Templates · Google Sheets
Photographer CRM & Client Tracker
Track every inquiry, client, job and payment in one simple Google Sheet, and see who to follow up with and what money to collect.
- Never lose track of an inquiry
- See who owes a deposit or balance
- Clients, jobs & payments in one place
What's inside
- Start HereYour welcome page: a 4-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
- DashboardToday at a glance: open inquiries, booked pipeline, outstanding balances and shoots in the next 14 days; Upcoming shoots, Money to collect and Follow up on inquiries; and a chart of payments received by month.
- JobsEvery job from first inquiry to paid, with deposit due, paid to date, balance, payment status, gallery due date and delivery status worked out for you.
- ClientsEveryone you work with, with contact details, lead source, number of jobs, booked revenue, paid to date, balance owed and last/next shoot.
- PaymentsEvery deposit, balance, tip and refund. Each payment updates its job's Paid to Date, Balance and Payment Status.
- SettingsSet up once: your business info, business mode, gallery turnaround, deposit %, balance-due rule, follow-up days and the dropdown lists.
A closer look
Screenshots show the Sample copy with made-up data.
Get set up in minutes
- Open your copy's Start Here tab.
- Settings: your business info, mode, gallery turnaround, deposit % and follow-up days.
- Clients: add the people you work with, starting with your next inquiry.
- Jobs: add each job with its Stage and Price, then log money on Payments as it comes in.
- Bookmark the Dashboard: it's your home page every day.
Good to know
- Google Sheets: you need a free Google account. This isn't an Excel file.
- Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
- Nothing to install: no add-ons, no scripts.
- You get a ready-to-use copy plus a Sample copy filled with example data, and a step-by-step PDF guide.
Want it all connected?
The Photographer Business Command Center includes the CRM & Client Tracker plus clients, jobs, payments, pricing, bookkeeping, invoices and more, in one file.
See the Command Center · $29.99Ready when you are
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