PR media CRM

Streamline your media relations with the PR Media CRM template

What is it?

The PR Media CRM template is a powerful tool designed to help public relations professionals and agencies manage their media outreach and relationships. It centralizes all your media contacts, tracks publications, and provides visual workflow management with Kanban boards.

Who is it for?

This template is perfect for:

• PR professionals
• PR agencies
• Marketing teams
• Anyone managing media relations

What's included?

• Comprehensive Contact Management: Store all your media contact information in one place, including names, titles, publications, email addresses, social media profiles, and more. Utilize lookup fields for easy access to frequently contacted journalists or outlets.
• Publication Tracking: Keep a record of all your media coverage, including publication name, date, article link, and relevant notes. Logic functions can automate data entry and reporting.
• Kanban Board Workflows: Visualize your PR campaigns and track their progress with Kanban boards. Move contacts through different stages (e.g., Pitched, Interview Scheduled, Published) for clear communication and efficient task management.
• Customization Options: Choice fields allow you to categorize contacts and publications by beat, industry, or any other relevant criteria. Admin-only fields let you store sensitive information securely.

Features at your fingertips:

• Lookup Fields: Quickly find the information you need with intuitive lookup fields that suggest contacts and publications as you type.
• Logic Functions: Automate repetitive tasks and streamline data entry with logic functions that populate fields based on user actions.
• Choice Fields: Customize your data organization by creating drop-down menus for categories like industry or publication type.
• Admin-Only Fields: Securely store sensitive information, such as personal contact details, accessible only to designated administrators.

Take control of your media relations and achieve outstanding results with the PR Media CRM template!