ezCRM: available now and coming soon

ezCRM is a young, evolving service for running your photography business. It is being prepared as an included benefit of IAFP Professional membership. Standalone subscriptions remain available.

Available functionality

  • Contacts, enquiries, tasks, sessions and calendar.
  • Invoices, recorded payments, expenses and a separate cashbook with bank CSV import and reconciliation.
  • Client portal invitations, published documents and questionnaires.
  • CSV ZIP and Excel account exports in Settings, with stable record identifiers.

The cashbook and invoice/expense records are separate. Reconcile them manually; this is not a complete accounting or tax filing package.

Coming soon: membership activation

Shared-account activation is implemented and awaiting release checks and database configuration. Once enabled, sign in with your existing IAFP account and activate from the dashboard without a separate payment.

Roadmap under consideration

Future priorities include smoother onboarding, document handling and closer bookkeeping integration. These are areas for review, not committed features. No release dates are promised.

Open settings and data export