Design Teams CRM Template

  • Advanced features for complex needs
  • Ready-to-use, fully customizable Folder
  • Get started in seconds
Template Level
slide 1
slide 2
slide 3
slide 4
slide 5
slide 6
With the help of this practical Design Teams CRM Template, you can level up your productivity, sales cycle, and your entire organization.

Design agencies and teams know that managing client relationships is essential for success. But juggling multiple projects, deadlines, and design assets can be overwhelming. That's why ClickUp's Design Teams CRM Template is a game-changer!

With this template, design teams can:

  • Streamline client management by centralizing all client information, communication, and project details
  • Track project progress and deadlines to ensure timely delivery and client satisfaction
  • Manage design assets and collaborate seamlessly with clients and team members
  • Improve workflow efficiency and productivity by eliminating manual tasks and streamlining processes

Ready to take your design agency to the next level? Try ClickUp's Design Teams CRM Template today and see the difference it can make!

Design Teams CRM Template Benefits

Design Teams CRM Template offers a range of benefits for design agencies and teams, including:

  • Streamlining client management and improving customer relationships
  • Tracking project progress and ensuring timely delivery
  • Managing design assets efficiently and accessing them easily
  • Collaborating effectively within the team and with clients
  • Improving workflow efficiency and productivity
  • Enhancing client satisfaction and delivering high-quality designs
  • Centralizing communication and project information for easy reference
  • Customizing the CRM template to fit specific design team needs
  • Integrating with other tools and software used by the design team for seamless workflow

Main Elements of CRM Template for Design Teams

ClickUp’s Design Teams CRM Template is the perfect solution for design agencies or teams in various industries looking to streamline client management, track project progress, manage design assets, and collaborate effectively.

This template includes:

  • Custom Statuses: Keep track of the progress of each client with 22 unique statuses such as Need Approval, Qualified, Open, Closed, Scheduled, Active, and Prospect, allowing you to easily visualize the stage of each client in the sales process.
  • Custom Fields: Utilize 8 different custom fields including CRM Item Type, Contact Name, Email, Industry, Job Title, Phone, Sales Stage, and Service Product to store essential information about each client, ensuring that all the necessary details are easily accessible.
  • Custom Views: Access 4 different views, such as the List view, My Assignments view, Sales Process view, and Welcome view, to effectively manage your design projects and streamline your workflow.
  • Collaboration Tools: Take advantage of ClickUp’s collaboration features, including task assignments, file attachments, comments, and notifications, to ensure seamless communication and collaboration within your design team.

How To Use Design Teams CRM Template

If you're looking to streamline your design team's customer relationship management (CRM) process, follow these steps to effectively use the Design Teams CRM Template:

1. Customize your CRM fields

Start by customizing the CRM fields in the template to fit the specific needs of your design team. Add fields like "Client Name," "Project Type," "Project Status," and "Deadline" to track essential client information and project details.

Use Custom Fields in ClickUp to add and customize CRM fields according to your team's requirements.

2. Add client information

Once you've customized the CRM fields, start adding client information to the template. Include details like the client's name, contact information, company, and any additional notes or preferences that are relevant to your design projects.

Utilize Tasks in ClickUp to create individual profiles for each client and add their information accordingly.

3. Track project progress

Use the Design Teams CRM Template to track the progress of each design project. Update the "Project Status" field regularly to reflect the current stage of each project, such as "In Progress," "Under Review," or "Completed." This will help you and your team stay organized and ensure that all projects are on track.

Utilize the Board View in ClickUp to visualize and manage the progress of your design projects.

4. Schedule meetings and deadlines

Stay on top of your client meetings and project deadlines by using the template's integrated calendar feature. Schedule meetings, set reminders, and assign tasks to team members to ensure that all project milestones are met and client communication is well-coordinated.

Make use of the Calendar View in ClickUp to manage and keep track of your meetings and deadlines.

5. Collaborate and communicate

Enhance collaboration within your design team and improve client communication by utilizing the template's built-in collaboration features. Leave comments, attach files, and share updates on each client's profile or project task to keep everyone in the loop and maintain a seamless workflow.

Take advantage of ClickUp's Comments and Attachments features to facilitate collaboration and communication within the CRM template.

By following these steps and leveraging the Design Teams CRM Template, you can efficiently manage your design projects, keep track of client information, and enhance your team's overall productivity and client satisfaction.

Get Started with ClickUp’s Design Teams CRM Template

Design teams in various industries can use the ClickUp Design Teams CRM Template to streamline client management and improve workflow efficiency.

To get started, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to manage your design projects and clients:

  • Use the List View to get an overview of all your clients and their project statuses
  • The My Assignments View will help you stay organized and focused on your tasks
  • The Sales Process View will guide you through the different stages of the sales cycle
  • The Welcome View will provide a warm and personalized onboarding experience for new clients
  • Organize clients into 22 different statuses, including Need Approval, Qualified, Open, Closed, Scheduled, Active, Prospect, Closed, Attempt To Engage, Engaged, Unqualified Follow Up, Open, Unqualified Archive, Blocked, On Track, Closed, New Lead, Lost Deal, Former Client, At Risk, At Risk, On Hold, to keep track of progress
  • Customize the CRM fields to include important information like CRM Item Type, Contact Name, Email, Industry, Job Title, Phone, Sales Stage, and Service Product
  • Update statuses and fields as you progress through projects to keep team members and clients informed
  • Monitor and analyze client interactions to ensure maximum productivity and client satisfaction.

Template details