Upfront Conclusion

The best video production crm right now is Salesforce Sales Cloud and HubSpot CRM

A good CRM software is often the glue that holds a company’s many projects together. From client relation to project forecasting, the best CRM software can help you manage the moving parts within your video production business. To help you find the best CRM software, we have compiled a shortlist of the best platforms currently available on the market.

Top 9 Best CRM for Video Production

  1. Salesforce Sales Cloud – Best Video Production CRM for Project/Client Bidding
  2. HubSpot CRM – Best Video Production CRM for Growing Teams
  3. Pipedrive – Best Video Production CRM for SMBs and Freelancers
  4. Nimble – Best Video Production CRM for Segmentation
  5. Studio Suite – Best Video Production CRM for Advanced Inventory Management
  6. ShootQ – Best Video Production CRM for Videographers and Cinematographers
  7. SugarCRM – Best Video Production CRM for Forecasting
  8. StudioCloud – Best Video Production CRM for Simplicity
  9. Studio Ninja – Best Video Production CRM for Affordability

1. Salesforce Sales Cloud – Best Video Production CRM for Project/Client Bidding

PRICING: Basic Plan – $25/user/month, Complete Plan – $75/user/month

Whether it is the initial communication about project pricing or working out the fine details later down the line, Salesforce can help with your CRM needs. This platform allows you to reduce busy work by automating many of the manually tasks in your job like budgeting, scheduling, customer communication, and forecasting. Salesforce is known to serve a number of Fortune 500 companies but can be a useful tool for any size business.

KEY FEATURES:

  • Live Project and Customer Data
  • Auto-Dialer
  • Dynamic Modeling
  • Correlation Analysis

REASONS TO BUY:

  • Ability to super-charge your sales
  • Gain greater insight into your business analytics
  • Fantastic customer service and setup help

REASONS TO AVOID:

  • Manually entered data is not saved automatically, can lead to lost information
Try Salesforce

2. HubSpot CRM – Best Video Production CRM for Growing Teams

PRICING: Free Plan Available, Starter Plan – $50/user/month

What is cool about this CRM software is that it has pricing plans for every level of business. The platform is easy to navigate as everything is located on one clean, visual dashboard. This software will track your customer interactions automatically across email, text, call, and through social media.

KEY FEATURES:

  • Lead Capturing/Nurturing
  • Referral Tracking
  • Performance Metrics

REASONS TO BUY:

  • Fully integrated with HubSpot Marketing
  • Connect with Google Calendar, Outlook, and others with one click
  • Advanced traffic data to see who is viewing your website

REASONS TO AVOID:

  • Lacks industry specific tracking
Try HubSpot CRM

3. Pipedrive – Best Video Production CRM for SMBs and Freelancers

PRICING: Free Trial Available, Starting Plan – $14.90/user/month

With pricing and features available for every size team, no matter the size, Pipedrive is a powerful CRM software. It was built by salespeople to drive deals all the way through the pipeline. It helps organize clients and projects by tracking all emails, calls, messages, and progress on projects automatically.

KEY FEATURES:

  • Appointment Scheduling
  • Calendar Synchronization
  • Churn Management

REASONS TO BUY:

  • Timeline view formulated for small teams
  • Customize all data fields to your preference
  • Automated quote management

REASONS TO AVOID:

  • Web based interface is inferior to cloud-based interface
Try Pipedrive

4. Nimble – Best Video Production CRM for Segmentation

PRICING: Starting Plan – $25/user/month, Free Trial Available

With the tools to declutter and organize your task pipeline, Nimble is a great choice if you are looking for a CRM. It has Segmentation and tagging features that can be added to contacts, tasks, deals, and pipelines to help you see your projects more clearly. You can add templates that match your goals and scale around your routine.

KEY FEATURES:

  • Customizable Database
  • Email Templates
  • Interaction Tracking
  • Lead Management
  • Lead Segmentation

REASONS TO BUY:

  • Software updates automatically, evolving the interface
  • Makes it easy to target specific groups
  • Affordable alternative to more expensive CRMs

REASONS TO AVOID:

  • Can only integrate one social media platform

5. Studio Suite – Best Video Production CRM for Advanced Inventory Management

PRICING: Free Trial Available, $2,300 for Single Studio Suite Seat

This CRM is best designed for video production companies with a lot of financed inventory and equipment. It is also great at performing employee management and media asset management. Best suited for large production studios, this CRM has all the advanced features in one elegant solution.

KEY FEATURES:

  • Cost-to-Completion Tracking
  • Asset Categorization/Library
  • Kanban Board
  • Time Tracking

REASONS TO BUY:

  • Optimized for big teams with lots of projects
  • Integrates seamlessly with accounting software
  • Interface functions best on Mac and mobile devices

REASONS TO AVOID:

  • The pricing will not fit small production teams

6. ShootQ – Best Video Production CRM for Videographers and Cinematographers

PRICING: Free Plan Available, Start-up Plan – $29/user/month, Studio Plan – $60/user/month

This CRM was built for creatives, by creatives and is customized for businesses that take part in video production. It has a client portal where customers can request and receive video in any file format. ShootQ is an all-in-one CRM tool that allows creative teams to access key insights to their performance metrics and customer relations.

KEY FEATURES:

  • Proposal Management
  • Contract/License Management
  • Appointment Scheduling

REASONS TO BUY:

  • Easily track projects through comprehensive dashboard
  • Customers can book project through online module
  • Automates proposals, questionnaires, contracts, and invoices

REASONS TO AVOID:

  • Customers report problems with mobile app

7. SugarCRM – Best Video Production CRM for Forecasting

PRICING: Free Plan Available, Pro Plan – $40/user/month, Enterprise Plan – $65/user/month

With award-winning performance monitoring, project management, and full pipeline oversight, SugarCRM has become a go-to CRM software. The program is integrated with multiple groupware applications to give a comprehensive user experience. It is a great self-hosted platform where the customer can have client data and deal tracking automated after initial input.

KEY FEATURES:

  • Territory Management
  • Advanced Forecasting
  • Self Service Portal

REASONS TO BUY:

  • Measure ROI with project and revenue forecasting
  • Seamless social media integration
  • Easily add new sales programs and packages

REASONS TO AVOID:

  • Dated interface that makes user experience challenging

8. StudioCloud – Best Video Production CRM for Simplicity

PRICING: Free Version Available, Starting Plan – $35/user/month

This CRM tool is best fit for freelancers and individuals who work with a smaller cliental list. The interface is built around ease-of-use and simplicity. It offers all basic functions for scheduling, invoicing, project management, online booking, and client management. The platform offers 3rd party marketing integration and some baseline email and social media marketing management within the software itself.

KEY FEATURES:

  • Marketing Automation
  • Appointment Management
  • Bookkeeping

REASONS TO BUY:

  • Simplicity of software is perfect for individuals
  • All data and client video files backed up in the cloud
  • Tutorials for setup process

REASONS TO AVOID:

  • Integration with larger teams can be challenging

9. Studio Ninja – Best Video Production CRM for Affordability

PRICING: Free Plan Available, $20.95/user/month

Studio Ninja is best suited for small teams or individuals who maybe are just getting started, but still need a full-service CRM tool. This is another application that was built for creatives, by creatives. It is a CRM software that will help creatives manage leads, improve performance, and help conduct invoicing through a simple to use interface.

KEY FEATURES:

  • Order Management
  • Purchasing and Receiving
  • Performance Metrics

REASONS TO BUY:

  • Ideal for businesses/people who aren’t computer savvy
  • Interactive customer support
  • Automatic and consistent software updates

REASONS TO AVOID:

  • No international payments accepted

References and Links:

  • https://www.nimble.com/
  • https://www.salesforce.com/products/sales-cloud/overview/
  • https://www.hubspot.com/products/crm
  • https://studiosuite.com/
  • https://www.pipedrive.com/
  • https://shootq.com/
  • https://www.sugarcrm.com/
  • http://studiocloud.com/
  • https://www.studioninja.co/

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