From Pitch to Wrap to Rebooking
A CRM for film and video production companies manages client relationships, production project pipelines, crew and vendor coordination and multi-project invoicing. It tracks every project from pitch through wrap and follow-up, stores client brand guidelines and preferences, and automates rebooking outreach. Production companies using a CRM see 30-40% higher client retention rates.
Why Production Companies Need a CRM
70% of Revenue Is Repeat Clients
Most production companies get the bulk of their juice from clients who come back. A brand that hired you for one commercial becomes your best lead for the next five. But only if you stay in front of them. If you wrap a project and go silent for six months somebody else gets that call. That is not a marketing problem -- that is a follow-up problem.
Your Email Inbox Is Not a Pipeline
You have three pitches out, two projects in post and a client who said "let's talk Q3" back in January. Where is all of that? Buried in email threads and Slack messages. You cannot see your pipeline. You cannot forecast revenue. You are running a production company on vibes instead of data. That squeeze is not sustainable.
Crew and Client Info Lives Everywhere
Your DP's day rate is in a text thread from March. The client's brand guidelines are in a Google Drive folder you cannot find. The gaffer you used last time -- what was his name again? Production runs on relationships and details. When those details are scattered across five apps you waste hours before a single camera rolls.
Pain Points: Without vs. With a CRM
| Pain Point | Without CRM | With Juicy Goosey |
|---|---|---|
| Client Pipeline | Pitches in email, no overview | Visual pipeline per project |
| Brand Guidelines | Scattered docs per client | Stored in client contact record |
| Crew Coordination | Group texts and spreadsheets | Crew tagged by role and availability |
| Multi-Project Invoicing | Separate invoices per project | All invoices tied to one client |
| Post-Project Follow-Up | Hope they call back | Automated 30-day check-in + quarterly |
| Reel/Portfolio Requests | Search old emails | Latest work in client portal |
Production Pipeline at a Glance
Every project moves left to right. Drag cards between stages. See which projects are in production and which clients are due for rebooking outreach. One board for your entire business.
Features Built for Production Companies
Project Pipeline Management
Every project gets a card. Pitch, proposal, pre-production, production, post, delivered, rebooking. Drag between stages. Filter by client, project type or estimated value. See your entire revenue pipeline in one view instead of digging through email chains and shared docs.
Client Brand Guidelines
Every client gets a contact record with their brand colors, fonts, tone notes, logo files and past deliverables attached. When a returning client books a new project your team has everything in one place. No more "can you resend the brand guide" emails two days before the shoot.
Crew Database
Tag every crew member by role -- DP, gaffer, sound tech, editor, colorist. Store day rates, gear lists, location and past projects. When you need a gaffer in Austin who owns a lighting package, filter and find them in 10 seconds. No more scrolling through your phone contacts.
Multi-Project Invoicing
A client hires you for three videos across two quarters. Each project has its own scope and budget. With Juicy Goosey every invoice ties back to the client record. See total revenue per client, outstanding balances across projects and payment history at a glance. No more hunting through QuickBooks for who owes what.
Post-Wrap Follow-Up
You deliver the final cut. The client is happy. Then silence. 30 days later an automated check-in goes out: "How did the video perform? Ready to plan the next one?" 90 days later a quarterly touchpoint. Companies that follow up within 30 days of delivery see 2x higher rebooking rates than those that wait for clients to come back on their own.
Portfolio and Reel Sharing
A prospect asks "can you send some examples of your work?" Instead of digging through Vimeo links and Google Drive folders your client portal has your latest projects organized by category. Share a link in 30 seconds. First impressions matter and speed closes deals.
The Impact on Your Production Company
Higher client retention with structured follow-up
Average production project value protected
Of production revenue comes from repeat clients
Higher rebooking rate with 30-day post-wrap follow-up
No Per-User Pricing. Ever.
Your executive producer, project managers, editors and sales team all need access. Other CRMs charge per seat -- $50/user/month adds up fast when six people need to track client pipelines and crew lists. Juicy Goosey gives your whole team access for one flat price. Bring on a new producer on Monday and a freelance coordinator on Friday. No surprise invoices.
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Stop Losing Clients After Wrap. Start Rebooking Them.
Track projects from pitch to delivery, automate post-wrap follow-up, manage crew and invoicing. Try Juicy Goosey free.
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