Hub, Marketing Hub, and Service Hub, each starting at $45 per user/month (billed annually).
  • They also offer a bundled package of all hubs, known as the HubSpot Suite, starting at $112.50 per month (billed annually).

HubSpot CRM is a versatile, user-friendly tool that can help streamline your sales process, improve customer relationships, and boost your overall productivity. Its free offering makes it a low-risk choice, particularly for small businesses and freelancers, while its scalable features and tools ensure it can grow alongside your business.

Salesforce CRM: Best for Medium-Large enterprises


When it comes to CRM solutions, few names are as renowned as 销售人员客户关系管理. Known for its wide array of features and robust platform, Salesforce is often a go-to choice for businesses of all sizes, including web designers. Let’s dive deeper into this CRM powerhouse.

另请阅读: Full Salesforce CRM Review


销售人员客户关系管理, part of Salesforce’s comprehensive suite of business tools, is a cloud-based platform that specializes in customer relationship management. Its robust offerings aim to help businesses grow their relationships and interactions with customers and potential clients.

Salesforce 用户体验


  • 联系人和潜在客户管理: Salesforce CRM allows you to manage and track your contacts and leads efficiently, keeping all customer information in one place.
  • 销售预测: With its AI-powered tools, Salesforce CRM provides predictive sales forecasting that can help you make informed business decisions.
  • Opportunity Management: Track and manage your sales opportunities, complete with detailed histories and competitive analysis.
  • Workflow and Approval Automation: Automate your business processes to reduce manual efforts and increase productivity.
  • 可定制的报告和仪表板: Create personalized reports and dashboards to track your business metrics effectively.


  • Comprehensive set of features designed to cater to businesses of all sizes.
  • High level of customizability to fit your specific business processes.
  • Offers a mobile app that allows you to manage your CRM on the go.


  • Compared to other CRM solutions, Salesforce can be complex and might have a steeper learning curve.
  • The extensive features and options can sometimes be overwhelming for new users.
  • Some users have reported that the pricing structure can be confusing.


  • Essentials: $25 per user/month (billed annually), aimed at small businesses looking to get started with a CRM.
  • Professional: $75 per user/month (billed annually), for complete CRM for any size team.
  • Enterprise: $150 per user/month (billed annually), deeply customizable CRM for your business.
  • Unlimited: $300 per user/month (billed annually), everything included in Enterprise plus round-the-clock support and configuration services.

Salesforce CRM is a powerful and feature-rich platform designed to help you manage and grow your customer relationships. While it may take some time to learn all the ins and outs, the flexibility and scalability it offers make it a solid choice for many web design businesses.

Pipedrive CRM: Best for Strong Focus on Sales


In the realm of sales-focused CRM solutions, 管道驱动 CRM stands out as a fantastic tool specially designed to help sales teams manage their workflows and drive growth. Let’s take a closer look at this sales management tool and why it’s become so popular among web designers.

另请阅读: Full Pipedrive Review


管道传动 is a cloud-based CRM tool centered around sales pipeline management. It’s built with simplicity in mind, aiming to make sales processes as efficient and user-friendly as possible. Pipedrive prides itself on its ability to deliver visibility and control over complex sales processes.

pipedrive contact management


  • 销售渠道管理: Visualize your sales pipeline and track deals from their initial stages to closing.
  • Email Integration: Sync with your email provider to track conversations, schedule emails and follow up at the right time.
  • Lead Generation: In-built tools to capture more leads and manage them efficiently.
  • 可定制的仪表板和报告: Personalize your dashboards to monitor business performance and generate reports to analyze sales data.
  • Workflow Automation: Automate repetitive tasks to focus more on selling and less on admin work.


  • Easy-to-use interface with a focus on visual sales pipeline management.
  • Excellent automation features to streamline your sales process.
  • Strong integration capabilities with other popular software, including Google Apps and various marketing tools.


  • While Pipedrive is very sales-focused, it may lack some features needed for comprehensive customer relationship management.
  • Some users have reported that customer service could be improved.
  • More advanced features are only available at higher price points.


  • Essential: $12.50 per user/month (billed annually), with basic features.
  • Advanced: $24.90 per user/month (billed annually), offering more advanced features like workflow automation.
  • Professional: $49.90 per user/month (billed annually), providing full sales management features.
  • Enterprise: $99 per user/month (billed annually), for larger sales teams with dedicated support and onboarding.

Pipedrive CRM is a robust and user-friendly tool, specifically tailored for sales teams. While it might not offer all the bells and whistles of some more comprehensive CRM platforms, its focus on sales management and pipeline visualization makes it a popular choice for many web design businesses.

Insightly: Best for Project Management

A name that’s gaining popularity in the CRM world is 洞察客户关系管理. This cloud-based platform aims to provide businesses with a way to manage customer interactions and the project lifecycle from a single place. Let’s explore what makes Insightly a preferred choice for many web designers.


有见地 is a unified CRM platform that helps businesses manage customer interactions and project lifecycles effectively. Its combined strength in CRM and project management makes it a unique offering, particularly beneficial for web designers managing both client relationships and complex design projects.

insightly features


  • 联系人和潜在客户管理: Manage your contacts, leads, and sales opportunities effectively from a single platform.
  • 项目管理: Seamlessly transition from sales to project management within the same system.
  • Workflow Automation: Automate business processes to increase efficiency and consistency.
  • Reports and Dashboards: Track your business performance with customizable dashboards and reports.
  • 一体化: Insightly integrates well with a range of popular applications, including Google Apps, Office 365, and various marketing automation tools.


  • Combines CRM and project management capabilities, providing an all-in-one solution for managing customer relationships and projects.
  • User-friendly interface, making it easy to navigate and manage different aspects of your business.
  • Strong integration capabilities with a variety of popular apps.


  • Some users report that the mobile app could be improved for a more seamless experience.
  • While CRM offers a lot of features, mastering them may require a learning curve.
  • Customer support responses can sometimes be slow, according to some user reviews.


  • Free: For up to two users with basic CRM functionalities.
  • Plus: $29 per user/month (billed annually), offering more advanced CRM features.
  • Professional: $49 per user/month (billed annually), complete CRM and project management solution.
  • Enterprise: $99 per user/month (billed annually), comprehensive CRM with advanced customizations and support.

Insightly CRM, with its combination of CRM and project management capabilities, offers a unique solution for web designers. It allows you to manage not just your client relationships but also your project lifecycles in a unified platform. While it may take some time to familiarize yourself with all of its features, the benefits it can bring to your web design business could be substantial.

Freshworks CRM: Best for User-Friendly Interface


Rounding out our list is a dynamic player in the CRM arena, Freshworks CRM. As a product of Freshworks, this CRM platform shines with its intuitive interface and focus on providing a 360-degree view of your customers. Let’s delve into the particulars of this solution.

另请阅读: Freshworks CRM Review


Freshworks CRM, formerly known as Freshsales, is a cloud-based CRM platform that offers robust features for managing your sales process and improving customer relationships. With AI-based lead scoring, phone, email, activity capture, and more, it’s designed to give you a holistic view of your customer interactions.



  • 联系管理: Easily manage your contacts, deals, accounts, and sales leads all in one place.
  • 销售人员自动化: Automate your sales process, from lead generation to conversion, to boost productivity.
  • Email Integration: Connect your email and manage your customer conversations directly from the CRM.
  • 销售分析: Get insights into your sales performance with detailed reports and dashboards.
  • AI-Based Lead Scoring: Identify the most promising leads based on their engagement and interaction patterns.


  • A user-friendly interface that makes it easy to navigate and manage your sales process.
  • Integration with other Freshworks products as well as third-party apps.
  • AI-based lead scoring helps prioritize prospects and leads.


  • Some users have reported that customization can be a bit limited compared to other CRM platforms.
  • Higher-tier plans can get pricey, which might be a consideration for smaller businesses or freelancers.
  • While customer service is generally positive, some users report slow response times during peak hours.


  • Free: Limited features but a good start for small teams to manage contacts and sales leads.
  • Growth: $29 per user/month (billed annually), with features such as lead, contact, deal management, and email integration.
  • Pro: $69 per user/month (billed annually), offering advanced features including sales sequences, advanced reports, and multiple sales pipelines.
  • Enterprise: $125 per user/month (billed annually), offering the complete package, including advanced CRM customization, auto-profile enrichment, and a dedicated account manager.

Freshworks CRM is a robust platform that offers a wide range of features to streamline your sales process and improve customer relationships. Its intuitive design and comprehensive customer view make it a strong choice for web design businesses looking to expand their CRM capabilities.

Agile CRM: Best for All-in-one Sales, Marketing, and Services

敏捷 CRM 徽标

敏捷客户关系管理 is another valuable player in the CRM industry, standing out with its multi-functional approach that integrates sales, marketing, and service activities. Let’s dive in to understand what makes Agile CRM a versatile choice for web designers.

另请阅读: Full Agile CRM Review


agilecrm 评论 (1)

敏捷客户关系管理 is a cloud-based platform aiming to streamline your entire sales process, from lead generation to conversion and customer service. Its ability to unify sales, marketing, and customer service makes it a comprehensive platform for businesses looking to manage their customer relationships efficiently.


  • 联系管理: Store and organize your customer data, track interactions, and manage communication from a single platform.
  • 营销自动化: Create and automate your marketing campaigns across multiple channels.
  • Sales Tracking: Monitor your sales pipeline, manage deals and tasks, and generate accurate sales reports.
  • Customer Support: Integrate support tools like helpdesk ticketing and live chat to enhance your customer service.
  • 一体化: Agile CRM integrates with a wide range of popular apps, including Google Apps, social media platforms, and email marketing tools.


  • Offers a comprehensive solution integrating sales, marketing, and customer service.
  • Provides a user-friendly interface with drag-and-drop functionality.
  • Excellent automation capabilities that help streamline your business processes.


  • Some users have reported that the mobile app needs improvement for a better user experience.
  • There might be a learning curve for new users to fully understand and use all the features.
  • Some customers have reported slower response times for customer support.


  • Free: For up to 10 users with limited features.
  • Starter: $14.99 per user/month (billed every two years), offering more advanced CRM features.
  • Regular: $49.99 per user/month (billed every two years), including complete CRM and marketing automation features.
  • Enterprise: $79.99 per user/month (billed every two years), offering the complete set of features with advanced capabilities and premium support.

Agile CRM, with its multi-functional approach and robust automation capabilities, presents a comprehensive solution for web designers. It can help manage not just your client relationships but also unify your sales, marketing, and customer service activities, making it a versatile option for your web design business.


选择的 正确的 CRM 软件 for your web design business is crucial. We’ve traversed through seven of the best CRM for web designers, each offering unique features and tools designed to streamline your sales process and enhance your customer relationships.

Zoho CRM’s impressive customization and robust suite of applications to Hubspot CRM’s free plan and excellent contact management, Salesforce CRM’s comprehensive platform and advanced analytics, Pipedrive’s focus on sales pipeline management, Insightly’s blend of CRM and project management, Freshworks CRM’s user-friendly interface and AI-based lead scoring, to 敏捷 CRM all-in-one sales, marketing, and service functionalities. Each of these CRM platforms presents unique opportunities to manage your business processes more efficiently.

Remember, the best CRM software for your web design business ultimately depends on your specific needs, the size of your business, your budget, and your personal preference. It’s important to identify what you want to achieve with a CRM system.

Whether you’re aiming to improve customer service, streamline your sales pipeline, automate your marketing campaigns, or all of the above, there’s a CRM solution out there for you.

We hope this guide serves as a valuable resource as you navigate the landscape of CRM software. We encourage you to take advantage of free trials and demos, where available, to find the CRM that best fits your web design business.

Remember, adopting a CRM isn’t just about integrating a new tool into your business, but about advancing your 客户关系管理 strategy to drive more business and deliver better service. And that, in essence, is the real value of a well-designed CRM for your web design business.

Happy CRM hunting!

2023 年面向网页设计师的 7 个最佳 CRM:掌握客户关系
2023 年面向网页设计师的 7 个最佳 CRM:掌握客户关系
This article describes 7 Best CRM for Web Designers in 2023



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