Keeping Track of Clients and Jobs

You’ve set up your studio.

You’re auditioning and marketing yourself.

You’ve booked your first job — congratulations!

So now what?

As you build your voice over business, you’ll need a system to keep track of clients (those people/organizations who hired you) as well as prospects (those people/organizations you are targeting and marketing your services to), and jobs, invoices/payments, and so on.

There are a variety of ways to keep track of this info - ranging from very basic (sticky notes and spiral notebooks) to spreadsheets and CRM platforms. While sticky notes, spiral notebooks, and spreadsheets may be perfectly fine initially, you’ll need something more tailor-made if you intend to take your voice-over craft and career to the next level.

What’s a CRM?

Customer relationship management (CRM) is a term you’ll hear often. Simply put, it’s technology — usually web- or app-based — designed to help manage relationships and interactions with clients and prospects. By keeping track of and managing your contacts, you’ll improve your business relationships - and increase your chances of getting hired regularly. 

The right CRM can help you stay connected to customers, streamline your processes, and improve the overall profitability of your business.

How to choose a CRM?

Most CRM’s include these features and functionality to help businesses stay on top of client relationships:

• Company information
• Client contact information
• Last contact date
• Social media links or feeds
• Email integration
• Notifications and reminders
• And other automated features 

There are a variety of CRM platforms on the market. Most are geared toward a sales organization with prices ranging from $25 - $99 per month, per seat. Per seat is an indication that the system is designed to serve a large organization with multiple employees.

Is there a CRM specifically for Voice Actors?

 Yes. VOICEOVERVIEW is the only VO tracking and management platform built by voice actors for voice actors. Its simple to use, the web-based format helps you manage and grow your business with a visually appealing and customizable dashboard. This provides easy-to-understand metrics that will help you set goals and be aware of every aspect of your business. 

VOICEOVERVIEW features:

• Simple CRM that helps you maintain contact with your clients and prospects.
• Invoicing via integration with the most popular (both free and paid) invoicing and accounting platforms
• Monthly/Yearly/Lifetime revenue trend
• Job pipeline
• Audition tracking
• Expense tracking
• And much more!

 At $9.99/month or $96/year, VOICEOVERVIEW is a very worthwhile and affordable investment in your voice over business.

Now for some really great news:

 As part of your Voice123 membership, you’re entitled to a complimentary 3-month subscription to VOICEOVERVIEW when you register here.

Once your initial subscription expires, you’ll have the option to continue with or cancel your subscription.