CRM for Graphic Designers

• The problem

  The brief arrives as a voice note and a few screenshots, and the first concept misses.

  In Kompot.ai

  Keep one brief per project as a note on the opportunity: audience, formats, deadline, what the client likes and what they cannot stand. Voice notes and reference images from WhatsApp or Telegram land in the same conversation log, so the brief and its sources sit side by side.

• The problem

  The client asks for one more small change after the agreed rounds are used up.

  In Kompot.ai

  The quote lists what is included — concepts, rounds of revisions, formats — as lines from your price list, and the client approves it before you start. An extra round is one more line on a new estimate that the client approves, not an argument over what was promised.

• The problem

  Feedback on the layouts comes by email, messenger and a call, each contradicting the others.

  In Kompot.ai

  Share the project with the client by link. Every round is a task they see and comment on, and calls are recorded and transcribed on their record. When comments conflict, you point to one thread instead of searching every inbox.

• The problem

  Final files go out, and the last invoice is then paid late or not at all.

  In Kompot.ai

  Send the deposit as its own invoice and the balance as a second one, each with a payment link. A workflow that fires when the balance invoice is paid creates the hand-off task, so the source files and the print-ready PDF leave only after the money has arrived.

• The problem

  A client returns a year later for the logo in vector, and nobody knows which version was final.

  In Kompot.ai

  Attach the approved files to the closed project and note the final version, the fonts and the color values on the client's record. Next time you open the contact and see every project, quote and file you have delivered to them.

What you keep on record

The brief

Audience, tone, formats, deadline and references, as a note on the project with the client's files attached.

Scope and revision rounds

The approved estimate showing concepts, included rounds and formats — the reference when extra changes are requested.

Brand assets

Final logo files, fonts, color values and the style guide attached to the client's record for the next job.

Services and rates

Logo, identity, layout per page, illustration, extra revision round and rush fee as items in your price list.

Questions owners ask

Can I limit revision rounds and charge for extra ones?

The limit lives in your estimate and your contract: list the included rounds as lines, and the client approves them. Kompot.ai keeps each round as a task, so you both see which one you are on, and an extra round goes out as a new estimate.

Can a client see progress without me sending status emails?

Yes. Share the project by link: the client sees the tasks — concepts, each round, final files — and comments on them. The layouts themselves go into the task as files or links, and the comments stay with the project.

I have monthly retainer clients. Can it bill them on a schedule?

Yes. A subscription invoice is issued weekly, monthly or yearly with a payment link. The retainer's requests can run as tasks in one project per client, so at the end of the month you see what was delivered for the fee.

Is it too much for a solo designer?

No. A solo designer can start on the Free plan with a client list and a pipeline of deals; the rest comes with the paid plans. It opens in a phone's browser, so you can look up a client or move a deal to the next stage away from your desk.