CRM for Web Designers
Track projects, client feedback, and retainer relationships
A web design CRM tracks client contact details, project status, feedback history, hosting details, and retainer agreements. SchedulingKit includes CRM alongside meeting scheduling, automated reminders, and invoicing for web designers.
Web designers juggle project-based work and ongoing retainer clients. From initial consultation through wireframes, design, development, and launch — each project involves multiple meetings and feedback rounds. A CRM that tracks project status, client feedback, and retainer agreements keeps your business organized as you scale past a handful of active projects.
Client Management Challenges for Web Designers & Developers
Project status tracked across email, Slack, and project management tools
No consolidated view of all client touchpoints and meetings
Retainer clients not contacted proactively for maintenance reviews
Feedback rounds and revision limits not documented per project
Hosting and domain renewal dates tracked informally
Consultation inquiries lost without follow-up
How SchedulingKit CRM Helps Web Designers & Developers
Project timeline showing every meeting, milestone, and deliverable
Client profiles with hosting details and retainer terms
Automated retainer check-in reminders
Feedback and revision history documented per project
Consultation booking with project brief intake forms
Inquiry pipeline from lead to signed project
CRM Features for Web Designers & Developers
Client Profiles
Contact info, hosting details, domain records, and project history.
Project Tracking
Status per project: discovery, design, development, review, launched.
Retainer Management
Track retainer agreements, monthly hours, and review cadence.
Feedback History
Document revision rounds, client feedback, and approval status.
Intake Forms
Collect project briefs, budgets, and timelines before discovery calls.
Renewal Reminders
Automated alerts for hosting, domain, and retainer renewals.
Popular CRM Use Cases for Web Designers & Developers
Also Included with SchedulingKit
Frequently Asked Questions
Can I track project phases?
Yes. Tag each project by phase and track progress. Your client list shows exactly where every project stands.
Does it handle retainer clients?
Yes. Record retainer terms, monthly hours, and set automated reminders for check-in meetings and renewals.
Can I collect project briefs before meetings?
Yes. Custom intake forms collect project scope, budget, timeline, and requirements before the first meeting.
Further Reading
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