Lead Management CRM & Visual Kanban Pipeline
A high-velocity sales CRM purpose-built for commercial photographers, video production agencies, and creative freelancers. Track inbound leads from first inquiry to contract signature with sliding deal drawers and revenue forecasting.
A better way to work
Without Kanban Lead CRM
- ✕Losing high-ticket inquiries buried in unorganized WhatsApp chats and personal Gmail threads.
- ✕Bloated enterprise CRMs like HubSpot charging $500+/mo for simple creative studio workflows.
- ✕Manual math required every month to estimate upcoming production revenue and shoot deposits.
With Kanban Lead CRM
- ✓Visual drag-and-drop Kanban pipeline with customized creative stages: Inquiry → Scope → E-Sign → Deposit → Production → Delivered.
- ✓One-click sliding deal drawers with embedded client call-logs, contract statuses, and invoice ledgers.
- ✓Automatic revenue forecasting dynamically adjusted by deal probability and estimated call dates.
The foundation for every workflow
Kanban Lead CRM powers critical operations across your workspace, keeping your projects organized, connected, and moving no matter how complex the production.
Drag-and-Drop Deal Stages
Move projects through customizable milestone columns. Every stage change can trigger automatic email or WhatsApp client updates.
Sliding Side Drawer Sheets
Zero disruptive screen jumps. Inspect client contact details, quote history, and shoot logistics in a seamless right-sliding drawer.
Dynamic Revenue Forecasting
Real-time calculation of pipeline revenue, expected GST collection, and cashflow projections for the current quarter.
Omnichannel Inbound Capture
Automatically create new deal cards from website embed forms, Instagram DM webhooks, and direct WhatsApp inquiries.
Plus, everything you need to get it done
WhatsApp Business Cloud
Automated 2-WayCaptures and replies to commercial shoot inquiries with customized interactive rate card menus.
Meta Ads & Instagram Direct
Instant IngestDirectly feeds Instagram DM and Meta ad lead forms into your visual deal Kanban pipeline.
Google Reviews & Business Hub
Automated 5-StarTriggers automated review requests upon successful project completion and final RAW delivery.
NPCI UPI & Payment Gateway
Token CollectionCollects non-refundable date reservation tokens directly inside interactive quote links.
Anthropic Claude AI Deal Scoring
Win ProbabilityEvaluates inquiry budgets, client company size, and history to prioritize high-value commercial deals.
Section 10A IT Act Digital Vault
E-Sign RegistryAttaches court-admissible commercial master agreements to every CRM deal card with SHA-256 hashes.
Google Calendar Scheduling
Zero ConflictEnables prospective brands to book discovery calls with automated CalDAV calendar holds.
Stripe Global Card Settlement
International WireAccepts multi-currency payments from international agencies with automated FX conversion.
Slack Team Deal Notifications
Real-time WebhookBroadcasts instant channel alerts when high-value client contracts are signed and advances paid.
Build custom studio reports you can actually work from
All 18% CGST/SGST ledger tax filings auto-calculated
Kanban Lead CRM is just the beginning
Kanban Lead CRM is the connective tissue of the Cora platform. E-Sign, 18% GST Invoicing, CRM, Call Sheets, and more in a single, converged workspace. Explore everything you unlock when your studio runs in one place.
Lead CRM
Visual Kanban pipeline & stages
E-Sign Vault
IT Act 2000 digital contracts
18% GST Invoicing
SAC 998314 billing & UPI QR
Master Calendar
Multi-location shoot holds
Crew Dispatch
Call sheets & gear allocations
Asset & Gear Hub
Sony FX6 kit check-ins
Media Vault
8K RAW footage delivery
Voice-to-Scope
Audio brief transcription
Review Portal
5-star Google review engine
Form Builder
Embeddable lead widgets
Content AI
Viral scripts & storyboard copy
RBAC Security
Role permissions & audit logs
Task Board
Post-production milestones
Email & SMTP
Verified custom domain inbox
Mobile App
iOS & Android instant alerts
All 20 Modules
Explore complete studio OS
3-Step Workflow Execution
Capture Lead Inquiries
Inquiries from your website form, embed builder, or direct links instantly populate the New Inquiries column.
Scope & Quote in 1-Click
Open the sliding drawer, choose package line-items or invoke AI Co-Founder to calculate shoot estimates.
Advance to Contract & Payment
Drag the card to E-Sign Sent to automatically dispatch a SHA-256 sealed contract and 50% booking deposit link.
Security
EverywhereStop paying separately for point solutions
Kanban Lead CRM natively eliminates the need for these standalone tools:
Frequently Asked Questions
Explore Related Cora OS Modules
Funnel Builder
Build high-converting landing pages visually.
Visual Forms
Capture qualified leads with embeddable forms.
SHA-256 E-Signs
Legally binding digital contracts and signatures.
