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PR Agency CRM

Win More PR Mandates and Retain Clients With Measurable Media Results

Track every brief from receipt to engagement letter, manage journalist relationships that generate coverage, and deliver monthly reports backed by structured data so retainer renewals are earned, not negotiated.

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PR Agency CRM

Live sample workspace for PR Agency: New mandate acquisition pipeline from initial brief receipt through credentials presentation,.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

New mandate acquisition pipeline

1

PR Agency Account

New mandate acquisition pipeline from initial brief receipt through credentials

Rs. 2.4L

Client onboarding and brief

1

PR Agency Opportunity

Client onboarding and brief management to capture the brand positioning,

Rs. 1.1L

Journalist and media contact

1

PR Agency Renewal

Journalist and media contact database to store relationships by beat,

Rs. 78K

Campaign and press release

1

PR Agency Follow-up

Campaign and press release management to track every campaign milestone,

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for PR Agency CRM?

Yes. HelloGrowthCRM gives PR Agency CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like a brand sends briefs to three agencies, and the mandate goes to the one that returned a sharp proposal in forty-eight hours — rather than generic sales busywork.
  • New mandate acquisition pipeline from initial brief receipt through credentials presentation, proposal submission, and engagement letter signing so every new business opportunity is tracked to a deliberate outcome
  • Client onboarding and brief management to capture the brand positioning, messaging guidelines, media objectives, and key spokesperson details that the team needs from day one of every mandate
  • Journalist and media contact database to store relationships by beat, outlet, seniority, and past coverage history so the right journalist is always pitched with the right story angle by the right account executive

See pricingBook a demo

01

The brand that signed with your competitor did so because they proposed within 48 hours — you sent credentials and waited ten days

PR mandate evaluations move quickly. A brand sends a brief to three or four agencies, and within the first week, the agency that responds with a proposed credentials presentation and a follow-up call has already established a relationship advantage. The agency that sends a credentials deck by email and waits for feedback has placed itself in a passive position — and in a competitive review, passivity loses. HelloGrowthCRM tracks every brief in a pipeline with automated follow-up tasks assigned to the relevant partner or account director. A brief received on a Monday generates a follow-up task for Tuesday, a credentials presentation request for Wednesday, and a check-in call for Friday — so the agency's new business behaviour is as structured and responsive as its best account management.

02

Media coverage that is not tracked is coverage that cannot be reported — and coverage that cannot be reported cannot justify a retainer renewal

Every PR agency delivers more value than it can articulate at renewal time. Coverage pieces are published across dozens of outlets over twelve months, each with its own reach, tone, and key message alignment. When this coverage is tracked in a shared spreadsheet or, worse, assembled from memory at the end of the month, the reporting is always incomplete and the value argument is always weaker than the reality. HelloGrowthCRM logs every placement throughout the month with outlet, reach, sentiment, and key message inclusion — turning month-end reporting from a scramble into a structured review of structured data. Clients who receive full, precise monthly reports renew retainers because the value is visible.

03

Journalist relationships are the agency's most valuable asset — and most agencies manage them through personal contacts, not systems

When a senior account executive leaves, they take their journalist relationships with them. The agency loses access to editors and reporters who were receiving pitches from a trusted contact, and the new executive rebuilds the relationship from scratch. HelloGrowthCRM stores journalist records in a shared database — beat, outlet, past coverage history, preferred pitch format, relationship owner — so relationships belong to the agency, not to individuals. When a team member moves on, their successor has a full relationship history to work from rather than starting with a blank slate.

04

Crisis PR is the highest-margin, highest-reputation service a PR agency can offer — if it is managed with structure

Brands in a media crisis are willing to pay significant fees for fast, structured communications management. Agencies that handle crisis mandates well — with clear documentation, rapid response, and organised stakeholder management — win repeat crisis mandates and referrals to other brands facing similar situations. Agencies that manage crises reactively, without documentation of who said what when and which outlets were approached, risk making the situation worse. HelloGrowthCRM provides a crisis case management workflow that keeps every stakeholder aligned and every action documented, regardless of how fast the situation is moving.

05

Retainer renewals should be conversations about expanding scope, not conversations about justifying existence

The best retainer renewal conversations happen when both parties arrive with the same data. The client knows exactly what was delivered because they received monthly reports throughout the year. The agency knows exactly what was delivered because everything was tracked. The conversation becomes a discussion of what to do next rather than a defence of what was done. HelloGrowthCRM tracks deliverables against each retainer's committed scope, flags months where deliverable completion was below target, and provides account directors with the data they need to have confident renewal conversations — while there is still time to address any gaps before the renewal date arrives.

AI & Intelligence

AI Features Built for PR Agencies

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

AI Proposal Builder

Generate scoped, branded proposals from your service templates — first draft in under 2 minutes, not 2 hours.

Smart Compose for Client Comms

AI writing assist for retainer renewal emails, project updates, and upsell outreach — right inside the CRM.

Agentic Follow-Up Sequences

Set deal-stage triggers and let AI draft the next follow-up email, WhatsApp, or call task — approved or sent automatically.

Deal Risk for Retainer Pipeline

Flag retainer accounts showing declining engagement before they issue a 30-day notice.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • A brand sends briefs to three agencies, and the mandate goes to the one that returned a sharp proposal in forty-eight hours.

    Every incoming brief enters a pitch pipeline with stages from brief received to engagement letter signed, deadline tasks assigned per stage, and follow-up reminders - so your proposal lands first and gets chased properly.Pitch-to-mandate pipeline

  • Journalist relationships live in individual account executives' phones, and when one resigns, years of media access walk out with them.

    Maintain journalists and editors as contacts with beat, publication, past coverage, and interaction history visible to the whole team under role-based access - so media relationships belong to the agency, not the inbox.Media relationship database

  • Monthly retainer reviews descend into vague coverage recaps because pitch activity was never logged anywhere structured.

    Log every pitch, placement, and journalist interaction against the client account, then pull dashboard reports showing outreach volume and outcomes by month - walking into reviews with evidence instead of anecdotes.Coverage activity reporting

  • Retainer renewals arrive as a surprise negotiation because the ninety days before expiry passed without a single value conversation.

    Renewal reminders trigger ninety and sixty days before each retainer ends, prompting a results recap and an expanded-scope proposal - so renewal becomes a continuation of demonstrated value rather than a price defence.Retainer renewal sequences

  • New business depends on founders' networks because outbound to CMOs is sporadic and nobody tracks who was approached when.

    Run targeted email sequences to prospect lists by industry, track opens and replies in the pipeline, and schedule call tasks for warm responders - building a predictable new-business engine beside the referral flow.New-business outreach sequences

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • New mandate acquisition pipeline from initial brief receipt through credentials presentation, proposal submission, and engagement letter signing so every new business opportunity is tracked to a deliberate outcome.
  • Client onboarding and brief management to capture the brand positioning, messaging guidelines, media objectives, and key spokesperson details that the team needs from day one of every mandate.
  • Journalist and media contact database to store relationships by beat, outlet, seniority, and past coverage history so the right journalist is always pitched with the right story angle by the right account executive.
  • Campaign and press release management to track every campaign milestone, press release draft, approval stage, and distribution deadline so nothing is released late or without sign-off.
  • Media coverage tracking that logs every placement, reach estimate, sentiment, and key message inclusion so monthly reporting is compiled from structured data rather than manual media monitoring scrambles.
  • Monthly retainer billing and deliverables tracking to confirm what was promised, what was delivered, and what the client owes — giving account managers clarity and finance teams reliable receivables.
  • Pitch calendar management to plan and distribute media pitches across accounts, avoid journalist fatigue from the same agency pitching the same contact too frequently, and time pitches for editorial relevance.
  • Crisis PR case management to document the issue, track spokesperson briefings, monitor media response, manage statement approvals, and record resolution so crisis handling is structured rather than reactive.
  • Client reporting automation that pulls media coverage data, reach metrics, and campaign milestones into a structured monthly report format — reducing the time spent on reporting and improving its accuracy.
  • Award entry management to track industry award deadlines, prepare entry submissions, and record wins and shortlistings that strengthen the agency's credentials for new mandate pitches.

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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Prefer email? Write to sales@hellogrowthcrm.com