PLATFORM FEATURES

Client management with a beautiful twist.

WillowSpace is so much more than your average CRM. It’s an all-in-one business management tool built for people who care about good design and amazing client experiences.

No credit card required

client portals brand colour selection in WillowSpace CRM for coaches
new clients brand colour selection in WillowSpace CRM for designers
brand colour selection in WillowSpace CRM for designers

Simple, Customizable Design

Easy to use. Customize your WorkSpace with your own color and character.

Useful Client Portals

No-login-required portals for clients to see their project status, add-on options, request meetings, and more.

Lead Capture + Insights

Keep track of your inquiries and pull reports to track trends. Create a stunning, custom form to embed on your website to start capturing leads directly in WillowSpace.

Take your client experience to the next level.

WillowSpace documents make it easy for clients to work through a project from onboarding to wrap-up. And happier clients means more referrals. Did we just help you put your marketing on autopilot?

developers using WillowSpace CRM

Beautiful Proposals

The most important document you send to clients should look great. WillowSpace has a library of beautiful, done-for-you templates that meet designer’s standards.

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capture leads with project forms brand colour selection in WillowSpace CRM for designers
build beautiful proposals brand colour selection in WillowSpace CRM for designers

Custom Forms

Collect information, questionnaires, and feedback easily with custom forms that are simple for your clients to use.

Straight-forward Integrations

Sync up your favourite tools and systems right in your WorkSpace with Zapier webhooks. Plus, integrate seamlessly with Google Calendar, Gmail, Stripe.

Simple, seamless,

& beautiful.

Automation & Workflows

Setup triggers and events so your client workflow moves along seamlessly and automatically!

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multi currency invoicing brand colour selection in WillowSpace CRM for designers

Multi-currency Invoicing

Invoice clients at flat rates, hourly, or on recurring cycles. Accept tips, set automatic reminders, add auto-late-fees, and bill in any currency, any time.

Digital Contracts

Have clients sign on the dotted line with the click of a button. Easy peasy!

Managing your clients CAN be the easy part.

We believe that with a streamlined, amazing client experience, your service-based business can thrive.