Project and client management for designers — portfolios, quotes, and invoices
Manage your projects, clients, and portfolio in one place — simple, beautiful, and efficient
The challenges of managing freelance work
We understand the challenges designers face
Disorganized projects
Files scattered across Dropbox, Drive, and your computer — hard to find versions and client feedback
Scattered communication
WhatsApp chats, emails, messages — hard to keep track of feedback and change requests
Manual quotes
Writing quotes by hand for every client — hard to track approvals
Outdated portfolio
Hard to showcase your best work to potential clients
How BaseCRM solves it
Solutions tailored for designers and creatives
Visual project management
Every project in one card: the stage in the process chosen from the design stages (brief, concept, revision round and more), the client, working hours, payments and tasks. Alongside are the project's files and the revision rounds used out of those agreed.
- A stage for every project — brief, concept, revision round
- Files, hours and payments in the project card
- Tasks for every project
Digital portfolio
The portfolio is built from your projects: mark "show in portfolio" on the project card, and the first image among the project's files appears with the type of work, the client's name and a short description.
- Professional gallery of your work
- The type of work on every card
- Chosen with one click from the project card
Professional quotes
A well-designed quote that looks professional. Add items, descriptions and prices, and the system calculates the total and VAT automatically. Download it as a PDF or send it to the client through Share — by email or a link.
- A clean quote layout set to your business
- Automatic calculation and VAT
- Sharing by email or link
Centralized client communication
All communication with the client on the client card: calls, emails, WhatsApp and meetings — with a summary, details and a date. Feedback on designs, change requests and approvals are recorded and easy to find, with no digging through WhatsApp or email for what the client said.
- Type, summary and details for every contact
- Full communication history
- A follow-up date to keep things moving
Key features for designers
Everything you need to run your freelance work professionally
Automatic receipt scanning New
Snap a photo of a receipt — and the system automatically fills in the amount, date, vendor, and expense description. Saves manual data entry.
Landing page for your business New
Built-in landing page builder — slogan, gallery, testimonials, and a lead form. A short URL to share on WhatsApp and social.
Project management
A stage and a due date for every project
Portfolio
Professional gallery of your work
Customer management
A detailed profile for every client and project
Quotes
Create polished, professional quotes
File management
Organized storage for all your files
Client communication
Communication history and feedback in one place
invoices
Generate beautifully designed invoices
Reports and insights
Project and revenue analysis
Access from mobile devices
Work from any device, anytime
Integrations & API
Connect to external tools and automations
The recommended plan for designers
Professional management at a price everyone can afford
One plan for the whole business
For businesses joining by 31.10.2026. When the free period ends: ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business.
No credit card, no commitment
No hidden costs • cancel anytime
- Expanded quota for clients and projects
- A stage in the process for every project
- Digital portfolio
- Designed quotes
- File management
- Client communication
- Professional invoices
- Support in Hebrew and English
No credit card required
How do you get started?
Sign up free
Sign up in under a minute, no credit card required
Create a portfolio
Upload past work and organize it by category
Project management
Create projects, define stages, and track deadlines
Quotes and invoices
Generate professional quotes and tax invoices
Frequently asked questions
What is a CRM system for graphic designers?
How do you manage design projects with a CRM?
Is the system suitable for interior designers and architects?
How much does a CRM for designers cost?
Guides for graphic designers
Professional content for running a design business
A briefing meeting recorded and transcribed — without missing a single client request
Record a full meeting, up to 90 minutes, and get a transcript attached to the appointment — every comment, preference and change the client asked for, in their own words.
- A briefing and project kick-off meeting
- A round of feedback on sketches
- A wrap-up conversation on timelines and deliverables
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Consent before anything else
Before recording, the participants confirm the meeting is being recorded. Without that confirmation, recording does not start.
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Record up to 90 minutes
On the appointment, choose “Record the meeting + transcript”, from the phone or the computer. The recording uploads in parts during the meeting.
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The transcript arrives on the appointment
Usually within a few minutes of the end, with a notification. Copy it or add it to the appointment description with one click.
- The recording is transcribed on BaseCRM’s transcription server. It is not sent to external AI services.
- The audio is deleted right after transcription. The transcript is stored encrypted, and everyone authorised to see the appointment can read it.
- The transcription engine was trained on spoken Hebrew.
The transcript usually appears within a few minutes after the recording ends, and a notification is sent when it is ready. If the transcription server is offline at that time, the recording waits for it; a recording not transcribed within 7 days is deleted.
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