Public relations CRM Airtable base

Why you even need a public relations CRM solution

Operating a small PR firm can be tough. There are many moving parts and keeping track of everything can be burdensome. Referring to email chains, spreadsheets, and even traditional CRMs are antiquated methods because they don’t provide you with the flexibility to track the information you need, when you need it. Our public relations CRM solution, however, does just that.

We’ve built this solution to focus on the two things that matter most: knowing your clients and tracking the very thing that will earn your agency income: placements. Organized neatly in an Airtable base, this CRM is designed to scale with you and even includes an automation to automatically email your client newly-published pieces featuring them. Below are a few reasons why you should use this free solution:

Designed to track and inform clients

• Easily stores all information about your clients for easy tracking over time
• Connects placements to clients for a clean and scalable database structure
• Built to eliminate repetitive steps and includes an automation to email clients placement information

Organizes placement data for current and future reference

• Stores placements by title, type, and other important details
• Enables you to easily assign statuses for day-to-day management
• Tracks publishing dates and URLs for future reference

This Airtable base comes with detailed documentation.

A view of the clients table in the public relations CRM Airtable base. © Quirky Consultant.

A view of the placements table in the public relations CRM Airtable base. © Quirky Consultant.

A view of the automations in the public relations CRM Airtable base. © Quirky Consultant.