Video production CRM: from brief to final cut every project in one dashboard
Video production software, program and CRM on one platform: Video production job tracking software, customer management software and sales automation with WhatsApp.
Everything is planned on set, but on the office side the brief is verbal, revisions are countless and delivery links are scattered. Produce a quote from your package catalog in minutes, plan shoot day with a crew and equipment checklist, put revision rounds on record, and track deposit and balance collection from a single panel.
Which CRM software should be used for Video production? ÖzgürKod is a CRM for Video production businesses: Shoot-and-edit package quotes, a crew and equipment checklist for shoot day, revision rounds and delivery tracking — your production process on a single panel. Setup takes minutes; try it free for 7 days.
The familiar struggles of producers
Set discipline doesn’t carry over to the office; briefs, revisions and payment collection get managed between takes.
The brief is verbal, expectations up in the air
The video in the client’s head is described over the phone; reference links sit in DMs, and expectations about tone and length live in memory. When the first cut is watched, you hear “this isn’t what we had in mind,” and the cost of re-editing gets absorbed.
"Where’s the gimbal?" panic on shoot morning
Equipment lists live in people’s heads, and the crew plan is made by phone the night before. On arrival at the set: a missing battery, the wrong lens, a late drone operator… Every hiccup in front of the client undermines trust in the brand.
Revision rounds never end
“Let’s change the music, make the logo bigger, shorten that scene…” There is no record of which round you are on, or of what is included in the package and what costs extra. The video editor burns out, delivery slips, and project profit melts away in revisions.
Nobody knows which link is final
Drafts go out as transfer links: v1, v2, final, final-last… The client watches an old link and responds based on an old note. People argue over which version was approved, and publishing the wrong file is only a matter of time.
Every quote is calculated from scratch
Shoot days, editing time, drone, voiceover... Every quote is built from scratch, and the same job can be priced differently for two clients. Without a written package, negotiations run unchecked and promises are forgotten later.
Was the deposit received, and where's the balance?
The deposit goes to one account, the interim payment to another, and receipts live in DMs. At delivery, the remaining balance has to be pieced together from old messages — and once the video is delivered, payment collection turns into months of polite reminders.
What does ÖzgürKod do for video production teams?
From the first brief to final delivery, it brings on-set discipline to the office side too.
The project journey from first brief to final delivery
- Collect shoot requests from WhatsApp, Instagram and your web form in one inbox; reply to package and pricing questions in seconds with quick-reply templates
- Standardize your shoot, editing, drone and voiceover packages in the product catalog; send quotes as PDF and track them through Sent → Revised → Approved
- Plan the shoot day with a task card: team assignment, equipment checklist, location and time notes; with two-way Google Calendar sync, the date sits on the team's phones
- Log the brief and reference links on the client card; turn draft feedback into revision tasks, with the revision round and scope notes kept on the card
- Run delivery on the card: the approved version note, delivery files and links as file attachments; deadline notifications make sure launch day isn't missed
- Track the deposit and balance with split payment records; let AI detect the receipt the client sends, and see the remaining balance on the card at a glance before delivery
A shoot request from DM, WhatsApp or your web form becomes a card with a source tag; outside business hours, the chatbot gives the first reply to package and date questions.
The meeting is scheduled as an online appointment and can be held as a video call if needed; AI summarizes the brief, and reference links and expectation notes are logged on the card.
Shoot day, editing, drone and add-ons are selected from the catalog and turned into a PDF quote; quote status, including Revised, is tracked on the dashboard.
With approval, the deposit is recorded as a split payment and AI detects the receipt; the shoot date goes into the calendar synced with Google Calendar.
The team assignment and equipment checklist are ready on the task card; location, time and shift details are on the team's phones, and missing gear shows up a day ahead.
The draft link is added to the card and client feedback becomes revision tasks; the round count and scope notes are written down, and deadline notifications protect your delivery promise.
The approved final version note and delivery files are archived on the card; the remaining balance is closed with a payment collection record, and the client is tagged for future campaigns.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, quote, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Video production?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Video production choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Video production program, software or CRM?
Most business owners search for the solution they need as “Video production program,” “Video production software,” “Video production job tracking software” or “Video production customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Video production automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Video production
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
Every message answered late is an opportunity handed to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What is a CRM for in video production?
It brings everything off set into a single panel. Incoming shoot requests are answered in order in the inbox, packages stay standardized in the catalog, and quotes are sent as PDF and tracked through a status flow that includes Revised. The shoot day is planned with a task card that has a team and equipment checklist; revision rounds are recorded in writing, and delivery files are archived on the card. Deposit and balance show up in the payment collection report. The work behind the camera is managed with the same discipline on the office side.
How do I plan a shoot day?
The approved job becomes a shoot task card. The team is assigned to the card; cameras, lenses, batteries, drones and audio gear are listed as a checklist; location, time and transport notes stay on the card. Two-way Google Calendar sync puts the shoot date on every team member's phone, and two overlapping shoots show up in the calendar instantly. On shoot morning, the van is packed against the checklist — the “where's the gimbal” panic moves to a day earlier, not the set. If a step isn't closed, the owner gets a notification.
How do I keep revision rounds under control?
Every draft round opens as a revision task: the client's notes, the version in question and a scope assessment are written on the card. You count from the cards which round you are on and compare it with the revision allowance in your quote. An honest note: the system does not cap the number of revisions on its own, and it does not calculate the extra fee automatically; the limit is written in your quote. ÖzgürKod's contribution is that you enter the “which change is this now” conversation with a written record, not with memory.
Do I send draft and final videos from the panel?
Partly; let's give an honest answer. You can attach files to task cards — a script, a storyboard, an audio file, a low-resolution preview, for example. For high-resolution raw footage and final files, you keep using your existing transfer tool and log the link and the approved version note on the card. That way, which link is the final one and which version the client approved all live in one place; a “wrong file was published” crisis is prevented by the record.
Does the system send the pre-shoot reminder automatically?
No; the system does not message the client on its own, let's say that clearly. Here is how it works: as the shoot approaches, the task card's due date notification fires for you; you send the reminder, with the location, time and preparation details, in one click using a Meta-approved WhatsApp template. The text is ready, so the job takes seconds, but the decision to send and the timing stay with you. Your client never receives a message without your knowledge.
How do deposit and balance tracking work?
The project's total amount, the deposit received and the remaining balance sit on the client card as an installment payment record. AI detects the bank transfer receipt that comes in over WhatsApp; once you approve it, it is recorded, and you do not scroll through your gallery looking for the receipt. The remaining balance is visible on the card before delivery; you send the reminder with a template. ÖzgürKod does not take online payments; it organizes the record and tracking of collections. In the period report you also see which package type brought how much revenue.
Video production software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Video production software", "Video production software", "Video production job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Bring the discipline from the set to the office
7-day free trial, no credit card details required. On day one, connect your channels and add your packages to the catalog; manage your next shoot with a checklist and your revisions with a record.