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Common CRM problems in Graphic Design

Why most CRMs
don't work for
Graphic Design

Most CRMs are too rigid, lacking the workflow flexibility and automation needed to manage the non-linear, iterative, and highly collaborative processes typical in graphic design, resulting in inefficient project tracking and excessive manual admin.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Graphic Design field

"It takes too many steps to update project status—nothing fits our revision cycles."

"I can’t automate client feedback or track changes without jumping between tools."

"Our creative process isn’t linear, but the CRM workflow forces it to be."

"Project handoffs and teamwork get messy—there’s no way to see design updates or comments in real time."

Monday.com CRM solution for Graphic Design

So, What makes monday CRM
perfect for Graphic Design?

Visual Task Management

Drag-and-drop boards and templates help organize design projects and deadlines at a glance.

Centralized Asset Sharing

Easily manage, organize, and share digital assets so everyone stays in sync.

Customizable Workflows

Quickly tailor workflows to match your team’s unique creative process—no coding required.

Streamlined Client Collaboration

Keep all client briefs, feedback, and revisions in one place for faster, cleaner communication.

Use cases for Graphic Design

Key use cases

Teams in the graphic design industry use monday CRM to streamline client management, project workflows, and creative collaboration on a flexible, visual platform.

🎨

Centralized Project Tracking

Monitor project progress, timelines, and designer assignments in one visual dashboard for full workflow clarity.

🤝

Client Relationship Management

Manage contacts, capture new leads, and organize all client communications for stronger professional relationships.

📂

Asset & Document Management

Store, share, and collaborate on design files and documents securely within customizable boards.

⏰

Deadline & Task Automation

Automate reminders and task assignments to keep projects on schedule and ensure nothing is missed.

📊

Real-Time Visual Reporting

Create tailored dashboards to visualize project statuses, team workloads, and client pipelines instantly.

💬

Team Collaboration & Feedback

Enable seamless designer collaboration and collect client feedback directly on project boards for efficient revisions.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM brings all your client details, project tasks, and communications onto a single platform, so you never lose track of feedback, deadlines, or project status.

Yes, you can easily tailor pipelines, add custom fields, and adjust workflows to match your agency’s specific creative processes.

With digital asset management features, you can upload, organize, and share design files directly on your boards, keeping everything accessible and secure for your team and clients.

monday CRM lets you capture client feedback, manage revision cycles, and track changes so everyone stays aligned and nothing gets lost.

You can set reminders, assign tasks, and visualize your timeline with calendar and Kanban views, ensuring every stage of your project hits its deadline.

monday CRM lets you automate repetitive actions, such as sending reminders or notifying clients when something is ready for review, saving your team valuable time.

Yes, you can invite external collaborators, share specific boards, and control permissions, making it easy for clients and freelancers to provide input and stay in the loop.

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