Step 02 · Organize
One record per creator, for your whole team.
Every creator you find, invite or send a sample to gets one card: notes, tags, custom fields and the history of every invite, message and sample. Lists and segments turn those cards into audiences for outreach and Auto Review.
haircareLIVE seller+ Tag
Note
Prefers products shipped before the weekend. Reply in English.
Prefers products shipped before the weekend. Reply in English.
Invite sent by an outreach agentInvite
Requested a sampleSample
Approved by Auto Review ruleApproved
Waiting for contentSequence
What it does
What the CRM does
- Static lists
- Hand-picked groups you add to and remove from, like "Holiday gifting" or "Top LIVE partners".
- Dynamic segments
- Saved filters that keep their membership current, so an outreach agent always targets the right people.
- Tags, notes, custom fields
- Record what your team knows that TikTok doesn't: preferences, past issues, agreed terms.
- Exclusions and blocks
- Leave creators out of a list or audience, or block them across your workspace.
- CSV import
- Bring creators, tags, custom fields and lists from a spreadsheet or your previous tool.
- CSV export
- Take your lists out at any time. Your relationship data is yours.
How your CRM data is kept apart
- Every record carries its workspace. A request for another brand's record gets the same "not found" as a record that doesn't exist.
- Roles decide who can edit: owner, admin, member or viewer.
- Agencies run each client in its own workspace. Tidecollab for agencies