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#2 HubSpot CRM
Free tier with powerful contact management, email sequencing, and workflow automation; integrates with design tools like Adobe Creative Cloud via Zapier.
#3 Zoho CRM
Customizable pipelines, AI‑driven sales assistant, and automated follow‑up emails; offers a Designer edition with portfolio‑style client views.
#4 Pipedrive
Visual sales pipeline with activity reminders and automated email follow‑ups; includes templates for design proposals and invoicing.
Built‑in phone, email, and AI‑driven lead scoring; automation builder lets freelancers set up follow‑up sequences after project milestones.
#6 Insightly
Project‑centric CRM with automated task creation and follow‑up reminders; integrates with Sketch and Figma via third‑party connectors.
#7 Copper
Google Workspace‑native CRM that automates follow‑up emails and meeting scheduling; perfect for designers who live in Gmail and Google Calendar.
#8 Agile CRM
All‑in‑one solution with contact scoring, email campaigns, and automated follow‑up workflows; includes a visual pipeline suited for design project stages.
#9 Streak CRM
Runs inside Gmail; lets freelancers set up automated follow‑up sequences directly from their inbox and track design‑project pipelines.
#10 Monday.com CRM
Highly visual work OS with CRM templates; automation recipes trigger follow‑up emails, task assignments, and client notifications after each design phase.
#11 ClickUp
Project management platform with CRM views; automations send follow‑up emails, reminders, and status updates when design tasks move to new stages.
#12 Capsule CRM
Simple, clean interface with automated email follow‑up templates; integrates with invoicing tools like FreshBooks for seamless billing.
Robust automation engine for email sequences, appointment reminders, and payment follow‑ups; ideal for freelancers who need a full sales funnel.
#14 Nutshell
Pipeline management with built‑in email automation and follow‑up reminders; offers a visual “Design Projects” pipeline template.
#15 Close.io
Sales‑focused CRM with powerful email automation, call logging, and follow‑up task creation; great for designers who close high‑value contracts.
#16 Bitrix24
Free CRM with unlimited users, automated email follow‑ups, and built‑in project management; includes a portfolio gallery module for showcasing work.
#17 Nimble
Social‑CRM that pulls in LinkedIn and Instagram data; automation triggers follow‑up messages after portfolio views or client interactions.
Straightforward CRM with simple follow‑up reminders and email templates; low‑cost option for freelancers who want minimal setup.
#19 Apptivo CRM
Modular CRM with workflow automation for follow‑up emails, proposal generation, and task assignments; integrates with Adobe Sign for contract signing.