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CRM & Lead Management
Manage companies, contacts, and leads with a visual Kanban board. Track your sales pipeline from first contact to closed deal.
Replaces: Spreadsheets, generic CRM
Built for Video Agencies
Every feature understands how you actually work, from pre-production to post-production, with assets, deliverables, and clear client agreements. Profit-first: compare real costs to revenue (invoiced) per project in one view.
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Smart Quote Builder
Create professional quotes with rate cards, line items, and templates. Link quotes directly to leads and track their status.
Replaces: Quote PDFs, duplicate data entry
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Custom Sales Pipeline
Configure your own sales stages, track probabilities, and manage lost reasons. Built for how video agencies actually work.
⚙️
Rate Card Management
Manage internal and external rates for services, equipment, and crew. Build reusable rate cards for faster quoting.
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Templates & PDF export
Start from quote templates and send client-ready PDFs. Keep structure and wording consistent across your team.
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Project types & deal conversion
Create a type for each kind of job you sell, each with its own defaults. When you convert a lead to a deal, those settings carry over so production matches what was scoped in sales.