> ## Documentation Index
> Fetch the complete documentation index at: https://help.influocial.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Influocial Creator CRM: manage creator relationships

> Keep every creator relationship, campaign history, notes, and outreach record organised in Influocial's Creator CRM — one workspace for your whole team.

Creator CRM is a relationship workspace inside Influocial for managing creators across campaigns, invites, and future collaborations. Instead of tracking creators across spreadsheets, inboxes, and scattered notes, you keep everything — tags, groups, internal notes, activity history, and campaign invites — attached to a single creator record that your whole team can act on.

## What you can do with Creator CRM

<CardGroup cols={2}>
  <Card title="Add creators" icon="user-plus">
    Add creators manually or bring them in directly from campaign workflows.
  </Card>

  <Card title="Invite into campaigns" icon="paper-plane">
    Select a live campaign and send an invite from the creator record without rebuilding your shortlist.
  </Card>

  <Card title="Internal notes" icon="note-sticky">
    Keep private, team-visible notes on each creator so context never gets lost.
  </Card>

  <Card title="Activity timeline" icon="clock-rotate-left">
    See a history of creator actions and updates in one place.
  </Card>

  <Card title="Tags and groups" icon="tags">
    Organise creators by niche, campaign type, or status for faster shortlisting.
  </Card>

  <Card title="Archive when needed" icon="box-archive">
    Keep your CRM clean by archiving creators you no longer need in active workflow.
  </Card>
</CardGroup>

## The Creator CRM workflow

<Steps>
  <Step title="Add or save a creator">
    Add a creator manually, or move them from a campaign application or workflow stage into your CRM.
  </Step>

  <Step title="Organise them properly">
    Attach tags, add them to groups, and write internal notes so your team always has context.
  </Step>

  <Step title="Invite them into campaigns">
    Select a campaign and send an invite directly from the creator record.
  </Step>

  <Step title="Keep the relationship reusable">
    Return to the same creator in future campaigns with their full history, tags, and notes still attached.
  </Step>
</Steps>

<Tip>
  When a creator performs well on a campaign, tag them immediately and add them to a group. You can shortlist them again for your next launch in seconds rather than starting from scratch.
</Tip>

## How brands use Creator CRM

**Build reusable creator lists** — Save strong creators from one campaign and use them again for future launches without rebuilding your shortlist from scratch.

**Organise by niche or campaign type** — Sort creators using tags for fitness, beauty, food, gifted, paid, ambassador, UGC, or any internal label that fits your workflow.

**Keep campaign invites connected** — Invite creators into campaigns directly from the CRM instead of switching between tools or copying details between tabs.

**Keep team context in one place** — Use notes and activity history so no one on your team loses track of who was contacted, saved, invited, or archived.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I add creators manually?">
    Yes. You can add creators directly into the CRM whenever you find someone worth tracking, whether or not they have applied to one of your campaigns.
  </Accordion>

  <Accordion title="Can I move creators from campaigns into the CRM?">
    Yes. Creators from campaign applications and workflow stages can be moved into CRM records, keeping their campaign context attached.
  </Accordion>

  <Accordion title="Can I invite creators into campaigns from the CRM?">
    Yes. Open a creator record, select a campaign, and send an invite directly — no need to rebuild your shortlist inside the campaign.
  </Accordion>

  <Accordion title="Is this only for larger teams?">
    No. Creator CRM is built for growing brands and lean teams that need a cleaner workflow without the overhead of spreadsheets or scattered inboxes.
  </Accordion>
</AccordionGroup>