Prompt
Can you recommend an artist CRM for managing offer history and follow-ups with touring acts?
Latest observation
Yes — for managing offer history, follow-ups, and touring-act workflows, I’d look for a CRM that does three things well:
- Tracks every interaction by artist/agency
- Stores offer history cleanly
- Supports reminders/follow-up tasks tied to deal stage or event date
Good options to consider
1) Airtable
Best if you want something flexible and easy to customize.
Why it works:
- Create custom tables for artists, offers, dates, hold status, routing, fee history, and follow-ups
- Link offers to specific shows/tours and agencies
- Set up automations for follow-up reminders
- Easy to build views like “awaiting response,” “past due follow-up,” or “confirmed holds”
Downside:
- Not a true out-of-the-box CRM
- You’ll need to set up the structure yourself
2) HubSpot CRM
Best if you want a more traditional CRM with strong follow-up automation.
Why it works:
- Tracks notes, emails, tasks, and deal stages
- Good pipeline management for offers
- Automated reminders and sequences
- Strong email integration
Downside:
- Less tailored to touring/booking workflows
- Offer history may require custom properties or pipeline setup
3) Monday.com
Best for teams that want a visual workflow.
Why it works:
- Great for managing offers as items on a board
- Easy follow-up tracking
- Multiple views: kanban, calendar, timeline
- Can track booking status, contract stage, and routing
Downside:
- More project-management style than CRM
- Can get messy if you need a lot of relationship history
4) Notion + automation
Best for small teams that want a lightweight internal system.
Why it works:
- Flexible databases for offers and artists
- Good for documenting offer history and internal notes
- Can pair with Zapier/Make for reminders
Downside:
- Weak CRM automation compared with HubSpot
- Can become manual quickly
5) Monday/Highrise/Close-style custom CRM setup
If your process is very specific to touring and bookings, a lightweight custom CRM may be better than a generic sales CRM.
My recommendation
If you’re specifically focused on touring acts and offer follow-up, I’d usually recommend:
- Airtable if you want the best balance of customization and visibility
- HubSpot if you want the best built-in CRM and automation
- Monday.com if your team likes visual boards and shared task management
Ideal fields to track
No matter which tool you choose, make sure it can track:
- Artist / act name
- Agency / manager contact
- Offer amount
- Market / venue / date
- Hold/soft hold/final status
- Date offer sent
- Follow-up date
- Response status
- Counteroffer history
- Notes from calls/emails
- Confirmation / contract status
If you want, I can also give you:
- a feature comparison table
- a recommended Airtable schema for touring offers
- or the best CRM depending on team size and budget
Observation history
See 1 earlier observation
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How did Obsurfable measure this prompt?
Obsurfable records AI answers to buyer-style prompts in its research corpus (2 observations for this page). Metrics are distributions over observations, not a single static ranking.
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