For influencer, talent and content creator agencies

Influencer agency CRM: from brand brief to delivery the whole campaign in one panel

Influencer agency software, program and CRM on one platform: Influencer agency job tracking software, customer management software and sales automation with WhatsApp.

Campaign briefs from brands, deciding which influencer roster to pitch, content approval rounds, and correspondence that runs with both sides at once — all on the same screen. Manage the agency by the panel, not scattered email, with the brief pipeline, roster pitch documents and content approval flow.

One panelWhatsApp · email · Instagram
Brief pipelineFrom brand request to delivery
Content approvalDraft → approval → scheduled
Quick answer

Which CRM software should be used for Influencer agency? ÖzgürKod is a CRM for Influencer agency businesses: Brand briefs in the pipeline, influencer roster pitches, campaign delivery tasks and records of two-way communication in one panel. Setup takes minutes; try it free for 7 days.

Message center
Inbox
Sound familiar?

Familiar scenes during campaign season

You have the roster and the relationships; what gets lost is the tracking of briefs, approval rounds and two-way communication.

Brand briefs get lost in email

One campaign brief arrives from the brand on WhatsApp, another by email, another as a presentation file; which brand is at which stage, how many briefs are open, which one is waiting for a reply — it all scatters. A brief you answer late can mean the brand moves on with another agency.

Roster pitches are put together piecemeal

Picking which influencers to pitch to a brand means rebuilding profiles and past work from scratch every time, while presentation files sit in different places. When a talent proposal is late or sloppy, the brand's view of your professionalism takes a hit.

Content approval rounds get messy

An influencer sends a draft, the brand asks for a revision, a second round comes in, and which content was approved and which is still pending gets lost in the back-and-forth. When unapproved content goes live or the wrong version is shared, trust with the brand erodes.

Two-sided communication is scattered

A brand on one side, an influencer on the other, and the agency constantly carrying messages between them. When who said what and which terms were agreed spread across different chats, the “that’s not what I understood” argument comes up with both sides.

Campaign deliverables aren’t tracked

Story, reels, post, cover — a single campaign has dozens of deliverable items, and which one was shot, approved or posted is tracked from memory. When a deliverable is skipped or late, the promise made to the brand rings hollow.

Influencer payouts and payment collection get tangled

The budget collected from the brand, the share owed to the influencer, the agency commission — the payment plan for dozens of campaigns lives partly in a notebook and partly in your head. When payment collection from the brand is late or an influencer payment is forgotten, trust breaks down on both sides.

For Influencer & talent agencies

What does ÖzgürKod do for influencer and talent agencies?

It brings brand briefs, talent proposals, content approval and two-sided communication together in one flow.

The customer journey from first brief to campaign close

  • Log every brief that arrives from a brand via WhatsApp, email or Instagram DM on the customer record with a source tag; let AI classify the messages, see which brand is at which stage in the pipeline, and keep two-sided correspondence on its own record
  • Track brand briefs in the pipeline: follow the stages of brief received, talent proposed, approved, campaign started and delivered; spot a late or unanswered brief at a glance
  • Prepare the influencer talent proposal with presentation files: send profiles, past work and quote line items to the brand as file attachments, and track the quote status as Draft → Sent → Approved
  • Manage content approval with the social media content calendar: in the draft → approval → scheduled → published flow, see clearly which content is approved and which is waiting for a revision, and keep each brand approval round on record
  • Track campaign deliverables with a task board and checklist: make items like story, reels and post into tasks, assign the responsible influencer and a due date so no deliverable is missed, and attach files to the card
  • Track payment collection from the brand, influencer payouts and commission with partial payment records; let AI detect the receipt the brand sends, and see on the record where each campaign’s payment stands
Brief & campaign tracking — ÖzgürKod CRM
1
Brand brief

A campaign brief that arrives from a brand via WhatsApp, email or DM is saved with a source tag; budget, goals and expectations build up on the record from the very first note.

2
Talent proposal

The influencer lineup is prepared as a presentation file; profiles and past work are sent to the brand as file attachments, and the quote status is tracked in the pipeline.

3
Approval & contract

The brand approves the talent lineup and the quote; the deal moves to the approval stage, and the brand budget and influencer payout are entered into the payment plan.

4
Content production

Influencer drafts enter the content calendar and move through the draft → approval → scheduled flow; brand revisions are tracked as recorded rounds.

5
Deliverables & publishing

Campaign deliverables become a checklist on the task board; story, reels and post steps are tracked with an owner and due date, and published content is marked.

6
Two-sided tracking

All correspondence with the brand and the influencer is recorded in one panel; who said what and which terms were agreed are visible on the record, and the “that’s not what I understood” argument comes down to the record.

7
Close & billing

Payment collection from the brand and influencer payouts are closed out with payment records; the brand and influencer stay in the segment for future campaigns, and a closing report is prepared.

WhatsApp and Instagram

Not from a personal phone, but from the business line

Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.

In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).

The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.

Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.

Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

Don't track everything yourself; let it tell you what matters

It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.

Know who to get back to first

  • Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
  • Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
  • Today's tasks: a short morning summary showing who you need to follow up with that day.
  • Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.

AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.

No separate tools to set up

Messages, quote, payment collection and your team — in one account

When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.

Try free for 7 days

Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.

Team and permissionsAssign records to team members; if you want, each person sees only their own customers.

Track it from ad to customerLeads from Meta ad forms land in the record together with their source.

Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.

Channels and connections

Wherever your Customer write from

Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.

  • WhatsAppCloud API or QR
  • InstagramDMs and comments
  • MessengerYour Facebook page
  • TelegramYour Telegram bot
  • TikTokDM
  • Web chatThe widget on your site
  • Meta ad formsWith the ad source

Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Influencer agency?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Influencer agency choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
  5. Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.

Influencer agency program, software or CRM?

Most business owners search for the solution they need as “Influencer agency program,” “Influencer agency software,” “Influencer agency job tracking software” or “Influencer agency customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.

As a Influencer agency automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.

Influencer agency softwareInfluencer agency softwarecustomer management softwarejob tracking softwareInfluencer agency otomasyonu
Comparison

Method comparison for Influencer agency

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
Mesajlar Scattered across phones Mostly an extra module or extra fee WhatsApp, Instagram and web in one inbox
Reminders and follow-up Left to memory Needs setup and integration Follow-up date, notification and tasks ready
Customer history Between notebook, phone and email Yes, with generic fields On one card: messages, quote, payments, notes
Teamwork It’s unclear who is handling what Extra cost per user Assignment, tasks and record-based permissions
Language and pricing — Usually $ pricing, English support TL pricing, local support in Turkish
Starter Invisible cost in time Long setup, exchange rate risk 7-day free trial
Influencer agency for

Starts at 2.500 ₺ / month

7-day free trial · No setup fee · Upgrade your plan any time

Every message answered late is an opportunity handed to a competitor.

If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What does a CRM do for an influencer agency?

An influencer agency manages two sides at once: brands handing over briefs and influencers producing content. The CRM brings everything between the two into a single panel. Briefs from brands are tracked stage by stage in the pipeline; talent recommendations are stored with their presentation decks, content approval rounds stay on record, two-way correspondence sits on its own card, and payments are tracked. A single panel replaces scattered email and WhatsApp groups; which brand is at which stage, and which content was approved, belongs to the system rather than to anyone's memory.

Do you measure influencer performance and campaign statistics?

No — let's say that clearly: ÖzgürKod is not an influencer analytics or measurement tool. It does not pull or report metrics like reach, engagement rate or follower quality. You keep using your analytics tools for that data. ÖzgürKod does something different: it brings brand briefs, talent recommendations, content approval rounds, campaign deliverables and two-way communication into a single panel. It does not measure how much reach an influencer brings; it organizes the operations and the relationship of that campaign.

How do I track brand briefs?

You place each brand brief at a stage in the pipeline: brief received, talent proposed, approved, campaign started, delivered. Budget, goal and expectations sit on the card; whether the brief came in via WhatsApp or email makes no difference — it all lands in the unified inbox. You see at a glance which brand is at which stage and which brief is waiting for a reply. So the risk of losing a brand to another agency because of a brief you answered late is managed with a visible flow, not a scattered email inbox.

How do I manage content approval rounds?

You run content approval on the social media content calendar: the influencer's draft moves to the draft stage, is submitted for brand approval, becomes scheduled once approved, and published once shared. When the brand asks for a revision, the round stays on record; you can clearly see which content is approved and which is pending. Important note: ÖzgürKod does not publish content to social media on its own — it is not an automatic publishing tool. It tracks the approval flow and the “scheduled” status; you or the influencer do the posting at the right time. That way content without approval does not go live by mistake.

How do I keep two-way communication in one place?

Your correspondence with both the brand and the influencer stays on record on the relevant cards; WhatsApp, email and Instagram DMs are gathered in the unified inbox. On the campaign card you can see who said what, which term was accepted, and which date was discussed. With message assignment and role-based permissions, it is clear within the team who is handling which brand. So the “that's not what I meant” argument an agency runs into while relaying messages between two sides rests on recorded correspondence, not scattered chats; trust is preserved with both sides.

How do I track brand payments collected and influencer payments?

For each campaign, you keep the brand budget, the influencer's share and the agency commission as split payment records. AI detects the payment receipt the brand sends; you apply it to the payment record with one click. On the card you see which campaign's payment has been collected and which influencer payment is pending. ÖzgürKod does not take online payments and does not send money to influencers on its own; it organizes the record and tracking of collections and payouts. So even if a payment from a brand is late, or an influencer payment is forgotten, the status stays visible all season.

Influencer agency software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Influencer agency software", "Influencer agency software", "Influencer agency job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.

Don't run your next campaign over scattered email

7-day free trial, no credit card required. Connect WhatsApp and Instagram on day one; let's move your brand briefs and campaign tasks into the panel.