Agency CRM

Creator CRM & Campaign Management for Marketing Agencies

Run several client brands from one login: switch between brand workspaces, approve deliverables with timestamped feedback, and pay creators through escrow on Limurse Creator OS.

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Platform capabilities

Everything your team needs to discover creators, run campaigns, and measure outcomes, without tool sprawl.

01

One login, several client workspaces

Switch between the brand workspaces you belong to, each with its own campaigns, collaborations, and billing.

02

Deliverable approvals

Review every deliverable version with timestamped feedback, then approve it or request changes.

03

Creator rate cards

See the rate cards creators publish and keep the agreed fee on every collaboration.

04

Escrow and TDS tracking

Fund collaborations from the brand wallet, release escrow on approval, and track TDS on Indian invoices.

05

Team roles per brand

Invite teammates to each client workspace and set what each role can see and change.

06

Exports for client reports

Export creator lists to CSV or Excel, and read post results and referral clicks per collaboration.

How teams use it

Concrete workflows and proof points for this page, not generic platform copy.

01

Built for multi-brand teams

Keep each client in its own brand workspace instead of one shared spreadsheet.

02

Terms on the record

Agreements and content usage rights live on the collaboration, so a client handover does not depend on an inbox.

Agency requirements a brand-side CRM often misses

Agencies run several clients inside one operating team, so the requirements start with separation. Client workspaces need their own records, permissions, and reporting, while the agency needs a view across them for staffing and performance. Creator relationships are usually agency assets, but content licences and campaign data frequently belong to the client, and the system has to express that difference rather than blur it.

Confirm the practical consequences before buying. How is a client offboarded, what is exported and to whom, can a creator appear in two client pipelines without leaking notes between them, and can an account manager be given access to one client only. These questions rarely appear on a feature page and always appear in the first difficult month.

  • Client separation is a requirement, not a setting
  • Agree who owns relationships and licences
  • Test offboarding before onboarding

Make the pipeline reflect how the pod actually works

Agency pipelines carry two pipelines at once: the creator relationship and the client campaign. Keep the stages of each honest and few. A creator stage set that mirrors reality, from prospect to contacted to negotiating to booked to repeat partner, is more useful than a long list nobody updates, and a stage that is never used is a stage that quietly corrupts every report built on it.

Assign one owner per relationship even when a pod shares the work, and record the next action with a date. Most agency reporting problems are not analytics problems. They are records that were never updated because ownership was ambiguous.

  • Model both the creator and the campaign pipeline
  • Keep stages few and genuinely used
  • One named owner and a dated next action

Reporting that survives a client review

Client reporting has to be defensible line by line. Keep observed results, such as outcomes tied to a unique link or code, separate from inferred contribution. State the attribution window and the source of every figure. A report that admits uncertainty is easier to defend in a quarterly review than a blended score that cannot be reconstructed.

Standardise the report once and reuse it across clients so the agency is not rebuilding a deck each month. Consistent campaign and creator identifiers across briefs, links, invoices, and reports matter more than the visual template, because they are what make the numbers joinable at all.

  • Label observed and inferred results separately
  • State the attribution window every time
  • Standardise identifiers before templates

Frequently asked questions

What does an agency need that a brand-side CRM lacks?

Client separation. Each client needs its own records, permissions, and reporting while the agency keeps a view across them for staffing. A creator should be able to appear in two client pipelines without notes leaking between them.

Who owns the creator relationship, the agency or the client?

Agree it in the contract rather than assuming. Creator relationships are commonly agency assets while content licences and campaign data belong to the client. The system should express that difference, and offboarding should be tested before onboarding.

How many pipeline stages should we use?

As few as the pod genuinely updates. A stage nobody maintains quietly corrupts every report built on it. Assign one named owner per relationship even when a pod shares the work, and record a next action with a date.

What makes client reporting defensible?

Keeping observed results separate from inferred contribution, stating the attribution window and the source of every figure, and using consistent campaign and creator identifiers across briefs, links, invoices, and reports so the numbers can be joined at all.

Build better brand-creator partnerships

Whether you are building a campaign or your creator business, keep discovery, communication, deliverables, and results clear from the start.