Chasing brand deals across email, DMs, and screenshots is how creators lose money. This brand deal CRM, built with Taskade Genesis, gives you one pipeline for every sponsor: who reached out, what they offered, what you delivered, and who still owes you. You close more deals and get paid on time.
What's Included
- Deal Pipeline: Move each sponsor through stages from outreach to signed to paid, so nothing slips through the cracks.
- Sponsor Records: Keep contacts, rates, and past campaigns as connected projects, so your history with each brand is one click away.
- Payment Tracker: A USD field shows what each deal is worth and what is still unpaid.
- AI Agent: Ask "who owes me money?" or "which sponsors should I follow up with this week?" and get a straight answer from your own pipeline.
- Automation: When a deal moves to delivered, a follow-up and invoice reminder fire on their own. See how in automations execution.
How To Use
- Clone this app into your Taskade workspace.
- Add every active and past sponsor as a record in the pipeline.
- Set each deal's value and stage, from outreach to paid.
- Let the automation chase follow-ups and invoices so you do not have to.
- Open the agent each Monday to see who to chase and what to invoice this week.
Pair it with the Brand Kit Command Center or browse more in the Community Gallery.