Features
Everything from quote to cash.
One connected platform for the whole job — CRM and enterprise resource planning (ERP) for the media industry. These are the pieces, in the order your projects meet them.
Sales
A pipeline that speaks media
Titles, jobs, episodes, facilities — track every project from enquiry to award in language your team already uses, with dashboards at company and facility level.
- Stage-by-stage pipeline — enquiry, quoting, submitted, awarded, scheduled, in production.
- Weighted forecasts — pipeline value by close date, in the currencies you quote in.
- Accounts, contacts & titles — with IMDb links, seasons and episodes where they matter.
Quoting
Professional quotes in minutes
Build quotes from templates and rate cards, price them with a live margin calculator, and keep every version organised — with NDAs handled before details are shared.
- Templates & per-client rate cards — standard pricing or bespoke rates per account.
- Margin calculator — see profitability per line and per category before the quote goes out.
- Multi-currency & tax rates — quote in the client's currency with the right tax treatment.
- Versions — every revision kept, side by side.
Client delivery
Send it, branded, with one click
Email the finished quote to your client as a branded PDF — with supporting documents attached and the conversation carried on in the project's own thread.
- Branded PDF quotes — your logo, your bank details, your paperwork included.
- Straight to the client's chat — quotes post into the shared thread as well as email.
- Status you can see — requested, acknowledged, submitted, awarded — live on both sides.
Scheduling
Every person, suite and machine on one timeline
Schedule people, rooms and equipment across your facilities, with the views your team actually wants — and share what's relevant with the client.
- Timeline, Gantt & calendar views — hours to months, split-screen when you need two at once.
- Job & assignee filters — from the whole facility down to one project.
- Calendar sync — Google and Microsoft two-way, iCal for everything else.
- Client-shared schedules — clients follow progress on their own Gantt.
Calendar views
Zoom out without losing the plot
Day, month, quarter and year views keep long-running jobs and busy days equally readable — filtered by resource when a room is all you care about.
- Month at a glance — every job's bookings, colour-coded.
- Resource filters — one suite, one person, or the whole building.
Schedule templates
Build the workflow once, reuse it forever
Turn the work you do every week into templates — steps, durations and dependencies included — and apply them to new jobs in seconds.
- Step dependencies — downstream steps move when upstream steps do.
- Role-aware steps — each step knows which people, spaces and equipment can do it.
Cost tracking
Budget vs. actual, per service line
Track actuals against the quoted amount as the job runs — quantities, overtime, adjustments and taxes — so margins hold and clients stay informed.
- Tracked against the quote — every line shows its percentage of budget used.
- Overtime & adjustments — captured where they happen, not reconstructed at month end.
Finance
From tracked work to paid invoice
Everything unbilled sits in one view. Turn it into invoices, run billing across accounts, and export files your accounts package imports cleanly.
- Unbilled work view — billing due, in progress and billed, per title and account.
- One-click statuses — draft, sent, paid — with due-day and overdue tracking.
- Billing runs & exports — Xero-ready and generic CSV downloads.
Messaging
The conversation lives with the job
Team and client messaging organised by project, with function inboxes for Sales, Ops and Finance — so the right people see the right thread, and nothing hides in personal email.
- Client & team threads — quote requests, status updates and files in one place.
- Function inboxes — my chats, other chats, assignment and mentions.
- Email in & out — clients can reply from their inbox; it lands in the thread.
- Safe attachments — every file is virus-scanned before anyone downloads it.
Directory
A profile that wins work while you sleep
Your public directory profile shows clients what you can do — services, rooms and spaces, talent roster and screen credits — with quote requests built in.
- Rooms & spaces — suites with photos, capacity and kit.
- Talent & credits — the people and the productions behind your name.
- Quote requests — clients pick services and send a request from your profile.
See it on your own projects.
Start free with the Starter plan, or book a demo and we'll walk you through it.