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No-Bullsh*t CRM software for media and publishing companies

Identify at-risk subscribers, improve engagement, and effectively manage first-party data with Workbooks media CRM software.

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Track the entire subscriber lifecycle

Improve conversion rates with personalized content

Attract media buyers with better audience data

5 challenges CRM software resolves for media and publishing industries

It can be tough to grow your subscribers and keep them, especially with: 

  • Rising customer acquisition costs  
  • Subscription fatigue  
  • High churn rates  
  • Limited visibility into why users cancel  

CRM helps you track the full subscriber lifecycle from the very first visit, all the way through to renewal. You can identify at-risk subscribers using engagement data. And you can automate onboarding, renewal reminders and win-back campaigns. 

The decline of third-party cookies, a higher demand for measurable ROI from advertisers, and a shift from digital advertising means you need a sustainable strategy.  

Workbooks helps you: 

  • Capture and manage first-party audience data 
  • Segment your audience and send personalized content 
  • Create premium audience segments that advertisers will pay more to reach 
  • Active data for ad targeting and manage consent  

Your audience wants a personalized experience. So how do you get away from generic content, mass emails and competition from popular platforms? 

Workbooks helps you engage audiences: 

  • Segment audiences based on behavior, interests, and engagement levels 
  • Create personalized email campaigns and content recommendations 
  • Engage subscribers across multiple channels to improve conversion rates 

Got lots of audience data but not enough insights? It’s a classic problem for media and publishing organizations that’s caused by fragmented and inconsistent data. This combined with media buyers’ increasing demands for high-quality, first-party data and audience insights, can be a tough challenge to overcome.  

Workbooks helps you: 

  • Track engagement behavior, demographics, preferences and subscription data 
  • Improve data quality and consistency 
  • Build rich, actionable audience segments 
  • Combine existing data with trusted first-party data 
  • Clearly share audience value to advertisers 

When you’re managing multiple revenue streams from memberships and subscriptions to advertising and events, it’s easy to miss revenue opportunities. CRM helps you increase revenue per user and improve your commercial strategy. 

Workbooks helps you: 

  • Tracks all customer interactions and purchases in one place  
  • Identifies cross-sell and upsell opportunities to drive subscribers, event attendance, memberships and more 
  • Provides visibility into customer lifetime value and revenue drivers  
How APL Media use Workbooks
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Features

Key CRM features for media and publishing companies

Clients and relationship mapping

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Complex account hierarchies

Manage global and multi-brand relationships to maximize account revenue

Many-to-many relationships

Map complex stakeholder networks to influence decisions more effectively 

Account segmentation

 Segment accounts to prioritize high-value opportunities 

Activity tracking and meeting records

Turn every conversation into actionable insight with automatic transcription and meeting summaries 

Clients and relationship mapping

Pipeline management and revenue forecasting

Multi-stream pipeline management

Manage all revenue stream in one place for a complete view of growth 

Campaign and inventory linkage

Sell with confidence by tying deals to real available inventory 

Renewal tracking

Capture more repeat business by staying ahead of renewals 

Weighted forecasting

Forecast more accurately with probability-driven pipeline insights 

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Pipeline management and revenue forecasting

Service delivery

Campaign delivery management

Deliver every campaign on time and exactly as sold 

Editorial and production alignment

Align sales and content to deliver campaigns without conflict 

Workflow automation

Automate handoffs and approvals to speed up delivery 

Performance tracking and reporting

Track delivery performance and prove campaign value 

Service delivery

We're recognized by G2 as a High Performer in the US, UK and EMEA.

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What are the benefits of Workbooks CRM for media and publishing companies?

Win work and deliver it seamlessly

Connect sales and delivery teams with CRM and Project Management- all in one.

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Predict revenue

Improve visibility of your sales pipeline and get accurate forecasting.

Explore Forecasting

Get complete client visibility

Get insights on everything from your customers and prospects to business performance.

Explore Reporting

Get a clear roadmap, without committing to buy

Not sure how CRM will help you? Join a Shared Success Workshop to map out your needs.

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Only pay for what you need

No hidden costs or features you don’t need. Just pay for the features you need.

Explore Pricing

Trusted by media and publishing organizations

Media and publishing companies like Ultima Media and APL Media choose Workbooks for clear data visibility, ease of use and customization.

Read Ultima Media's story

Media and publishing case studies

Ultima Media

“One salesperson gained at least ten new accounts using web insights—five times more than before—because he could focus on high‑intent prospects rather than only existing clients. Throughout the process, communication from the Workbooks team has been excellent. They’ve stayed in touch, offered guidance, and shared ideas that helped us get the most from the system. CRM is a journey, and we’re excited to see what more we can do.”

Justyna Wanczyk

Head of Data

APL Media

“Workbooks is valuable to us, both in terms of the growth in the database and in terms of its management. It generates response, which generates revenue. The value that the sales team get from Workbooks is being able to see all of the information in one place, as well as being able to see their colleagues’ information. Having the right information in Workbooks is key as well, because it means our sales team can be more efficient with their time – and in publishing, time is of the essence.”

Matt Midworth

Commercial Director

Global Water Intelligence

"We have a single source of truth which we can use to give us more insights and better processes. Initially, we always had to create our renewal opportunities manually and therefore our pipeline was not as clear, now we have renewal opportunities automatically created for us and reporting and dashboards that help us see what is happening.”

Simon Edwards

CRM Systems Administrator, GWI

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Frequently Asked Questions about CRM for media and publishing

What is CRM in media and publishing?

Let’s look at Customer Relationship Management for the media and publishing industry in its simplest form. A CRM is a database of people. And you can use it to manage customer interactions. For publishers and media firms, it helps you understand your audience’s behavior, preferences and subscriber habits. You can segment audiences based on this information and tailor your marketing and sales efforts to reach better results. Having high-quality audience data, all in one system, increases its value and helps attract advertisers too.  

Workbooks is the CRM for media and publishing that’s designed to streamline communications, improve experiences and build stronger audience relations for consumers of print, digital and events. 

How does CRM help media and publishing companies?

CRM helps media and publishing companies by supporting lead generation and existing customer retention. It helps you accurately target different customer groups to streamline the sales process and enhance the overall customer experience. 

What are the success factors of CRM in media?

Success factors for CRM in media include effective marketing personalization, sales generation, customer retention and analytics-driven decision-making. 

Only pay for what you need

No hidden costs or features you don’t need. Just pay for the features you need.

Explore pricing Free CRM pricing calculator

Get No-BS content

Access free tips, guides, and advice on CRM, sales and marketing.

Media firms and publishers: How to utilize and monetize your data

Media firms and publishers: How to utilize and monetize your data

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5 challenges that CRM software helps you solve

5 challenges that CRM software helps you solve

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Mastering CRM Customer Data Segmentation

Mastering CRM Customer Data Segmentation

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See the no bullsh*t CRM in action

Want to see what a CRM looks like without a sales pitch? Guide yourself through Workbooks with our interactive demo. No data or details needed to get started. Prefer to talk to someone? Request a demo instead.

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