Dashboard
Welcome!
Project Pipeline
Kanban view of all active projects.
All Projects
Manage all wedding and event projects.
📅 Booking Date
Custom:
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Post Production Tracker
Live deliverables status across all projects.
Payment Tracker
Record and track all payments across all accounts.
🏦 Account
📅 Period
Custom:
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Team & Freelancers
Manage your full-time team and freelancer pool.
📒 Album Proofing
Send album drafts to clients for review, collect feedback, and track approvals.
Referral Rewards
Manage client referral points and redemptions.
WhatsApp Templates
Copy-ready messages for every stage including referral points.
Reports & Analytics
Business performance with interactive charts and filters.
Filter:
⚙️ Settings
Customise dropdown options used across all projects.
Users & Accounts
Manage CRM logins, roles, and financial accounts — 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