Never Run Out of Clients with Upsurge CRM for Designers

Use an all-in-one tool CRM with social selling & sales prospecting features

Introducing Upsurge CRM for Designers

Designers, whether graphic designers, web designers, or other creative professionals, can benefit from using Upsurge CRM to manage client relationships, projects, and creative workflows. Here’s how you can tailor Upsurge CRM for designers:

Client-Centric Relationship Management

 Utilize Upsurge CRM to manage client contacts, communication history, and project details.

Project Tracking

Organize project details, tasks, timelines, and milestones within Upsurge CRM for efficient project management.

Communication History

Log interactions, calls, emails, and meetings with clients in Upsurge CRM for easy reference.

Task and Deadline Management

Set reminders for project milestones, deadlines, and client follow-ups.

Document Storage

Store design-related documents, contracts, proposals, creative briefs, and project files securely within Upsurge CRM.

Billing and Invoicing

Track project fees, generate invoices, and monitor payment statuses in Upsurge CRM.

Feedback and Collaboration

Use Upsurge CRM to manage client feedback, revisions, and collaboration during the design process.

Project Approval

Log client approvals and changes within Upsurge CRM to maintain a clear record of project progression.

Analytics and Reporting

Leverage Upsurge CRM’s reporting features to track project progress, client satisfaction, and business performance.

A screen shot of a dashboard with a blue background.
A screenshot of the affiliate dashboard.

Networking and Referrals

Maintain relationships with clients and collaborators in Upsurge CRM, encouraging referrals and partnerships.


Segment clients based on project types, industries, or design preferences for personalized communication.

Online Collaboration

Collaborate with clients, team members, and collaborators within Upsurge CRM for smoother project execution.

Remember, while Upsurge CRM’s features might not be explicitly designed for designers, they can be customized to match your design workflows and client management needs.

For the most current information on features or capabilities that can specifically support designers, I recommend visiting the official Upsurge CRM website or contacting their support for accurate and up-to-date details.

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You can customize it to whatever you do and however many businesses you have. Sign up for a free trial with Upsurge CRM.

Trusted by 100+ enterprises to run their entire design agency

Sarah Johnson Graphic Designer

UpsurgeCRM has made managing client projects a breeze. It's the perfect tool for designers like me. The ability to organize tasks, communicate with clients, and keep track of deadlines has significantly improved my workflow.

Michael Carter UI/UX Designer

"As a designer, I've tried several CRM systems, but UpsurgeCRM stands out. Its intuitive interface and customization options are a game-changer. The support team is also fantastic and responsive to our needs.

Testimonial #3 Designation

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