# Projects and CRM

An enquiry comes in, gets followed up and is booked. It becomes a client and a project with its events and crew, shows on the calendar and on Today, and links to its quotes, invoices and galleries.

## Enquiries

- Every enquiry on a board by stage, or as a table, with filters for event type, source, owner and follow-ups due.
- Enquiries from your public studio page land here on their own. Add the rest by hand from Instagram, WhatsApp or a call.
- Each enquiry has an activity trail, tasks, WhatsApp and Call buttons, Make a quote, and Convert to booking. Lost asks for a reason.

## Clients and projects

- A client page with their details (GSTIN, state, WhatsApp opt-in), projects, galleries, quotes, invoices and activity.
- A project holds its events in order, from a list of Indian ceremonies (haldi, mehendi, sangeet, muhurtham, nikah, reception, seemantham and more) or your own names.
- Put photographers, videographers and the rest of the crew on each event. A clash with another booking is a warning, never a block.
- Notify crew sends each person their event, date, time and venue on WhatsApp, and pressing it again only tells people whose details changed.

## Calendar, Today and team

- A month calendar (a list on a phone), Monday first, coloured by status, with crew initials. Filter by everyone, your own schedule, or one member.
- Today: today's and the next seven days' events with crew, follow-ups due, your tasks, recent enquiries, galleries awaiting picks and unpaid invoices.
- Team: invite members by email with a role (admin, manager, photographer, editor or viewer). Photographers and editors see only the projects they are on.

## Payments against a booking

Quotes and invoices can start from an enquiry, a project or a client, with the details filled in. Payments are recorded on the invoice: UPI, cash, bank transfer, card or cheque, with a date and reference.

- [Quotes and GST invoices](https://isodesk.io/features/quotes-and-gst-invoices): Make a quote from a template and the client accepts it online. Tax invoices with SAC, CGST and SGST or IGST, numbered by financial year, with a UPI QR.

## Questions

### Does it limit enquiries from my public page?

Yes. One enquiry per phone or email in 10 minutes, and five per network address an hour, with a hidden field that stops simple bots.

### How many team members can I add?

It depends on the plan. Open invites hold a seat until they are accepted, cancelled or expire after 7 days.

## See also

- [Quotes and GST invoices](https://isodesk.io/features/quotes-and-gst-invoices): Make a quote from a template and the client accepts it online. Tax invoices with SAC, CGST and SGST or IGST, numbered by financial year, with a UPI QR.
- [Studio homepage](https://isodesk.io/features/studio-homepage): A public page for your studio with your about, contact details, Instagram, a WhatsApp button and an enquiry form that lands in your CRM.
- [Wedding photographers](https://isodesk.io/for/wedding-photographers): Galleries with a set for each event, selfie search for guests, album picks, crew on each event, GST invoices and WhatsApp delivery, for Indian wedding studios.
- [Corporate and events](https://isodesk.io/for/corporate-and-events): Selfie search so attendees find their own photos, guest uploads, tax invoices with the client's GSTIN and IGST, and a crew calendar, for event photographers.

Page: https://isodesk.io/features/projects-and-crm. Updated 31/10/2026.