Projects
Creator CRM that scales with your roster
Manage thousands of creators across many brands with custom fields, composite columns, and field-level permissions. Built for agencies running 30+ brands, in-house teams running always-on programs, and anyone who outgrew the spreadsheet.
What you get
40+ preset columns
Instagram, TikTok, and YouTube engagement, follower counts, and audience demographics ready to drop into any project.
Custom field builder
Text, numeric, percentage, dropdown, and link fields, all configurable per project to match how your team actually works.
Composite columns
Bundle multi-value fields like Creator demographics (country + language + gender) into a single, exportable column.
Brand fit scoring built in
Numeric brand fit score with companion reasoning text per creator, surfaced as native columns alongside performance data.
Bulk operations
Bulk reachout, bulk creator reports, and bulk dropdown replacement across your roster, minutes instead of hours.
Smart exports
Export to Excel, CSV, or clipboard with composite columns expanded automatically into clean, analysis-ready tables.
The CRM creator marketing programs deserve
A real CRM, not a spreadsheet pretending to be one
Projects replaces the rats nest of spreadsheets, Notion docs, and shared trackers most teams use to manage creators. Bring presets, custom fields, composite columns, and dynamic value resolution into one workspace built for creator marketing.
Per-project brand scoping built in
Built for agencies running many brands at once
Each project lives under one brand. Brand clients only see the data you choose to expose, and field-level permissions let you decide which columns are provider-only and which are shared with the brand.
Bulk operations save hours
Bulk actions across your entire roster
Reach out to a hundred creators in one motion, refresh creator reports across a project, or update a dropdown value for everyone tagged the same way. Project duplication makes it trivial to template recurring campaigns.
Frequently asked questions
How does Projects relate to the AI agentic tooling?
Projects is the non-agentic CRM layer, a spreadsheet replacement you control directly. You can use it on its own, or pair it with the agentic Discovery, Outreach, and Negotiation agents that read from and write to the same project data.
How do brand clients see only their own data?
Each project is scoped to a single brand workspace, and field-level permissions (provider_only vs provider_and_brand) control which columns are visible to brand clients. Agencies can keep margin, internal scoring, and pricing private while still sharing performance and content data.
What custom field types are supported?
Projects supports text, numeric, percentage, dropdown, and link fields, plus composite columns that bundle multiple related values into one cell. Every field is configurable per project, so each program can model the data it actually needs.
How do exports handle composite columns?
Exports to Excel, CSV, and clipboard expand composite columns automatically into separate columns for clean downstream analysis. You can also export the bundled view if you prefer to keep grouped data together.
How is this different from a spreadsheet or Airtable?
Spreadsheets and Airtable lack creator-native presets, brand fit scoring, bulk reachout, fresh creator report fetching, and per-brand isolation. Projects is purpose-built for creator marketing teams running real volume across multiple brands.
Does Projects integrate with Discovery and Campaigns?
Yes. AI Search and AI Creator Discovery push results directly into projects, and project rosters feed into campaign briefing, outreach, and performance tracking. Projects acts as the connective tissue between discovery and execution.
