CRM — Queued

queued

Studio CRM

Queued

← Admin

Operator mode Viewing another tenant's CRM

Queued+ feature

CRM lives on queued+

Contacts & the projects pipeline are part of the queued+ plan — a calmer way to track every lead, proposal and booking alongside your live events. Let's get your studio set up.

Talk to us about queued+

Projects pipeline

Service catalog

Lead form

Contract templates

New contact

People and companies you work with.

Name

Phone

Company

Status

Notes

New project

An opportunity or booking moving through your pipeline.

Name

Type

Stage

Linked contact

Value ($)

Event date

Location

Description

Quote / line items

Build a priced quote from your catalog or add custom lines. Saved independently of the rough Value above.

Quote total$0.00

Invoices

Bill the client directly for this project. Funds go straight to your studio's Stripe account.

Contracts

Send a contract to this project's contact for e-signature.

New service

A priced offering you can add to a project quote.

Name

Register contract template

Author the template in your BoldSign dashboard (upload the PDF, place fields, name the signer roles), then register it here by pasting its template ID.

Template name

Send contract

Choose a template, then send it to this project's contact for e-signature.

Template Signs as Customer

—

—from contact

Not right? Edit the project's contact — it stays the source of truth.

Add studio countersigner

Name

The contract is sent to the customer for signature.