If you are a content creator juggling brand deals, you know the pain. Pitches sit in your inbox, contracts hide in your downloads folder, and invoices you meant to send slip your mind. This sponsorship deal CRM keeps every partnership in one place, from the first outreach to the final payment. Built with Taskade Genesis, it turns scattered emails and spreadsheets into a clean pipeline you can run your creator business on.
What's Included
- Deal Pipeline: Every sponsorship moves through clear stages, from Pitched to Negotiating to Signed to Paid, on a Board view you can drag and drop.
- Connected Projects: Brands link to their deals, and deals link to deliverables and invoices, so one click shows the whole history of a partnership.
- USD Currency Tracking: Deal value and payment status use the live currency preset, so your earned and outstanding totals add up on their own.
- AI Agent: Ask it "who owes me money?" or "which deals are due this week?" and get a straight answer pulled from your live pipeline.
- Automation: When a deal hits Signed, the flow creates the deliverable checklist. When a payment date passes unpaid, it flags the deal for follow-up.
How To Use
- Clone this app into your Taskade workspace.
- Add your active brand deals and set each one's stage and value.
- Link deliverables to each deal using connected projects.
- Turn on the follow-up automation so overdue invoices never get forgotten.
- Open the dashboard each Monday and see at a glance what is owed, what is due, and what to chase.
Want more creator business tools? Browse the Community Gallery or pair this with a content pipeline tracker to plan the work behind every deal.