CRM for web design and development agencies
Web design studios juggle one-off builds and ongoing retainers, often from the same client. axoCRM gives a small studio a shared place for every brief, proposal and retainer renewal without forcing a heavy enterprise process.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Briefs come in via a dozen channels
DMs, email, referrals, intake forms. A single inbound form on your site turns every brief into a structured contact record.
Quoted projects go cold without nudges
Tasks on every open deal make sure the second and third follow-up actually happen.
Retainers need their own pipeline
Track active monthly clients separately from new builds so renewals never surprise you.
How axoCRM helps
axoCRM gives a web studio one shared view of new briefs, active proposals and live retainers — useful for founders, account managers and project leads.
- 1Publish a brief form on your site.
- 2Triage and assign new briefs to an owner.
- 3Move proposals through Discovery → Quoted → Won/Lost.
- 4Open a Retainers pipeline for ongoing accounts.
- 5Report on win rate and retainer renewals each quarter.
Key features
Inbound brief form
A structured intake form that becomes a contact and deal.
Proposal pipeline
Drag-and-drop view of every open quote.
Retainer pipeline
Track recurring clients and renewal dates separately.
Custom fields
Project type, tech stack, budget band.
Tasks
Follow-up reminders and renewal nudges.
See the full features overview for more.
Simple, annual pricing
If your studio is past the founder-with-a-notebook stage, axoCRM is a clean first CRM that won't get in your way. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Can we use one workspace for multiple brands?
- If they share a team, yes — otherwise spin up separate workspaces.
- Can I track project type as a field?
- Yes — add custom fields on contacts and deals.
- Is there a public form for briefs?
- Yes — publish a hosted form and submissions land as contacts.
- Do you handle invoicing?
- No — pair axoCRM with your invoicing tool of choice.
Ready to try axoCRM?
Start on the free plan. No credit card required.