Frame.io for review. Dropbox for raw assets. A shared spreadsheet for crew rates and shoot budgets. QuickBooks for invoicing the brand client three weeks after wrap. DocuSign for crew and talent releases. A Notion page for the production schedule. Six tools, no single source of truth on whether last quarter's commercial campaign actually made money after kit rental and post overruns.
Clientary replaces the business operations layer: proposals, contracts, crew time tracking, project budgets, retainer billing, branded client portals, and online payments in one place. Frame.io and Dropbox stay for the assets. Clientary handles everything around the production.
Whether you're a 5-person video studio or a 20-person production company running campaigns, conferences, and commercial shoots, the workflow fits.
Brand films, commercials, social content, documentary work. Multi-day shoots with crew time tracking and post production budgets.
E-commerce, lookbook, product, lifestyle. Per-shoot quoting with crew rates and post tracked separately.
Brand activations, internal events, customer summits. Multi-stakeholder coordination with branded client portal.
Conference production, trade show booths, AV production. Long-cycle project budgets with milestone billing.
Experiential marketing, pop-ups, installations. Retainer-driven engagements with brand clients across multiple activations.
Commercial real estate, architectural, hospitality photography. Recurring retainers with property portfolios.
Send a polished proposal with phase breakdowns (pre-prod, production days, post), crew rates, and optional add-ons. Client signs the contract online. Approved scope converts to a project with budget in one click.
Crew members and post-production staff log their hours via time tracking against the right project. Hours roll up per project automatically across pre-production prep, shoot days, post editing, color, and sound. Budget burn is visible the day work happens.
Set a budget in days, hours, or dollars per project. Watch real-time as production and post hours accrue against the quoted fee. Catch a runaway post-production schedule before it eats the project margin.
Monthly or quarterly retainers for brand content, social production, or campaign series. Set up a retainer with automatic invoicing, track balances per client, and carry over unused credit. Brand clients see their balance through the portal.
Every brand client gets a branded portal under your production company's identity. They view invoices, approve scope changes, sign contracts, and access delivery links. Heavy media files still go through Frame.io / Dropbox; the business layer lives in Clientary.
Brand clients usually pay on Net-30 or Net-60. Send invoices that accept credit card, ACH, or bank transfer. Automated reminders, late-fee policies, and online payment links mean fewer awkward followups two months after wrap.
Common questions from video, commercial photo, event, and brand experience production companies evaluating Clientary.
Most small-to-mid production companies juggle QuickBooks, a shared spreadsheet for crew rates and shoot budgets, DocuSign for releases, Dropbox or WeTransfer for deliverables, and a project board in Notion or Trello. Clientary replaces the business operations layer with one platform: proposals, contracts, crew time tracking, project budgets, retainer billing, branded client portals, and online payments.
Crew and post-production staff each log time against the project they're working on. Clientary rolls up hours per project and per crew member automatically across pre-production, shoot days, post editing, color, and sound. You see real-time budget burn against the quoted production fee.
Yes. Many brand clients sign monthly or quarterly retainers for ongoing content production, event calendars, or seasonal campaign work. Set up a recurring retainer with automatic invoicing. Clientary tracks balance and rollover credit per client.
Every client gets a branded portal under your production company's identity. They view invoices, approve scope changes, sign contracts, and access delivery links. Heavy media files (raw footage, RAW photos) still go through Dropbox / WeTransfer / Frame.io. Clientary handles the business layer around the production.
Yes. Invoices, payments, and clients export to QuickBooks Online so your bookkeeper still has the financial source of truth. Production companies typically use Clientary as the operations and client-facing layer and let QuickBooks remain the books.
Yes. 14 days, no credit card required. Most production teams finish evaluating in under a week: import a few brand clients, set up a sample production project with crew time tracking, send a test proposal, and see whether the workflow holds together.
Free 14-day trial. No credit card required. Cancel any time.
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