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Tech Insights 8 min read

What is a CRM for videographers?

Starting your own business is never an easy task. From developing and implementing a marketing strategy to managing leads and updating your website, it can seem impossible to keep your operations running smoothly and still have the time to grow your business. Sooner or later, sticky notes just won’t cut it to keep track of contacts you’ve been meaning to email, invoices you need to send, etc.

What if you could use a centralized tool to automate processes, manage tasks and track communications to ease the burden of running your business? You can do all that and more with CRM (customer relationship management) software. Specifically, a CRM for videographers will help take the stress out of working as a creative entrepreneur. Furthermore, implementing video studio management software will put you on the right track to scale up your business and increase your profits.

What is a CRM?

Every business, corporation or organization now appreciates the key role that the customer relationship holds in the development of professional activities. While it’s crucial to have productive teams, the use of digital solutions is also recommended for numerous reasons.

A CRM (acronym for Customer Relationship Management) addresses numerous issues related to this invaluable customer relationship.

What are the main features to look for?

CRM software comes with many useful tools. Regardless of the nature of your business, corporation or organization, some functionalities are more helpful than others for properly managing your customer relationship.


CRM software allows you to create online campaigns to maximize your return on investment by:

  • Identifying the best textual content while analyzing the ideal periods for sending messages
  • Integrating sales and analyses to target and convert every prospect
  • Assisting in the creation and sending of messages based on specific channels that track target customers

Sales-related functionalities

The centralization of data naturally allows crucial information to be shared. Sales team members can then benefit from a comprehensive overview of the performance of a business, corporation or organization. Additionally, CRM software makes it easier to identify “good buyers” (customer relationship development). Lastly, the integration of artificial intelligence within CRM software allows professionals to identify ideal strategies and to implement them during the sales process.

Optimizing customer service

CRM software also serves to optimize customer service. This is evident in the following characteristics:

  • Establishment of contact via your clients’ preferred equipment and channel
  • Presentation of detailed analyses where cost reduction and service optimization are visible
  • Decisive visibility of the clientele to guide your staff during proposals (personalization of proposals)

Optimal project management

To maximize the results of a business, corporation or organization, it’s essential to choose a CRM that includes project management functionalities. This way, you’ll be able to:

  • Efficiently plan your projects and allocate resources
  • Determine how time will be managed for each task
  • Track billing and spending
  • Generate reports
  • Access a portal for collaborative purposes

Other equally essential functionalities

Besides the above-mentioned functionalities, CRMs offer other digital tools that are useful for professionals.

The automation of manual and repetitive tasks is a perfect example. This functionality offers convenience while also limiting entry errors and improving the reliability of analyses for each department (this is especially true for the sales team).

Intelligent management of sensitive data is another functionality offered by some CRM software. The identification of critical information allows customized strategies to be reviewed and applied.

Depending on their profile, a business, corporation or organization may prioritize other functionalities. Again, choosing CRM software is a crucial step towards guaranteeing optimal results.

How can I benefit from using a CRM?

What can a CRM bring to my business, corporation or organization? This most pertinent question has many answers. The following is a non-exhaustive list of benefits linked to digital solutions that are now considered essential.

Better client management with CRM software

Your relationships with your prospects and clients are optimized thanks to information provided every time a client is contacted. By displaying complementary data, a CRM allows you to personalize your clientele and gain their trust, all while giving them greater responsibility during buying decisions.

A CRM centralizes your data and makes it easier to access information

The centralization of pertinent data naturally makes it easier to access this information. With a few clicks, each department can quickly find accurate data that’s updated in real-time.

Optimized overall management

Functionalities related to marketing, customer insight, field service and sales, as well as other essential elements for every business, corporation or organization improve your sales and your brand image.

An ideal solution for increasing productivity and agility

Besides the many functionalities previously discussed in this article, you could also ask yourself the following relevant question: What are the concrete benefits of a CRM for my business, corporation or organization? Again, several answers may be noted:

  • Better communication between each department and your prospects/clients
  • Significant amount of time saved thanks to the automation of repetitive tasks
  • More efficient employees

Maximize your sales figures and benefits

As you can see, the many features of CRM software offer significant benefits. Deploying Customer Relationship Management software will quickly boost sales while ensuring that costs are properly managed.

CRM for videographers: what do you need to know

Why is a CRM for videographers necessary?

Whether you are a newbie to the videography industry or a seasoned professional, a CRM for videographers will help you stay on top of your business operations and get organized. Optimize your time management by making all your client information easily accessible. With a CRM, there’s no need to go digging through the depths of your inbox to figure out when you last communicated with a client. Instead, you can track communications and compile notes on your interactions with a client so the rest of your team is well-informed and prepared to help the client should the need arise.

Do you often worry about forgetting to answer an email or follow up with a client? This will be a thing of the past when you implement a CRM for videographers, which will help you retain clients and strengthen their trust in your brand. Are you always struggling to find the time to take on more projects (even though you could use the business)? Your CRM will help you book clients faster, boosting your productivity and driving your revenue growth in the process. You’ll also benefit from data-based marketing campaigns that will generate more leads and grow your customer base.

What are the specificities of a CRM for videographers?

A major advantage of using a CRM for videographers is the ability to automate your workflow. This will accelerate prospective clients through your sales funnel using automated emails and follow‑ups, push notifications as reminders, etc. Automating these types of communications with your prospects and clients will boost customer engagement. You can also streamline the content of your communications thanks to customized templates for emails, forms and landing pages. Furthermore, a CRM for videographers will allow you to organize your projects as well as the information associated with all the different aspects of your operations. Export your data (such as bookings and referrals) to Excel and generate reports using your CRM to get an overview of your business’ performance over a given period. Gain insight into customer profitability via data analytics, which will help you focus on the market that connects most strongly with what your brand has to offer.

As an entrepreneur, you probably already know how challenging it can be to gain new clients. A CRM can collect information gathered from inquiries submitted via a contact form embedded to your website, making it even easier to turn prospects into new clients. Overall, implementing video studio management software will improve your ability to collaborate and communicate with clients and to track their progress as they move through your workflow.

What are the requirements of a CRM for videographers?

Videographers need responsive technology and plenty of storage space to accommodate their large media files. A CRM for videographers will provide you with the fast software and high storage capacity you need to successfully run your creative business. Furthermore, when implementing a CRM, there’s no need to overhaul your entire software set-up; rather, this tool can be easily integrated with many other programs that are likely already in your digital toolkit. These include email applications (Outlook), integration software (Zapier), accounting software (Microsoft Business Central, QuickBooks), payment platforms (PayPal) and, of course, your website!

To build a loyal clientele, you must maintain your business’ brand by choosing video studio management software that helps you properly reflect your unique service offering. Furthermore, a CRM for videographers will need to be compatible with all photography brands and have the capacity to support multi-day events, such as weddings.

As professionals who are often on-the-go, videographers must be able to easily access all CRM functionalities from a mobile device. A CRM for videographers should also be user-friendly without compromising on security. For instance, you should be able to control access to your CRM, with different team members having their own accounts and associated access permissions.

Give your business a leg up by investing in a CRM for videographers. As an artistic professional, you’ll appreciate the value of all the time and effort this software will save you. Increasing the efficiency of your business operations will give you more time to devote to doing what you do best: your videography work. So get your creative juices flowing, because once you get a CRM for videographers, you’ll be able to focus more on your artistic processes—and less on your administrative ones!

How can I choose the best CRM for my business, corporation or organization?

Without any specific knowledge, selecting CRM software that’s customized for a business, corporation or organization can turn into a complex process. Therefore, it’s worth highlighting several characteristics that will help you decide.


To achieve the best results, you should have the option of personalizing every “detail” and feature of CRM software. While some solutions come with restrictive limitations, others properly fulfill this requirement (the Microsoft solution offered on our (Gestisoft’s) website is a perfect example).

Choose extensible CRM software

Dealing with deployments via the cloud or on-site can satisfy certain needs that are particular to a given business, corporation or organization. Additionally, a CRM must be compatible with other platforms and software, such as your architecture software, your ERP software, etc.

Set security levels for each user

An effective CRM system allows you to set security levels for each user. By assigning them a specific “role”, you are authorizing the user to access, integrate or modify centralized information, or denying them these permissions.

Choose a scalable solution

Expanding a business, corporation or organization is obviously a major priority for professionals. Your current needs may therefore change. Effective CRM software will assist you as you scale up your professional activities while also allowing you to streamline every process on a daily basis.

The CRM ecosystem

The CRM ecosystem (or stack) consists of the set of tools that are directly (or indirectly) connected. For optimal results, this set-up should evidently be constructed gradually. Safeguarding client data (and prospects’ data) is essential to fully benefit from a CRM stack. Again, a CRM ecosystem will be shaped by your choice of software.

Entrust Gestisoft with implementing your CRM

When you’re ready to choose a CRM, keep in mind that you’re making a long-term investment for your office. Your choice of software needs to be a well-informed decision. At Gestisoft, we make this easy with our team of CRM and ERP experts who will guide you in making your purchase and support you in implementing your software. Contact us today to discuss your needs, we’ll work together to find the solution that’s most suitable for your professional situation.

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August 13, 2020 by Frédéric Charest VP of Marketing

Data-driven Growth Marketer with a Passion for SEO - Driving Results through Analytics and Optimization