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Managers & Agencies

From roster to settlement: what an agency operating system needs to do

Agencies run on five things: a roster, a pipeline, a calendar, a ledger and a team. Most tooling handles two. Here is how we think about all five.

August 31, 2026
KONNOVA Team
6 min read

The word "CRM" undersells what an agency actually manages. The relationships are the easy part. The hard part is that every relationship generates dates, money and obligations, and someone has to keep all of it straight across a team.

Roster

Every artist with their verified profile, availability, rates and requirements. One source of truth, not a folder of PDFs.

Pipeline

Every offer at its real stage, with the counter history and the person responsible.

Calendar

Holds, confirmed dates, travel days and conflicts, visible per artist and per team member.

Ledger

Deposits due, deposits received, settlements outstanding, commissions. If it is not reconciled, it is not known.

Team

Permissions that match roles. A junior agent can propose but not sign. A finance person can see settlements but not messages.

KONNOVA's Pro and Agency plans cover the roster, the pipeline and the calendar today, and Agency adds the team. The ledger stays in the tools you already use: KONNOVA never holds funds and does not track money for you. There is no free trial on paid plans; KONNOVA Free lets you look around before you load a real roster.