A Client Management System Built for How Producers Actually Work
FirstSlate keeps your client roster, project history, and full pipeline organized in one place — no spreadsheet required.
Most producers manage their clients the same way they manage everything else in the early days — a combination of email threads, a spreadsheet someone made two years ago, and memory. It works until it doesn't. You forget to follow up on a proposal. You can't remember what you quoted a returning client last time. You lose the email where they changed the deliverables.
Generic CRM tools don't help much. They're built for sales teams, not production studios. The fields don't match. The workflow doesn't match. You end up spending more time configuring the tool than actually using it.
FirstSlate is built around how video production actually works. Every client has a profile with their contact information and full project history. Every project tracks its status through the workflow — from intake brief to proposal to invoice to paid. You can see everything in a pipeline view that makes sense for production, not for software sales.
How it works
Scene by scene.
Add your clients
Create client profiles with contact details, company information, and notes. Returning clients are already in your roster — no starting from scratch on the second project.
Create projects
Attach projects to clients. Each project has its own workflow status, brief, proposal, and invoice. Everything is connected — nothing lives in a separate tool.
Track the pipeline
See all your active projects in a pipeline view — where each one is in the workflow, what needs attention, and what's waiting on a client response.
Stay on top of follow-ups
FirstSlate flags proposals that have been sent but not accepted, briefs waiting for client submission, and invoices that are outstanding. Nothing falls through the cracks.
Why it matters
What you actually get.
Your full client history
Every project you've done with a client is attached to their profile. Scope, proposals, invoices — all there when you're starting the next engagement.
Pipeline built for production
The workflow stages match how video production actually moves: Brief → Submitted → Proposal Sent → Accepted → Invoiced → Paid. Not a generic sales funnel.
Nothing falls through the cracks
The dashboard surfaces what needs your attention — a proposal that's been sitting unread, an invoice past its due date, a brief that was never submitted.
All in one place
Client details, project briefs, proposals, call sheets, invoices — connected and searchable. Not spread across email, Dropbox, and three different apps.
Works for any team size
Solo freelancer or five-person studio, the structure is the same. Everything lives in one account, accessible from anywhere.
No configuration required
You don't need to build custom fields or map a workflow. FirstSlate is already configured for production. You add your clients and get to work.
Who it's for
Whether you shoot alone or with a team.
Freelance producers
Get your client and project data out of your inbox and into a system that keeps it organized — without spending a weekend setting it up.
Production companies scaling up
As your client roster grows, the spreadsheet breaks. FirstSlate gives you a real system that handles volume without falling apart.
Studios with multiple producers
Everyone on the team works from the same client records and project statuses. No more version conflicts, no more 'did you already send that?'
Common questions
Still have questions?
Keep exploring
Related features
Client Intake Briefs
Get Every Project Detail Before You Quote a Single Number
Send clients a guided questionnaire that captures everything you need to scope and quote — before you write a single number.
Proposals & Pricing
Stop Sending Proposals as PDFs
Multi-tier proposals with scope checklists. Clients pick a package and accept online — no PDFs, no email chains, no version confusion.
Invoicing & Payments
Invoicing That Starts Where Your Proposal Ends
Generate invoices from accepted proposals in one click. Send, track, and collect payment — all without leaving the dashboard.
Ready to try it yourself?
Set up your studio in under 15 minutes. Free to start, no credit card required.