Welcome to Tezzera! We’re so excited you’re here. Whether you run a brand studio, work as a solo designer, or collaborate with a creative team, Tezzera is built to help you deliver a clean, organized, and beautifully branded client experience.
This guide gives you a high-level overview of what Tezzera is, who it’s designed for, and the core steps to take after creating your account. If you need help at any time, email us at hello@tezzera.co.
Quick Links:
What Is Tezzera?
Tezzera is a creative-friendly CRM designed specifically for designers. It brings your entire client workflow into one place — from inquiries to invoices to final file delivery — so you don’t have to piece together separate apps. With Tezzera, you can:
Keep projects, tasks, files, forms, and communication all in one workspace
Customize the entire platform with your brand fonts, colors, and logo
Create visual project timelines your clients actually understand
Send branded invoices and payment plans
Collect content and feedback through beautiful forms
Allow clients to book meetings through your branded scheduling page
Give clients a clean, intuitive client portal (with three layout options)
Tezzera simplifies the “business side” of design so you can stay focused on the creative side.
Who Tezzera Is Built For
Tezzera is ideal for:
Brand designers
Web designers
Creative studios
Social media designers
UX/UI designers
Solo designers and small teams
If traditional CRMs feel corporate, confusing, or visually overwhelming, Tezzera is designed to feel like the opposite — clean, intuitive, and built for creatives.
Quick Start Checklist
Below are the top steps to complete after creating your account. Most users can work through these in under 10 minutes.
1. Set Up Your Account + Workspace
During onboarding, Tezzera will walk you through:
Naming your workspace
Setting your default currency
Choosing your role + team size
Creating your first project (from a template or from scratch)
📌 Tip: Your Workspace Name becomes part of your custom Tezzera URL. Most designers choose their business or studio name.
📌 Note: You can invite team members later from Workspace Settings once your subscription is active.
2. Add Your Branding
Next, personalize your workspace so everything feels on-brand.
Navigate to Manage → Appearance to:
Upload your logo
Upload brand fonts (.woff2, including Adobe Fonts)
Set your brand colors using simple color pickers
Your branding is automatically applied across:
Forms
Invoices and payment plans
Client portals
Meeting pages
Dashboard
Emails
Tezzera updates everything instantly — no code required.
2.5 Add Your Existing Clients to Your Contacts Directory
If you're moving to Tezzera from another CRM, take a few minutes to add your existing clients to your Contacts directory. This is where all of your client information lives, and it's what Tezzera pulls from when populating dynamic fields on contracts and invoices — like your client's name, email, and billing address.
📌 Tip: When you create a new project, you'll assign a primary contact from your Contacts directory. Make sure the right person is listed so that dynamic fields on any contracts or invoices associated with that project populate correctly.
3. Create Your First Project
Your project is the home base for everything that happens with a client. Inside a project, you can:
Create task groups and tasks
Assign tasks to team members or clients
Attach forms directly to tasks
Use custom statuses, tags, and fields
Store files with the project (files now live here)
View tasks in List, Board, or Calendar view
Apply project templates to speed up your workflow
Add start/end dates and manage your project overview
3.5 Set Up Your Services, Contracts & Proposals
Before you bring a client in, it's worth taking a few minutes to set up your core services and documents so everything is ready to go.
In Templates, set up:
Your service packages — the core offerings you sell again and again, including deliverables, pricing, and contract terms
Your add-ons — smaller, optional extras clients can select when reviewing a proposal
Your task templates — map out your full project workflow once so it can be applied to any new project instantly
In Contracts, set up:
Draft your contract templates using the block-based editor. Use the Package Clause block and Payment Terms block if you plan to send contracts through the proposal builder — these will automatically populate based on what your client selects.
In Proposals, you can then:
Build a branded, interactive proposal where clients can select packages and add-ons, choose a payment plan, and sign their contract — all in one place. Once they submit, their contract and invoice are generated automatically.
📌 Tip: Setting these up before your first real client means your entire booking process is automated from day one.
4. Invite Your First Client
When your project is ready, invite your client to their Client Portal.
Clients will see:
Your branded welcome message
Only the tasks assigned to them
Their due dates + upcoming deadlines
Files you’ve shared
Forms they need to submit
Their invoices
Optional project chat
You can choose between Standard, Timeline, or Chat layout styles depending on how simple or detailed you want the portal to be.
5. Send Your First Invoice or Payment Plan
Go to Invoicing to bill your client.
You can create:
Standard invoices
Installment payment plans
Recurring invoices
You can also:
Add tax or VAT
Accept credit card, ACH, or external payment links like Wise (PayPal coming soon!)
Send automatic reminders for upcoming or overdue payments
Clients see a simple, visual timeline showing exactly what’s due.
6. Set Up Your Meeting Availability
To streamline bookings, go to Meetings to:
Create a custom meeting page
Set your weekly availability
Add buffers between meetings
Require advance notice before booking
Limit how many meetings clients can book per project
Set automated reminders
📌 To enable Google Meet or Zoom as your meeting location, connect your Google Calendar or Zoom account first. Google Calendar is connected through your Account Settings — this way each team member can connect their own personal calendar and availability separately.
All events are added to your calendar and linked to your project automatically.
What’s Next?
Now that your workspace is set up, continue with the next guides:
If anything feels confusing, we’re always here to help at hello@tezzera.co. Welcome again — we’re so glad you’re here.