People and businesses
Save individual and business contacts, including people within a business, so you know who you are working with.
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CONTACTS AND PROJECTS, CONNECTED
Keep couples, portrait clients, agencies and brand teams connected to their shoots, documents, finances and next actions—not scattered across separate tools.
Projects
All booking statusesAlex & Morgan's wedding
BookedAlex Morgan · Sep 26 · Riverside Gardens
Delivery due Oct 12
PROJECT CONTACTS
Morgan Taylor · Additional contact
Documents & links
Venue guide.pdf
Latest note
Ceremony in the gardens.
Project dates, contacts, progress, and delivery deadlines stay with the lead or job.
Put it to work
Save individual and business contacts, including people within a business, so you know who you are working with.
Keep inquiries and booked work in one sortable Projects table. Filter by booking status and find contacts, dates, progress, and delivery deadlines without changing screens.
Attach a couple, business representative, or other contact to a project and choose who is the primary contact.
Keep notes, attachments, links, client-facing information, and financial records connected to the same project.
Search across projects, contacts, quotes, invoices, and contracts. Searchable selectors help you choose the right record while creating new work.
Your process, connected
Your client is a person or business; your project is a particular piece of work. Keeping those records linked means a returning client can have several bookings without you re-entering their contact information every time.
Save the client's name or business, email, phone, and other available details. Add individual people within a business when you deal with several representatives.
Create a project for the inquiry, link the contact, choose a workflow, and enter dates, times, and locations when known.
Keep booked jobs and leads organized in Projects. Open the record to work with its workflow, client materials, planning tools, and finances.
Use the contact record to find associated work, and archive finished records when appropriate rather than losing useful context.
A wedding can have two contacts. A commercial project can involve a business and its representative. Attach the relevant people to the project and change the primary contact when responsibility shifts.
The project brings the workflow, dates, documents and links, contracts, questionnaires, quotes, invoices, payments, shot list, and timeline together. Client-facing materials can be shared through a portal while internal notes stay internal.
A practical example
Keep an engagement session, celebration, and wedding as separate projects under the same contacts.
The portal is a shared client view, not access to your internal dashboard. Keep its private link with the intended recipients.
Before you get started
Clients use the private links you share for their portal, agreement, invoice, or questionnaire. They do not need a workspace-member login.
Flovuni focuses on contact records and project execution. It is not presented as a mass-email campaign or sales-sequence platform.
Collect wedding details, portrait requirements or a commercial photo/video brief with branded, category-specific questions. Review the inquiry in one inbox before turning it into a lead.
Offer portrait sessions, wedding coverage or studio packages through a branded booking form. Guide clients through the package, available time and shoot details, then review the request before confirming it.
Give wedding couples, studio clients and brand teams one private home for shoot details, paperwork, payments and links to their finished photos or films. Keep internal tasks and notes private.
Help shape the business tools you use. Apply for two months of complimentary Pro access in our 30-business Founding Beta, or join the waitlist.