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Zoho implementation for Music and Entertainment Production

Zoho for music and entertainment production: run bookings, artists, events, contracts and settlements for music and entertainment businesses.

Business process workflow

How music and entertainment production work flows in Zoho

Run bookings, artists, events, contracts and settlements for music and entertainment businesses.

Common problems we fix

  • Artist bookings clash
  • Contracts are tracked by email
  • Settlements are calculated by hand

The process, step by step

  1. 1

    Enquiry and booking

    Capture and confirm bookings.

  2. 2

    Contracts

    Agreements and e-sign.

  3. 3

    Production plan

    Tasks, crew and vendors.

  4. 4

    Ticketing or fees

    Invoices and receipts.

  5. 5

    Settlements

    Artist and vendor payouts.

  6. 6

    Reports

    Revenue per event.

Department by department

How every department of a music and entertainment production business works in Zoho

In a music and entertainment production company, artist and client relations, A and R, the studio, live events, rights and royalties, accounts and HR all work around the same artist, project and release. In Zoho each team has its own screens, but they share one artist record, one project and one rights register, so a session booking, a show settlement or a royalty split always ties back to the right contract.

How the departments hand work to each other

Each arrow is a handover. Because every team works on the same Zoho records, the next department picks up the work without re-entering it.

  1. 1Bookings and Client Relations to Live Events and Touring: Confirmed show with rider, venue and timings
  2. 2Bookings and Client Relations to Studio and Production: Confirmed production or session booking
  3. 3Bookings and Client Relations to Finance and Accounts: Contract value and deposit terms
  4. 4Artists and A and R to Studio and Production: Recording plans and session needs
  5. 5Artists and A and R to Rights, Publishing and Royalties: Signed agreements with royalty terms
  6. 6Studio and Production to Rights, Publishing and Royalties: Delivered masters with credits and ISRC
  7. 7Studio and Production to Finance and Accounts: Session hours and musician fees to bill and pay
  8. 8Live Events and Touring to Finance and Accounts: Show settlements, vendor bills and travel costs
  9. 9Live Events and Touring to Rights, Publishing and Royalties: Set lists for performance royalty reporting
  10. 10Rights, Publishing and Royalties to Finance and Accounts: Royalty payable and receivable by period
  11. 11Finance and Accounts to Management and Reporting: Profit by business line
  12. 12HR and Payroll to Finance and Accounts: Payroll totals and crew engagements
  13. 13Management and Reporting to Artists and A and R: Investment decisions on artists and releases

Each department in detail

Open a department to see its workflow, its own entity diagram, who does the work, what needs approval, the reports it watches and what it hands over.

Bookings and Client RelationsSells studio time, productions, artist appearances and event services to labels, brands, promoters and private clients.

Workflow

  1. 1

    Capture enquiries

    Enquiries for shows, brand jingles, studio sessions and artist appearances become leads with date, city and budget.

  2. 2

    Check availability

    The team checks artist and studio calendars before offering dates.

  3. 3

    Send offers

    Offers include fee, rider, travel terms and deposit, with versions kept on the deal.

  4. 4

    Sign the contract

    Performance or production agreements are signed and the deposit invoiced.

  5. 5

    Hand over to delivery

    Signed deals open a project for the studio or live team.

Entity diagram: Bookings and Client Relations

The records this team creates and updates, their key fields, and how they link.

sends (1:N)answered by (1:N)becomes (1:1)ClientCRMTypeCityBilling contactBooking EnquiryCRMEvent dateArtistBudgetOfferCRMFeeRiderDepositEngagement ContractContractsContract noSigned onCancellation terms
  • Zoho CRM
  • Zoho Contracts
Read the relationships as text
  • Client sends Booking Enquiry (1:N)
  • Booking Enquiry answered by Offer (1:N)
  • Offer becomes Engagement Contract (1:1)
Who does the work
  • Booking agent
  • Client relations manager
  • Head of business
Approvals and controls
  • Fees below the artist's floor need the artist manager's consent
  • Contracts without a deposit clause need the head of business
Reports they watch
  • Enquiries and conversion by type
  • Confirmed bookings by month
  • Deposits pending
Hands over to
  • Live Events and Touring: Confirmed show with rider, venue and timings
  • Studio and Production: Confirmed production or session booking
  • Finance and Accounts: Contract value and deposit terms
Artists and A and RSigns and develops artists, manages their calendars and plans releases.

Workflow

  1. 1

    Scout and evaluate

    Demos and artist leads are logged and reviewed by the A and R team.

  2. 2

    Sign artists

    Recording, management or publishing agreements are negotiated and signed.

  3. 3

    Plan releases

    Each release has a plan for recording, mixing, artwork, distribution and promotion dates.

  4. 4

    Manage artist calendars

    Shows, sessions, press and travel are kept on one artist calendar.

Entity diagram: Artists and A and R

The records this team creates and updates, their key fields, and how they link.

bound by (1:N)has (1:N)submits (1:N)ArtistCRMStage nameGenreManagerArtist AgreementContractsTypeTermRoyalty rateRelease PlanProjectsTitleRelease dateStatusDemo SubmissionCRMTrackSubmitted onRating
  • Zoho CRM
  • Zoho Contracts
  • Zoho Projects
Read the relationships as text
  • Artist bound by Artist Agreement (1:N)
  • Artist has Release Plan (1:N)
  • Artist submits Demo Submission (1:N)
Who does the work
  • A and R manager
  • Artist manager
Approvals and controls
  • New artist signings need the head of A and R and finance
  • Release dates are locked only after masters and artwork are approved
Reports they watch
  • Releases by stage
  • Artist calendar load
  • Demos reviewed per month
Hands over to
  • Studio and Production: Recording plans and session needs
  • Rights, Publishing and Royalties: Signed agreements with royalty terms
Studio and ProductionRecords, mixes and masters music and produces audio for brands, films and artists.

Workflow

  1. 1

    Book sessions

    Rooms, engineers and session musicians are booked for each session.

  2. 2

    Log sessions

    Session hours, engineer, musicians and tracks worked are logged.

  3. 3

    Track versions

    Mix and master versions are stored and shared for approval.

  4. 4

    Deliver masters

    Approved masters, stems and metadata are delivered to the client or distributor.

Entity diagram: Studio and Production

The records this team creates and updates, their key fields, and how they link.

recorded in (1:1)produces (1:N)delivered as (1:1)Session BookingBookingsRoomEngineerSlotSession LogCreatorHoursTracksMusiciansMix VersionWorkDriveTrackVersionStatusMaster DeliveryCreatorFormatISRCDelivered on
  • Zoho Bookings
  • Zoho Creator
  • Zoho WorkDrive
Read the relationships as text
  • Session Booking recorded in Session Log (1:1)
  • Session Log produces Mix Version (1:N)
  • Mix Version delivered as Master Delivery (1:1)
Who does the work
  • Sound engineer
  • Music producer
  • Studio manager
Approvals and controls
  • Session overtime beyond the booking needs client approval
  • Masters are delivered only after client sign-off
Reports they watch
  • Room utilisation
  • Session hours by project
  • Revisions per track
Hands over to
  • Rights, Publishing and Royalties: Delivered masters with credits and ISRC
  • Finance and Accounts: Session hours and musician fees to bill and pay
Live Events and TouringPlans and runs shows and tours, from advancing and crew to settlement after the show.

Workflow

  1. 1

    Advance the show

    Venue, tech rider, hospitality and schedule are confirmed with the promoter.

  2. 2

    Book crew and vendors

    Sound, light, stage and transport vendors and crew are booked.

  3. 3

    Plan travel

    Flights, hotels and ground transport are booked for the touring party.

  4. 4

    Run the show day

    Run sheet, call times and incidents are logged on the day.

  5. 5

    Settle the show

    Ticket sales, fee, deductions and expenses are settled with the promoter.

Entity diagram: Live Events and Touring

The records this team creates and updates, their key fields, and how they link.

runs by (1:1)needs (1:N)closed by (1:1)ShowCreatorVenueDatePromoterRun SheetCreatorItemTimeOwnerVendor BookingCreatorVendorServiceCostShow SettlementCreatorGrossDeductionsNet due
  • Zoho Creator
Read the relationships as text
  • Show runs by Run Sheet (1:1)
  • Show needs Vendor Booking (1:N)
  • Show closed by Show Settlement (1:1)
Who does the work
  • Tour manager
  • Production manager
  • Event coordinator
Approvals and controls
  • Production spend above the show budget needs the head of live
  • Settlements need the tour manager and accounts before payment
Reports they watch
  • Show budget against actual
  • Settlements pending
  • Shows by city and month
Hands over to
  • Finance and Accounts: Show settlements, vendor bills and travel costs
  • Rights, Publishing and Royalties: Set lists for performance royalty reporting
Rights, Publishing and RoyaltiesRegisters works and recordings, collects royalties and pays artists and writers their share.

Workflow

  1. 1

    Register works and recordings

    Songs, splits, ISRC and ISWC codes are registered with societies and distributors.

  2. 2

    Import royalty statements

    Distributor and society statements are imported by period and source.

  3. 3

    Match and allocate

    Income lines are matched to tracks and split among rights holders.

  4. 4

    Issue royalty statements

    Artists and writers get statements and payments by period.

  5. 5

    License usage

    Sync and usage licences are issued with fee and term.

Entity diagram: Rights, Publishing and Royalties

The records this team creates and updates, their key fields, and how they link.

recorded as (1:N)earns (1:N)shared by (1:N)licensed in (1:N)WorkCreatorTitleISWCWritersRecordingCreatorISRCArtistReleaseRoyalty LineCreatorSourcePeriodAmountSplitCreatorRights holderShare percentRoleSync LicenceContractsTrackLicenseeTerm
  • Zoho Creator
  • Zoho Contracts
Read the relationships as text
  • Work recorded as Recording (1:N)
  • Recording earns Royalty Line (1:N)
  • Work shared by Split (1:N)
  • Recording licensed in Sync Licence (1:N)
Who does the work
  • Rights manager
  • Royalty analyst
Approvals and controls
  • Split changes need signed consent from all parties
  • Sync licences need the artist manager's approval where the contract says so
Reports they watch
  • Royalty income by source and period
  • Unmatched income lines
  • Statements due
Hands over to
  • Finance and Accounts: Royalty payable and receivable by period
Finance and AccountsInvoices clients, pays artists, crews and vendors, and accounts for advances, recoupment and royalties.

Workflow

  1. 1

    Invoice and collect

    Deposits, balance fees and studio work are invoiced, with GST in India or VAT in the UK and UAE.

  2. 2

    Pay crew and vendors

    Vendor bills and crew fees are matched to bookings and paid.

  3. 3

    Track artist advances

    Advances are tracked and recouped from royalties as the contract says.

  4. 4

    Report by project

    Income and cost by show, release and production are reviewed.

Entity diagram: Finance and Accounts

The records this team creates and updates, their key fields, and how they link.

margin against (N:N)paid as (1:1)Client InvoiceBooksInvoice noProjectAmountVendor BillBooksVendorProjectDue dateArtist AdvanceCreatorArtistAmountRecouped
  • Zoho Books
  • Zoho Creator
Read the relationships as text
  • Client Invoice margin against Vendor Bill (N:N)
  • Artist Advance paid as Vendor Bill (1:1)
Who does the work
  • Accountant
  • Royalty accountant
  • Finance manager
Approvals and controls
  • Advances need the head of business and finance
Reports they watch
  • Profit by show, release and production
  • Advances unrecouped
  • Receivables by client
Hands over to
  • Management and Reporting: Profit by business line
Zoho apps for this team:Zoho BooksZoho CreatorZoho Analytics
HR and PayrollManages staff and freelance crews, contracts and payroll.

Workflow

  1. 1

    Keep crew pool

    Freelance engineers, musicians and crew are stored with rates and skills.

  2. 2

    Contract freelancers

    Crew agreements and NDAs are signed before each engagement.

  3. 3

    Track staff time

    Staff time on projects and shows is logged.

  4. 4

    Run payroll

    Staff salaries run in Zoho Payroll where it is available, or a local provider.

Entity diagram: HR and Payroll

The records this team creates and updates, their key fields, and how they link.

signs (1:N)logs (1:N)Crew MemberCreatorRoleDay rateSkillsCrew AgreementSignProjectRateSigned onStaff TimesheetProjectsEmployeeProjectHours
  • Zoho Creator
  • Zoho Sign
  • Zoho Projects
Read the relationships as text
  • Crew Member signs Crew Agreement (1:N)
  • Crew Member logs Staff Timesheet (1:N)
Who does the work
  • HR coordinator
  • Payroll officer
Approvals and controls
  • Crew rates above the rate card need the production manager
Reports they watch
  • Crew use by role
  • Staff utilisation
  • Payroll and crew cost
Hands over to
  • Finance and Accounts: Payroll totals and crew engagements
Management and ReportingGives leadership one view of bookings, releases, studio use, royalties and profit.

Workflow

  1. 1

    Bring data together

    CRM, Projects, Creator and Books data sync into Zoho Analytics.

  2. 2

    Review the calendar

    Shows, sessions and releases for the quarter are reviewed weekly.

  3. 3

    Review artist performance

    Income per artist across shows, releases and royalties is tracked.

  4. 4

    Review profit

    Profit by business line is reviewed monthly.

Entity diagram: Management and Reporting

The records this team creates and updates, their key fields, and how they link.

includes (1:N)includes (1:N)Business DashboardAnalyticsLineRevenueMarginArtist ScorecardAnalyticsArtistIncomeShowsCalendar ViewAnalyticsWeekShowsSessions
  • Zoho Analytics
Read the relationships as text
  • Business Dashboard includes Artist Scorecard (1:N)
  • Business Dashboard includes Calendar View (1:N)
Who does the work
  • CEO
  • Head of business
Approvals and controls
  • New artist investments need the CEO
Reports they watch
  • Revenue by line
  • Income per artist
  • Studio utilisation
  • Royalty trend
Hands over to
  • Artists and A and R: Investment decisions on artists and releases
Zoho apps for this team:Zoho AnalyticsZoho Books

What to expect when you start

A typical plan for a focused project of one to three apps. Larger scope or messy data takes longer; we confirm the timeline after discovery.

  1. Week 1 to 2

    Map and agree

    We walk through your music and entertainment production process from "Enquiry and booking" to "Reports", list the records and fields you really need, and agree the scope.

  2. Week 3 to 4

    Build the core

    We configure Zoho CRM and Zoho Bookings with your stages, roles, approvals and templates.

  3. Week 5 to 6

    Connect and migrate

    We clean and import your data, connect email, payments or other tools, and build the reports you will use every week.

  4. Week 7 to 8

    Test and go live

    Your team tests with real cases, we train each role, and we cut over with a checklist.

Mistakes to avoid

  • Copying the old spreadsheet column for column. Keep only the fields that help someone decide or act.
  • Leaving out exceptions such as returns, changes and cancellations. Model them early so the team does not work around the system.
  • No owner per stage. Name one person for "Enquiry and booking" and one for "Reports".
  • Going live without checking reports against numbers you already trust.

A good first win

Start with the problem that hurts most: Artist bookings clash. Fixing one visible problem in the first month builds trust and adoption for everything after it.

What you can measure

  • Booking conversion
  • Settlement time
  • Event margin

Questions about Zoho for music and entertainment production

Which Zoho apps suit music and entertainment production businesses?

A typical music and entertainment production setup uses Zoho CRM, Zoho Bookings, Zoho Sign, Zoho Projects, Zoho Books, Zoho Creator, Zoho Analytics. We confirm the exact apps after mapping your own process in a discovery call.

How does the business process flow in Zoho for music and entertainment production?

1. Enquiry and booking; 2. Contracts; 3. Production plan; 4. Ticketing or fees; 5. Settlements; 6. Reports.

Which departments does a Zoho setup for music and entertainment production cover?

A full setup covers Bookings and Client Relations, Artists and A and R, Studio and Production, Live Events and Touring, Rights, Publishing and Royalties, Finance and Accounts, HR and Payroll, Management and Reporting. Each department works in its own Zoho screens, but they share the same customer, order and finance records, so work moves from one team to the next without being retyped.

Zoho apps we set up for music and entertainment production

  • Zoho CRM
  • Zoho Books
  • Zoho Creator

Not sure which apps fit your business? Book a free 30-minute call or see all Zoho products we implement

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