CRM Software for Public Relations Firms
You manage your clients' reputation. Make sure your own client pipeline gets the same attention.
TraxionLab is the client management platform built for PR firms. Automate prospect nurture, keep retainer clients engaged, and build the referral relationships that sustain your practice.
6 things ready before you log in
Dedicated scheduling pages for each PR service. Prospects book the right consultation from the start.
Service-specific follow-up sequences that educate prospects on your PR approach and build confidence.
A Public Relations Firm landing page and a consultation offer page, ready for your branding.
Contact, marketing, and newsletter forms to capture PR inquiries from your website and events.
Track every prospect from inquiry through pitch, proposal, and signed retainer.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and client engagement.
The Cost of Doing Nothing
A lost PR retainer costs $6,000+ per month. Most PR firms lose prospects because follow-up after the initial pitch meeting is inconsistent.
Average job/lead value: $6,000
What Public Relations Firm Owners Actually Deal With
Pitch meetings happen and then follow-up stalls
You deliver a compelling pitch to a prospective client. They are interested but need to discuss internally. A week goes by and you have not followed up because you are managing a crisis for an existing client. The prospect hired a firm that stayed in touch.
Retainer clients need consistent communication to stay satisfied
PR retainers depend on the client feeling informed and supported. Without regular reporting, strategy updates, and proactive outreach, even clients getting great coverage start to question the value. Perception is reality in PR.
Your best new business comes from referrals you do not actively cultivate
PR is a referral business. CMOs, in-house comms directors, and past clients are your primary lead sources. But you have no system to stay in front of them consistently. Referrals happen when they happen, instead of when you engineer them.
Tools Built for Public Relations Firm Companies
Solves pain point #1
Post-Pitch Follow-Up Automation
After every pitch meeting, an automated sequence follows up with case studies, media coverage samples, and gentle check-ins. Stay top-of-mind while the prospect makes their decision.
Solves pain point #2
Retainer Client Engagement
Automated monthly check-ins, quarterly review scheduling, and satisfaction surveys keep retainer clients feeling valued. Proactive communication reduces churn before it starts.
Solves pain point #3
Referral Network Nurture
Build a segment for past clients, CMOs, and industry contacts. Automated quarterly touchpoints keep your firm in their mental Rolodex. When someone asks 'know a good PR firm?', your name comes up.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month