Telagus client projects list with status, start date, deadline and price, beside a drag and drop enquiry form

Media CRM for Media Companies, PR and Agencies

Telagus is a media CRM for media companies, PR firms and communications agencies. Keep clients, prospects and partners in one place, send proposals and contracts for sign off, run email and SMS campaigns, and deliver each piece of client work as a project with owners and deadlines.

It runs in any web browser, so account managers, creatives and freelancers working away from the office all see the same client and the same brief.

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The Problems a Media CRM Solves

Media and PR work runs on relationships and deadlines, and both are easy to lose when they live in personal inboxes and spreadsheets:

  • New business enquiries and pitches sit in one person's inbox, so nobody else can follow up.
  • Proposals go out as attachments and nobody knows which version the client agreed.
  • Several campaigns run at once for different clients, each with its own deadlines and team.
  • Time spent on client work is guessed at the end of the month instead of recorded.
  • Projects are planned without knowing who is on leave.
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Telagus client projects and task status chart beside an SMS conversation with a client and an enquiry form

How Telagus Fits Agency and Media Work

Clients and new business

Every enquiry and pitch becomes a lead with an owner and a stage in your pipeline, with calls, emails and notes on one timeline. See lead management.

Proposals and contracts

Send a quote the client can accept, then a contract they sign with a handwritten signature. See the quote generator and contract generator.

Client work as projects

Turn an accepted quote into a project, break deliverables into tasks and milestones, set deadlines and time each task. See project management.

Campaigns

Send email and SMS campaigns to the contacts already in your CRM and see how they perform. See the campaign builder.

Enquiry forms

Build forms for your website that drop enquiries straight into the CRM. See the online form builder.

Team availability

Approve leave in the same system you plan projects in, so deadlines are set around who is actually in. See leave management.

A client call in progress in Telagus over the projects list, lead activity timeline and leads list

Example: A PR Agency Wins and Runs a Campaign

  1. A prospect fills in the contact form on your website and a lead is created in Telagus.
  2. An account manager is assigned, calls the prospect and logs the brief as notes on the lead.
  3. The account manager sends a quote for the campaign. The client accepts it and signs the contract.
  4. You create a project from the quote, with tasks for each deliverable, an owner and a deadline for each.
  5. The team checks leave before committing to dates and times the work as they go.
  6. The accepted quote becomes the invoice, and the client joins your newsletter campaign.
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Choosing the Best CRM for Media Companies

Most agencies end up with one tool for contacts, another for proposals, another for projects and a spreadsheet for time. Telagus puts them on one client record, so whoever picks up a client can see the brief, what was agreed, what is due and what has been sent.

It is web-based, so there is nothing to install, and you can start on the Forever Free plan before adding your team on a paid plan.

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A Telagus calendar of scheduled content with a task card showing writer, status and deadline, beside the leads list and a chart of quote statuses

CRM for Media Companies FAQs

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Get in touch with a friendly member of staff to get answers or solutions to any questions that you may have.

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