tl;dr:
The Influencer CRM replaces the Influencer Google Sheet as the primary way to manage your influencer data in Klar:
If both the Influencer Google Sheet and the Influencer CRM are connected, Klar prioritises the CRM and stops pulling from the sheet
You can import your existing Google Sheet into the CRM with one click — you don't need to start from scratch
Once imported, add all new influencers in the CRM only
Unlike Meta or Google Ads, influencer activity isn't managed day-to-day — it's planned ahead. The CRM is built for that: book cooperations in advance, track their status, and monitor your budget across upcoming campaigns
To switch back to the Google Sheet: go to Store Configurator → Data Sources → open the Influencer CRM datasource → click Disconnect
The three levels of the Influencer CRM
The CRM is structured in three levels — from the broadest to the most specific:
1. Campaigns
A Campaign groups multiple influencer cooperations under a shared goal — for example, a product launch or a monthly theme. For each campaign you define:
A name (e.g.
Summer Sale 2026)A revenue target
A budget
Campaigns are essentially planning shells. Your team members can see how much of the budget is already allocated, signed, or still in negotiation.
2. Influencers
An Influencer is a person or account you work with. For each influencer you store:
Name, Phone Number, Email Address
Platform(s) — you can add multiple platforms per influencer. Per platform: Profile link, Follower count, Default UTM parameters (source, medium, campaign) — automatically applied to new cooperations for that influencer, Default Discount Codes — define rules like "code equals
CR9" (percentage off) or "code contains [style name]". You can add multiple discount code rules per influencer.Category (e.g.
Fitness,Beauty,Sportstar)Responsible team member
Tags
Profile picture
3. Cooperations
A Cooperation is a specific collaboration between one Influencer and one Campaign. The cooperation name is auto-generated from the campaign name, influencer name, and platform.
For each cooperation you define:
Status —
Draft,Negotiating, orSignedDates (start and end)
Cost
UTM Parameters (pre-filled from the influencer's defaults, can be overridden)
Discount Code (pre-filled from the influencer's defaults, can be overridden)
Each cooperation is linked to one Influencer and one Campaign. The same influencer can appear in multiple campaigns at the same time.
What the Influencer CRM lets you do
Create, maintain, and link influencers, campaigns, and cooperations as structured CRM records
Track the status of each cooperation — from draft to signed — so your team always knows what's confirmed and what's still being negotiated
Set influencer-specific defaults for UTMs and discount codes that auto-fill when you create a new cooperation
Plan and monitor budgets across upcoming campaigns — see what's already allocated, what's still in negotiation, and what's in draft, so you stay on top of your influencer spend before it happens
Setup
You don't need to set up the CRM from scratch. If you already have an Influencer Google Sheet connected in Klar, you can convert it into CRM records with one click.
Option 1: Access via Marketing
In the left sidebar, go to Marketing → Influencers
Select the CRM tab
Click Create Influencer CRM and give it a name
Option 2: Access via Store Configurator
In the left sidebar, go to Store Configurator → Data Sources
Open the Influencer CRM datasource
To import from an existing Google Sheet:
Open the Influencer CRM datasource
Click Import from Google Sheet — this is a one-time action that pulls all your existing influencer and cooperation data into CRM records
After a few seconds, your influencers and campaigns will be visible in the CRM
From that point, manage all influencer activity in the CRM only
The Budget Planning Report
The Influencer CRM includes a planning report that shows your upcoming budget status at a glance. For any upcoming campaign or month, you can see:
How much budget is already signed (confirmed cooperations)
How much is still in negotiation
How much is in draft stage
This gives your team full transparency on where you stand against your budget — before the month starts, not after.