Kanban Lead CRM & Pipeline Automation

The Cora Kanban Lead CRM gives creative studios a Notion-style drag-and-drop deal board tailored for high-ticket commercial shoots, retainer contracts, and wedding bookings.

1. Visual Pipeline Stages

By default, every new workspace seeds with five industry-standard pipeline stages:

1. New Inquiries: Incoming submissions from web forms, Instagram DMs, and WhatsApp.
2. Briefing / Discovery: Active scoping and call sheet planning.
3. Proposal & Quote Sent: Staged SHA-256 agreement with GST breakdown.
4. Contract Signed & Advance Paid: 50% advance invoice settled.
5. Shoot Scheduled: Transferred directly to Master Calendar and Crew Dispatch.