Running a successful web design business requires access to a well-chosen and dependable set of tools that collectively form a robust tech stack. This ensures that workflows are optimized, client relationships are effectively managed, and high-quality websites are created with efficiency.
In this guide, I’ll share the key tools that we rely on each day to maintain seamless operations and deliver exceptional outcomes for our clients.
Moxie CRM
Moxie CRM is the backbone of our business, helping us manage client relationships, track projects, and automate workflows. With its intuitive interface and powerful automation, we can streamline everything from lead generation to invoicing, ensuring that no detail gets overlooked. The built-in task management and email tracking features make it easy to stay on top of client communications and deadlines.
Key Features of Moxie CRM:
- Client & Project Management – Keep track of all client details, communications, and project progress in one centralized dashboard.
- Automated Workflows – Set up automated sequences for lead nurturing, follow-ups, and task assignments to save time and stay organized.
- Integrated Invoicing & Payments – Create and send invoices, accept payments, and track financials effortlessly.
- Email & Communication Tracking – Keep a record of emails and messages directly within the CRM, ensuring seamless client interactions.
- Task & Calendar Management – Set deadlines, assign tasks, and sync with your calendar to stay on top of your schedule.
Moxie CRM keeps our web design business running smoothly by handling administrative tasks, allowing us to focus on creating high-quality website design and care and support for our clients.
Try Moxie for 30 days here and learn more about Moxie here.
Bricks Builder
When it comes to website creation, Bricks Builder is my go-to tool. This powerful WordPress page builder allows for full customization while maintaining speed and performance. Unlike traditional page builders that can slow down a site, Bricks Builder is lightweight and built with a clean, efficient codebase. It also provides a visual, drag-and-drop interface while allowing for advanced customizations with CSS and JavaScript, making it a perfect fit for web designers who want full control over their designs.
Notion
For organizing our business, projects, and ideas, we rely on Notion. This all-in-one workspace lets me create project roadmaps, store client notes if needed, and track business goals—all in a highly customizable workspace.
I use Notion for personal things as well (hello crochet patterns!), but mostly use for internal documentation, blog writing for our business as well as for clients, and for larger complex projects we do for clients.
Google Workspace
Google Workspace is my go-to for communication and document management. Gmail keeps my inbox organized, Google Drive stores my client assets and website files, and Google Docs and Sheets make collaboration seamless. With integrated cloud storage and real-time editing, Google Workspace allows me to work efficiently from anywhere, ensuring smooth operations for both me and my clients.
FluentCRM
For email marketing and client nurturing, I use FluentCRM, a self-hosted email automation platform that integrates directly with WordPress. Unlike third-party email marketing services, FluentCRM allows me to manage my email lists, automate sequences, and track engagement—all from within my website. This keeps my marketing efforts streamlined and cost-effective while giving me full control over my data and campaigns.
Key Features of FluentCRM:
- Email Automation & Sequences – Set up automated email sequences to nurture leads, onboard new clients, and follow up on past projects.
- Contact Segmentation & Tagging – Organize contacts with tags and lists to send highly targeted and personalized emails.
- WordPress Integration – Works seamlessly with WordPress, WooCommerce, LearnDash, and other popular plugins for a connected marketing system.
- Detailed Analytics & Reporting – Track email open rates, click-through rates, and campaign performance to optimize marketing efforts.
- One-Time Purchase, No Recurring Fees – Unlike other email marketing platforms, FluentCRM is a self-hosted solution with a one-time cost, saving money in the long run.
FluentCRM helps me stay engaged with my audience, automate client communication, and grow my web design business without relying on expensive external email marketing tools.
Get FluentCRM here.
These tools help us run our web design business efficiently while providing top-tier service to our clients. If you’re a web designer looking to optimize your workflow, I highly recommend exploring these platforms!
