CRM

What is the Press Ranger CRM?#

The Press Ranger CRM (Customer Relationship Management) is where you track every interaction with journalists, publishers, podcasts, and pitch requests. It gives you a visual pipeline of your outreach so you can see at a glance who you are researching, who you have contacted, who has responded, and what the outcome was.

Press Ranger's CRM uses a drag-and-drop Kanban board. Each contact appears as a card that you can move between columns as your relationship progresses. The board is accessible from the main navigation or directly at pressranger.com/crm.

Kanban Board#

The CRM board has five columns that group related statuses together:

Each card shows the contact's name, photo, byline, and current status badge. Click a card to go directly to their full profile.

You can drag and drop cards between columns to update a contact's status. Reordering cards within a column also works, so you can prioritize who to follow up with next.

Setting a Status#

You can assign a status to any journalist, publisher, podcast, or pitch request from multiple places:

• From search results - Use the action toolbar on any card in the Journalist Database or Publisher Database.
• From a profile page - Click "Set a Status" and choose from the list.
• From the CRM board - Drag a card into a different column.

Once a status is set, the contact appears on your CRM board.

Available Statuses#

• Researching - You are looking into this contact but have not reached out yet.
• Contacted - You have sent an initial message.
• Followed Up - You have followed up after the initial contact.
• Pitched - You have sent a formal pitch.
• Interested - The contact has expressed interest.
• Awaiting Response - You are waiting to hear back.
• Negotiating - You are working out details for coverage or a placement.
• Completed - The interaction is finished (e.g. article published, interview done).
• Passed - The contact declined or is not pursuing coverage.
• Not Interested - The contact explicitly said no.
• Not a fit - You decided this contact is not relevant to your campaign.

Filtering the Board#

The CRM board includes two filters at the top:

• Filter by type - Show only a specific contact type: Journalists, Publishers, Pitch Requests, or Podcasts. Select "All CRM entries" to see everything.
• Search - Type a name to find a specific contact on the board. Search updates in real time.

Team View#

If your account supports team members, a second dropdown appears:

• Your CRM - Shows only your own contacts and statuses.
• Your entire team's CRM - Shows CRM entries from all team members on the account.

This lets managers see the full outreach pipeline across the team without switching accounts.

Removing a Status#

To remove a contact from the CRM:

1. Go to the contact's profile page.
2. Click on the status button.
3. Select "Remove" from the bottom of the options.

This removes the contact from the Kanban board entirely.

Adding Notes to Profiles#

You can add notes to any journalist or publisher profile to track conversation details, pitch angles, or follow-up reminders:

1. Go to the contact's profile page.
2. Click "Add Note."
3. Enter your note and click "Save."

Notes are visible on the profile and help you keep context between interactions.

Tips#

• Use the CRM as a daily dashboard. Check the "Reached out" and "Pitched" columns each morning to see who needs a follow-up.
• Set a status from the search results as soon as you identify a good contact. This saves you from losing track of people between sessions.
• Use "Not a fit" to hide contacts from future search results. This keeps your database cleaner over time.
• If you work with a team, use the team view to avoid duplicate outreach to the same contact.