Creating Boards to Track Leads & Payments in for Photography Studio

Hi there! We are a photography studio, and I have most of the info I need created on a board, but need help setting up our dashboards to give us data like revenue collected, number of shoots booked, and more. I would love help with setting up our CRM so we can move away from Activecampaign altogether if that is possible as well.


Greetings @michaelanthony and welcome to the community!

At upstream, we are proud to offer our expertise as Platinum Partners, Preferred Partners, and the APAC Partner of the Year for 2020.

We are also thrilled to announce that we have recently been awarded the 2022 Professional Partners of the Year award. Our company is based in Australia, but we have a dedicated and experienced global staff network that can meet your needs.

Our Solutions Engineers and full stack Development Team specialise in integrations and custom requirements, and we are confident in our ability to provide valuable support to your organisation. To schedule a meeting, you can email us directly at or book a meeting with us through the link provided below. We look forward to discussing your objectives and finding ways to help you achieve your goals.

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Thank you for considering upstream as your partner, and have a great day ahead!

Kind regards,

Hello @michaelanthony :wave:,

I am sure our team at can help you out! At we’re an Official and Authorized monday partner with over 5 years of individual experience on the platform and extensive experience in designing and implementing customized CRM solutions that are tailored to each business’ goals.

Our team of experts also has a wealth of experience in creating most informative dashboards, allowing you to see all relevant data in a centralized view and make informed decisions.

We also are accustomed to creating both custom and native integrations, and can ensure that they are utilized to their fullest potential in optimizing your CRM by integrating with any other software you might use.

Please do schedule a Free Consulting Session with us here so we can better discuss your vision and requirements! Alternatively, if none of the available time slots work out for you, please contact us at so we can do our best to accommodate you.

I sincerely hope our services can be of use to you!

Best Regards,
Giannis Koukounas, Implementation Consultant at

Hi @michaelanthony ,

I am a certified monday consultant and would love to set up a dashboard for you so that you can track and monitor the progress and other parameters on a single screen for different boards.

You can reach out to me at for quick connect.

Best Regards,
Aquib Zafar

Hey there @michaelanthony and thanks for posting in the forums! This sounds like an exciting project and I’d love to introduce the team from CarbonWeb. We are a Channel Partner with and enjoy working on systems of all types.

We have produced a CRM that is consumable on the marketplace, the CarbonCRM Suite. We have also built out high level reporting using the dashboards within monday to bring key data to life.

I’d love to see how our team can help with this project, so if you would like to have an initial consultation please schedule here: Consultation - Ricky

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :