CRM for Videographers
Manage projects, shoot schedules, and client deliverables
A videography CRM tracks client contact details, project status, shoot schedules, editing timelines, and payment milestones. SchedulingKit includes CRM alongside booking and payment processing for videographers.
Videographers manage multi-phase projects — pre-production planning, shoot days, editing, revisions, and final delivery. Each client project has different requirements, timelines, and budgets. A CRM that tracks where each project stands, what's been delivered, and what payments are outstanding keeps your production pipeline organized.
Client Management Challenges for Videographers
Project status scattered across email threads and file folders
No overview of which projects are in which phase
Payment milestones tracked manually
Shoot day details (location, crew, equipment) not centralized
Revision rounds and feedback not documented per project
Inquiries dropping off without follow-up
How SchedulingKit CRM Helps Videographers
Every project tracked by phase: pre-production, shoot, edit, delivery
Shoot details centralized with location, crew, and equipment notes
Payment milestones tracked with deposit and final delivery triggers
Revision history documented per project
Inquiry-to-booking pipeline with automated follow-ups
Revenue forecasting based on booked and pending projects
CRM Features for Videographers
Client Profiles
Contact info, project history, and communication log per client.
Project Phases
Track each project through pre-production, shoot, editing, review, and delivery.
Shoot Details
Location, date, crew, equipment needs, and call sheet info per shoot.
Payment Milestones
Track deposits, progress payments, and final invoices per project.
Revision Tracking
Document revision rounds, client feedback, and approval status.
Inquiry Pipeline
Track leads from initial inquiry through proposal to booking.
Popular CRM Use Cases for Videographers
Also Included with SchedulingKit
Frequently Asked Questions
Can I track project phases?
Yes. Tag each project by phase — pre-production, shoot, editing, review, delivered — so you always know where every project stands.
Does it handle milestone payments?
Yes. Set payment milestones (deposit, post-shoot, final delivery) and track collection status per project.
Can I manage shoot logistics?
Yes. Attach location details, crew assignments, and equipment needs to each shoot booking.
Further Reading
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