Client 360° workspace
Open a client and immediately see its contacts, PR activity, campaigns, service plans, billing records, tasks, internal notes, support conversations and activity history. The workspace is designed to answer “what is happening with this client?” without searching several systems.
Leads and commercial pipeline
Track prospects from New → Contacted → Proposal → Negotiation → Won/Lost, estimate weighted pipeline value and convert a successful lead into an active client record.
PR ownership and team assignment
Assign a release to an active team member, keep assignment history and notify the assignee. This gives agencies a clear editorial owner for each client announcement.
Client approvals
Use the approval workflow appropriate to the account. An agency can keep approval internal or use a client-approval process before publication and distribution.
Tasks and follow-ups
Create follow-ups for proposals, approvals, missing assets, distribution checks, invoice collection, report delivery and renewals so account-management work does not disappear in email.
Service plans and retainers
Track client retainers, included PR quantities, usage and renewal information separately from the agency’s FirstPublisher distribution costs.
Revenue and profitability view
Compare recorded client revenue, outstanding balance and internal/distribution costs to understand estimated gross profit and identify accounts requiring attention.
Client support desk
Create secure customer-facing support conversations for your downstream clients without giving them access to the agency dashboard or exposing FirstPublisher wholesale pricing.
Workspace plans
$0/month Distribution Partner access is available when the agency uses FirstPublisher media/network distribution and starts with $100 Wallet funding. Paid software plans are $89/month for up to 100 PR workflows/year and $299/month for up to 500 PR workflows/year.
Client profile
Company details, contacts, country, industry, billing, boilerplate and newsroom settings.
PR activity
Draft, assigned, approval and published release history in the same client context.
Commercial view
Recorded revenue, outstanding amount, internal cost and estimated gross profit.
Account management
Tasks, service plans, internal notes, support conversations and activity timeline.
Example agency client view
See how the existing FirstPublisher workflow translates into practical agency operations.
Before you request access
Is Agency Workspace only a CRM?
No. The client record connects CRM information with PR publishing, distribution, reports, billing, tasks and support.
Can I assign a press release to a user?
Yes. A PR can be assigned to an active user within the same agency workspace, with assignment history retained.
Can my customer open the agency dashboard?
Not through Client Support Desk. Downstream support uses a separate secure customer-facing conversation so your customer does not gain access to the agency backend.
Ready to run PR operations in one workspace?
Request a controlled B2B account or explore the public newsroom.