PIXSOFFICE / PHOTOGRAPHY CRM

Client management software for photographers.

Keep the client relationship connected to the work behind it: enquiries, bookings, project details, conversations and payment follow-up.

Photography client management with the whole relationship in view

Photography client management with the whole relationship in view

Photography client management with the whole relationship in view

A photography client record should explain the relationship and the work behind it. Bring enquiries, projects, documents, payments and client preferences together so the next person can respond with context.

01 / Client management

One client record, connected to every assignment

One client record, connected to every assignment

One client record, connected to every assignment

Review linked leads, projects, shoots, orders, invoices, payments, quotes and contracts from the contact’s record. A returning client can have several assignments without losing the history of earlier work.

One client record, connected to every assignment in Pixsoffice — example interface
A timeline of client activity in Pixsoffice — example interface

02 / Client management

A timeline of client activity

A timeline of client activity

A timeline of client activity

Follow document activity, signed contracts, payments, notes and questionnaire updates in date order. Filter the timeline by records, documents, money, notes or questionnaires to find the event behind the next action.

03 / Client management

Client files and questionnaires in context

Client files and questionnaires in context

Client files and questionnaires in context

Keep quotation, contract and invoice PDFs alongside client-supplied documents such as venue plans and family shot lists. Review questionnaires by sent, viewed, in-progress and submitted status before preparing the shoot.

Client files and questionnaires in context in Pixsoffice — example interface
Find the right contact and relationship in Pixsoffice — example interface

04 / Client management

Find the right contact and relationship

Find the right contact and relationship

Find the right contact and relationship

Separate clients, leads and other contacts. Search by name, phone, email or contact ID, then narrow the list by source, owner or tags. Linked record counts, lifetime value, outstanding amounts and last activity help the studio prioritise its response.

Client management at a glance

Client management at a glance

Client management at a glance

01

Client and lead lifecycle views

Client and lead lifecycle views

02

Source, owner and tag filters

Source, owner and tag filters

03

Possible duplicate indicators

Possible duplicate indicators

04

Linked project and document records

Linked project and document records

05

Notes and activity history

Notes and activity history

06

Files and questionnaire status

Files and questionnaire status

Keep the client relationship useful after the booking

Keep the client relationship useful after the booking

Keep the client relationship useful after the booking

Client management software for photographers should help the next person understand the assignment without reconstructing its history from separate files.

CLIENT

Understand the relationship

Keep the client’s details, preferences and assignment history easy to review. Distinguish a prospective enquiry from confirmed work and a returning customer.

PROJECT

Connect the current job

Review the booking, documents, shoot requirements and team responsibilities with the relevant client. An editor needs production context; the person following up a balance needs the billing record.

HANDOFF

Make the next action clear

Record who is waiting for a client reply, a selection decision or an album revision. Use the connected project to review the work still due before the final handoff.

Take your photography CRM with you

Take your photography CRM with you

Take your photography CRM with you

Review enquiries and client work from your phone or tablet.

Explore related workflows

Explore related workflows

Explore related workflows

Plan the client’s shared experience

Plan the client’s shared experience

Review your client records before switching

Review your client records before switching

Questions about photography client management

Questions about photography client management

Questions about photography client management

Is photography client management only a contact list?

No. PixsOffice connects client details with bookings, projects and the wider studio workflow.

Can a studio team use the same client workflow?

The CRM includes team access and role permissions. Configure access around your studio’s responsibilities.

Connect this feature to your studio workflow

Connect this feature to your studio workflow

Connect this feature to your studio workflow

Explore the full photography CRM or speak with the PixsOffice team about the workflow your studio needs.