CRM for media production
Accounts, contacts and titles, a pipeline from first enquiry to award, and every client conversation kept with the job. Built around how production companies actually sell.
Jobs — Every job by stage, from enquiry to completion
A generic CRM doesn't know what a season is
Most CRMs are built to sell software subscriptions. Production companies sell work on titles, seasons and episodes. They often sell to the same studios and networks again and again, and quote service by service.
Mediawork's CRM is built around that. Accounts, contacts and titles sit next to the jobs, quotes, schedules and invoices that follow them. Sales and operations work from the same record.
Accounts and contacts
Keep every studio, network, agency and production company in one place, with the people you deal with at each.
Contacts linked to accounts
One person can work with several companies.
Account sites
Each client's offices and locations, with the contacts at each.
Billing details
Billing contacts and addresses on the account, ready for invoicing.
Bulk edit
Update many accounts or contacts at once.
Titles, seasons and episodes
Track the productions behind the work. Jobs, quotes and invoices are tied to the title they're for.
Seasons and episodes
For series work, down to the episode.
IMDb IDs
Ensure just one copy of each title by adding its IMDb ID.
Every job on a title
The full history of work for a production in one place.
A sales pipeline from enquiry to award
Opportunities start as leads. When they firm up, convert them to jobs and follow each one through clear stages.
Opportunity stages
Lead and qualified.
Job stages
Enquiry, quoting, submitted, awarded, in production, on hold, completed, lost and cancelled.
Convert either way
Turn an opportunity into a job, or a job back into an opportunity.
Quote requests from the directory
Clients find you by service and send a request to your inbox.
Weighted forecasts and dashboards
Know what's coming in. Every opportunity has a value and a probability, and dashboards roll them up at company and facility level.
Weighted pipeline
Total and probability-weighted values, side by side.
Estimate, quoted and awarded
See the numbers firm up as a deal progresses.
Revenue forecast
By close date.
Every currency you sell in
Totals shown per currency.
Tags, custom fields and notes
Shape the CRM to your business. Add the fields you need, segment your records, and keep shared notes where everyone can find them.
Custom fields
Text, number, yes/no, date and tag fields, edited inline in lists.
Tags and tag groups
Segment accounts, contacts and jobs your way.
Shared notes
On accounts, contacts, jobs and titles.
Every conversation with the job
Client and team messages are organised by job, with shared inboxes for each part of the business. Nothing hides in personal email.
Shared inboxes
General, sales, procurement, ops, finance and freelance.
Assign and search
Hand a chat to a colleague and find any message later.
Email replies in the thread
Clients can reply from their own inbox.
CRM questions
What is a CRM for media production?
It's a customer relationship management system built around how media companies sell: to studios, networks and agencies, on titles, seasons and episodes, with work quoted service by service. Mediawork's CRM connects that sales record to quoting, scheduling, cost tracking and billing.
Can I track TV series by season and episode?
Yes. Titles can have seasons and episodes, and jobs, quotes and invoices can be tied to them. Add a title's IMDb ID to make sure it exists only once.
Does Mediawork show a weighted sales forecast?
Yes. Each opportunity has a value and a probability. Lists and dashboards show total and weighted values, and a revenue forecast by close date.
Can I add my own fields?
Yes. Custom fields can be text, numbers, yes/no, dates or tags. They can be edited inline in lists and set in bulk.
Do my clients need to sign up?
No. Clients can reply to your messages by email. Clients who do sign up get their own account, where they can send quote requests, compare quotes and follow the work you share with them.
Works with the rest of Mediawork
Every part shares the same jobs, clients and rates. Work is entered once and carries through from quote to invoice.
- QuotingQuotes from templates and rate cards, with margin and versions.
- SchedulingPeople, rooms and equipment on one timeline, with templates.
- Cost trackingActuals against the quote, line by line, with margin as you go.
- BillingInvoices built from tracked work, with billing runs and Xero.
- Asset trackingDrives, tapes and kit — labelled, scanned and traced.
Run sales where the work happens.
Start free with the Starter plan, or book a demo and we'll walk you through it.