Client Management

Every Client, Every Detail, One Place

Complete client profiles from the moment they book to the final gallery delivery. Event details, documents, timelines, team assignments, and notes — all organized in a single view.

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Fstop CRM client management dashboard showing all clients with event dates, venues, and payment status

Complete Profiles

Event date, venue, package, payment status, and contact details at a glance. Everything you need to know about a client without digging through emails.

Quick Actions

Send emails, contracts, questionnaires, and invoices directly from the client page. No navigating away. One click and it is done.

Organized Tabs

Documents, timeline, team, gallery, and notes — each in its own tab. Switch between views instantly without losing context.

See It In Action

A Complete View of Every Client

Explore the tabs that keep all your client information organized and accessible.

Documents Tab

Documents & Contracts

Every contract, questionnaire, and invoice tied to a client lives in one place. See signing status, send reminders, and download signed PDFs without leaving the client page.

  • View all sent contracts and their signing status
  • Track questionnaire completion at a glance
  • Access invoice history and payment status
  • Send new documents directly from the tab
Client documents tab showing contracts, questionnaires, and invoices with their status

Gallery Tab

Gallery Delivery

Deliver photos directly through the client page. Upload galleries, set passwords, and share download links — all without switching to a separate platform.

  • Upload and organize galleries per client
  • Share password-protected gallery links
  • Track when clients view and download their photos
  • Keep everything connected to the client record
Client gallery tab for delivering photos directly through the CRM

Team Tab

Team Assignment

Assign second shooters, assistants, and other team members to each client. Everyone knows their role, and you can see who is working which events at a glance.

  • Assign team members with specific roles per event
  • See team availability across your calendar
  • Send event details to your team directly
  • Track who has been assigned and who has confirmed
Client team tab showing assigned second shooters and assistants

Notes Tab

Private Notes

Jot down notes after consultations, phone calls, or site visits. Your notes are private — only you and your team can see them. Never forget an important detail again.

  • Add timestamped notes after every interaction
  • Record client preferences, shot requests, and special instructions
  • Reference notes before the shoot day
  • Keep a complete history of client communication
Client notes tab for recording private consultation notes and preferences

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