Features | Tezzera, the All-in-One CRM for Designers

A CRM, but make it creative.

Every tool you need to run your studio, from first inquiry to final invoice, and all of it looks like your brand. Here's everything Tezzera can do (plus a peek at what we're building next).

Clients and tasks, finally together.

No more juggling a CRM and a separate task app. Tezzera does both, and does them well.

Project management checklist with tasks: Schedule Onboarding Call marked Complete, Client Homework marked Waiting on Client, Working on moodboards marked In Progress.

(Actually) client-friendly.

No cluttered dashboards, no “where do I find that again?” emails. Just everything your client needs in one easy-to-find place.

Keep your presentations and client communication organized on your tasks with comments, linked Loom videos and feedback forms.

Your brand, everywhere.

Upload your fonts and colors once, and every form, proposal, and portal looks like it came straight from your studio. Oh, and no CSS needed.

Client Management

You didn’t become a designer to chase signatures and send payment reminders. Tezzera keeps the whole client journey in one place, so you can spend less time on admin and more time on the fun part.

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Lead Capture

Inquiry forms that look like they belong on your website, with new leads going straight into Tezzera. Nothing gets lost in your inbox.
Scheduling

Share your availability, let clients pick a time, and skip the endless back-and-forth emails. And yes, it’s on-brand too.
Proposals

Build packages and add-ons, and let clients choose their own payment plan. Once they accept, everythign is auto-generated for you. (Even your project tasks.)
Client Portal

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Contracts

Contracts auto-fill in the packages and payment terms your client chose, so you never retype the same details. Clients sign, you countersign, done.
Invoicing

Get paid your way. Send one-off invoices, recurring, or installment plans. Turn on autopay so you never have to chase a payment again. Clients pay by card, ACH, or your own link (hello, Wise).

Projects + Tasks

Most tools are either great at managing clients or great at managing projects. Designers told us they wanted both in one place, so that’s what we built. No more switching between three different apps for your tasks, communication and files.

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Tasks

Use list, board, or calendar view, with smart statuses like “Waiting on Client” that show who’s holding things up. Even hide internal tasks from clients, because they don’t need to see “clean up Photoshop layers.”
Forms

Questionnaires, onboarding forms, and feedback forms, all branded and organized inside each project. Your clients’ answers are right where you need them.
Client Chat

Talk with clients inside the project, not in your DMs at 11pm. When a message turns into a to-do, you can turn it into a task in one click.
Email

Send emails from the project inbox and see exactly when your client opened them. Spoiler: no more wondering “did they even see this?”
Files

Every file for a project is in one place, including a copy of the signed proposal or contract. No more digging through old emails.

Design Customization

Here’s what bothered us most about other CRMs: you spend all day making brands look amazing, and then you send clients a basic, generic-looking questionnaire. Your client experience should look like your brand, so in Tezzera, it does.

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Branding

Upload your fonts and colors once (or connect your Adobe Fonts), and they’re applied right away across your forms, emails, and proposals. Change something later, and it updates everywhere.
Form Templates

No boring questionnaires here! Use our collection of beautifully designed form layouts and make it your own by adding your own brand fonts, colors and imagery.
No CSS Needed

Every customization in Tezzera happens with simple settings, not code. If you can pick a font and a color, you can make the whole platform look like your brand. (We’ve written enough CSS for all of us.)
Task Styling

Choose an icon and color for each task, and pick your own colors for statuses like “In Progress” and “Waiting on Client.” Your project timeline gets color-coded so you can see what’s next at a glance, and it looks as good as your work.

Automations

You’ve got enough to do without retyping the same task list for every new project. Automations take care of the repetitive work, so you have more time for the creative work. Set it up once. Let Tezzera handle the rest.

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Task Templates

Save your process as a template and attach it to your packages. When a client accepts a proposal, their project fills with the tasks automatically.
Workflows

Set up automatic emails and reminders that go out at key moments in a project, so clients always know what’s next without you lifting a finger.
Integrations

Sync with Google Calendar, Google Meet, Zoom, and Dropbox, and connect thousands more apps through Zapier. Tezzera fits right in with the tools you already use.