Valrico, FL Elegant Maternity Portraits

When it comes to business, time

is money. Especially when you add kids, networking, 

traveling, etc. into the mix! So when I began using a 

CRM (customer relationship management software) , I 

quickly realized that the “expense” was actually saving

me a ton of money, stress, & time! Here’s why I love it 

so much…


-It keeps all my shoots organized so I can quickly look 

to see what I have coming up for the next few months. 

-It allows me to schedule workflows, a series of 

automated tasks, to ensure that every client receives 

the same great experience. We can even assign these 

tasks. For example, I add all new clients to our mailing 

list for holiday and birthday cards and this task is 

assigned to my assistant Amanda. 

-I can print reports for sales tax, income, etc… I can 

also track to see where most of my leads are coming 

from and see which leads are turning into bookings. 

-I can send and track invoices and collect payments.


There are dozens of other things that it does but those 

are just a few of the ways that it helps me to stay 

organized, improve my client experience and save me 

money! 


Ruskin, FL

Valrico, FL

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