CRM · Clients & Reports
Every client,one durable record.
A client book that survives past a single job, a portal link that never expires into the wrong page, and a business dashboard that never needs a spreadsheet next to it.
01
The client book
An identity that outlasts one job.
New projects link to a client automatically, matched by their email, or create one on the spot. Each record tracks lifetime value and project count computed from every linked project’s paid installments, plus their last shoot, tags and notes — searchable by name or email, with a one-time link-existing-projects backfill for anything booked before this existed.
02
The client portal
One link. Bookmark it, forget the rest.
Each client gets a single durable portal link, copyable from their record — no more juggling a different link per job. It surfaces exactly what’s outstanding on each active project: sign the contract, fill a questionnaire, pay the next installment, view invoices, view the delivered gallery — resolving to each destination’s own page, which still enforces its own access on top.
03
The business dashboard
Revenue, conversion and profitability — live.
Revenue by month, from installments actually paid. Booking conversion, the share of every project ever created that reached active or delivered. Lead-source performance, broken out by where the inquiry came from. Job-type profitability, ranked most profitable first. Accounts-receivable aging, bucketed current through 90+ days overdue. All of it computed live from the projects, payments and invoices already running — nothing to export, nothing to reconcile.
Know the numberwithout building the spreadsheet.
The trial is the full platform for 14 days. Bring one real job and watch it run.