UGC Planner: Brand Deals CRM

UGC Planner is the business workspace built for UGC creators. Manage deals, deadlines, money, documents, and creative delivery in one organized app—without juggling spreadsheets, notes, calendars, and DMs. TODAY, AT A GLANCE See your business progress, active collaborations, upcoming deadlines, outstanding payments, and what needs your attention next. DEALS & PIPELINE Track every collaboration from the first conversation through delivery and payment. Keep briefs, rates, deliverables, usage rights, exclusivity, whitelisting, revisions, files, and deadlines together. MEDIA HUB Build and organize your professional creator materials in one place. Create rate cards, media kits, portfolios, invoices, and feed plans, then keep your working documents close at hand. DROP & FILE DELIVERY Send campaign assets through clean, shareable delivery links. Pro adds password protection, automatic link expiration, and expanded file-delivery storage. CALENDAR & REMINDERS Organize campaign dates, content deadlines, events, and reminders. See what is coming next without relying on scattered notes or separate calendar apps. MONEY & EXPENSES Track income, expenses, outstanding payments, monthly goals, and suggested tax set-asides. Schedule weekly, bi-weekly, or monthly recurring expenses when Cloud Data is enabled. INVOICES Create professional invoices, customize their appearance, record payments, and export polished PDFs for your clients. VOICE FILL Add deals, expenses, events, and reminders by speaking instead of typing. REPORTS Review monthly business progress and keep your financial records organized. Pro includes the Annual Tax Report. REFERRAL PROGRAM Eligible creators can join the UGC Planner Referral Program, share a personal invitation link or code, and track their referral activity and commission progress. Commissions apply only to qualifying referred subscriptions and are subject to the Referral Program Terms. MULTI-DEVICE SYNC With Cloud Data enabled, supported business records stay in sync across your signed-in devices. Photos, receipts, attachments, portfolio and media-kit assets, imported files, and custom artwork remain on the device where they were created. BUILT FOR UGC CREATORS Whether you are organizing your first collaboration or running a full-time creator business, UGC Planner helps you stay focused, professional, and ready for what comes next. A Base or Pro subscription is required. Eligible new subscribers receive a 14-day free trial. Some features require Pro. Pricing is shown before purchase and may vary by storefront. Subscriptions renew automatically until canceled and can be managed in your Apple Account settings. Tax tools provide organizational estimates only and are not tax advice. Terms of Use (EULA): https://ugcplanner.com/terms Privacy Policy: https://ugcplanner.com/privacy Referral Program Terms: https://ugcplanner.com/referral-terms