How to Switch Photography CRM
A staged approach to migrating from one photography CRM to another without losing active client history.
- Export or note down your active contacts from the old system first.
- Rebuild contract templates in the new system before your next booking needs one.
- Run new leads and bookings through the new CRM immediately.
- Keep the old system accessible read-only for a while, in case you need historic records.
Frequently asked questions
Do I need to move historic clients over immediately?
No — most studios migrate active and upcoming clients first, leaving fully completed historic records in the old system.
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