How to customize a CRM to become a more organized and efficient photographer

As a photographer, you want to spend the majority of your time taking beautiful photographs and dazzling your clients, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.

There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a photographer.

Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a photographer and make your CRM work for you.

Imports and exports
Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As a photographer, it will be especially important to collect information on what clients and potential clients are looking for in their photographs.

  • ✅ Requests (text box field where you can store any special requests a client has made)
  • ❓ Source (dropdown list that identifies how this new client heard of you, with options such as referral, social media, and website)
  • 🗓️ Photoshoot date (date field for this option)
  • 💰 Paid (dropdown list with “yes” or “no” options for payment to record if a payment has been made)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.

As a photographer, you can use a pipeline to track your entire process. From the moment someone expresses interest, to setting up the photoshoot, to editing the photos—store all of that information in your pipeline. Take a look at an example pipeline for photographers below.

Active statuses

Inquiry
Consultation scheduled
Contract signed
Photoshoot complete
Photos edited
Client review

Closed statuses

Final delivery
Not interested
On hold
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As a photographer, groups will help you easily sort your clients by the type of photograph they are looking for. Take a look at a couple example groups that are perfect for photographers below.

  • 💒 Weddings
  • 🎓 Graduations
  • 📸 Headshots
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

Start your 30-day, no obligation free trial