How do I keep track of ad renewals?

Add a custom field for each flight’s end date and a saved view of flights ending soon. When a deal is booked, a workflow can create the renewal task for the account owner, due a set number of days out. Dry-run the workflow before you turn it on.

Can I separate agency and direct advertisers?

Yes. Add a buyer type field to the company record, and link agency planners and brand contacts to the right company so the full history stays together.

Can I keep different rate cards for agencies and direct buyers?

Yes. Keep one product catalog and create a price book for each scheme, such as agency, direct or regional. Quotes resolve the right price for each buyer.

Can I report on pipeline by period and product?

Add custom fields for product and flight period to each deal, then review open pipeline with the weighted forecast and dashboards.

Can I send proposals and invoice from KudosCRM?

Yes. Draft quotes from your product catalog, version them as terms change and send them. An accepted quote converts into an order, where you draft the invoice and mark it paid.

Does KudosCRM replace my ad server or traffic system?

No. KudosCRM does not serve ads, manage inventory availability or handle trafficking. It covers leads, proposals, advertisers, follow-up, orders and reporting alongside your ad platform.

Can I migrate my existing advertisers and deals?

Yes. Import companies, contacts and deals from a CSV file, and book a setup call if you want help mapping your fields and building the pipeline.

How much does KudosCRM cost for a media team?

Free covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24 and Enterprise is $49. Every workspace gets a 14-day Professional trial with no card.

CRM for Media: Keep Ad Sales Pipelines and Renewals in View

Track advertisers, campaigns and renewals across every ad product you sell. Built for media companies and ad sales teams selling against a calendar.

Every advertiser, agency and flight on one record

Renewals resurfaced before budgets move

Rate cards and proposals from one catalog

Pipeline reported by period and product

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

Ad Sales Pipeline · This Quarter

Illustrative

Accounts

12 growing

Renewals

9 this week

Pipeline

$1.4M

27 open

Weighted

$810K

By stage

Proposal Sent1225%

$420K total≈ $105K

Holiday flight

Harbor Auto Group

$86,400Oct 14

Spring campaign

Metro Realty

$41,200Oct 09

Negotiation955%

$510K total≈ $280K

Summer promo

Summit Beverage

$118,000Oct 21

Q4 package

Delta Outdoor

$64,750Oct 18

Booked690%

$470K total≈ $425K

Monthly retainer

Lakeside Radio Group

$92,300Oct 30

Weekly spots

Cedar Row Furniture

$54,900Nov 04

The Short Version

What Is a CRM for Media and Advertising?

A CRM for media and advertising keeps every advertiser, agency, campaign and renewal on one record. Your team sees who is up for renewal, which flights are ending and who owns each account before anyone picks up the phone.

Rate cards, proposals, orders and invoices live in KudosCRM. Ad serving, inventory availability and trafficking stay in your ad platform.

KudosCRM for Media at a Glance

Best for: Media companies and ad sales teams
Tracks: Advertisers, agencies, flights and renewals
Prices with: Product catalog and price books
Sells through: Quotes, orders and invoices
Stays outside: Ad serving and trafficking

Capabilities verified: October 2026

Your Reality, Not a Template

Where Do Ad Sales Teams Lose Revenue?

Challenge

Ad deals are seasonal and renewals get missed

How KudosCRM Helps

Flight end dates, renewal tasks and saved views resurface advertisers before the budget moves elsewhere.

Challenge

Agency and direct relationships tangle together

How KudosCRM Helps

Clear account structures separate agencies, brands and direct buyers without losing the links.

Challenge

No clean view of pipeline against inventory

How KudosCRM Helps

Pipeline reporting ties deals to the periods and products you are selling.

Renewals

Bring Every Advertiser Back Before the Budget Moves

Store each flight’s start and end dates as custom fields. When the flight is booked, a workflow creates the renewal task with a due date you set, it lands in the owner’s My Day, and a sequence keeps the conversation going when the buyer goes quiet.

Keep Renewals in My Day with Task Management

Flights by Advertiser

Illustrative

SepOctNovDecJanFeb

Harbor Auto Group

Direct

Metro Realty

Agency

Summit Beverage

Agency

Delta Outdoor

Direct

Renewal due

DirectAgencyEndedRenewal task

Flight dates live in custom fields. The amber marker is the renewal task, created when the flight is booked and due before it ends.

Inbound Ad Inquiries

Turn an “Advertise With Us” Page Into Qualified Leads

Build the form with drag-and-drop fields, publish it and embed it on your site. Each submission creates a lead, so the inquiry reaches a rep instead of a shared inbox.

Capture Inbound Advertisers with Lead Capture Route Each Inquiry to the Right Rep with Lead Routing

KudosCRM form builder showing a live lead capture form, its field palette, setup checklist and submissions count — Form builder with a live form. Sample workspace data.

Rate Cards

Quote Every Buyer From the Right Rate Card

List ad products once in the catalog, then keep a price book for each buyer type. A quote picks up the right price for the customer, and discount rules show reps how far they can go before asking.

Explore Products and Price Books

Illustrative rate card: one product catalog with a price book for direct, agency and regional buyers
Product	Direct	Agency	Regional
Homepage banner, 30 days	$4,800	$4,080	$4,320
Newsletter sponsorship	$1,200	$1,020	$1,080
Radio spot, weekly	$2,500	$2,125	$2,250
Podcast mid-roll, 4 episodes	$3,200	$2,720	$2,880

Illustrative prices. One catalog, one price book per scheme.

Close the Deal

Take a Proposal All the Way to Invoice

Once the buyer accepts, the quote becomes an order and the order becomes an invoice. Nothing is re-keyed.

Sent

Quote

Line items from the catalog, versioned as terms change.

Explore Quotes

In delivery

Order

Created when the quote is accepted. Delivery status in one table.

Explore Orders

Paid

Invoice

Drafted from the order. Mark it paid and booked revenue updates.

Explore Invoicing

Ad serving and trafficking stay outside KudosCRM.

Account Growth

See Which Advertisers Are Growing and Which Are Quiet

Won and open revenue sit side by side on each company, and a Stale badge flags advertisers whose open deals have gone quiet for 30 days or more. The weighted forecast shows where the period lands as deals move.

See Company 360 and Contacts Forecast by Period with Sales Forecasting

Advertisers · Won vs Open

Illustrative

Harbor Auto Group

$86K won · $12K open

Repeat buyer

Metro Realty

$0 won · $18K open

Proposal open

Summit Beverage

Flight ends in 14 days

Renewal due

Delta Outdoor

Open proposal quiet 34 days

Stale

Features That Fit

The Parts of KudosCRM Media Teams Use Most

Custom Pipelines

Stages like Proposal Sent and Booked that match how you work.

Learn More

Custom Fields

Capture buyer type, flight dates and category.

Learn More

Automations

Rules that fire renewal reminders, emails and handoffs.

Learn More

Reports and Dashboards

The KPIs leadership cares about, live.

Learn More

Email and Sequences

Nurture long cycles without losing the human touch.

Learn More

Quotes and Orders

Send proposals, then convert accepted quotes to orders and invoices.

Learn More

Shape KudosCRM Around How Your Ad Sales Team Sells

Set your pipeline stages, custom fields, workflows and reports once, and the whole team works the same way. An admin quick start takes about 1 to 2 hours to a working workspace.

Start Free

Pipeline stages for proposal, negotiation and booked

Custom fields for ad product, flight dates and agency

Workflows that create the next task when a stage changes

Reports and dashboards on live pipeline data

CSV import with column mapping and a revert option

Roles and record visibility for each sales team

Pricing

What Does KudosCRM Cost for a Media Team?

Per seat, published, with a 14-day Professional trial and no card. Small teams start on Free or Basic. Teams selling several products or markets choose Professional.

Free

Small firms

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small sales teams

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing sales teams

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-brand media groups

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Media Business

Publishers, broadcasters and agencies all sell against a calendar.

Local PublishersRadio and BroadcastDigital PublishersOutdoor AdvertisingPodcast NetworksMarketing Agencies

Serving another vertical? Browse all industries

Integrations

Works with the Tools You Already Use

Connect Gmail or Outlook so customer email lands on the right record, Zoom for demos, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations

FAQ

Frequently Asked Questions

Start free today

Keep Every Advertiser and Renewal in One CRM

Win the buy, hit the flight and be first in line at renewal.

Start free, no card required Book a demo