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Intermediate · 15 minutes

How to Manage Client Relationships

Use IPX's CRM tools to manage talent, track deals, and grow your clients' careers

What You'll Learn

Navigate CRM tools in the Agent Dashboard
View client overview and activity
Use communication tools effectively
Manage client portfolios and deal pipeline
Set goals and milestones for clients
Analyze per-client performance
Handle disputes and support issues

Step-by-Step Guide

1

Using the CRM Tools in Agent Dashboard

Your Agent Dashboard includes a built-in CRM system designed specifically for talent management:

  • Navigate to Agent Dashboard → Clients to access your CRM
  • The CRM home page shows a sortable list of all clients with key metrics: active deals, total earnings, last activity, and onboarding status
  • Use quick filters to view clients by status (Active, Inactive, Pending), category (Film, Music, Digital), or earnings tier
  • Click any client row to open their detailed profile with full activity history, deal pipeline, and communications

Pro Tip: Pin your most active clients to the top of the list for quick access. Right-click any client row and select "Pin to Top."

2

Client Overview: Projects, Earnings & Activity

Each client profile gives you a comprehensive 360-degree view:

Active Projects

View all projects your client is involved in — their own IP projects, sponsored campaigns, brand collaborations, and active token sales. See status, funding progress, and deadlines.

Earnings Summary

Track total lifetime earnings, current month earnings, and projected income. Breakdown by source: sponsorship revenue, token sales, campaign payments, and royalties.

Activity Feed

A chronological feed of all client activity — new deals, content posts, campaign milestones, social media growth, and platform interactions. Never miss an important update.

3

Communication Tools

Stay connected with your clients using IPX's built-in communication features:

  • Direct Messaging: Send messages to clients directly from their profile. Conversations are saved in the CRM for reference. Share files, links, and deal opportunities.
  • Smart Notifications: Get alerted when clients receive new brand inquiries, complete deliverables, hit earnings milestones, or when action is needed from you.
  • Reminders & Follow-ups: Set reminders for check-ins, deadline follow-ups, and contract renewals. Schedule recurring touchpoints for each client.
  • Shared Notes: Add private notes to client profiles that only you can see — meeting summaries, strategy ideas, negotiation notes, and personal preferences.
4

Managing Client Portfolios & Deal Pipeline

Track and manage opportunities across your entire client roster:

Deal Pipeline

View all deals across clients in a Kanban-style board with stages:

InquiryNegotiationContract SentActiveCompletedClosed

Opportunity Matching

Browse open brand inquiries, campaign invitations, and sponsorship opportunities that match your clients' profiles. Forward relevant opportunities to clients with one click.

Drag deals between pipeline stages to update their status. Each deal card shows the client name, brand/project, value, and next action required.

5

Setting Goals and Milestones for Clients

Help clients grow by setting structured goals with trackable milestones:

  • Revenue Goals: Set quarterly and annual earning targets for each client. Track progress with visual indicators showing percentage toward goal.
  • Career Milestones: Define milestones like "First brand deal," "100K followers," "First token launch," or custom objectives. Celebrate achievements together.
  • Growth Metrics: Track follower growth, engagement improvement, portfolio expansion, and deal volume over time with automated trend analysis.
  • Action Items: Create to-do lists for each client with deadlines — profile improvements, content to produce, brands to reach out to, KYC completion, etc.
6

Performance Analytics Per Client

Dive deep into individual client analytics to inform your management strategy:

Earnings Trend

Monthly earnings chart showing growth trajectory and seasonal patterns

Deal Analysis

Average deal size, win rate on proposals, and time to close metrics

Social Growth

Follower growth and engagement rates across all connected platforms

Activity Score

Platform engagement score based on profile updates, content, and responsiveness

Use the "Compare Clients" feature to view side-by-side performance analytics across your roster. This helps identify which clients need more attention and which are thriving.

7

Handling Disputes and Support

When issues arise between your clients and brands or the platform, use these tools to resolve them:

  • Dispute Filing: Open a dispute from the deal detail page. Provide documentation, screenshots, and a clear description of the issue. IPX's mediation team reviews within 48 hours.
  • Escrow Protection: For payment disputes, funds remain in escrow until resolution. Neither party can withdraw contested funds during mediation.
  • Mediation Chat: Participate in a three-party conversation with the brand, your client, and an IPX mediator. All communications are logged for transparency.
  • Resolution Documentation: Once resolved, a formal resolution summary is generated and stored in the deal record for future reference.

Important: As the talent agent, you can file disputes on behalf of your clients. This is one of the key value-adds you provide — protecting your clients' interests and handling difficult conversations.

Best Practices

Schedule regular check-ins

Set recurring bi-weekly or monthly check-in reminders for each client. Proactive communication prevents problems and strengthens relationships.

Set quarterly goals together

Collaborate with each client on quarterly objectives. Having shared goals creates alignment and gives both parties a clear measure of success.

Proactively match opportunities

Don't wait for brands to find your clients. Regularly browse the opportunity feed and forward relevant campaigns, sponsorships, and job postings.

Review analytics monthly

Spend time each month reviewing per-client analytics. Identify clients who are plateauing and develop strategies to reignite their growth.

Document everything

Use the notes feature to log all conversations, decisions, and agreements. Clear documentation prevents misunderstandings and protects both parties.

Troubleshooting

Client activity not showing in CRM

Problem: Your client's recent deals or activity aren't appearing in their CRM profile.

Solution:

Check the following:

  • Verify the agent-client relationship is active (Settings → Client Agreements)
  • Activity data syncs every 15 minutes — recent changes may not appear immediately
  • If the client completed a deal outside the platform, it won't automatically appear
  • Ask the client to check their privacy settings — some users restrict agent visibility
  • Contact support if data is missing for more than 24 hours

Can't send messages to a client

Problem: The messaging feature is grayed out or messages aren't being delivered.

Solution:

Possible causes and fixes:

  • The client may have deactivated their account — check their profile status
  • Ensure your agent-client agreement is signed and active
  • The client may have notification preferences that filter agent messages
  • Try refreshing the page or clearing your browser cache
  • As a workaround, use the email notification feature to reach them externally

Deal pipeline not updating

Problem: Deals are stuck in a stage or won't move when you try to update them.

Solution:

Pipeline updates require certain conditions:

  • Some stage transitions require both parties (agent and brand) to confirm
  • Deals with active disputes are locked and can't be moved until resolved
  • Check for required actions (document uploads, contract signatures) blocking the transition
  • Ensure you have the correct permissions — some deal types are managed by the client directly

Dispute resolution is taking too long

Problem: A dispute has been open for over a week with no progress.

Solution:

Escalation steps:

  • Standard dispute resolution takes 3–7 business days
  • Check the dispute thread for any pending action items on your side
  • Add additional documentation or evidence to strengthen your case
  • Use the "Request Escalation" button to move the dispute to a senior mediator
  • For urgent financial disputes, contact support directly with the dispute ID

Related Guides

How to Onboard Talent

Grow your roster by adding new clients to the platform

How to Track Commissions

Monitor your earnings from client deals and manage payouts

How to Find Creators

Discover potential new clients for your talent roster

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