Video / CGI Studios - Production Pipeline & Approvals Planfix CRM and Project Management System

Video / CGI Studios - Production Pipeline & Approvals

Run every video and CGI project from brief to approved delivery in one workspace. Planfix keeps versions, comments, and client approvals aligned so you can ship on schedule.

Start Fast — Video / CGI Studios - Production Pipeline & Approvals

Start Fast

Turn incoming email or messenger requests into tasks. Tag by client, project, and deadline. Add the client to a dashboard with restricted visibility. From day one you have a single place for files, comments, and approvals.

One Task Per Job

Keep the brief, source files, and comment history in one governed task.

Approvals In One Thread

Internal and client approvals stay together so review cycles stay short.

Governed Pipeline

Run production with status rules so modeling, lighting, and render stay ordered.

Why This Matters — Video / CGI Studios - Production Pipeline & Approvals

Why This Matters

You do not lose briefs or references because everything lives in the task. You shorten review cycles because the team and the client approve in the same place. You see real metrics on time, rounds, and margin because data rolls up automatically.

If This Sounds Familiar

If This Sounds Familiar — Video / CGI Studios - Production Pipeline & Approvals
Scattered Versions
You chase renders across messengers and shared drives and lose time.
If This Sounds Familiar — Video / CGI Studios - Production Pipeline & Approvals
Unrecorded Approvals
You wait for client confirmation that is not recorded anywhere reliable.
If This Sounds Familiar — Video / CGI Studios - Production Pipeline & Approvals
Lost Change Requests
You lose money on change requests because nobody logged the extra work.
How Production Runs In Planfix — Video / CGI Studios - Production Pipeline & Approvals

How Production Runs In Planfix

Capture the brief in a task and let AI Dataminer fill project fields. Plan the pipeline in Planner using conditional lists so modeling, animation, lighting, render, and compositing appear for the right team. Publish to the client dashboard so every approval is reportable.

Detect Change Fast

Classify new client change requests with AI right in the task thread.

Move To CR Status

Switch the task to a change request status so the team sees it instantly.

Log Time And Cost

Add time and cost data tags so you can invoice, analyze, and report later.

How You Keep The Studio Informed — Video / CGI Studios - Production Pipeline & Approvals

How You Keep The Studio Informed

Pin reports and boards to team workspaces. Use project totals to see overdue work, rounds, and actual hours. Give freelancers and clients only what they must see. Keep files in the task so nobody asks where the final render is.

The Outcome — Video / CGI Studios - Production Pipeline & Approvals

The Outcome

Your studio runs one shared pipeline for every video and CGI job. Producers, artists, and clients speak in one place. Every approval is on the record. Reports tell you how long each stage took. You can reuse the same process for the next project.

In Control

You feel in control of delivery and project timing across the studio.

Confident With Clients

You know exactly what the client saw, commented on, and approved last.

Safe On Margin

You protect scope and profit because every change stays tied to the job.

Task-Based File Threads

Planner And Status Rules

AI Agents And Totals

Task-Based File Threads — Video / CGI Studios - Production Pipeline & Approvals

Task-Based File Threads

Shared drives are replaced with files that live inside tasks.
Comments, versions, and approvals stay beside the render.
Clients respond in the same thread.
Documents in Planfix
Planner And Status Rules — Video / CGI Studios - Production Pipeline & Approvals

Planner And Status Rules

Email and spreadsheets are replaced with real boards.
Conditional lists show work to the right team at the right time.
Status sets keep production governed.
Boards in Planfix
AI Agents And Totals — Video / CGI Studios - Production Pipeline & Approvals

AI Agents And Totals

AI Dataminer extracts details into structured fields.
AI Summarizer records decisions from review rounds.
Project totals show time and cost across the job.
AI in Planfix

Run Video And CGI Projects In Planfix

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