CRM and internal system

View Productions

Internal system for a video production company: clients, leads, projects, quotes, contracts, payroll, calendar, and automations in one platform.

Talk about your project

Project type: CRM and internal system
Scope: 8 connected modules
Site: Internal tool
Technologies: Laravel 12Vue 3Inertia.jsTailwind CSSSpatie PermissionDompdfStripeFullCalendar

CRM de View Productions: panel con ingresos, pipeline de leads, proyectos y alertas, y el pipeline en el celular

Overview

View Productions Film is a video production and marketing agency. I developed its internal management system: a CRM that brings together clients, leads, projects, quotes, contracts, invoicing, payroll, calendar, and automations, with department-based permissions for sales, marketing, production, development, and accounting.

The challenge

A production company has many moving parts at once: prospects coming in through social media and campaigns, quotes that need to be prepared quickly, shoots and deliveries with deadlines, monthly contracts to bill, and a team that needs to be paid through payroll.

When all of that lives in chats, spreadsheets, and separate calendars, prospects get lost, deliveries overlap, and no one has a clear view of how much comes in each month.

The solution

I built an internal platform with modules for each area of the business:

01
Clients and contacts
Companies, contacts, social media profiles, and documents for each client.
02
Leads and campaigns
Sales pipeline by stage, qualification, campaigns with budgets, and conversion to clients.
03
Quotes
PDF proposals generated from a service catalog with pricing and project templates.
04
Projects and production
Kanban boards by department, tasks, subtasks, and reviews.
05
Contracts and invoicing
Plans, contracts, payment history, and payments through Stripe.
06
Calendar and bookings
Shoots, meetings, deliveries, and video call links.
07
Payroll
Employee payments, bonuses, and PDF pay stubs.
08
Automations
Client-specific bot workflows for WhatsApp, Instagram, and web chat.

The result

View Productions now operates from one system instead of many disconnected tools:

Sales team
Every prospect stays in the pipeline with its source and next step, and quotes go out in minutes from the catalog.
Production team
Every project has its own board, tasks, and delivery date on the calendar.
Management and accounting
The dashboard shows revenue, outstanding payments, active contracts, and the month's payroll.

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