CRM implementation for Photography and video
The lead lands somewhere with an owner, a deadline and a stage.
In practice, what changes for photography and video studios: Every lead is born with a source, an owner and a next action. Stalls become visible.
We implement CRM with a pipeline drawn from how you actually sell, fields your team will fill in, WhatsApp integration and training for the people who will use it. Without that, a paid lead becomes a conversation and the conversation becomes nothing.
The typical Brazilian buyer is not migrating from a competing CRM — they are coming off a spreadsheet. That changes the whole implementation: the obstacle is team inertia, not legacy software.
The typical bottleneck in this sector
The portfolio sells, but it lives on Instagram, while the search for a wedding photographer or a corporate video happens on Google, where the studio often does not exist. The calendar depends on referrals and seasonality.
What changes in the pipeline
- Event date as a required field: without it there is no way to prioritize quotes
- Separate quote from availability — most losses are calendar, not price
- Portfolio segmented by job type, because the search is specific
What is included
- Pipeline design per stage, with owner, deadline and exit criteria
- Implementation on RD Station, Pipedrive, Twenty or equivalent
- Integration with WhatsApp, website, forms and campaigns
- Lead routing automation and stale-deal alerts
- Team training and hands-on support through the first weeks
What changes in your operation
Every lead is born with a source, an owner and a next action. Stalls become visible.
How we measure results here
Cost per quote with a valid date and close rate by job type.
What defines the cost: pipeline stages, integrations, data volume to migrate and how many people need training. The platform license is contracted by you, directly with the vendor.
Straight answers
My work is visual, is Instagram not enough?
Instagram shows your work to people who already know you. Search captures people looking right now who do not know your name — and that demand has a date attached.
What if I already have a CRM?
Even better. We audit what is set up, fix the pipeline and integrate it with the rest. Switching platforms without a concrete blocker is cost and rework.
Will my team actually use it?
Only if the CRM gives something back. That is why the pipeline is designed with the people who sell, required fields are few, and WhatsApp joins the flow instead of competing with it.
Do you resell CRM licenses?
No. The license is yours, contracted directly with the vendor. That keeps the data in your name and removes the conflict of interest from our recommendation.