Out of the spreadsheet hell. Run media, coverage and clients in one system.
Most PR agencies suffer from fragmentation. The journalist database lives in spreadsheets, client requests get lost in personal inboxes, and coverage reporting takes days. Selling Navigator brings modules built for PR professionals.
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A native CRM for media and hard data on your coverage.
Classic project tools don't know what a media hit is — they sell you empty tasks. We built a full Media / PR module into Selling Navigator, centered on relationship building and measuring the real impact of your communication.
- 1Journalist database (Media Contacts)No more shared spreadsheets nobody updates. Build a central contact database with each journalist's name, outlet, exact beat, contact details and personal notes. The whole team knows instantly who to reach.
- 2Coverage trackingEvery published article, podcast or TV mention has its place. Record the title, link, publish date and type, and link the hit to a journalist from your database and to the client's project.
- 3Sentiment and reachFor a perfect client report a link is not enough. For each hit you record numeric reach and assign a sentiment — positive, neutral or negative — and export those metrics straight into client reports.
Tame the client communication
In PR the situation changes by the minute. If a client's request sits in one person's inbox while they are on holiday, you have a problem. The shared inbox fixes it.
Every email in one place
Connect a shared mailbox (e.g. clients@youragency.com) over IMAP. The system pulls messages every 5 minutes and matches them to your client profiles by email address.
Messages show in a modern three-pane view — filters, thread list, message detail. The whole team sees what is going on.
From email straight to tasks
On each thread you assign an owner from the team and change its state (open / snoozed / closed). Reply and the email goes out over your SMTP and threads correctly on the client side.
And the best part: one click on 'Convert to task' turns an email into a trackable task in the project plan, attachments and history included.
Campaigns and budgets. Control ad spend without errors.
Modern PR doesn't work without paid support. Whether you manage the media budget for native articles or performance campaigns on LinkedIn, you need an absolute view of how much client money you have spent.
Selling Navigator has a dedicated Campaigns module. For each campaign you set the total budget, the time window and specific KPIs. Your specialists then enter spend records — a diary of how much was spent on a given day.
The campaign list instantly shows spend against budget and KPI actual vs. target. At month end you generate a flawless breakdown of media investment without adding up numbers from different ad systems.
What the campaign module offers
- Channel trackingMeta, LinkedIn, Google Ads…
- Budget vs. spendSpend diary & burn view
- KPI progressTarget vs. actual
- Client claritySpend-by-channel report
From brief to a billed PR retainer
Receive the brief
The client sends a press-release request to the shared inbox. Convert the thread to a task in one click and assign a copywriter.
Distribution & coverage
Use the saved journalists from the Media Contacts module. Once the release lands, record the coverage with reach and sentiment.
Track the time
While you work, log billable time on tasks, with optional timesheet approval by an admin.
Bill retainers
The system watches your hour bank automatically. On the 1st it issues the retainer fee and adds every hour that went over the limit.
See where your projects actually make money.
Create your account, pick a plan and bring your team in minutes.