The Video Production CRM · features

A CRM built for video production.

Explore films and versions, scope checks, automatic delivery tasks and priced variations alongside leads, quotes and the shared calendar. Read how the workflow fits together, then join the waitlist for customer access. Gmail, AI, SMS and billing are awaiting activation.

Client management for video production

Keep production contacts, company details and enquiry history together, with contact import and an exportable company workspace.

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Lead management for video production

Track video enquiries from new lead to agreed job, with owners, next actions, due dates and permanent production references.

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Video production quoting software

Quote films and delivery versions with your own rates. Resolve scope checks before sending, preserve the agreement and turn acceptance into delivery tasks.

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Video production job management

Keep accepted films and versions, automatic delivery tasks, priced variations, job owners and due dates connected to the original enquiry and quote.

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Task management for video production

Turn accepted delivery versions and approved variations into tasks. Add, edit and complete other production actions with due dates on the shared calendar.

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A shared video production calendar

See lead follow-ups, tasks, deliveries and all-day production plans in one organisation calendar, connected by permanent production references.

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Gmail CRM workflow for video production

Connect a selected enquiry mailbox to production leads and review conversations beside quotes. Gmail activation is pending.

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AI assistance for a video production CRM

Prepare briefs, reply drafts and follow-ups using authorised company context. Human review and company isolation are part of the workflow.

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Film deliverables and quote scope checks

Define films, live streams and shoot-only work with named delivery versions, durations and formats. Resolve missing scope details before sending a quote.

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From accepted quote to production tasks

Create a job and one task per agreed delivery version when acceptance is recorded. Keep the quote, production reference and initial due dates together.

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Priced variations for video production

Compare new requests with accepted scope, price changed deliverables and record client decisions. Approved variations create extra tasks and an approved-extras total.

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Get ready for your next production

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