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- Photography CRM
- Who it's for
- Commercial photography
Commercial photography
Commercial teams often quote a company contact for a shoot and later deliver files or printed assets. The studio can keep the first request, customer contact, priced offer and approved order connected. A manager sees the opportunity stage and the pending price or booking decision. The photographer can see the next dated activity without searching through past messages.
How Photography CRM is set up for you
Inquiry intake
Record the request, source, contact and owner before the first call. Follow it until the customer is qualified or the reason for stopping is recorded.
Customer identity
Match returning customers to an existing client and contact, then carry that identity into the opportunity and quote. This gives a repeat customer a continuous history.
Priced offer
Use active products from Sessions & Services and Digital Files where they fit the actual service. Review quantities and prices, then keep the accepted revision with the booking.
Delivery handoff
Assign a photographer and studio manager on the order. Review the requested delivery date and the route for any physical product before the manager approves it.
Commercial teams often quote a company contact for a shoot and later deliver files or printed assets. The studio can keep the first request, customer contact, priced offer and approved order connected. A manager sees the opportunity stage and the pending price or booking decision. The photographer can see the next dated activity without searching through past messages.
Start with one company client, a buyer contact, an opportunity and priced items. Keep the customer decision and order value linked as delivery work progresses. For the pilot, the team should enter a second inquiry from the same customer, find the existing client and contact, and link the new pursuit to those records. The manager should test a rejected or changed quote and a booking that waits for approval. After the first customer case, compare the accepted price with the order value and check which person owns any remaining follow-up.
Features to start with
Roles on the team
- Photographer
- Owns inquiries, opportunities, activities and customer conversations through a booking.
- Sales Coordinator
- Maintains customer identity, contacts, follow-up and the priced offer queue.
- Studio Manager
- Reviews priced offers and booking orders before the studio commits.
- Finance Manager
- Checks approved order value, invoice state and customer balances.
Set up Photography CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.