A PR CRM for small PR agencies
Short answer: Alori is the all-in-one app for small PR agencies. As a PR CRM, it keeps journalists and outlets as contacts and companies with tags for beats and regions, tracks each pitch as a deal on a pipeline, sends pitches from Gmail with email templates, and keeps follow-ups as tasks. You set it up by describing your agency and change it by asking in plain words.
A week in a small PR agency
Monday, the team builds a media list for a client launch. It lives in a spreadsheet: names, outlets, beats, last contact. Tuesday, the pitches go out, one by one, from three personal inboxes. By Thursday, nobody knows who already followed up with the reporter at the business daily. When a story lands, someone screenshots it into a doc for the client.
The usual stack:
- Spreadsheets for media lists
- Personal Gmail for pitches and follow-ups
- A project tool for client work
- A CRM for new business, if any
The pain is not sending the pitch. It is knowing who said what, to whom, and when.
What Alori gives a PR agency
Journalists and outlets in one place. Add each journalist as a contact and each outlet as a company. The company page shows its people, deals and history. Paste a media list into Ask Alori and it adds the contacts, even when names, emails and phones are mixed up. See Customers.
Tags for beats and regions. Tag contacts with "Tech", "Food", "Montreal" or "Tier 1". Filter by tag to build a list for a launch in seconds. Renaming a tag changes it everywhere.
Pitches tracked as deals. Make a pipeline called "Launch pitches" with your own stages, like Pitched, Followed up, Interested, Interview, then Won when the story runs and Lost when it does not. Add a pipeline per client or per campaign, up to 20. See build your own CRM.
Email templates and Gmail. Connect Gmail and send from your own address. Save your pitch formats as email templates, with the contact's name filled in for you. Your signature goes on every email. Alori can draft replies in your voice and leave them in your drafts.
Every exchange on the contact. Emails, calls and notes with each journalist sit in one thread, so anyone on the team sees the last touch before following up. Log a call or a note in a few clicks.
Follow-ups as tasks. Add a task per follow-up with a due date and an assignee. The task board shows what is due across all clients. Ask your bot to remind you: "Every Monday at 9, text me the pitches with no answer for a week."
Client work and meetings. Run each client as a project with tasks, record client calls with a transcript and summary, and bill from invoices. See Meetings.
What is coming soon
Coverage reports for clients, listing the stories that ran, are not built yet. Today, you can mark won deals with the story link and ask Ask Alori to list the won pitches for a client this month.
How to start
- Describe your agency. For example: "PR agency, 4 people, consumer and tech clients, media relations and launches".
- Import your media list. Paste it into Ask Alori, or move from HubSpot with contacts, companies and deals.
- Invite your team. Each person gets an invitation email and their own login. Every plan has unlimited users. See pricing.
| PR task | In Alori |
|---|---|
| Media list | Contacts and companies, filtered by tag |
| Pitch tracking | Deals on a pitch pipeline |
| Pitch emails | Gmail with email templates |
| Follow-ups | Tasks with due dates, bot reminders |
See also marketing agencies and the agencies industry page.
FAQ
Is Alori a media database? No. Alori does not come with a list of journalists. You bring your own media lists, and Alori keeps them organized with tags, history and pitch tracking.
Can I send a pitch to a whole list at once? Not as a mass email today. You send each pitch from Gmail with a template, which keeps pitches personal and the history on each contact.
Can each client have its own pipeline? Yes. You can have up to 20 pipelines, each with its own stages.
Can Alori build coverage reports? Not yet. Coverage reports are coming soon.