The Tools I Use to Run a Video Production Business

    This is a curated, personal directory of every tool I rely on to run my video production business — from client management and contracts through to editing and delivery. I've tested dozens of options over the years; what you'll find here are the ones that made the final cut. I only list tools I genuinely use or have personally evaluated. Some tools are free, some are paid, some are in between. There's no fluff here — if a tool is on this list, it's earning its place. Use the filters below to find what's relevant to the problem you're trying to solve or the area of your business you want to improve.

    20 tools
    Matt's PickPAID

    HoneyBook

    The CRM that runs my entire client process

    HoneyBook

    Client proposals, contracts, invoices, questionnaires, and payment collection in one place. Built specifically for creative service businesses.

    CRM & Client ManagementGetting ClientsRunning ProjectsManaging FinancesLegal & Contracts
    Matt's PickFREEMIUM

    Descript

    Edit video by editing the transcript

    Descript

    AI-powered video and podcast editor. Edit the transcript, the video edits itself. Handles screen recording, multi-track audio, and publishing.

    Video EditingCreating VideosPost-Production & Editing
    Matt's PickPAID

    Artlist

    The royalty-free music library every video business needs

    Artlist

    Flat annual subscription for unlimited royalty-free music and sound effects. Commercial licensing included — use on client work without per-project fees.

    Audio & MusicCreating Videos
    Matt's PickFREEMIUM

    Frame.io

    The industry standard for video review and client approvals

    Frame.io

    Cloud-based video review platform. Share footage with clients, collect time-coded feedback, manage revisions. Used by professional production companies globally.

    Storage & DeliveryRunning ProjectsPost-Production & Editing
    Matt's PickFREEMIUM

    Notion

    The operating system for your video business

    Notion

    All-in-one workspace for notes, project management, client databases, SOPs, and team wikis. Pairs perfectly with the Notion-based templates in the Template Library.

    Project ManagementRunning ProjectsManaging a Team
    Matt's PickFREEMIUM

    Brevo

    Email marketing automation that's free until you scale

    Brevo

    Full email marketing platform with automation workflows, segmentation, and broadcast emails. Free plan includes unlimited automation for up to 2,000 contacts.

    Marketing & SocialMarketing YourselfGetting Clients
    Matt's PickPAID

    Canva Pro

    Design professional client-facing documents in minutes

    Canva

    Drag-and-drop design tool for proposals, pitch decks, social graphics, media kits, and presentations. Pro plan unlocks brand kits, background remover, and premium assets.

    Marketing & SocialGetting ClientsMarketing Yourself
    Matt's PickFREEMIUM

    Payhip

    Sell courses, ebooks, and templates with zero monthly fee

    Payhip

    All-in-one digital product platform. Handles course hosting (full LMS with modules and lessons), ebook delivery, template sales, and digital downloads. Includes UK/EU VAT handling.

    Finance & InvoicingManaging FinancesMarketing Yourself
    Matt's PickFREEMIUM

    DaVinci Resolve

    Professional-grade video editing, colour grading, and audio — free

    DaVinci Resolve

    Industry-standard NLE used on Hollywood productions. Full colour grading suite, professional audio tools, visual effects. The free version is more capable than most paid editors.

    Video EditingCreating VideosPost-Production & Editing
    PAID

    Dubsado

    Powerful CRM for video freelancers who want full control

    Dubsado

    Proposals, contracts, automated workflows, client portals, and invoicing. More customisable than HoneyBook — steeper learning curve but more flexible.

    CRM & Client ManagementGetting ClientsRunning ProjectsLegal & Contracts
    FREEMIUM

    Riverside.fm

    Studio-quality remote recording for interviews and testimonials

    Riverside.fm

    Record remote video interviews and podcasts in up to 4K locally on each participant's device. No compression artefacts, no Zoom quality.

    Recording & CaptureCreating VideosMarketing Yourself
    FREEMIUM

    Loom

    Send video messages instead of emails — clients love it

    Loom

    Async video messaging. Record your screen and camera, share a link. Perfect for project updates, feedback delivery, and client onboarding walkthroughs.

    Productivity & CommsRunning ProjectsMarketing Yourself
    FREEMIUM

    ClickUp

    Project management built for teams who need more than Notion

    ClickUp

    Full project management: tasks, timelines, workload views, automations, time tracking. Better than Notion for multi-person production teams.

    Project ManagementRunning ProjectsManaging a Team
    PAID

    FreshBooks

    Invoicing and accounting built for freelancers

    FreshBooks

    Time tracking, invoicing, expense management, and financial reporting. Designed for self-employed creatives — not accountants.

    Finance & InvoicingManaging Finances
    PAID

    Epidemic Sound

    Commercial music licensing that won't get your client's video flagged

    Epidemic Sound

    Royalty-free music and sound effects with full commercial licensing for client work. Direct licensing means no YouTube Content ID issues on client channels.

    Audio & MusicCreating Videos
    FREEMIUM

    Otter.ai

    AI transcription for client meetings and interviews

    Otter.ai

    Real-time AI transcription for Zoom, Teams, and in-person meetings. Auto-generates summaries and action items. Useful for pre-production client briefs and interview transcripts.

    AI ToolsRunning Projects
    PAID

    Google Workspace

    The professional suite every video business should be running on

    Google Workspace

    Gmail with your own domain, Google Drive for client file sharing, Docs, Sheets, Slides, and Meet. The professional baseline for any creative business.

    Productivity & CommsRunning ProjectsManaging a Team
    FREEMIUM

    Dropbox

    Reliable cloud storage and client file delivery

    Dropbox

    Cloud storage with reliable large file syncing, client-shareable links, and version history. Dropbox Transfer handles large file delivery to clients without needing an account.

    Storage & DeliveryRunning ProjectsPost-Production & Editing
    PAID

    LinkedIn Premium

    The B2B client acquisition tool hiding in plain sight

    LinkedIn

    Premium LinkedIn access gives you InMail credits, profile viewers, and Sales Navigator-lite features. For a video business targeting corporate clients, LinkedIn organic posting plus Premium is a legitimate sales system.

    Marketing & SocialGetting ClientsMarketing Yourself
    FREEMIUM

    WeTransfer Pro

    Simple large file delivery clients can actually use

    WeTransfer

    Up to 200GB file transfers, transfer tracking (know when client downloads), and custom branding on transfer emails. Simpler than Dropbox for one-off client deliveries.

    Storage & DeliveryRunning ProjectsPost-Production & Editing
    Get More Video Clients — free guide for video professionals
    Tools you use daily

    The stack is sorted — next, the client rhythm

    Gear and software are only half the engine. The Get More Video Clients guide covers the other half: who to reach, what to say, and when.

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    Disclosure: Some links on this page are affiliate links. If you purchase via a link, I may earn a commission at no extra cost to you. I only list tools I genuinely use or have personally evaluated.