Yearly plans: first year for the price of 6 months

CRM for video editors who run revision rounds and bill every extra hour.

Video editors often face administrative friction when handling raw footage assets and multi-stakeholder revisions. Workspace369 logs client records, tracks projects and revision rounds, and sends invoices.

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Clientthe relationship and agreed brief
Worktasks with a responsible person
Billinginvoices and commercial context
Workspace369 client record showing history, files, communication, and invoices in one profile

It runs your business operations alongside your post-production tools, ensuring that client communications regarding project scope and revision limits remain documented in one place.

Key facts

CRM for video editors at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "establishing the proposal and scope boundaries" to "issuing final invoices and closing the project".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

CRM for video editors compared

For a freelance editor who wants the quote, revision rounds, deposit, project and invoice on one client record, Workspace369 fits from $29 a month on Cadet, with a review tool such as Frame.io beside it for frame-accurate comments. Plutio Core ($19 a month, up to 9 active clients) suits an everything-included solo plan, Moxie ($12) is the lowest price without a portal, and HoneyBook Starter is $29 a month billed yearly.

ToolEntry price (monthly)Billed yearlyClient portal on entry planMain entry-plan limitTrial
Workspace369$29 (Cadet)$23.25 a monthYes5 active projects, 1 seat14 days, card required
Plutio$19 (Core)$190 a yearYes9 active clients, solo7 days, no card
Moxie$12 (Starter)$10 a monthNo (Pro and up)No portal or automations14 days, no card
Bonsai$25 (Essentials)$19 a monthSee siteBasic lacks the full quote flow7 days, card to continue
HoneyBook$36 (Starter)$29 a month (Starter)Yes2 live lead forms30 days, no card
Dubsado$35 (Starter)$335 a year (Starter)See sitePlan features unclear on page21 days, no card

Prices and limits from each vendor's official pricing page, checked October 17, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Operational friction in post-production management

Contradictory stakeholder feedback after final revision rounds

When an edit receives contradictory feedback from two stakeholders after the included revision rounds, video editors struggle without clear documentation. Without a structured log of conversations and files, resolving which director or brand manager has final authority becomes difficult. Workspace369 allows you to document specific scope boundaries within client records and projects, ensuring that any extra revision work is tracked separately before an invoice is issued.

Misaligned project scope and extra editing hours

Video editors frequently perform unbilled work when post-production requests expand beyond the original agreement. When revision limits are not clearly connected to administrative files and proposals, scope creep occurs unnoticed. Tracking hours and adjustments manually outside your primary client records leads to missed billing opportunities. You need a clear system where projects, tasks, and proposals explicitly define the boundary of included edit iterations.

Scattered files and asset tracking confusion

Managing rough cuts, audio stems, and project briefs across multiple disconnected platforms causes delivery delays. Video editors often lose time searching for the specific feedback file or asset version sent by a client. Storing general project files and conversations separately from client records makes it hard to verify previous directions. A client system must link files directly to active tasks and projects to maintain order.

Invoicing delays after multi-stakeholder delays

When project delivery stalls due to internal client disagreements, invoicing gets delayed indefinitely. Video editors require a clear schedule and milestone structure to request payments regardless of stakeholder friction. Without linked scheduling and invoices, tracking down payments for completed editing milestones becomes a manual burden. Billing workflows must connect project milestones directly to invoices to secure studio cash flow when edits stall.

See the workspace your clients feel.

01

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile
02

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details

Step-by-step client workflow for video editors

01

Establishing the proposal and scope boundaries

The workflow begins by creating detailed Proposals linked to new client records. Video editors use these proposals to outline the exact number of included revision rounds, delivery formats, and stakeholder roles. A human operator records the names of authorized decision-makers directly in the project brief. This ensures that when the project initiates, the agreed boundaries are visible to both parties within the client portal, preventing future scope confusion.

02

Scheduling milestones and setting up tasks

Once the proposal is accepted, the editor configures the project within Workspace369 by mapping out specific tasks and scheduling delivery milestones. Tasks are created for rough cuts, sound mixing, and final color grading. These tasks are associated with timeline files and client conversations. By scheduling deadlines explicitly, the editor establishes a clear timeline that clients can view, ensuring everyone knows when feedback is due.

03

Managing multi-stakeholder conversations and files

During the review phase, the video editor uploads project files and initiates conversations regarding the current edit. When an edit receives contradictory feedback from two stakeholders after the included revision rounds, the editor uses the conversations history to reference the original agreement. The editor manually logs the conflicting notes within the client records, keeping all communication together alongside the active project files for clear visibility.

04

Resolving feedback exceptions and updating tasks

To resolve the stakeholder contradiction, the editor creates a new task for additional revision hours and sends an updated proposal or change order. The editor communicates the scope and cost impact via the client portal, asking the primary contact to confirm the direction. This step keeps scope changes, costs and approvals on the client record.

05

Issuing final invoices and closing the project

After the final edit is completed and the stakeholder feedback is resolved, the editor generates and sends final invoices based on the project milestones. Any additional tasks created for extra revision rounds are manually added to the billing line items. Once the client pays the invoice, the project is marked as complete, and the final delivery files are archived within the client records for long-term reference.

Client operations for video editors

  • A human operator can successfully log contradictory stakeholder feedback within client records and verify that the conversation history remains accessible to all primary project contacts.
  • The system allows a user to link an additional invoice directly to a newly created revision task when a project exceeds its pre-defined scope boundaries.
  • A client can access the client portal to view scheduled milestones and download project files without needing access to your editing or transcoding tools.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

Read more reviewsSee all reviews on the App Store

See Workspace369 on your own client work.

Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.
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Evaluation criteria for post-production client systems

How does Workspace369 handle conflicting feedback from multiple client stakeholders?

When an edit receives contradictory feedback from two stakeholders after the included revision rounds, a human operator records the details in the conversations section. You can manually create a new task to address the conflict and use the client portal to request clarification from the primary contact, ensuring every step is documented.

Where do frame-accurate video reviews fit?

Keep timeline editing, frame-accurate review and transcoding in your post-production tools. Workspace369 runs the client work around them: proposals, revision tasks, client conversations, portal approvals and invoices.

How are extra editing revisions billed to the client?

You can create a new proposal or add a task for the extra revision hours, and log them with timers as billable time. Once the work is completed, you manually generate an invoice that includes these additional line items, referencing the conversation history stored within the client records to justify the extra charges.

Can clients upload raw video files to the client portal?

Clients can upload project files and briefs directly through the client portal. Keep large raw video assets and high-resolution transcodes in dedicated media storage, and use Workspace369 for the briefs, conversations, tasks and invoices around them.

Related pages

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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.