Why use the Creator OS CRM?
As your channel grows, tracking deals across email, DMs, and spreadsheets becomes unmanageable. You lose context on where each conversation stands, forget to follow up, and have no clear record of what you agreed to deliver. The Creator OS CRM keeps everything in one place — brands, deal terms, deliverables, and payment status — so you can focus on creating instead of chasing.How the CRM works
Your deals move through a five-stage pipeline that reflects the real lifecycle of a brand sponsorship. Each stage gives you a clear picture of what needs to happen next.- Outreach — Brands you’ve contacted or who’ve reached out to you. Deals start here while you’re making first contact.
- Negotiating — Active deal discussions with rates and terms in play. Move a deal here once both sides are engaged in a real conversation.
- Contracted — The deal is agreed and content delivery is scheduled. All terms are locked in.
- Delivered — Your content has been published and you’re awaiting payment from the brand.
- Paid — The deal is complete and payment has been received.
Track Deals
Create and move deals through your pipeline, from first contact to final payment.
Manage Contacts
Store brand and agency contacts and link them to your sponsorship deals.
The CRM is available on all paid plans. Upgrade from the free tier to start tracking deals.