MEMO: CRM and management for a wedding video production company
A custom system I built for MEMO, a wedding video production company: sales and operations CRM, contracts generated and sent automatically, and a P&L statement calculated without spreadsheets.
The challenge
A wedding video production company follows many couples at once, and each one goes through several stages: the sales negotiation, the contract, the operation of the big day and the deliveries, and financial control. When all of that depends on manual work, growing means more office hours instead of more weddings.
The solution
I built MEMO a custom management system that brings sales, operations and finance together in one place:
- Sales CRM: tracking negotiations with couples, from first contact to closing.
- Operations CRM: tracking each wedding after closing, so the team knows what needs to be done on every project.
- Automatic contracts: the system generates and sends the contract, with no document-by-document assembly.
- Automatic P&L: the income statement is calculated automatically, with no side spreadsheet.
- Secure access: an online system with login restricted to the MEMO team.
Results
- +30weddings managed in the system
- More scaleto serve more couples with the same team
- Less timespent on contracts, controls and spreadsheets
With automated contracts and P&L, and every wedding tracked from sales to operations, the company gained scale and saved time — and now manages more than 30 weddings in the system.