What UGC Planner does
UGC Planner is a mobile CRM for UGC creators, on iPhone and Android. It runs the business side of the work: brand deals, content delivery, invoices, income, expenses and taxes. Each part has its own page below.
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Where do I start?
- A CRM built for UGC creatorsA UGC CRM keeps your brands, deals, deliverables, invoices and payments in one place. UGC Planner is the mobile CRM for UGC creators on iPhone and Android.
- Send UGC to brands with one linkDeliver UGC videos, photos and documents to a brand in one link: downloads on or off, photo watermarks, passwords and expiry on Pro, and every open logged.
- Invoices for UGC creatorsCreate a UGC invoice from the deal: Classic template on every plan, three more styles and your own design on Pro. Email it or save a PDF, then mark it paid.
- A UGC income trackerTrack UGC income from brand deals and other sources against a monthly goal, log expenses with receipts and download a monthly PDF report, all in one app.
- UGC contract and pitch templatesThree UGC contract templates, from one video to paid usage rights and affiliate deals, plus pitch and reply templates for brand DMs. Not legal advice.
- UGC Planner pricingUGC Planner costs $7.99 a month on Base and $11.99 a month on Pro, or $66.99 and $99.99 a year, with a 14-day free trial for eligible new subscribers.
- UGC trackerUGC tracking for creators: every brand deal, deliverable, deadline, product shipment and payment in one app, from Outreach sent to Paid. iPhone and Android.
- UGC calendarA UGC calendar for creators: brand deal deadlines and product arrivals appear next to your shoots, meetings and travel, with reminders before every deadline.
- UGC rate cardMake a UGC rate card: pick one of five styles, add your rates and audience stats, then export a PDF or share a public link. What to include, with examples.
- UGC media kitBuild a UGC media kit: a multi-page Presentation deck or a one-page Editorial A4 with your stats, audience, rates, brands and examples, exported as a PDF.
- UGC taxesHow US UGC creators are taxed, the IRS rules that matter, and how UGC Planner tracks your tax reserve, quarterly payments, expenses and a year-end report.
What does UGC Planner replace?
Most creators start with a mix of general tools. These are the eight UGC Planner is built to replace.
| Instead of | In UGC Planner | How it works |
|---|---|---|
| Notes app | Deals | Briefs, deliverables, usage rights and deadlines on the deal. |
| Drive, WeTransfer | Drop links | One link per delivery, watermarked, with every open logged. |
| An invoice template | Invoices | Built from the deal, sent as an email or a PDF. |
| Excel, Google Sheets | Money | Income, expenses and your monthly goal, updated as you work. |
| A grid planning app | Feed Planner | Plan the Instagram grid before you post. On Pro. |
| Phone reminders | Calendar | Deadline alerts a week out, two days out and on the day. |
| Canva | Media Hub | Rate card, media kit and portfolio from your own numbers. |
| Notes and a calculator | Tax set-aside | Your tax rate, what to set aside and what you paid. |