HoneyBook
The CRM that runs my entire client process

Client proposals, contracts, invoices, questionnaires, and payment collection in one place. Built specifically for creative service businesses.
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.
The CRM that runs my entire client process

Client proposals, contracts, invoices, questionnaires, and payment collection in one place. Built specifically for creative service businesses.
Edit video by editing the transcript

AI-powered video and podcast editor. Edit the transcript, the video edits itself. Handles screen recording, multi-track audio, and publishing.
The royalty-free music library every video business needs

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

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

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.
Email marketing automation that's free until you scale

Full email marketing platform with automation workflows, segmentation, and broadcast emails. Free plan includes unlimited automation for up to 2,000 contacts.
Design professional client-facing documents in minutes

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.
Sell courses, ebooks, and templates with zero monthly fee

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

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.
Powerful CRM for video freelancers who want full control

Proposals, contracts, automated workflows, client portals, and invoicing. More customisable than HoneyBook — steeper learning curve but more flexible.
Studio-quality remote recording for interviews and testimonials

Record remote video interviews and podcasts in up to 4K locally on each participant's device. No compression artefacts, no Zoom quality.
Send video messages instead of emails — clients love it

Async video messaging. Record your screen and camera, share a link. Perfect for project updates, feedback delivery, and client onboarding walkthroughs.
Project management built for teams who need more than Notion

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

Time tracking, invoicing, expense management, and financial reporting. Designed for self-employed creatives — not accountants.
Commercial music licensing that won't get your client's video flagged

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

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.
The professional suite every video business should be running on

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

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.
The B2B client acquisition tool hiding in plain sight

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.
Simple large file delivery clients can actually use

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.

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.