Velvet's creator agency CRM gives you a working memory for your entire roster: every creator profile, every fan relationship, every note your team has ever taken. Spend history, segments and conversation context live in one place, scoped per creator so nothing leaks between profiles.
A fan sits at one of five lifecycle stages: cold, qualified, active, vip or churned. The same closed set is used by the person who moves a lead by hand and by the automation that reacts to a purchase, so the two can never drift into accepting different words for the same thing.
A monetary event requalifies the fan against your stages as part of the same transaction that records the sale. Nobody has to remember to promote a big spender, and nobody can forget.
A fan record is scoped to the creator profile they follow and pay. The same person following two of your creators is two relationships with two histories, which is what stops a whale on one profile from being read as a whale on another.
Each fan record shows lifetime spend, active subscriptions, PPV purchases, tips and wishlist gifts for that creator: pulled straight from the wallet ledger, not manually logged.
Fans are scoped to a single creator profile: a big spender on one creator is not assumed to be one on another, so your team always reads the relationship that actually exists.
Closers and managers annotate fans with preferences, boundaries and context, so the next shift picks up the conversation without asking the fan to repeat themselves.
Build segments by spend tier, recency, subscription status or custom tags, and reuse them directly in mass messaging campaigns.
A fan group carries a name, a colour, a set of tags, a priority and its members. Priority is what lets a shift see which groups to work first when three of them are all technically active, and colour is what lets that judgement survive a glance at an inbox rather than a report.
Groups are also a targeting vocabulary. A broadcast can address whole groups, an explicit list of fans, or everyone not in a group yet, and the send records which of those three it was, so a campaign can be read back correctly months later.
What a fan responded to, what they were promised and where a conversation stopped are notes on the record rather than messages in a thread. Fans never see them, and they outlive any single shift or any single closer.
That persistence is the difference between a fan being recognised and a fan being asked to repeat themselves. It is also what makes an account transferable: a creator moving between managers arrives with their relationship history rather than a list of names.
The CRM tracks creators too: onboarding status, assigned managers and closers, content cadence and revenue trend per profile.
When a creator joins or a manager changes, access updates with the assignment: the CRM and the permission model are the same system, not two lists to keep in sync.
No. Fan spend history is written by the settlement path itself, from the net amount of a sale that actually cleared. There is no manual entry point and therefore no gap between what the CRM says a fan spent and what the ledger says they paid.
Only what their assignment reaches. Closer access is granted per creator profile and per conversation, and CRM reading is a permission of its own on top of that. A closer working one profile has no route to the fan records of another.
Stage ranking exists precisely so it does not. Churned deliberately ranks below cold rather than above it, so an automated requalification cannot promote a lapsed fan by comparing ranks upward, and a deliberate downgrade is never undone by the next purchase notification.
No. A fan belongs to the creator profile they follow and pay. The same person following two of your creators appears as two separate fan relationships, each with its own history and segments.
Closers see fan context only for the chats assigned to them. Roster-wide CRM views, revenue data and creator settings are reserved for agency roles with the appropriate access.
No. Spend history is derived from the wallet ledger automatically, so fan records reflect real settled transactions rather than hand-maintained numbers.
Cold, qualified, active, vip and churned. It is a closed set shared by manual moves and by automated requalification, which is why a stage means the same thing whoever wrote it.
Monetary activity moves the stage automatically, and your team can move it by hand. Both write into the same five-stage vocabulary, so the record has one answer rather than an automated one and a human one.
Yes. Groups and saved views are the same objects targeting uses, so a segment defined once in the CRM is the segment a broadcast addresses, rather than a filter somebody rebuilds from memory at send time.
Yes. Managing the CRM is one of ten named creator permissions alongside profile, content, wishlist, vault, messaging, PPV, analytics, team and settings. Each is granted on its own.