Features
Everything a production company needs. Nothing it doesn't.
CSPro replaces disconnected CRMs, spreadsheets, quoting tools, and invoice software with one streamlined platform built around production operations.
What you get
Every feature CSPro ships, built for production companies of all sizes.
Production pipeline
Drag-and-drop pipeline with stages that match how production work moves: New Lead → Quote Sent → Contract → Invoiced → Paid.
Quotes
Build and send professional production quotes using connected client, project, and pricing information. No more rebuilding line items.
Contracts
Send and track contracts connected to the same opportunity, project, and client. Keep agreements organized and easy to find.
Invoices
Turn approved work into invoices from the same workflow that started with the quote. Track payment status and outstanding balances.
Subcontractor management
Centralize subcontractors, vendors, crew, and production partners across markets, specialties, and projects.
Production-focused contacts
Manage clients, leads, crew, vendors, and collaborators without forcing them into a generic sales-contact model.
Companies & relationships
Track agencies, brands, and production partners alongside the people you work with on every job.
Vendor agreements
Send and track MSAs, location agreements, and vendor terms. Countersignature kept with the project it belongs to.
Email & follow-ups
Send and log email from CSPro. Set follow-up reminders so no quote, contract, or invoice gets stuck waiting.
Automations
Trigger reminders and next steps as work moves through the pipeline — deposit paid, contract signed, project delivered.
Revenue visibility
See what is open, booked, invoiced, paid, and where follow-up is needed. Use the pipeline as a business advantage.
Imports & exports
Bring contacts, vendors, and historical projects in via CSV. Export financials for accounting whenever you need.
Roles & permissions
Admin, producer, and collaborator roles. Share what you need with subcontractors, hide what you don't.
Your daily command center.
Dashboard
Your workspace at a glance.
Pipeline Overview
Finances at a Glance · 2026
Money in (paid invoices)
Committed payouts
Profit — 64% margin
Upcoming Tasks
- Send quote — Northwind Brand SpotDue todayMaya O.
- Confirm crew for Aurora Beverage shootTomorrowTheo L.
- Countersign vendor agreement — Aerial Co. PDXJun 4Sam R.
- Send final invoice — Halcyon EditorialJun 5Maya O.
Project pages that connect every part of the job.
Aurora Beverage — Brand film
BrandCreated
May 19
Quote sent
Quote accepted
Contract sent
Contract signed
Invoice sent
Paid
Project date
Sep 23
Pipeline Stage
Next Step
Send the quote
Aurora Q1 Quote is still in draft.
Status
● On track
Everything looks good
Financials
Quoted
$24,500
Invoiced
$0
Paid
$0
Outstanding
$0
Vendor costs
$8,200
Margin
$16,300 66%
Details
- Project date Wed, Sep 23, 2026
- Project value $24,500
- Location Portland, OR
- Crew 14 people
Quotes (1)
Aurora Q1 Quote
Run production with less clutter.
Bring your real client work. Get organized from first inquiry to final invoice.