Everything you need. Nothing you don't.
Your relationships, content, outreach, and site, handled in one workspace. CreatorRM does the busywork, so your day goes to the work only you can do.
Everything you need. Nothing you don't.
One platform to run your entire operation
CRM, content production, website, communications, strategy, and AI, unified in a single dashboard. CreatorRM replaces the dozen tools you're duct-taping together and gives your team superpowers they didn't know existed.
The math
$1,000
per episode
Days
turnaround
Minutes
with CreatorRM
“The biggest mistake I see operators make in year one…”
Auto-trimmed to thought boundary. Captions burned. Reframed 9:16. Hook scored across 4 platform-fit signals.
The pattern
01
Record
A 90-min conversation.
02
Stall
$1k+. Days of edits.
03
Skip repurpose
Post full ep. Hope.
04
Pipeline dies
Back to paying ads.
Upload once. Get a month of content.
Transcript, clips, hooks, blog, captions, and B-roll, in minutes.
Everything below is on every paid plan unless it is marked Studio or Agency. Compare plans
CRM
Know everyone. Forget nothing.
Every contact stays warm, auto-enriched, with AI drafting your next move so no relationship slips through the cracks.
Morgan Reyes
Quick actions
Lead details
- Title
- VP, Business Operations
- Status
- Active
- Preferred channel
- Auto (no preference)
Content
Raw recording → month of content.
Record once and walk away. The clips, captions, blog, and B-roll get made for you in minutes.
Step 2 · Clips
Finds the best moments and cuts platform-ready clips.
AI suggests, from your workspace DNA: targets founders and operators scaling past $1M, emphasizes speed-to-ship over perfection.
"The biggest mistake most operators make in year one..."
92they wait for permission instead of shipping the smallest version and learning from what actually happens...
"Here's the moat nobody talks about..."
88it's not the product, it's how fast you can turn a customer conversation into a shipped fix...
Chat
Ask Anna. Get it done.
One thread that already knows your CRM, your content, and your brand voice, so every answer comes with the context to act on it.
Who answers
Anna
General assistant
Jarvis
Ops & automations
Synthesis
Research & strategy
Emerald
Autonomous goals
Web
Launch a site in minutes.
Your site and docs build themselves from what you already do, on your domain, no developer needed.
AI Enrich This Page: pull details from your DNA and existing site to fill this out.
Company Information
Comms
Every channel. One inbox.
Stop hunting across apps. Every message lives on the contact, ready for you to reply.
Dana Whitfield
2mSounds good, sending the deposit today.
Priya Chandra
18mCan we push the call to Thursday?
Marcus Elliot
1hGot the contract, signing now.
Dana Whitfield
SMSIntelligence
Stop guessing.
Anna learns from every interaction, so you know what will land before you hit publish.
Your advisor team
Chief Strategy Advisor
CharacterChief Financial Advisor
CharacterGrowth & Acquisition Advisor
CharacterBrand & Messaging Advisor
CharacterEvery advisor works from your workspace's DNA (brand, strategy, and history) and can pull real CRM data before answering.
Security
Locked down by default.
Your clients' data stays your clients' data. Zero Trust, tenant isolation, and encryption are on every plan.
On every plan
One vault. One wallet. Every model.
Already paying for Claude, GPT, Gemini, Grok, or Perplexity? Bring your own key instead of switching tabs to use it. Drop it in your workspace's vault, load your wallet with credits, and every model you've connected runs right inside CreatorRM.
Keys, vaulted
Each credential is encrypted with its own key before it touches storage. We never see it in plain text.
One wallet, every key
Load credits once. Every provider you've connected draws from the same balance, no separate billing per model.
Spend, tracked
Full transaction history by model, in real time. Auto-reload when your balance runs low, so nothing stalls mid-task.
BYOK is available on every plan. Usage is billed at provider pricing plus a small wallet fee, separate from the AI usage already included in your plan.
Type-adaptive workspaces
You're not buying a generic CRM. Pick your business type and the workspace molds to your industry: its own DNA template (strategy, ICP, goals, metrics, brand voice), plus type-specific features, navigation, automations, and AI copilots.
Creators & Media
- AI clip engine + auto-captions and hooks
- Show-notes & full episode assembly
- Audience CRM with booking and scheduling
- Brand-voice copilot tuned to your show
Agencies & Business
- Multi-client child workspaces under one roof
- White-label client portals (your brand, not ours)
- Per-client DNA: every client gets its own brain
- Client reporting and deliverables built in
Civic & Community
- Compliance-aware outreach (FEC / TCPA)
- Donor, volunteer & member CRM
- Consent gating on every channel
- Segmented voter / member tooling
Regulated & Professional Services
- Intake & case / matter workflows
- Lead intelligence (crash reports / qualified leads)
- DPPA & consent gates enforced server-side
- Compliance-aware communications
Trades, Property & Finance
- Construction PM: RFIs, submittals, change-orders, margin recovery
- Property-record lookups for real estate
- Lender submission pipeline for loan brokerage
- Storefront, menu & reviews for retail / hospitality
First 30 days free on every plan. Cancel anytime, no surprise charges.
Start your free month