The Ops Edit: CRM, Email & AI Tools That Actually Save Time

Whether you’re managing a roster of creators or running your own freelance business, the backend work is relentless — and your inbox is probably a graveyard of half-finished follow-ups held together by twelve open tabs and a prayer. This one’s for you. We’re getting into the operational tools that keep our businesses running without the busywork — from CRMs that live right in your inbox to AI that drafts, organizes, and remembers so you don’t have to.

This one is hosted by Megan Frantz, our talent management ambassador in WIIM, and Senior Talent Manager and Partner at Sixteenth, a Whalar Group company.

She’ll walk through the real stack she uses to stay on top of clients, castings, and chaos, but we’ll open it up to the group for an open conversation and shares.

We’ll start by diving into:

• Streak — a CRM built right into Gmail
• Boomerang — schedule sends and resurface emails that need a nudge
• Airtable — your roster, deals, and projects in one flexible home base
• Claude — an AI assistant for drafting, research, and the tedious stuff
• Foam — a great talent management tool

Come for the tool tour, leave with a backend that finally works as hard as you do.