Scope creep after sign-off
"Can you just add a page?" is easy to agree to in an email and hard to bill later when the original scope wasn't recorded.
Best CRM for freelance web designers, from first inquiry to launch invoice.
The best CRM for freelance web designers keeps the whole job on one client record, from the first inquiry to the launch invoice. Workspace369 does that from $29/month for one seat: proposals the client signs online, a project board for the build, and invoices with payment links for each milestone.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See plansProposalsigned online, then converted to an invoice
Milestonesdeposit and staged invoices with payment links
Every planintake forms and billable time included
A web design project runs through an inquiry, a discovery call, a proposal, a deposit, a build, revisions and a launch invoice, and every step stays on that record. Workspace369 is also a native app for iPhone and iPad, with iPad in every orientation.
Key facts
CRM for web designers at Workspace369 covers 10 areas, including client records and custom fields, intake forms (every plan), proposals with online signing.
The workflow runs in 4 steps, from "capture the inquiry" to "invoice deposit, milestones and launch".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
CRM for web designers compared
The best CRM for a web designer depends on where projects stall. Workspace369 fits brief to paid invoice in one tool, with forms, proposals, portal and time tracking from Cadet at $29 a month ($23.25 billed yearly), limited to 1 seat (projects are unlimited). HoneyBook suits polished inquiry, proposal and payment flows, and Dubsado suits detailed onboarding workflows. Moxie has the lowest price at $10 a month billed yearly, with its portal on Pro. Content Snare helps with late client copy and images.
| Tool | Entry price (monthly) | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 1 seat, unlimited projects | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 1 scheduler session, 2 lead forms | 30 days, no card |
| Dubsado | $35 (Starter) | $335 a year (Starter) | Yes | 1 lead form, no public proposals | 21 days, no card |
| Plutio | $19 (Core) | About $16 a month | Yes | 9 active clients, solo | 7 days, no card |
| Moxie | $12 (Starter) | $10 a month | No (Pro and up) | No portal or automations | 14 days, no card |
| Content Snare | $42 (Basic) | $35 a month | Yes | 20 active requests, 2 users | 14 days, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Where web design client work gets messy
Deposits and milestones tracked by hand
A deposit, a design-approval payment and a launch balance across several clients is a lot to keep in a spreadsheet.
Content and feedback scattered
Copy, logins and revision notes arrive by email, text and shared drives, and the build stalls waiting for something you can't find.
See the workspace your clients feel.
01
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
02
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
03
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How web designers run clients in Workspace369
01
Capture the inquiry
Log the lead with budget, site type and deadline in custom fields. On any plan, a public intake form collects the brief for you.
02
Send a proposal with clear scope
List pages, features and revision rounds as line items, and let the client accept and sign the proposal online.
03
Run the build as a project
Track design, development, content and launch as stages with tasks, so you always know what's waiting on the client.
04
Invoice deposit, milestones and launch
Send a deposit invoice after signing, then milestone and launch invoices with payment links. Deposits on acceptance are on every plan; Specialist adds payment plans.
What web designers use
- Rebuild your last website project in the trial: proposal, deposit invoice, build stages and launch invoice.
- Write revision rounds into the proposal so extra requests become a new, priced proposal.
- Intake forms and hourly billing for maintenance work come with every plan.
Client records and custom fields
Intake forms (every plan)
Proposals with online signing
Projects, stages and tasks
Deposit and milestone invoices
Payment links
Time tracking (every plan)
Email automations
Branded documents
Payment plans (Specialist)
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
$29 / month
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Voyager
$74 / month
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Compare plansHow to test a CRM for your web design business
What is the best CRM for freelance web designers?
The best CRM for freelance web designers is Workspace369, because proposals with online signing, project boards and deposit invoicing sit on one client record, from $29/month. If you mainly need a sales pipeline for a large team, a sales-focused CRM may suit you better.
Can I take a deposit before starting a website?
Yes. Cadet ($29/month) and every plan above it can collect the deposit automatically when the proposal is accepted, with Stripe connected. You can also send a deposit invoice with a payment link once the client signs.
Can I bill website maintenance by the hour?
Yes, on every plan: track billable time with timers and timesheets and turn it into an invoice. Recurring retainers and deposits are also available.
Do clients need an account to sign or pay?
No. Clients accept and sign proposals and pay invoices through public links on every plan.
Is there a web design proposal template?
Yes. Our free web design proposal template covers scope, timeline, pricing and terms, and you can rebuild it as a reusable proposal in Workspace369.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
