Your client relationships, all in one place
The CRM (Client Relationship Manager) is where every client relationship lives inside creavio. Think of it as your digital Rolodex, but smarter. Every interaction, booking, invoice, and note is connected to a single client profile so nothing falls through the cracks.
What you can do
- Create detailed client profiles with contact info, mailing addresses, and custom fields specific to your photography business
- Add tags to organize clients by session type, referral source, location, or anything else that matters to you
- Write internal notes that only you can see, like wardrobe preferences, family member names, or location ideas for next time
- View the activity timeline to see every touchpoint with a client: emails sent, contracts signed, invoices paid, galleries delivered, and more
- Track booking and invoice counts per client so you can instantly see who your most active clients are and how much revenue each relationship has generated
Why it matters
When a past client reaches out nine months later, you shouldn't have to dig through email threads and spreadsheets to remember who they are. The CRM gives you the full picture in seconds. You'll see when you last worked together, what they paid, what they booked, and any notes you left for yourself.
How it connects to everything else
The CRM isn't a standalone tool. It's the foundation that ties the rest of creavio together. When you create a booking, it's linked to a client. When you send an invoice, it's tied to their record. When you deliver a gallery, it shows up in their timeline. This means you never have to wonder where things stand with any client.
Whether you have five clients or five hundred, the CRM scales with your business and keeps every relationship organized from first inquiry to final delivery.