Graphic design studio CRM: from brief to approval every round on record

It brings all the running around outside of design into a single panel. The brief arrives complete through a web form; the quote is sent as a PDF and tracked in the status flow until approval. Revision rounds are counted on the task card, and the approved version is archived as a file attachment. Payments from clients on monthly agreements sit in due date tracking; Instagram DMs and comments land in the same inbox too. Creative energy stays with design; follow-up, records and payment collection are handled by the panel.

You add the brief fields to your web form: industry, target audience, color preference, links to examples you like, delivery date, budget range. When the form is submitted, it drops into the panel as a lead tagged with its source; AI classifies the request, and a job that arrives with a complete brief gets the hot tag. When someone writes “need a logo” in a DM, you send them the form link with a quick reply template. So instead of forty messages of back-and-forth in DMs, you sit down to the first call with a filled-in brief.

You state the revision policy in the quote; every customer response is logged on the task card as a revision — with the request text, date, and a note on the version it relates to. The cards count which round you are on. Let’s be honest: the system does not block the customer automatically when a limit is exceeded, and it does not calculate extra charges automatically; that conversation is still yours. The difference is that you sit down at the table with a written record you can point to: “we used two of your three revisions on these dates, and this is the fourth round.”

No. The system does not send messages to customers on its own — let’s say that honestly. Here is how it works: the amount and due date of each monthly package are logged in payment tracking; due and overdue payments are listed in the payment collection report and appear as alerts in the dashboard. You send the reminder yourself with a Meta-approved WhatsApp template in one click, and AI detects the incoming payment receipt. There is no online payment collection feature; the system keeps the recording and tracking side complete, so your cash flow becomes visible.

Yes. The social media content calendar exists for exactly this. The designs you prepare move through the calendar in the steps draft → approved → scheduled → published; which customer’s which post is awaiting approval is visible in a single view. An important honesty note: ÖzgürKod does not publish content to social media automatically; the calendar manages production and approval flow, and you do the posting on the scheduled day. Because customer approvals stay recorded in the conversation history, the “we never approved that” argument also ends.

Each version submitted is uploaded to the task card as a file attachment or its link is logged; the customer’s “looks good” message stays in the same card’s conversation history, clearly showing which version it followed. On final approval, the file going to print is attached to the card and the task is closed. If a printing error dispute comes up, the evidence opens in seconds: the approval message, its date, and the file are all on one card. And when you are looking for an old job, you reach it in seconds from the customer card instead of digging through folders.

In practice they describe the same need. Businesses usually search for "Graphic design software", "Graphic design software", "Graphic design job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.