OnlyFans Agency CRM & Client Management
Agency Truth
The #1 reason agencies fail to scale past 10 creators isn't lack of clientsβit's operational chaos. Without proper systems, you become the bottleneck for everything.
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π What You'll Learn
- β Why spreadsheets kill agencies
- β Essential CRM features for OF agencies
- β Best tools and software options
- β Building your creator dashboard
- β Automation workflows that save hours
- β Performance tracking & reporting
The Spreadsheet Trap
Every OnlyFans agency starts the same way: a Google Sheet with creator names, earnings, and maybe some notes. It works great with 3 creators. At 10 creators, it's annoying. At 20+ creators, it's a disaster waiting to happen.
β Signs Your Spreadsheets Are Failing
- β’ You can't find information quickly during calls
- β’ Multiple team members editing = version conflicts
- β’ No automated calculations or alerts
- β’ Historical data gets messy or lost
- β’ Onboarding new staff takes forever
- β’ You're manually copying data between sheets
The solution isn't buying expensive enterprise software. It's implementing the right lightweight CRM system designed for your specific agency workflow.
Essential CRM Features for OF Agencies
Not all CRMs are created equal. Here's what your OnlyFans agency management system absolutely needs:
1. Creator Profile Management
Each creator should have a complete profile including:
- Contact information (email, Discord, phone)
- Platform usernames (OF, Instagram, TikTok, etc.)
- Contract details and revenue split
- Login credentials (securely stored)
- Content preferences and boundaries
- Assigned team members
- Onboarding status and checklist
2. Revenue & Performance Tracking
Key Metrics to Track
Daily/Weekly/Monthly
- β’ Gross revenue
- β’ Net revenue (after OF cut)
- β’ Agency commission
- β’ Creator payout
Performance Indicators
- β’ Subscriber count
- β’ Renewal rate
- β’ PPV unlock rate
- β’ Tips & custom content
3. Task & Communication Logging
Every interaction with a creator should be logged. When did you last check in? What did you discuss? What action items came out of it? Without this history, you lose context and creators feel forgotten.
4. Team Assignment & Permissions
As your agency grows, different team members handle different creators. Your CRM should support:
- Assigning chatters to specific creators
- Role-based access (managers see everything, chatters see their creators)
- Shift scheduling and handoff notes
- Performance tracking per team member
Best CRM Tools for OnlyFans Agencies
Here are the most common solutions agencies use, from simple to advanced:
Option 1: Airtable (Recommended for Most)
Best for: Agencies with 5-50 creators
Airtable is the sweet spot for most agencies. It's flexible like a spreadsheet but powerful like a database. You can build custom views, automate workflows, and even create dashboards.
- β Visual, easy to use interface
- β Built-in automation
- β API access for integrations
- β Free tier available
- β οΈ Gets expensive at scale
Option 2: Notion
Best for: Small agencies (1-10 creators) who value documentation.
Notion is great for SOPs, wikis, and basic creator tracking. It's less structured than Airtable but more flexible for documentation. The database features are improving but still behind Airtable for complex relationships.
Option 3: Custom-Built Dashboard
Best for: Large agencies (50+ creators) with developer resources.
At scale, you may need a custom solution built on tools like Supabase, Next.js, and Vercel. This gives you complete control but requires ongoing development and maintenance.
Option 4: Industry-Specific Tools
Some tools are built specifically for OnlyFans agencies, like Infloww for chat management. While these handle specific functions well, you'll likely still need a central CRM to tie everything together.
Building Your Creator Dashboard
Regardless of which tool you use, here's the data structure we recommend:
π Recommended Tables/Databases
Creators (Master Table)
Name, contact info, platforms, contract terms, status, assigned team
Revenue Logs
Daily/weekly revenue entries linked to each creator
Tasks & Notes
Action items, meeting notes, creator communications
Staff
Team members, roles, access levels, performance
Invoices/Payouts
Creator payouts, staff invoices, expense tracking
Automation Workflows That Save Hours
The real power of a good CRM is automation. Here are workflows every agency should implement:
1. Weekly Revenue Report Auto-Generation
Set up a workflow that automatically compiles each creator's performance and emails you (and them) a weekly summary. No more manual calculations.
2. Onboarding Checklists
When you add a new creator, automatically generate their onboarding tasks:
- Schedule kickoff call β
- Collect platform credentials β
- Review content library β
- Set up chat team β
- Launch marketing push β
3. Churn Risk Alerts
Create triggers that notify you when a creator's revenue drops significantly (e.g., 30% week-over-week). Early intervention prevents surprise departures.
4. Staff Performance Tracking
Automatically calculate and compare chatter performance based on the creators they manage. Who's driving the best results? Who needs coaching?
Performance Reporting Best Practices
π Report Cadence
Security & Access Control
Your CRM contains sensitive dataβcreator earnings, login credentials, contracts. Security is non-negotiable:
- Role-based access: Staff only see what they need
- 2FA required: For all team members
- Audit logs: Track who accessed what
- Secure credential storage: Use encrypted vaults, not plain text
- Regular access reviews: Remove ex-employees immediately
Implementation Timeline
π 30-Day CRM Setup Plan
Week 1: Foundation
Choose your tool, set up basic structure, migrate existing data
Week 2: Team Training
Train staff, document workflows, create SOPs
Week 3: Automation
Build key automations, set up reporting
Week 4: Refinement
Gather feedback, fix issues, optimize workflows
Frequently Asked Questions
How much should I spend on CRM software?
Start free (Airtable free tier, Notion). As you grow, budget $20-100/month for proper tools. If you're making $50K+/month, invest in custom solutions.
Can I use a generic CRM like HubSpot or Salesforce?
You can, but they're overkill and expensive for most agencies. They're designed for sales pipelines, not creator management. Airtable/Notion are better fits.
How do I get my team to actually use the CRM?
Make it mandatory, not optional. Tie performance reviews to CRM usage. Make it easier to use the CRM than to not use it. If it's painful, simplify it.
π Related Guide: Learn how to scale your operations in ourcomplete agency scaling guide.
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