ElevateStudio Features Pipelines & Opportunities
ElevateStudio feature
See exactly where every dollar of pipeline lives.
A visual sales pipeline for every lead. Drag deals from inquiry to consult to booked.
Most photographer CRMs are bookkeeping tools with a contact list bolted on. They cannot tell you, on a Tuesday morning in March, how much pipeline is sitting at the consult stage, how many wedding inquiries went cold last week, or which leads are about to fall off a cliff if you do not text them today. A real sales pipeline does.
What it does
Inside Pipelines & Opportunities.
Kanban view of every lead
Inquiry, qualified, consult booked, proposal sent, booked, lost. Drag the card to move the deal. Filter by source, session type, or owner.
Pipeline value at a glance
Total dollars at each stage, weighted by probability if you want to forecast. Know whether your week is full because you booked deals or full because you are sitting on stale inquiries.
Stale-deal alerts
A wedding inquiry sitting in 'consult booked' for three weeks with no activity is a deal about to die. The pipeline surfaces those automatically and routes them to follow-up.
Separate pipelines for separate niches
Run weddings, portraits, and IPS appointments as distinct pipelines. Each has its own stages, fields, and automations, so the wedding rhythm does not pollute the portrait rhythm.
Why it matters
What this actually changes.
A studio without a pipeline operates on memory and notepads. Leads are remembered if they were recent or loud and forgotten if they were quiet. A visible pipeline turns the same inbox into a real revenue forecast and stops the slow leak of leads who never get a second touch.
It also makes hiring possible. Once a studio has more than one person handling leads, a shared pipeline is the only way to know who is on what without ten check-ins a day. A solo studio operates fine without it for a while. A studio with a second shooter or an assistant does not.
FAQ
Common questions.
Can I run more than one pipeline?
Yes. Run separate pipelines for weddings, portraits, IPS appointments, headshots, or any niche. Each one has its own stages, custom fields, and automations.
Do deals move automatically?
They can. Triggers like 'contract signed' or 'deposit paid' can advance a deal stage automatically, with or without a manual drag from you.
Can I see revenue by source?
Yes. Every deal carries its source (Meta ad, referral, Instagram, search, etc.) so you can see which channels actually pay you, not just which generate leads.
What about closed-lost reasons?
When a deal is marked lost, you capture a reason (price, scheduling, went silent, booked elsewhere). Reporting rolls those up so you know what is killing your conversion.
Founding waitlist open
Ready to put Pipelines & Opportunities to work?
Pipelines & Opportunities is one of fifteen-plus tools ElevateStudio bundles into a single login. Lock in $197 a month for life as one of the first 50 founding studios.