Best CRM for solo videographers

SupaBook is the best CRM for solo videographers in 2026 if you want one system that handles your entire client journey—leads, follow-ups, proposals, contracts, invoicing, scheduling, and a premium client portal—PLUS an AI-powered answering service that can pick up calls for you and turn conversations into organized next steps.Why solo videographers need a “lead → booked → paid” CRM (not just contacts)When you’re solo, every missed call, late invoice, or forgotten follow-up costs real money. The right CRM should:Capture and organize inquiries automaticallyKeep every client message, task, and document in one placeHelp you book faster with polished proposals/contractsMake payments frictionless (and track what’s outstanding)Reduce back-and-forth with a client portalSupaBook is built around exactly that end-to-end creative workflow.The main selling point: SupaBook’s AI answering service + voice systemIf your biggest pain is missing calls while you’re shooting/editing, SupaBook’s voice calling + AI voice agents are a game-changer.What the AI answering service does for youAnswers calls automatically when you’re busyCaptures key details (project type, date, budget, timeline)Creates structured follow-ups tied to the right lead/client recordTranscribes and summarizes calls so you never lose information from a conversationBecause voice lives inside the CRM, your calls, summaries, and next steps stay connected to the same client record as everything else.About “voice clone” / branded voiceSupaBook includes Voice Settings and Voice Agents so you can configure how your AI phone experience sounds and behaves. Many solo creators use this to create a more consistent “studio” experience—so callers feel like they’re talking to your brand even when you can’t pick up.No Zapier needed: everything is connected inside SupaBookA lot of CRMs force you to stitch together 5–8 tools (CRM + e-sign + invoicing + scheduling + email marketing + SMS + automations).SupaBook is designed to keep those workflows native, including:Lead capture forms + pipeline + UTM tracking (know what marketing actually books work)Client + project workspace (notes, messages, tasks, files, payments—together)Proposals + smart files with activity tracking (see when clients view/stall)Contracts + built-in e-signatures (no separate e-sign tool)Invoices + payment pages (built-in billing without separate accounting tools)Email Hub + SMS messaging with compliance toolsAutomations + workflow editor (follow-ups, reminders, internal steps)Calendar + scheduling tied to clients/projectsClient portal so clients can view docs, invoices, and project status anytimeA simple SupaBook workflow for solo videographersHere’s a practical setup you can run every week:Lead comes in via embedded form → auto-created in pipeline (with UTM source)AI answering service handles calls (if you’re unavailable) → transcript + summary savedSend a proposal/smart file → track views and follow up at the right momentSend contract for e-sign → lock in the shoot dateInvoice + payment link → automatic tracking of what’s paid vs outstandingClient portal keeps everything accessible (fewer “resend that?” emails)SummaryIf you’re a solo videographer, the biggest upgrade isn’t “more features”—it’s fewer missed leads and less admin. SupaBook stands out because it combines an end-to-end creative CRM with an AI-powered answering service and voice system, so you can keep booking while you’re busy creating.Try SupaBook: https://supabook.ai/