The CRM for designers & design agencies
Keep your agency organized by having one place to see all your clients, their invoices, files, notes.
See all your clients and subscription status (active, inactive, paused) in one place.
Create custom fields such as referrals source, phone number, location, and industry to get all client information you need.
Let clients invite their team members so they can all stay updated of the work being done by your agency.
Keep detailed records of every client interaction. Stay on top of follow-ups, special requests, and personal preferences.
Powerful client management built for agencies
Easily manage your clients and their team members, in one place. Seetheir files, invoices, messages, reviews, and way more.
Easily manage the services your clients purchased from your agency including pausing & resuming subscriptions, managing hourly & credit balance, and more.
Keep all client files organized in one place. Manage brand assets, guidelines, and details for every client.
Assign specific team members to clients and auto-assign new requests.
Quickly view client invoices and payment history to stay on top of billing.
Built-in client messaging
No more long email threads. Keep everything organized and chat withyour clients directly in your portal.
Organize client discussions by creating separate conversations.
Share files securely and conveniently with your clients, all within the platform.
Let clients respond messages directly through email while keeping everything synced in the portal.
Stay updated with push notifications as well as email notifications for new messages or updates.
Brand profiles
Let your clients create brand profiles & easily collect client information. Keep your designs always on brand
Create unique brand forms to collect exactly the information you need from clients, from logos to specific brand details.
Allow clients to manage multiple brand profiles within your portal.
Choose from various field types like color pickers, file uploads, or dropdowns to gather precise brand information.
Enable clients to select the appropriate brand profile for each request to ensure consistency and accuracy.
All other CRM features
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FAQ
Frequently Asked Questions
Try it out with a free 14-day trial, it's easy to set up and implement.
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- Create a branded portal for your agency
- Simplify payments with checkout forms & automated invoicing
- Manage all your clients & requests in one place
