PR Tracker

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Getting Started with PR Tracker ​

PR Tracker is a CRM built specifically for public relations teams. Unlike traditional CRMs with dashboards and forms, PR Tracker is agent-first — you interact with it entirely through AI agents like Claude Cowork.

You tell your agent what you need in plain language, and the agent uses PR Tracker's tools to get it done.

What Agents Can Do ​

Once connected, your agent can:

  • Create and search outlets, contacts, and channels
  • Manage your pipeline — create opportunities, move them through stages, track next actions
  • Record coverage — log articles, interviews, podcast appearances, and awards
  • Take notes — log meetings, calls, research, and observations linked to the right people and opportunities
  • Process emails — scan your inbox and automatically create contacts, opportunities, and notes
  • Search everything — full-text search across all your data
  • Review history — see the full interaction log for any contact, outlet, or opportunity

Key Concepts ​

Here are the core objects in PR Tracker and how they relate to each other.

Outlets ​

An outlet is any entity you interact with: a media company (TechCrunch, Forbes), a podcast network, a conference organizer, or an awards body. Outlets are rated by tier (1 = top-tier, 2, 3) and geographic reach.

Channels ​

A channel is a specific medium within an outlet. TechCrunch has a website and a newsletter. NPR has a radio broadcast and a podcast. A conference has an event channel. Each channel type tracks different metrics (subscriber count for newsletters, downloads for podcasts, etc.).

Contacts ​

A contact is a person you work with: a journalist, editor, producer, podcast host, or event organizer. Contacts can be linked to one or more outlets (with their role and dates), and freelancers can be linked to many.

Campaigns ​

A campaign groups related opportunities. For example, a "Q2 Product Launch" campaign might include pitches to five different outlets. Every opportunity belongs to a campaign. A default "General" campaign exists for ungrouped work.

Opportunities ​

The core workflow object — similar to a "deal" in a sales CRM. An opportunity represents a specific PR initiative: pitching a story to a journalist, submitting for an award, securing a speaking slot. Opportunities move through stages:

researching -> drafting -> pitched -> responded -> in_progress -> placed -> published -> won/lost

Each opportunity tracks a next action (what needs to happen), next action date (when), and next action owner (who).

Coverage ​

A piece of published content or result: an article, interview, TV segment, podcast appearance, or award win. Coverage links back to the outlet, contact, channel, and opportunity it came from.

Notes and the Interaction Log ​

Notes capture meetings, phone calls, research, and other observations. Each note is linked to one or more contacts, outlets, opportunities, or channels.

The interaction log is a unified timeline that combines notes, emails, and coverage for any entity. Ask your agent "What have we done with Forbes?" and you get the complete picture.

How the Pieces Fit Together ​

Campaign
  └── Opportunity (e.g., "Pitch Q2 launch to TechCrunch")
        ├── Outlet: TechCrunch
        │     └── Channel: Website
        ├── Contact: Sarah Chen (journalist)
        ├── Notes: pitch sent, call scheduled, interview completed
        ├── Emails: thread with Sarah about the story
        └── Coverage: published article on TechCrunch

A typical workflow looks like this:

  1. Research — Identify an outlet and contact that are a good fit
  2. Draft — Prepare your pitch or submission
  3. Pitch — Send it out and log the opportunity
  4. Follow up — Track responses, schedule calls, advance the stage
  5. Record results — Log coverage when it publishes
  6. Review — Use the pipeline view and next actions to stay on top of everything

Next Steps ​