What to look for in a CRM software for creatives

One of the most important attributes in a CRM software is its ability to manage customer relationships and get more leads. Some platforms, however, have additional capabilties. The most powerful CRMs help you run your studio, schedule appointments, send automated, personalized messages, and much more.

These CRMs have features such as:

  • Automations - to save time on repetitive tasks so you can do more of what you love
  • Integrations - that keep all of your tools in one place for a powerful management tool
  • Files - that let you attach any file onto your main workspace for ultimate organization
  • Dashboards - to easily understand important insights about your photography business
  • monday.com has all the capabilities of a CRM for photographers, plus even more.

    Our fully customizable, easy-to-use platform lets you manage every aspect of your work in one place. Create your CRM system from one of our ready-made templates or easily build your own to drive real business impact.
    Here's what you'll get on monday.com:
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    Total flexibility

    Customize your CRM software to work for you in minutes—no technical background needed. Create contracts, email templates, customizable workflows, invoices, lead tracking processes, schedules, and whatever else you need all from one platform.
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    Intuitive interface

    Create workflows, see your schedule, view customer details, and more with our drag and drop functionality and visual boards. See all of the details you need to run your business on one board. Build your CRM with one of our pre-made templates or easily start from scratch.
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    Robust automations

    Focus on booking more jobs and growing your business instead of repetitive processes that slow you down. Use our automation recipes to send reminder emails for shoots or bookings, fulfillment orders, automate workflows, or send personalized communications.
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    Files

    Add context to your workflows and speed up edits or approvals with Files. Collaborate and communicate directly on your files to shorten the feedback process. Avoid endless email chains with transparent status updates and smart notifications. Organize every file iteration in a coherent timeline, seeing the latest version at a glance.
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    Dashboards

    Display all your important information in one place with custom dashboards. See how many jobs you are averaging a month, how much time you spend on the job, what makes up the bulk of your expenses, contract timelines, or other essential information that will help you make smarter, data-driven decisions.
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    Integrations

    Plan and execute your workflows without needing to open multiple tabs. Set up your integrations in just a few clicks. Choose from Adobe Creative Cloud, Google Calendar, DocuSign, Stripe, Gmail, and more. Once you set up your integrations, create custom automation recipes in seconds to streamline your pipeline.

    Frequently asked questions

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    Which CRM is best for photographers?
    A few of the top CRMs for photographers in 2022 are:
    1. monday.com
    2. Bloom
    3. Dubsado
    4. Tave
    5. Sprout Studio
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    What is a CRM in photography?
    Why do photographers need a CRM?

    Create a CRM system that works for you

    monday.com helps over 152K customers work without limits. Create a customized CRM software and easily track and maintain client relationships.
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