Overview
The Entities module (CRM) helps you organize and track all parties involved in your music business. It connects the dots between contracts, statements, entities, people, and more.
Key Features
Entities
Manage companies, labels, distributors, and publishers.
Artists
Track performers and recording artists.
Writers
Manage songwriters and composers.
Relations
Define relationships between entities.
CRM Structure
Entity Types
Companies
| Type | Description |
|---|---|
| Record Label | Labels and imprints |
| Publisher | Music publishers |
| Distributor | Distribution companies |
| DSP | Streaming platforms |
| Collection Society | PROs and CMOs |
| Management | Artist management companies |
| Agency | Booking and licensing agencies |
Individuals
| Type | Description |
|---|---|
| Artist | Performing artists |
| Writer | Songwriters and composers |
| Producer | Record producers |
| Executive | Industry executives |
| Contact | General business contacts |
Navigation
Access the CRM through the sidebar:- Click CRM in the main navigation
- Use the sub-navigation to switch between:
- Entities - Companies and organizations
- Artists - Individual performers and recording artists
- Writers - Songwriters and composers
- Relations - Connections between entities
How Data Connects
Contract → Entity
When you upload a contract, entities mentioned are:- Extracted by AI
- Matched to existing CRM records
- Or created as new entities
- Linked to the contract
Statement → Entity
Royalty statements connect to entities:- Statement source (payer) identified
- Matched to distributor/label entity
- Revenue attributed to correct parties
Catalog → Entity
Recordings and compositions link to entities:- Artists linked to recordings
- Writers linked to compositions
- Labels linked to master rights
- Publishers linked to composition rights
Data Enrichment
The CRM automatically enriches entity data from:Connected Systems
- DSP artist profiles
Your Data
- Contract extractions
- Statement processing
- Manual entry
Getting Started
Smart Linking & Deduplication
The CRM uses AI to automatically detect and merge duplicate records:Automatic Matching
When contracts are processed:- Exact Match - Direct name and identifier comparison
- Semantic Match - AI evaluates name variations and context
- Confidence Score - Only high-confidence matches are auto-merged
Merge Reasoning
When records are automatically merged, the AI provides reasoning explaining why it determined they were the same entity, artist, writer, or relation. View this by:- Opening the parent record
- Clicking the Links tab
- Hovering over the lightbulb icon next to merged records
Automatic Redirects
When clicking on a merged record from anywhere in the platform (contracts, statements, catalog), you’re automatically redirected to the parent (primary) record. This ensures you always see the complete, consolidated data.Search & Discovery
Find entities quickly:Global Search
- Search by name, alias, or identifier
- Filter by entity type
- View recent activity
Smart Matching
- Fuzzy name matching
- Identifier lookup (IPI, IPN, etc.)
- Cross-reference contracts and statements
Best Practices
Maintain clean data
Maintain clean data
Regularly review and merge duplicates to keep your CRM organized.
Add aliases
Add aliases
Include all known names and abbreviations for better matching.
Keep contacts updated
Keep contacts updated
Maintain current contact information for key relationships.
Document relationships
Document relationships
Define entity relationships to understand business networks.