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.
CRM for web designers
CRM for web designers, from first inquiry to launch invoice.
A web design project runs through an inquiry, a discovery call, a proposal, a deposit, a build, revisions and a launch invoice. Workspace369 keeps all of it on the client's record: proposals the client signs online, a project board for the build, and invoices with payment links for each milestone. Plans start at $29/month for one seat.
Proposalsigned online, then converted to an invoice
Milestonesdeposit and staged invoices with payment links
Every planintake forms and billable time included
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 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
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, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
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.
Product coverage
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)
Plans for freelancers
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
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
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
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
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.FAQ
How to test a CRM for your web design business
What is the best CRM for web designers?
We put Workspace369 first for freelance web designers because proposals with online signing, project boards and milestone 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 payment schedules 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.
Ready when you are
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.
