CRM for production companies
Win the next job before you wrap this one.
Every client and prospect, every deal from first email to award, and every call, meeting and thread on one timeline. Built for the way production actually sells: the same brands, again and again.
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Pipeline
Every deal, by stage
Lumen Skincare
Social cutdowns
$8,500
Harbor Coffee
Spring campaign
$18,000
Oakline
Product stills
$6,000
Northfield & Co
Brand film
$22,000
Bright Water
30s hero spot
$42,000
The problem
Most of a studio's work comes from people it has worked with before, and the record of those relationships lives in an inbox and someone's memory. Bids go out and nobody follows up, a brand goes quiet for six months, and the next job arrives as a text message somebody has to retype.
Every deal, by stage, worth what it is worth.
A deal is a job you are trying to win. It moves from Inbound to Qualifying to Bidding and then to Awarded or Lost, with its value, its odds and when you expect to hear. Drag it along the board, and when it is awarded, the company becomes a client, ready for its first project.
Five stages, the industry's own
Inbound, Qualifying, Bidding, Awarded and Lost, each column summing what is in it.
Value, odds and a close date
Every deal carries what it is worth, how likely it is, and when you expect an answer.
Open pipeline at a glance
The total of every open deal, on the pipeline page and on your dashboard.
Win it, start the job
An awarded deal turns its company into a client, and the project starts from the client's page with the client already filled in.
Lost, with the reason
Mark a deal lost and record why, so you can see what keeps costing you jobs.
Pipeline
Every deal, by stage
Lumen Skincare
Social cutdowns
$8,500
Harbor Coffee
Spring campaign
$18,000
Oakline
Product stills
$6,000
Northfield & Co
Brand film
$22,000
Bright Water
30s hero spot
$42,000
Every company, from first email to past work.
A client is a company you have done business with, or want to. It can start as a prospect before any job exists, become a client when you win one, and be marked past when the relationship ends, all without losing a single job, deal or conversation along the way.
Prospect, client, past
One status per company, changed from a chip on its page, and a filter to see just one kind.
All its deals and jobs
Every deal and every project you have done for a company, on one page, over the years.
The people behind it
Brand managers, agency producers and anyone else at the company, with their details.
Last contact
When you last actually spoke to them, worked out from real calls, meetings and email.
Mistakes come out cleanly
A duplicate or a typo can be deleted; a company with real jobs is kept and marked past.
Clients
Every company, from first contact to past work
The whole relationship on one timeline.
Log a call, a meeting or a note in a sentence. Email threads you have linked to the company appear on the same timeline by themselves, so the history is complete without anyone keeping it up. Follow-ups are tasks with due dates, so a bid never goes quiet because nobody remembered to chase it.
Calls, meetings, notes, email
Each logged in a line, with when it happened, on the company or on one deal.
Email logs itself
Gmail threads linked to the company show up on its timeline, marked auto.
Stage changes recorded
Created, moved, won and lost are written to the timeline as they happen.
Follow-ups with due dates
Tasks on a deal or a company, overdue ones in red.
On your dashboard
Every open follow-up across the studio in one widget, ticked off in one click.
Harbor Coffee
Prospect · last contact 2 days ago
Activity
Log a call, a meeting, a note...
Tasks
Your clients ask for the next job themselves.
Give each client one private link. When they need something, they open it, describe the job, set a date and a budget, attach the brief, and send. It lands in your pipeline as an inbound deal with everything they wrote, and the person who sent it is added to their contacts.
One link per client
No login for them. It never changes, and you can turn it off and issue a new one.
Everything in one request
What they need, when, the budget, the details and up to five files, briefs and references included.
An inbound deal, ready to work
Their request becomes a deal at the first stage, with what they sent kept beside it.
You hear about it
A notification in the studio's bell the moment a request arrives.
Offered where they already are
The client portal they use for approvals carries a Request new work button.
New work, from the client's own link
No login for them, an inbound deal for you
Bright Water's link
Request new work
What do you need?
Needed by
Budget
Files
Attach a brief
Product stills refresh
Oakline · inbound email
$8,000
The difference
Built for repeat business.
Generic CRMs are built to close a stranger once. A studio's best clients come back every quarter, so here a company holds every deal you have ever done with it, winning one makes it a client ready for the job, and when the brand wants the next job they ask through their own link instead of a text.
- One account, many deals over the years, never a duplicate record per job
- Winning a deal makes the company a client, ready for its project
- The pipeline lives in the same app as the work, so nothing is retyped
Bright Water
Last contact today
One company, every job you have done for it, and the next one already asked for.
More the CRM carries
Pipeline on the dashboard
Open deals and the pipeline's total value, on the page you open every morning.
Tasks widget
Every open follow-up across deals and accounts, overdue in red, ticked off from the dashboard.
Lost, with a reason
Mark a deal lost and say why, so the pattern is there when you look back.
Mine or everyone
Filter the pipeline to your own deals or the whole studio's.
Board or list
Drag deals between stages, or read them as a sortable list.
Contacts on the account
The brand manager, the agency producer and the rest of the people behind each company.
Client reports
Which clients paid the most this year, and which take longest to sign off.
Ask Runner
Log a call, create a deal or move it a stage from a sentence, with a card to confirm.
Delete a mistake, keep the history
A typo or a duplicate can be deleted; a client with real jobs is marked Past instead.
Works with
Production hub
The whole job on one page
See how it worksWorks with
Estimates & invoices
From estimate to signed to paid
See how it worksThe whole toolkit
You just read about one of seventeen.
The rest is already in the box: every plan carries the whole toolkit, and the tiers buy room, never permission. This is the part a point solution cannot say.
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