Studio CRM

Operator

Studio CRM

—Open pipeline

0Active projects

0Delivered this month

0Contacts

CRM is a queued+ feature

Track projects through your sales pipeline, keep a contact book, and see every booking on a calendar. Upgrade your plan to turn it on.

Projects pipeline

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Services catalog Show archived

Lead form

Contract templates

New project

Project name * Type Stage Client Estimated value ($) Event date Location Description

Quote / line items

Build a priced quote from your catalog or add custom lines. Saved separately from the estimated 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 contact

Name * Company Email Phone Status Notes

New service

Name * Category Unit Price ($) Description Active (available in the quote picker)

Sync your pipeline calendar

Subscribe in your own calendar to see every dated project — event days and delivery deadlines — alongside the rest of your schedule. This is a one-way, read-only feed: changes in your calendar don't flow back to the pipeline.

Generate a private subscribe link first, then add it to Apple, Google or Outlook.

Subscribe via link (iCal)

Anyone with this link can see your project names & dates. Re-generate to revoke the old link.

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 * Category BoldSign template ID * Customer role name * Studio role name (optional)

Role names must match the roles you defined on the BoldSign template exactly.

Send contract

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

Template Signs as Customer

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—from contact

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

Add studio countersigner

Name Email

The contract is sent to the customer for signature.

✨ A newer version is ready.