CRM module

Your customer. Always informed.

A personal portal for every customer - with documents, galleries, checklists and direct communication. Professional and effortless.

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This is what the portal looks like for your customer

Hallo Lisa!

Dein persönliches Portal bei Anna Fotografie

Deine offenen Aufgaben

Vertrag unterschreiben: Hochzeitsreportage

Deine Termine

Jun 15

Hochzeitsreportage

Hochzeit · 15.06.2026 · 10:00–22:00 Uhr

Schloss Benrath, Düsseldorf

Bestätigt

Dokumente

AG AG-2026-015 — Hochzeitspaket Angenommen
RE RE-2026-042 — Anzahlung Bezahlt
VT Hochzeitsvertrag 2026 Gesendet

Deine Galerien

Verlobungsshooting

245 Bilder · Auswahl möglich

Getting Ready Preview

48 Bilder · Download verfügbar

Checkliste: Hochzeitsreportage

60%
Vertrag unterschreiben
Anzahlung überweisen
Fragebogen ausfüllen
Tagesablauf besprechen
Location-Besichtigung

Everything your customer needs - in one place

Your customer receives a personal link to their portal. No login, no password chaos - optionally with PIN protection.

Offers, invoices & contracts

All documents clearly arranged in one place. Open contracts can be signed digitally and open invoices can be paid directly.

Online galleries

Internal and external galleries with direct link and password display. Your customer can find his pictures immediately.

Dates & Projects

All shoot dates with date, time and location at a glance. Your customer always knows when and where the shoot is starting.

Interactive checklists

Your customer sees the progress and can tick off points themselves. With due dates and progress bars.

Direct messages

Your customer can write to you directly via the portal - with file attachments. You will receive a notification.

PIN protection

Optional PIN protection for the portal. Use your customer's zip code as a simple access code, for example.

3 steps to the customer portal

1

Activate portal

One click on the customer page - optionally with PIN protection and feature selection.

2

Send link

By e-mail or WhatsApp - your customer will receive their personal access link.

3

Customer is informed

Documents, galleries, appointments and checklists - all in one place. Without an app, without a login.

You stay in control

Decide for each customer which functions the portal should offer.

Messages on/off

Determine whether the customer can write you messages

File upload on/off

Customers can upload files (e.g. reference images)

Set PIN protection

Optional access code - e.g. the customer's zip code

Deactivate portal at any time

One click - the access link is blocked immediately

Pro & Business

Included in CreatorDesk Pro and Business

The customer portal is available from the Pro package onwards. Unlimited portals for all your customers - at no extra cost.

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