A CRM tracks deals and contacts. Running a video business takes more than that — the quote, the contract, the invoice, the project, the review, the delivery, and the numbers underneath all of it.
Sales CRMs are built for a repeatable sale that ends at signature. In a video business the person who sold the job also directs it, pays the crew, cuts it, and chases the final payment, so the stack grows around the CRM: e-signature, accounting, review and approval, a project board, and spreadsheets.
A branded pricing calculator and lead forms qualify on scope and budget before the enquiry reaches your inbox.
Record the call and the Discovery Board holds structured notes against the deal, with an AI-drafted summary.
Phase-based estimates for pre-production, production, post and delivery with your own crew rates behind each.
One proposal, three presentation styles, interactive tiers, and open tracking.
Reusable templates prefill from the accepted proposal and are e-signed without a separate subscription.
Deposits, discounts, sales tax controls, card fee pass-through, and payment tracking that feeds reporting.
Production phases, task checklists, and crew and editor payments logged against the deal.
Timeline-stamped feedback on the linked Vimeo or YouTube cut inside a branded portal with no login, and a final download that unlocks once the invoice is paid in full.
Outreach by channel, pipeline pacing against an annual goal, a twelve-month cash flow projection, channel attribution, and a Monday digest from Mac AI.
Free is permanent. Pro is $39 per month or $390 per year. Agency is $99 per month or $990 per year and adds a GoHighLevel sub-account. Annual billing saves 17%.