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- Photography CRM
- Get started
Get Photography CRM running in four steps.
Prepare the first studio workflow from inquiry through approved booking.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Photography CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Photography CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Identify the people who will own inquiries, prepare offers, approve prices and review invoices. Use Proto to configure the first studio workflow with those owners.
Prepare the first operating cycle
Bring one current customer request, a returning customer, a representative session and product offer, and an accepted quote. Set the customer matching rule, select active products and prices, and name the manager for quote and booking approval. Then work the inquiry through the Booking Pipeline and a dated follow-up.
Review before release
Check that the customer, contact and opportunity links match the opportunity; the offered prices match the approved quote; and the booking points to the accepted revision. Studio Manager reviews the order and delivery request. Finance Manager checks the invoice handoff. Record corrections before the team expands the pilot.
Set up Photography CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.