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.
Why it matters
What you actually get.
Who it's for
Whether you shoot alone or with a team.
Common questions
Still have questions?
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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.