My logo design company grew from tracking project status in an excel sheet, to setting up pipelines using StreakCRM and tracking the logo projects through their stages. (“Received”, “in design”, “in review”, “completed” type of thing).
As I’m working with more and more companies that outsource their logo work to me, it’s time for me to take the next growth step. I now need to know things like if it’s a new or returning client, and have a way of seeing all their projects at a glance… and also all email communication within the project (as that’s what I currently have and really like with Streak).
Do any of you fine business owners know a tool that does this?
I’ve looked into several CRM tools, but they all seem to be very sales-oriented. That’s great, but irrelevant ATM. What I need is to manage my clients and have a good overview of their current and past projects.
Please help if you’ve ran into something as your business grew, OR, if you think there’s a better place I should ask my question - do please tell me where.