CRM for voice-over artists
Voice-over artists require a structured system to manage client changes when clients alter scripts post-delivery. Workspace369 provides client records, proposals, projects and invoices to track these changes. Recording and editing stay in your audio software, while Workspace369 helps you document script updates, issue revised proposals, and log usage terms using its built-in records and workflow automations.
Key facts
CRM for voice-over artists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "log the revision request" to "finalize the revision invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When a client changes the script after audio delivery, tracking the new text requires immediate administrative updates. Voice-over artists can record the new script text inside the client record or project files. Without a clear log of conversations and files, you risk recording the wrong version. Workspace369 lets you organize these text updates inside project tasks and files to maintain a clear revision history.
Clients frequently request a different usage term, such as moving from local radio to web broadcast. If this change is not documented in a new proposal or invoice, tracking usage rights becomes difficult. You can update client records and issue new proposals to reflect the updated terms. Workspace369 allows you to store these revised proposals and invoices alongside the original client conversation.
When script alterations arrive via multiple channels, the original project scope becomes obscured. Voice-over artists waste time searching through scattered emails to find the final text adjustments. Managing these updates requires a single area for conversations and files. Workspace369 keeps client conversations and updated script files tied directly to the specific project record, ensuring you review the correct text before recording.
Altered scripts require additional billing, but voice-over artists often forget to issue revised invoices before re-recording. This causes payment delays and uncompensated studio time. You can generate an invoice for the revision work and link it to the project tasks. Workspace369 handles your billing by letting you create and send new invoices directly from the client project file.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
When a client requests a post-delivery script change, open their client record and create a new task. Record in the brief the exact text changes and the updated usage term requested. Store the incoming message in the conversations tab to preserve the context. This entry ensures that the whole team knows a revision is active before any audio editing or recording occurs.
Generate a new proposal within Workspace369 that outlines the additional fees for the script change and the new usage term. Link this proposal directly to the active project. Instruct the client to access their client portal to review the proposal. A human operator can verify that the client has acknowledged the updated terms before proceeding to scheduling the studio session.
Once the proposal is accepted, use the scheduling feature to block out time for the re-recording. Assign specific tasks to the project to cover the script review and file preparation. Recording and editing happen in your audio software, while the schedule and task list in Workspace369 track the project timeline.
Upload the final audio files to the files section of the project (file attachments start on Specialist). Send a notification to the client through the conversations tab or the client portal, instructing them to download the files. Update the project status to indicate delivery. This ensures a clear record of when the revised audio was made available to the client.
Create an invoice for the script revision and the updated usage term based on the accepted proposal. Send the invoice directly to the client through Workspace369. Monitor the invoice status to confirm receipt. This closes the loop on the script change, keeping your financial records aligned with the work performed.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
You handle a different usage term by opening the client record, creating a new proposal that specifies the updated terms, and sending it to the client portal. Once the client reviews it, you update the project files and issue a new invoice to reflect the adjusted rights pricing.
Put the usage terms in the proposal your client e-signs. Workspace369 keeps that signed proposal with the invoices and conversations that document the agreed terms, so if a client goes beyond them, you and your legal adviser have a clear record to act on.
You should record in the brief the exact text changes or upload the updated document directly to the project files section. This keeps the text revision tied to the specific client record and project conversations, ensuring you do not use the old script during the re-recording session.
Yes. You can generate a new invoice specifically for the script revision and the new usage term within the platform. The invoice can be sent directly to the client, and you can track its payment status alongside the project tasks, client records, and historical proposals.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
