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Sales & CRM

Media and Advertising CRM

Manage advertiser prospects, brand contacts, campaign opportunities and media proposals in one sales workspace. Media and advertising teams can qualify prospects, follow the campaign pipeline, maintain package and proposal lines, and review account, revenue and activity performance.

Open Sales Command Center See how it works

What’s inside

Explore the included workspaces and the records they manage.

  • Advertiser prospects and qualification

    Capture advertiser prospects with source and market context. Use the prospect workbench to review media-spend signals, campaign intent and qualification priorities.

  • Advertiser accounts and brand contacts

    Maintain advertiser accounts and brand contacts, then review their opportunities, proposals and activities in the account workspace.

  • Campaign opportunity pipeline

    Track campaign opportunities through defined campaign stages. Use the command center and pipeline board to review commercial progress and work needing follow-up.

  • Media packages and proposal lines

    Maintain media packages, proposals and their line items. The proposal and package-revenue workspace supports review of the services being offered and their commercial value.

  • Client activities and due tasks

    Organize client activities and upcoming or overdue tasks. The productivity page gives sales teams a focused view of daily follow-up.

  • Sales performance and conversion review

    Review prospect conversion, team performance and pipeline outcomes across the available acquisition and performance workspaces.

How it works

Sales Command Center

Manage advertiser prospects, brand contacts, campaign opportunities and media proposals in one sales workspace. Media and advertising teams can qualify prospects, follow the campaign pipeline, maintain package and proposal lines, and review account, revenue and activity performance.

  1. 01

    Advertiser prospects and qualification

    Capture advertiser prospects with source and market context. Use the prospect workbench to review media-spend signals, campaign intent and qualification priorities.

  2. 02

    Advertiser accounts and brand contacts

    Maintain advertiser accounts and brand contacts, then review their opportunities, proposals and activities in the account workspace.

  3. 03

    Sales performance and conversion review

    Review prospect conversion, team performance and pipeline outcomes across the available acquisition and performance workspaces.

Built for

The teams that need this app.

Every role works in the same shared product.

  • Daily teams

    Run Media and Advertising CRM with the tables and views needed for repeated operational work.

  • Approvals and visibility

    Track exceptions, review work, and keep the team aligned from a shared workspace.

  • Ready to configure

    Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to live operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Workflows run against isolated workspace data while the publisher maintains the product logic.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

What you get

Views, records, and workflow controls.

The public page preview uses the same structure as the published product pages.

  • Operational dashboard

    Track active work, exceptions, owners, and recent activity from the same workspace.

  • Core records

    Work from filtered, grouped, and role-aware table views instead of static spreadsheets.

  • Workflow control

    Use workflows to operate the supported process around your workspace data.

The loop

The process lives beside the data.

Activate the app, configure your workspace, and run the real business process.

  1. 01

    Activate the app

    Add the publisher-managed product to your workspace and start using it with your organization data.

  2. 02

    Review the schema

    Start with 14 tables and the included relationships, forms, and views.

  3. 03

    Configure the workflow

    Set workspace roles, permissions, and supported workflow options for the process you run.

  4. 04

    Invite the team

    Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.

Workflow configuration

Included workflow definitions

Review and configure the workflows for your workspace before enabling them.

  • Configured workflows

    Includes Prospect Converted to Advertiser, Contact and Campaign Opportunity. Published workflow configurations start inactive. Review triggers, connections and recipient settings before enabling them.

Compared

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Go-liveBlank app, spreadsheet import, and manual setup.Publisher-maintained app with schema, views, forms, and defaults.
WorkflowProcess lives outside the system.Workflows can run beside the records they operate on.
IterationChanges require rebuilding the system from scratch.Configure workspace settings, roles, permissions, and supported workflow controls.
AccessShared credentials or duplicated sheets.Workspace users, roles, and app-level permissions.

Time to value

Activate, configure, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1

    Activate

    Start using the app, review the included process, and add the first workspace records.

  2. Week 1

    Configure

    Set roles, workspace options, and the first supported integration or workflow.

  3. Month 1

    Operate

    Move real work through the app and refine reports from day-to-day usage.

  4. Quarter 1

    Scale

    Invite more teams, connect APIs, and standardize the operating model.

Technical proof

Workspace-safe by design.

The publisher maintains the product while your workspace data stays isolated.

  • Publisher-owned product

    The publisher maintains the app and releases improvements without handing over the base product.

  • Workspace data isolation

    Your records, access settings, and activity stay isolated and tied to your workspace history.

  • Governed extension path

    Connect approved APIs, workflows, reports, and screens through product-supported extension points.

FAQ

Common questions.

  • What is included when I activate this app?

    The app schema, pages, views and configuration are copied into your workspace. Business records start empty.

  • Can I tailor the app to my team?

    You can configure the installed tables, fields, views, pages, permissions and workflows for your process.

Explore the app

Available processes

Sales Command Center Manage advertiser prospects, brand contacts, campaign opportunities and media proposals in one sales workspace. Media and advertising teams can qualify prospects, follow the campaign pipeline, maintain package and proposal lines, and review account, revenue and activity performance.