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Sponsor Relationship Management (CRM)

Manage all your sponsor relationships in one centralized sponsor CRM. Organize sponsor companies, track contact information, monitor sponsorship values, and view pending proposals across your entire sponsor portfolio. Built specifically for sports clubs and marketing agencies, Valiyou’s sponsor management system helps you maintain strong relationships with brands, track deal pipelines, and manage sponsor lifecycles from prospecting to renewal.

Accessing Sponsors

Navigate to SponsorshipsSponsors from the sidebar to access your sponsor list.
Plan Required: Professional or Enterprise plan Permission Required: Sponsors permission or Admin access

Page Layout

The Sponsors page has two tabs:

Sponsors Tab

Masonry grid layout showing all sponsor cards with:
  • Logo and company name
  • Sponsorship value
  • Status (Active, Inactive, Archived)
  • Contact count
  • Pending proposals (if Packages access enabled)
  • Website link
  • Edit and delete actions

Contacts Tab

Directory-style list showing all contacts grouped by sponsor with:
  • Contact name and position
  • Email and phone
  • Primary contact indicator
  • Quick edit and delete actions
  • Add contact buttons per sponsor

Empty State

If you don’t have any sponsors yet, you’ll see:
  • Icon: Building graphic
  • Title: “No sponsors yet”
  • Message: “Get started by adding your first sponsor.”
  • Action: “Add First Sponsor” button

Sponsors Tab

Masonry Grid Layout

Responsive Columns:
  • Desktop (>1280px): 3 columns
  • Tablet (1024-1280px): 2 columns
  • Mobile (<1024px): 1 column
Sorting:
  1. By Status: Active → Inactive → Archived
  2. Within Status: Highest sponsorship value first
The masonry layout automatically adjusts card heights based on content, creating a visually balanced grid.
Each sponsor card displays comprehensive information:

Card Header

  • Logo: 48*48px square (or building icon placeholder)
  • Company Name: Bold, primary text
  • Menu Button: Three-dot menu (Edit, Delete)
  • Background: Light gray header bar
Logo Upload: Logos can be uploaded as JPG, PNG, GIF, or WebP files (max 2MB). They’re automatically cropped to square format.

Card Body

Sponsorship Value:
  • Label: “Sponsorship value” or “Linked value” (if linked to packages)
  • Amount: Formatted currency (e.g., “€500,000”)
  • Icon: Cube icon (if value is linked to packages)
Linked Value: When enabled, sponsorship value automatically syncs with approved package totals. The cube icon indicates linked status.
Pending Proposals (if Packages access enabled):
  • Shows count and total value of pending proposals
  • Example: “2 pending proposals (€250,000)”
  • Only visible if you have Packages feature access
Status Badge:
  • Active: Green badge
  • Inactive: Gray badge
  • Archived: Gray badge (card has 50% opacity)
Contact Count:
  • Shows number of contacts
  • Example: “3 contacts”
  • Includes primary contact indicator
Website Link (if provided):
  • Globe icon + link
  • Opens in new tab
  • Blue text color
Address (if provided):
  • Building icon + full address
  • Format: Street HouseNumber, PostalCode City, Country

Add Sponsor Button

Location: Top right of Sponsors tab Button: Blue primary button “Add Sponsor” Action: Opens Add Sponsor modal

Add/Edit Sponsor Modal

Comprehensive modal for adding or editing sponsors. Three tabs for different information types:

1. Details Tab

Company Information:
  • Name (required) - Company/organization name
  • Sponsorship Value - Annual sponsorship value in base currency
  • Linked Value Toggle - Automatically sync value with approved packages
  • Status - Active, Inactive, or Archived
  • Notes - Internal notes about the sponsor
Linked Value: Enable this to automatically calculate sponsorship value from approved package totals. Saves time and ensures accuracy!
Logo Upload:
  • Click to upload or drag-and-drop
  • Crop modal with zoom and pan controls
  • Preview before saving
  • Delete button to remove existing logo
Alternative - Logo URL:
  • If you don’t upload a file, you can provide a URL
  • URL takes effect only if no file is uploaded
  • Useful for external image sources
Website:
  • Company website URL
  • Displayed as clickable link on card

2. Address Tab

Complete address information:
  • Street - Street name
  • House Number - Building number
  • Postal Code - ZIP/postal code
  • City - City name
  • Country - Select from dropdown (EU countries)
Address is optional but recommended for contract documentation and official communication.

3. Contacts Tab

Manage sponsor contacts directly in the modal. Add Contact Button: ”+ Add Contact” (top of tab) Contact List:
  • Shows all contacts for this sponsor
  • Edit button per contact
  • Delete button per contact
  • Primary contact star indicator
Add/Edit Contact Form:
  • Name (required)
  • Position (optional) - Job title
  • Email (required)
  • Phone (optional)
  • Primary Contact Toggle - Mark as main point of contact
Primary Contact: Only one contact can be primary. Setting a new primary automatically unsets the previous one.
When Adding:
  • Cancel - Close without saving
  • Add Sponsor - Create sponsor (blue button)
When Editing:
  • Cancel - Close without saving
  • Delete Sponsor - Delete sponsor (red button)
  • Save Changes - Update sponsor (blue button)

Contacts Tab

Comprehensive directory of all sponsor contacts grouped by company.

Directory Layout

Sticky Headers:
  • Sponsor name as section header
  • ”+ Add contact” button per sponsor
  • Stays visible when scrolling
Contact List Items: Each contact displays: Avatar Circle:
  • Shows first letter of name
  • Gray background
  • Star icon indicator (solid = primary, outline = non-primary)
  • Click to toggle primary status
Contact Info:
  • Name - Bold, prominent
  • Position - Smaller text below name (if provided)
  • Email - Blue, clickable mailto: link
  • Phone - Gray text (if provided)
Actions:
  • Edit button - Pencil icon
  • Delete button - Trash icon
Quick Primary Toggle: Click the avatar circle to instantly toggle primary contact status. No need to open edit modal!

Add Contact

Button Location: In sponsor section header (sticky) Action: Opens Add Contact modal with:
  • Empty form
  • Sponsor already selected (not editable)
  • Same fields as edit mode

Edit Contact Modal

Fields:
  • Name (required)
  • Position (optional)
  • Email (required)
  • Phone (optional)
  • Primary Contact toggle
Actions:
  • Cancel - Close without saving
  • Save - Update contact

Delete Contact Confirmation

Modal Type: Destructive confirmation Content:
  • Title: “Delete Contact”
  • Message: “Are you sure you want to delete ‘[Name]’?”
  • Confirm: “Delete” (red button)
  • Cancel: “Cancel” (gray button)
Deleting a contact is permanent and cannot be undone.

Delete Sponsor

Delete Confirmation Modal

Triggered by:
  • Clicking “Delete” in sponsor card menu
  • Clicking “Delete Sponsor” button in edit modal
Modal Content:
  • Title: “Delete Sponsor”
  • Message: “Are you sure you want to delete ‘[Name]’? This will also delete all associated contacts and packages.”
  • Affected Packages List: Shows which packages use this sponsor
  • Confirm: “Delete” (red button)
  • Cancel: “Cancel” (gray button)
Cascading Delete: Deleting a sponsor permanently deletes ALL related data:✅ What Gets Deleted:
  • ✅ All sponsor contacts (all contact persons)
  • ✅ All packages linked to this sponsor
  • ✅ All package items within those packages
  • ✅ All proposals (including sent/approved proposals)
  • ✅ Stored PDF files in cloud storage
  • ✅ Proposal tokens and email links (will stop working)
⚠️ Cannot Be Recovered:
  • Approved sponsorship agreements
  • Historical proposal data
  • Package pricing and configurations
  • PDF documents sent to sponsors
🛡️ Alternative to Deletion: Instead of deleting, consider changing the sponsor status to “Archived”. This preserves all historical data while hiding the sponsor from active lists.This action is permanent and cannot be undone. Always export important data before deleting.

Affected Packages

If the sponsor has packages, the modal displays: Section: “Packages using this sponsor” List: All package names that will be deleted Example:
  • Gold Partner Package
  • Stadium Naming Rights
  • Digital Advertising Bundle
If no packages are linked, this section is hidden.
Three status types to organize sponsors:

Active

  • Meaning: Current, active sponsor relationship
  • Badge: Green “Active”
  • Display: Normal opacity, sorted first
  • Use Case: All current sponsors

Inactive

  • Meaning: Temporarily inactive or between contracts
  • Badge: Gray “Inactive”
  • Display: Normal opacity, sorted after Active
  • Use Case: Past sponsors you may work with again

Archived

  • Meaning: Permanently archived relationships
  • Badge: Gray “Archived”
  • Display: 50% opacity, sorted last
  • Use Case: Historical records, no longer relevant
Use “Inactive” for sponsors between contracts, “Archived” for permanently closed relationships. This helps keep your active sponsor list clean while maintaining history.

Linked Value Feature

Automatically sync sponsorship value with approved packages.

How It Works

When Enabled:
  1. Sponsor’s “Sponsorship Value” field becomes read-only
  2. Value automatically calculates from approved packages
  3. Card shows cube icon to indicate linked status
  4. Real-time updates when packages change
Calculation:
Sponsorship Value = Sum of all approved package sales prices
Example:
  • Package A (approved): €100,000
  • Package B (approved): €150,000
  • Package C (pending): €50,000
  • Sponsorship Value: €250,000 (only approved packages)
Packages Feature Required: Linked value only works if you have access to the Packages feature (Professional/Enterprise plans).

When to Use Linked Value

✅ Use When:
  • Sponsor has multiple packages
  • Package values change frequently
  • You want automatic synchronization
  • Accuracy is critical
❌ Don’t Use When:
  • Single flat sponsorship fee
  • Value includes non-package components
  • Manual control preferred

Pending Proposals

Shows proposals waiting for approval (if Packages feature enabled). Display:
  • Count: Number of pending proposals
  • Value: Total sales price of pending proposals
  • Example: “2 pending proposals (€250,000)”
Calculation:
Count = Number of packages with status "pending_approval"
Value = Sum of sales_price for pending packages
Professional/Enterprise Only: Proposal tracking requires Packages feature access. If you don’t have access, this section is hidden.

Permissions

Different permissions show different content:
PermissionCan ViewCan AddCan EditCan Delete
Sponsors Role✅ Yes✅ Yes✅ Yes✅ Yes
Admin✅ Yes✅ Yes✅ Yes✅ Yes
Other Roles❌ No❌ No❌ No❌ No
Granular Permissions: Enterprise plans can create custom roles with specific sponsor permissions.

Common Use Cases

Adding First Sponsor

  1. Click “Add First Sponsor” button
  2. Fill in Details tab (name, value, status)
  3. Upload logo or provide URL
  4. Add website (optional)
  5. Go to Address tab, fill in company address
  6. Go to Contacts tab, add primary contact
  7. Click “Add Sponsor”

Managing Active Relationships

  1. Keep status as “Active” for all current sponsors
  2. Use linked value for multi-package sponsors
  3. Add all relevant contacts with positions
  4. Mark primary contact with star
  5. Track pending proposals value

Archiving Old Sponsors

  1. Click three-dot menu on sponsor card
  2. Select “Edit”
  3. Change status to “Archived”
  4. Add closure notes
  5. Click “Save Changes”
  6. Card moves to bottom with reduced opacity

Bulk Contact Updates

  1. Switch to “Contacts” tab
  2. Scroll through grouped directory
  3. Edit contacts inline using pencil icons
  4. Toggle primary contacts with avatar clicks
  5. Add new contacts with section buttons

Troubleshooting

Linked Value Not Updating

Check:
  1. Linked value toggle is ON in sponsor details
  2. You have Packages feature access
  3. Packages have “approved” status (pending don’t count)
  4. Refresh page to see latest changes

Logo Upload Failed

Try:
  1. Check file size (<2MB)
  2. Use JPG, PNG, GIF, or WebP format
  3. Try different file
  4. Use logo URL as alternative

Contact Deleted But Still Shows

Fix:
  • Refresh page to clear cache
  • Check if contact was in multiple sponsors
  • Verify deletion confirmation appeared

Can’t Delete Sponsor

Reasons:
  • Sponsor has packages (check affected packages list)
  • Network error - try again
  • Permission denied - contact admin
Solution:
  • Delete or reassign packages first
  • Then delete sponsor

Next Steps

Create Packages

Build sponsorship packages for your sponsors

Send Proposals

Create and send offers to sponsors

Track Analytics

View sponsor performance insights and metrics

Asset Library

Manage sponsorable assets and inventory

Frequently Asked Questions

Click the “Add Sponsor” button, enter company name, upload logo (optional), set sponsorship value, choose status (Active/Inactive/Archived), add website URL, and save. Then add contacts with names, emails, phone numbers, and designate a primary contact for communications.
Active sponsors are current partners with active sponsorship agreements. Inactive sponsors are prospects or sponsors in negotiation without signed contracts. Archived sponsors are past partners no longer working with you. The masonry grid sorts by status (Active first) and sponsorship value within each status category.
Yes! Each sponsor can have unlimited contacts. Add names, job titles, email addresses, and phone numbers. Mark one contact as “Primary” to designate the main point of contact for proposals and communications. All contacts appear in both the sponsor card and the dedicated Contacts tab.
When adding or editing a sponsor, click the logo upload area and select an image file (JPG, PNG, GIF, WebP). Logos appear as 48*48px squares in the sponsor cards and as larger circular images on package proposals. If no logo is uploaded, a building icon placeholder is used.
The sponsorship value field tracks the total monetary value of the sponsor relationship. This can be annual contract value, lifetime value, or current package value depending on your tracking preference. Values are displayed prominently on sponsor cards and used for sorting sponsors by deal size.
Sponsor cards automatically display a “Pending Proposals” count if you have Packages feature enabled. Click the count to view all draft packages and proposals for that sponsor. This helps track deal pipeline and follow up on pending offers.
Currently, sponsors are organized by status (Active, Inactive, Archived) and automatically sorted by sponsorship value within each status. You can use the search function to quickly find specific sponsors by company name, contact name, or other details.
When deleting a sponsor, the system warns you if the sponsor has linked packages or proposals. Deleting a sponsor removes all associated contacts, but package history is preserved for record-keeping. Archived status is recommended over deletion to maintain historical data.
The Contacts tab provides a directory-style view of all contacts grouped by sponsor company. You can quickly scan, search, edit, or delete contacts across your entire sponsor portfolio without navigating individual sponsor profiles.