User Manual
Mastering the CRM
Learn how to manage your client relationships and lead pipeline with efficiency.
The Lead Pipeline
Every inquiry starts as a "Lead". You can track their progress through customizable stages like "New Inquiry", "Meeting Scheduled", "Contract Sent", and "Booked".
New
Meeting
Proposal
Signed
Visual Pipeline Workflow
Adding Your First Client
Quick Add
Use the "New Client" button on the dashboard to manually enter contact details.
Importing
Coming soon: CSV import support for migrating from other platforms.
Internal Notes
You can leave internal-only notes on any client profile. These are never visible to the client and are perfect for keeping track of specific shoot requirements or personal preferences.