CRM & Sales
A lightweight CRM tailored to advertising sales in publishing. Client management, interaction tracking, pipeline visibility, and campaigns — all connected to your booking and ad production workflow.
Client Profiles
Comprehensive client records with everything your sales team needs — business details, contacts, assets, and a complete interaction history.
- Business name, trading name, ABN, address
- Multiple contacts per client (primary, accounts, etc.)
- Client asset library (logos, images, graphics)
- Hierarchical business categories and tags
- Multiple sales rep assignment per client
- Publication associations
Sales Pipeline
Track where each client sits in your sales process. From initial lead through to won or lost — with a complete log of every interaction along the way.
- Pipeline stages: Lead → Contacted → Proposal Sent → Negotiating → Won / Lost
- Interaction logging: phone, email, meeting, note
- Dated records with contact and user attribution
- Filter and search clients by status, category, or rep
Campaigns
Create advertising campaigns that span multiple editions. Track which clients have been contacted, who's booked, and where their artwork is at.
- Campaign creation with date range and publications
- Client participation tracking per campaign
- Status per client: To Contact → Contacted → Interested → Booked → Complete
- Assign sales reps to campaign clients
- Campaign-level discount management
Bookings & Rate Cards
Create bookings that flow directly into the advertising production pipeline. Rate cards are built in, with per-publication pricing for colour and mono ads.
- Booking linked to client, publication, and edition
- Ad size selection with automatic rate lookup
- Series bookings for multiple insertions
- Booking confirmation workflow
- Booking → Advert pipeline (auto-creates production jobs)
Sales and production, connected.
Book a demo to see how CRM feeds directly into ad production.
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