Photographer CRM Spreadsheet | Client Tracker Google Sheets Template | Photography Booking, Inquiry & Payment Tracker
Price:$10.00
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Highlights
A simple photographer CRM in Google Sheets: track every inquiry, client, job and payment in one place, and see at a glance who to follow up with and what money to collect.
━━━ WHAT YOU GET ━━━
- A START-HERE PDF with two "Make a copy" buttons:
– Ready-to-use copy for your own business
– Sample copy filled with an example photography business, so you can see how it works
- A step-by-step PDF guide (setup, every tab, a typical workflow, FAQ, troubleshooting)
━━━ WHAT'S INSIDE ━━━
DASHBOARD – your day at a glance
- Tiles: open inquiries, booked pipeline, outstanding balances, shoots in the next 14 days
- Lists: upcoming shoots, money to collect, inquiries to follow up
- Chart: payments received by month
JOBS – every job from first inquiry to paid
- Stage pipeline: Inquiry → Quoted → Booked → Shot → Editing → Delivered → Paid (or Lost)
- Price and discount in; deposit, balance and payment status calculate for you
- Gallery due date and delivery status
CLIENTS – everyone you work with
- Contact details, client type and lead source
- Number of jobs, booked revenue, paid to date, balance owed, last and next shoot
PAYMENTS – deposits, balances, tips and refunds
- Each payment updates its job's balance and payment status automatically
SETTINGS – set once
- Default deposit %, gallery turnaround, follow-up days, and your own dropdown lists
- Business mode: General, Real Estate, or Both (real estate session types included)
━━━ HOW IT WORKS ━━━
1. Buy and download the START-HERE PDF
2. Click a button while signed in to Google, then "Make a copy"
3. Open your copy and follow the 4-step setup on the Start Here tab
━━━ GOOD TO KNOW ━━━
- Google Sheets only: you need a free Google account. This is not an Excel file.
- Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
- Nothing to install, no add-ons, no scripts.
- Prices show in US dollars; you can switch the currency format.
- Dates use US Eastern time by default; you can change it in File → Settings.
- Screenshots show the sample copy with made-up data.
━━━ WANT MORE? ━━━
The Photographer Business Command Center adds a pricing calculator, bookkeeping, mileage, reports, invoices, a delivery board and a session planner, all connected. Find it in the CalebsTemplates shop.
━━━ LICENSE ━━━
For use by one person or one business. Please don't resell, share or redistribute the template or its links. Digital download: no physical item will be shipped. Because it's a digital file, returns aren't accepted, but if something isn't working, message me and I'll help.
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