Studio CRM
Bookings next to delivery.
- Leads
- Projects and deliverables
- Shoot schedule and crew workload
- Quotes from proposal templates
- Client accepts online
- Invoices with PDF
- Finances
- Packages and services
- Your branding on quotes and invoices
Studio CRM
Run the studio from the same place you deliver from.
Enquiries, quotes, shoot days, invoices and payments sit next to your galleries, so a booking and its photos stay together.
Everything between the enquiry and the payment.
- Leads
- Record every enquiry and follow it until it is booked or closed.
- Projects
- Each booking is a project with its client, event days, deliverables and files in one view.
- Schedule
- Plan shoot days and crew on a calendar and see who is already busy.
- Quotes clients accept online
- Build a branded proposal from your packages and services. The client opens a link and accepts with one tap.
- Invoices
- Raise an invoice from the project, share it as a link or download the PDF.
- Finances
- See what has been earned, what is pending and which projects it belongs to.
- Proposal templates
- Save your terms, layout and branding as a template so every new quote starts ready to send.
- Packages and services
- Keep your packages and service prices in one list and drop them into a quote as line items.
How a booking moves through it.
- Step 1
Capture the lead
Add the enquiry with the event type and dates.
- Step 2
Send the quote
Pick a package, adjust the line items and send the link.
- Step 3
Plan the shoot
Once accepted, schedule the days and assign the crew.
- Step 4
Deliver and invoice
Share the gallery from the same project and raise the invoice.
Everything in Studio CRM.
The full list, including the parts it shares with the rest of ShareXtra.
Teams & organisation
Keep everything findable.
- Folders
- Groups
- Team members
- Search across your account
- Activity log
- Storage and download usage
Brand & integrations
Make it yours, connect what you use.
- Your own domain
- Your logo and colours
- Slack notifications
- Import from Google Drive
- Choice of storage region
- Connect your own cloud storage
Questions about Studio CRM.
It works alongside the rest of ShareXtra:
Can I use my own branding on quotes?
Yes. Set your logo, colours and proposal template once in CRM settings and every quote and invoice uses them.
Does the client need an account to accept a quote?
No. The quote opens from a link, and the client accepts or declines on that page.
Can my team use it?
Yes. Add team members to your account, assign them to shoot days and see their workload.
Try Studio CRM today.
Create a free account and set it up in a few minutes. The free plan needs no card.