Finance & tax hub
Revenue reports, payment history, and the numbers your accountant actually asks for — organized by year, client, and project, ready when tax season isn't.
Reminiscent Chronicles · Studio
The CRM that runs a creative business — not just a contact list.
Studio holds the whole client arc in one place: the inquiry, the proposal, the contract, the deposit, the shoot, the gallery, the final invoice, and the tax season after. Built inside a working studio, for studios like yours.
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New lead 3
Avery LaneBrand film · inquiryNew
Juniper & Fox Co.Product shootLead form
Booked 2
Harbor Light EventsGala coverageDeposit paid
In production 1
Cedar & PineWedding · Jun 14On set
Delivered 4
Meridian Dance Co.Recital filmPaid in full
Rowan EllisPortrait sessionBooked ✓
Harbor Light EventsINV-2041
Gala coverage — full day$2,400
Highlight film add-on$650
Installment 2 of 2Installment paid ✓
Balance$0
Paid
Pipeline · Clients · Projects
Every lead has a next step
Inquiries arrive through your lead forms and public booking pages and land in a pipeline with real stages — not a spreadsheet tab you forget to open. Each client record carries their projects, conversations, documents, and payment history, so the context is always one click deep.
- Stage-based pipeline from first contact to booked, with the follow-ups that stalled deals actually need.
- Client records that remember — every project, invoice, contract, and gallery under one name.
- Lead capture forms you can publish anywhere, feeding straight into the pipeline with no copy-paste.
- Project workspaces that tie deliverables, dates, and money to the engagement they belong to.
Invoices · Payments · Contracts
The money path, end to end
Proposals become contracts, contracts collect legally meaningful e-signatures, and invoices collect real money — through Stripe, into your own connected account. Deposits, installment plans, reminders, and late-fee policy are all first-class, because "the invoice" is never just one number.
Payments are processed by Stripe; card data never touches our servers.
- Stripe-powered invoicing with deposits, installments, and automatic payment reconciliation.
- Contracts with e-sign — send, sign, countersign, and archive with a full signature trail.
- Smart documents & proposals that carry your branding and turn into bookings.
- Automated reminders before and after due dates, so you stop being your own collections department.
Scheduler · Public booking
Let clients book you without the email tennis
Publish booking pages with your real availability, take consultations and sessions by type, and let the calendar do the negotiating. Bookings create clients and projects automatically, so a self-serve booking is a pipeline entry — not an orphan calendar event.
- Public booking pages on your own workspace address, styled with your branding.
- Availability windows per weekday, per session type — the calendar defends your editing days.
- Session types & intake so a mini-session and a full production don't ask the same questions.
- Calendar view across the whole team, with bookings, projects, and deadlines in one place.
Team · Galleries · Delivery
A team system, not a shared password
Owners, admins, members, and bookkeepers each get exactly the permissions their role needs — enforced server-side, not hidden behind a menu. Deliver finished work through branded galleries and client-facing pages that feel like your studio, not our software.
- Role-based access — a bookkeeper sees invoices and reports, not your client conversations.
- Client portal where clients see their bookings, documents, invoices, and galleries in one branded place.
- Delivery galleries for finished work, with your logo and your colors on every page.
- Your branding throughout — colors, logo, and (on higher plans) no platform badge at all.
Why Studio
Choose your lens
The established players are good software, and if they fit your studio, use them happily. Here's where we differ — on purpose. Pick the comparison that matches where you're coming from.
| With Studio | All-in-one CRMs, as a category | |
|---|---|---|
| After "booked" | Hands off to CallBoard for the shoot day and Post-Production for review — same account, same client record. | Typically end at the booking; production and review live in other tools you re-enter data into. |
| Who builds it | A working studio that sends invoices and runs shoot days on this exact software, daily. | Product teams serving many verticals at once — creative production is one use-case among many. |
| Pricing basis | Per workspace and team. No per-client or per-booking fees on any plan. | Often tiered by contacts, projects, or bookings — growth can become a billing event. |
| Tenant isolation | Partitioned at the database-rules layer, verified server-side on every request — and we publish how it works. | Varies by vendor; isolation architecture is rarely documented publicly. |
| Your data | Never sold, never mined for advertising; export available any time, including after cancellation. | Policies vary — worth reading the fine print anywhere, including here. |
| With Studio | Spreadsheets + email + attachments | |
|---|---|---|
| The client record | One record carrying projects, contracts, invoices, and galleries — updated by the workflow itself. | Rows you re-type and forget to update; the truth lives in someone's inbox. |
| Contracts | Sent, e-signed, countersigned, and archived with a full signature trail. | PDF attachments and "did you get my email?" — enforceability depends on your filing habits. |
| Getting paid | Stripe invoices with deposits, installments, automatic reminders, and reconciliation. | Manual invoices and awkward follow-up messages you have to remember to send. |
| Team access | Server-enforced roles — bookkeeper, member, admin, owner each see exactly what they should. | A shared login, or forwarding things around and hoping. |
| Cost | From $25/mo — usually less than the hours the spreadsheet quietly costs every week. | "Free," plus the leads that fell through the cracks. |
Comparisons describe tool categories, not any specific vendor — evaluate the specific products you're considering.
The back office
Finances, learning, and the busywork on autopilot
Academy
A built-in education space for your team: curriculum, progression, and skills tracking, so growing your people is part of the platform — not a folder of PDFs.
Automations
Reminders, follow-ups, onboarding sequences, and status-driven emails that fire themselves. You set the rules once; Studio keeps the promises.
Under the hood
Everything Studio carries
Pipeline & client management
- Stage-based pipeline with follow-up nudges, from first contact to booked
- Client records unifying projects, conversations, documents, and payment history
- Publishable lead-capture forms feeding the pipeline directly
- Project workspaces tying deliverables, dates, and money together
Money: invoices, payments, contracts
- Stripe invoicing with deposits, installment plans, and reconciliation into your own connected account
- E-sign contracts with countersignature and a full signature trail
- Branded proposals and smart documents that convert to bookings
- Automated payment reminders before and after due dates
Scheduling & public booking
- Public booking pages with real availability, per session type
- Availability windows that defend editing days
- Bookings that create the client and project automatically
- Team-wide calendar of bookings, projects, and deadlines
Team, portal & delivery
- Server-enforced roles: owner, admin, member, bookkeeper
- Client portal with bookings, documents, invoices, and galleries in one branded place
- Delivery galleries carrying your logo and colors
- Removable platform branding from the Studio plan up; full white-label on Agency+
Back office: finance, academy, automations
- Finance hub with revenue reports by year, client, and project
- Built-in Academy for team curriculum and skills progression
- Automations for reminders, follow-ups, and status-driven email
- QuickBooks & Zapier integrations, AI email drafts, and API access on higher tiers
Works with
Studio is chapter one
Adopt one, add the rest later. Studio subscribes on its own; the connections light up when you're ready.
Studio is where the record is born — inquiry, contract, deposit, gallery, and final invoice all live here.
Add CallBoard to turn bookings into production days — call sheets, talent releases, day-of coordination. Studio subscribers can bundle the essentials from $19/mo.
Add Post-Production to review and approve cuts on the same client — timecoded notes, versioned cuts, sign-off that flows back to the invoice.
Add CallBoard
Turn bookings into production days: call sheets, talent intake with e-sign releases, and real-time day-of coordination. Studio subscribers can add CallBoard essentials as a low-cost bundle.
Explore CallBoard
Add Post-Production
Send cuts to a review room wired to the same business: timecoded notes, versioned cuts, and client approvals that connect back to the contract and invoice they belong to.
Explore Post-Production
Pricing
Studio's ladder, in plain numbers
Annual billing saves roughly two months. Enterprise plans are custom — talk to us. No per-client fees on any plan.
Run the whole business from one place
Try Studio free for 14 days. No credit card to start, and your data exports whenever you ask.
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