PHOTOGRAPHY CRM / GUIDE
Switch photography CRM systems with a clear plan for current clients and unfinished work. Use this checklist to prepare records from spreadsheets or an existing CRM, then agree the transfer method with the Pixsoffice team.
PIXSOFFICE / CONNECTED STUDIO WORKFLOW
01
Separate contacts, live enquiries, future bookings and completed jobs. Identify the documents, balances, dates and assigned staff that each active job still needs.
02
Test one representative client and project. Match contact details, dates, status and notes, and agree how documents and payment history will be retained.
03
Check active bookings, outstanding balances and upcoming tasks against the original system. Tell the team where to work and review scheduled messages before starting the new workflow.
Prepare the exports available from your current system and list anything held outside it, such as contracts or gallery links. Ask which records can be transferred, which need manual setup and how incomplete jobs will be checked.
Confirm the available transfer tools and supported file formats with the Pixsoffice team before scheduling the move. This checklist helps scope the work and does not assume a one-click import from every provider.
