One platform for creators, brands and agencies
A roster and a client book,
without the
tool sprawl.CRM tab.tracker sheet.lost follow-up.
Agency isn't a bigger Business account. It's a CRM-grade layer — roster pipelines, a client book, audience audits, fee benchmarks, budget splits and bulk pitching — sitting on the same Deal Room rails everyone else uses.
Agency dashboard
Home baseCreator CRM
RosterBrand CRM
Client bookAudience Audit
8 signalsBulk pitch
Roster groupOne screen instead of eleven tabs.
The Analytics Dashboard is home base: roster size, pipeline health, hot and urgent leads, the incoming requests inbox, and exportable reports — in one place rather than scattered across individual profiles.
How to work it
- Open the dashboard first thing. Urgent and overdue surface at the top — that's your morning list, already sorted.
- Read pipeline health before you read individual deals. A stage that's clogged is a process problem, not a person problem.
- Clear the requests inbox. Incoming from brands and creators lands here rather than in five separate threads.
- Watch roster size against active deals. A roster that grows while active deals don't is a sourcing problem you can see early.
- Export the report when a client asks what's happening — the numbers come from your real account, not a rebuilt sheet.
Nothing lives only in someone's head. When the roster, the funnel and the inbox share a screen, handovers stop being an archaeology exercise.
Your roster, not your contacts list.
Save any creator to a private roster from anywhere in the app — they don't have to be a client already. Then move them through stages, tag them, and keep notes only your team sees.
How to build it
- Save from anywhere — from Explore, from a shortlist, or by adding someone manually. No relationship required.
- Set a pipeline stage per creator so you can see who's sourced, who's pitched and who's actually working.
- Tag with your own labels — "Reliable", "Slow to reply", "Never again". Your vocabulary, not a fixed dropdown.
- Write notes on the card. Private to your agency and permanent, so the next account manager inherits context.
- Build Campaign Groups by client or brief, so "everyone for the Client X campaign" becomes one thing you can act on.
- Trust the live rating. Each card pulls the creator's current rating average off their real PRsathi profile — your notes stay private, but the reputation data is never stale.
Institutional memory that survives staff turnover. Tags and notes are the thing agencies lose when a person leaves — here they belong to the roster.
Track a client before they're a client.
Add a brand as a lead even if they've never heard of PRsathi. Link it to their real business profile later, once they join — that's what unlocks chat, requests and the Deal Room for that contact.
Raw counts every open opportunity at face value. Weighted discounts it by stage probability — so the number you report to a partner is the honest one.
Dormant and Lost are tracked outside the active funnel, so a stalled client stops inflating the forecast without disappearing from your records.
How to run the client book
- Add the brand as a lead whether or not they're on PRsathi. Off-platform prospects are still pipeline.
- Move them through the stages — Lead, Contacted, Pitched, Negotiating, Active. Every change is logged for you.
- Link the record to their real business profile once they join, which opens chat, requests and the Deal Room for that contact.
- Read weighted value, not raw, when you're forecasting. Raw is for ambition; weighted is for planning.
- Work the overdue list. Follow-ups past due surface at the top rather than waiting for someone to remember.
- Park the dead ones in Dormant or Lost so the active funnel stays honest.
A forecast you can defend. "Everything at Lead counted as won" is how agency pipelines lose credibility — the weighted number is the one that survives a partner meeting.
Stages, and what sits outside them
The five active stages carry probability weight. Dormant and Lost are kept for history and win-back, not for the forecast.
Stage changes write themselves. Nobody has to remember to update the sheet — which means the pipeline still reflects reality on a busy week.
Vet it before your name is on it.
The audit runs a creator's public numbers through an eight-signal inference engine tuned to regional benchmarks, and shows the evidence behind each signal. It doesn't claim to prove fraud — it shows you where the numbers stop behaving like real ones.
How to use it
- Run it before you recommend, not after a client asks an awkward question.
- Read the evidence, not the badge. Each signal shows why it landed where it did.
- Treat watch and flag as questions. A geography mismatch may have a real explanation — ask for it.
- Save the report so it's on file the day you put your agency's name behind the recommendation.
- Pair it with the live rating on the roster card — audit covers audience, reviews cover behaviour.
Your reputation stops riding on a screenshot. A saved audit is what turns "we vetted them" from a claim into a document.
Quote from a benchmark, not from whoever spoke first.
The calculator estimates a fair fee range from platform, deliverable type, follower count, engagement rate and currency. Use it to sanity-check a creator's ask, or to build the quote you send a client.
Currency is selectable in the app. The output is an in-app estimate built from these inputs — not scraped market pricing.
How to use it
- Enter the shape of the deal — platform, deliverable, follower tier, engagement rate, currency.
- Compare it to the ask. A quote far outside the band is a conversation, not automatically a refusal.
- Build your client quote from it so your margin sits on a benchmark rather than a guess.
- Re-run it when scope changes. A reel becoming a series moves the band, and so should the fee.
- Watch your run allowance. It's usage-gated — a subscription raises how many runs you get.
No more anchoring. Whoever names a number first usually wins the negotiation — a benchmark means that person doesn't have to be them.
Turn a client's total into a plan they can approve.
Feed in the total campaign budget and it splits across creator fees, platform boost, production, and your own agency fee percentage — then exports as a PDF you can actually hand over.
How to use it
- Start from the client's total, not from the creator fees you'd like to pay.
- Set your agency fee percentage up front so it's visible in the plan rather than buried.
- Let it split the rest across creator fees, boost and production.
- Adjust the shape to fit the brief — a production-heavy campaign shouldn't split like a seeding one.
- Export the PDF and send it. A plan on paper closes faster than a number in a message.
Fewer rounds on "where did the money go". A split shown up front — including your fee — is the version of transparency that wins renewals.
Pitch at roster scale, not one tab at a time.
Send the same brief to many creators at once — or pitch several brands for new business. Point it at a saved Campaign Group and it goes to everyone already tagged for that client.
How to use it
- Build the group first in the Creator CRM. The group is the mailing list.
- Draft the brief with Gillu so the version that goes to twenty people is the good one.
- Target the saved group instead of re-selecting names you already tagged.
- Broadcast — every accepted reply opens its own Deal Room, tracked back to the CRM record.
- Use it for new business too — pitch several brands at once rather than sequentially.
Outreach stops scaling with headcount. The bottleneck moves from "how many messages can we send" to "how good is the brief" — which is the better problem.
Same Deal Room. Several at once.
Deal Room, invoicing and re-review guards behave exactly as they do for Creator and Business accounts. The difference is that you're running many in parallel, each traced back to a CRM record.
Request
A bulk pitch reply, a direct request, or a brand application. Accepting opens the room and links it back to the CRM record.
Pulse, Reviews and Verification at agency scale
- Pulse gives you real activity and spend across the pipeline, not a rebuilt estimate.
- Reviews run both ways — the creators you represent and the brands you work with both carry visible records.
- Verification stays the fastest fraud filter you have before money moves.
- Ask Gillu sits across the flows — briefs, counters, bulk pitches.
- Notifications route straight to the deal or payment screen, which matters more the more rooms you're running.
- Support tracks disputes in My Tickets with the deal record attached.
Reputation compounds across the roster. Every clean deal improves the record you and your creators both trade on next cycle.
What the agency toolkit looks like.
Drag the row, or use the arrows. Every tile is a real screen from the Agency workspace.
Not onboarding. A loop you run continuously.
Agency work doesn't have a finish line — it has a cycle that gets cheaper each time round, because the roster, the client book and the reputation all carry forward.
Save creators, add brands as leads — including ones not on PRsathi yet.
Eight signals with evidence. Save the report to your file.
Benchmark by platform, deliverable, followers, engagement.
Creator fees, boost, production, your fee — exported as a PDF.
Broadcast to a Campaign Group, drafted with Gillu.
Agreement, delivery, versioned invoice, payment — several at once.
Real activity and spend across the pipeline, not a rebuilt sheet.
Every clean cycle makes the next pitch shorter and the next roster addition easier.
The five that decide it.
How is an Agency account different from just running several Business accounts?
Can I track a brand that isn't on PRsathi yet?
Are the CRM and calculator tools free, or subscription-gated?
How does the Fee Calculator get its numbers?
What does the Audience Audit actually prove?
Do my roster notes and tags stay private?
Can creators be in more than one Campaign Group?
Roster, pipeline, deals. One account.
Build the client book, save your first twenty creators, and run one campaign group end to end. The loop pays for itself from the second cycle.