CRM — Clients, Leads & Projects

Most photographers run their client relationships out of an inbox and a memory. LensFlow's CRM is the alternative: one place that holds a lead from first inquiry through a client's full project history.

Leads vs. clients

A lead is someone who's inquired but hasn't booked — every lead has a status (new, contacted, booked) so you always know where a conversation stands. A lead converts to a client the moment they book, carrying their information forward — you're not re-entering the same name and email twice.

A client is anyone you've worked with or are actively working with. Each client record holds their contact details, every project you've done together, and their full history — galleries delivered, invoices sent, contracts signed.

Projects and the timeline

Every booking becomes a project, and every project has a timeline: inquiry received, booked, contract signed, deposit paid, shoot completed, gallery delivered. You can see at a glance exactly where a project stands and what's still outstanding — "send final gallery" or "follow up on proposal" — instead of reconstructing it from old email threads.

For studios running several shoots at once, this is what replaces a shared spreadsheet: every team member sees the same up-to-date status for every project, with nothing to remember to update manually because most of it (contract signed, deposit paid) updates itself as the underlying action happens elsewhere in LensFlow.

Tasks

Attach tasks to a project or a client — "confirm shot list," "order album proof," "send referral request" — so follow-up work has a place to live beyond your memory. Tasks show up on your dashboard until they're marked done.

Where this shows up elsewhere

The CRM isn't a separate silo — a client's record is what a gallery, invoice, quote, or booking attaches to, so opening a client shows you everything connected to them in one place: every gallery you've delivered, every invoice you've sent, every contract they've signed.