Manage Relationships
CRM-style pipeline for creator relationships in Celavii — pipeline stages, notes, tags, lists, and bulk operations for organized partnerships.
Organize your creator relationships with a CRM-style pipeline, lists, notes, and tags.
CRM Pipeline Stages
Track where each creator is in your relationship journey. Move creators through stages as your partnership progresses.
| Stage | Description |
|---|---|
| Identified | Creators you've discovered but haven't contacted yet |
| Outreached | Initial contact has been made |
| Negotiating | In discussions about collaboration terms |
| Contracted | Agreement signed, ready to work |
| Active | Currently working on campaigns |
| Paused | Temporarily inactive relationships |
Notes & Tags
- Notes — Add private notes to any creator profile. Track conversation history, preferences, past collaboration details, and important reminders.
- Tags — Create custom tags to categorize creators. Use for niches, campaign types, content styles, or any categorization that fits your workflow.
Lists
Group creators into lists for easy management. A creator can belong to multiple lists.
- Create unlimited lists
- Add/remove creators in bulk
- Share lists with team members
- Export lists to CSV
Bulk Operations
Select multiple creators and perform actions in bulk:
- Add to lists
- Apply tags
- Change pipeline stage
- Export selected profiles
- Send bulk emails
Adding Creators to Your CRM
- From Discovery — Find creators in Discovery and click "Add to CRM"
- Manual Import — Import creators by username or upload a CSV
- Via API — Use the Celavii API to programmatically add creators