Dashboard
Welcome!
Project Pipeline
Kanban view of all active projects.
All Projects
Manage all wedding and event projects.
📅 Booking Date
📆 Custom
→
🎬 Post Production
Video Production and Album & Photo Production, plus a live pending-report roll-up.
Payment Tracker
Record and track all payments across all accounts.
Team & Freelancers
Manage your full-time team and freelancer pool.
Employee Contracts
Auto-generate legally-worded employment agreements for new hires, role by role.
Employee & Role Details
⚠️ This tool drafts a standard-form agreement from templates you control. It is not legal advice — have a lawyer review your master templates, especially the notice, non-solicitation and arbitration clauses, before relying on them.
Referral Rewards
Manage client referral points and redemptions.
WhatsApp Templates
Copy-ready messages for every stage including referral points.
🎬 Work Progress
Deliverable status for every client currently in post-production — Teaser, Highlight, Long Video and Reels. Each client has a Target Month (planning) and a Target Week (the actual task deadline), permanently tracked on the project.
Layout:
View by:
Filter:
Set each client's month AND week with the dropdowns on their row. Switch "View by" to group the page (and export) by whichever deadline you're reporting on. Turn on Quick Assign mode to skip the deliverable cards and just search + assign fast, A–Z.
Period:
Also scopes the 📊 Summary tab (defaults to the current month/week) and the PDF/Excel export, grouped by the current "View by" setting.
Include statuses:
Uncheck "Delivered & Approved" to export only outstanding work — clients whose deliverables are all approved are left out automatically.
📋 Bulk Assign from a Pasted List
Paste client names from your Google Sheet (one per line, e.g. from the CLIENT NAME column) — this matches them to projects here and assigns all of them to one month or one week in one go.
Reports & Analytics
Business performance with interactive charts and filters.
Filter:
📑 Report Builder
Generate complete, audited statements — every client, payment, deliverable or lead — with subtotals, grand totals and running balances, straight to Excel or PDF. No rounding, no missing rows.
🔒 Restricted section — visible to Super Admin and Accounts only.
| Choose a report type and click "Generate Report" to preview data. |
⚙️ Settings
Customise dropdown options used across all projects.
Users & Logins
Manage CRM logins and roles — Super Admin only.
Total: 0 users
📋 Activity Log
Every action taken in the CRM — who did what and when. Projects, payments, team, referrals, logins, deliverables, and more.
🩺 Data Health Check
Click any tile to see exactly which clients have that issue and fix them inline.
STAGE:
🚨 Priority Clients
VIP, annoyed, and non-responsive clients needing immediate attention across all departments.
🎫 Client Issues Hub
All issues raised by clients across every project — tracked, assigned, and resolved in one place.
🎯 Client Relations Hub
Priority flags, client issues, and sales escalations — all in one authenticated hub.
🎫 Recent Client Issues
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🚨 Priority Clients
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🧾 Invoices
Generate, save, print, and retrieve all client invoices.
📄 Invoice Details
👫 Client Details
📅 Event Details
💰 Line Items
DescriptionQtyRate (₹)
Subtotal₹0
Balance Due₹0
INVOICE PREVIEW
Save as PDF → choose "Save as PDF" in print dialog
Upcoming birthdays & anniversaries — never miss a moment to engage your clients.
📅 Shoot Calendar
All scheduled shoot days across every project — month, week & day view.
June 2026
Filter:
Haldi
Sangeet
Wedding
Reception
Mehendi
Pre-Wedding
Engagement
After Party
Other
Reset
📋 Client Onboarding
Send personalised onboarding forms to new clients. They fill it, you get all the details.
Send Onboarding Form to Client