> ## Documentation Index
> Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

> Instantly understand how your data is connected

## 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

<CardGroup cols={2}>
  <Card title="Entities">
    Manage companies, labels, distributors, and publishers.
  </Card>

  <Card title="Artists">
    Track performers and recording artists.
  </Card>

  <Card title="Writers">
    Manage songwriters and composers.
  </Card>

  <Card title="Relations">
    Define relationships between entities.
  </Card>
</CardGroup>

## 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:

1. Click **CRM** in the main navigation
2. 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:

1. Extracted by AI
2. Matched to existing CRM records
3. Or created as new entities
4. Linked to the contract

### Statement → Entity

Royalty statements connect to entities:

1. Statement source (payer) identified
2. Matched to distributor/label entity
3. Revenue attributed to correct parties

### Catalog → Entity

Recordings and compositions link to entities:

1. Artists linked to recordings
2. Writers linked to compositions
3. Labels linked to master rights
4. 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

<Steps>
  <Step title="Review Auto-Created Entities">
    Start by reviewing entities created from contract uploads.
  </Step>

  <Step title="Merge Duplicates">
    Identify and merge any duplicate entity records.
  </Step>

  <Step title="Add Missing Information">
    Fill in contact details, addresses, and identifiers.
  </Step>

  <Step title="Define Relationships">
    Connect related entities (parent companies, subsidiaries, etc.).
  </Step>
</Steps>

## Smart Linking & Deduplication

The CRM uses AI to automatically detect and merge duplicate records:

### Automatic Matching

When contracts are processed:

1. **Exact Match** - Direct name and identifier comparison
2. **Semantic Match** - AI evaluates name variations and context
3. **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:

1. Opening the parent record
2. Clicking the **Links** tab
3. 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

<AccordionGroup>
  <Accordion title="Maintain clean data">
    Regularly review and merge duplicates to keep your CRM organized.
  </Accordion>

  <Accordion title="Add aliases">
    Include all known names and abbreviations for better matching.
  </Accordion>

  <Accordion title="Keep contacts updated">
    Maintain current contact information for key relationships.
  </Accordion>

  <Accordion title="Document relationships">
    Define entity relationships to understand business networks.
  </Accordion>
</AccordionGroup>

## Related Modules

<CardGroup cols={2}>
  <Card title="Contracts" icon="folder-open" href="/projects/contracts/overview">
    Contracts reference entities as parties.
  </Card>

  <Card title="Statements" icon="chart-line" href="/projects/statements/overview">
    Statements link to entities as sources and payees.
  </Card>
</CardGroup>