I am looking at a CRM system for my video production company that can manage video projects from beginning to end between myself, our freelance contractors/staff and our clients.
For now I am looking for a cost effective solution and think that Perfex offers most of the things we require but it may need some customisation and integrations to fully hit the mark.
Im looking for a solution to use myself for my business, but I would also like it to have the flexibility to make it into a SAAS model so that I can sell monthly subscriptions to other production companies to manage their video productions & clients on.
I have listed the features I am looking for below.
Please look at them and let me know if you are able to customise Perfex's current solutions to suit our requirements? also if you are able to integrate the required APIs into the project management system.
(if you have other suggestions we are all ears)
*Client Management Portal
*Leads - Custom web forms to leads, social media to leads, possible integration to zapier? so that we can create leads from other apps.
*Contract/Employee Management Portal
*To do lists
*Payroll Management Portal - Zapier Integration to link to Wave accounting or Xero etc.
*Invoices - Zapier Integration to link to Wave accounting or Xero etc.
*Payments - Zapier Integration to paypal, wave etc
*Expenses - Zapier Integration to link to Wave accounting or Xero etc.
*Taxes - Zapier Integration to link to Wave accounting or Xero etc.
*Manage / Post Jobs (contractors can then apply for the jobs)
VIDEO PROJECT MANAGEMENT:
*Project Management - Custom fields, Project details, teams, assigned contractors, sms notifications, email etc
*File Management per project - Zapier integration to work with dropbox, google drive etc
*Tasks - per project
*Private Chat - per project
*Video / voice Chat
*Calendar - Per client and per contractor
*[login to view URL] API integration per client/project.
(this is a video collab review system that we would need to integrate into each clients/project section.)
More information on it is below including API information.
[login to view URL]
Functions & Features :
[login to view URL]
Obviously would need to also have great flexibility in Permissions and roles and what is and is not visible to each of those roles.
Please let me know your thoughts on this and rough cost estimates.