Your CRM is the backbone of client relationship management — keeping your team organized, informed, and ready to take action across sales, marketing, and account management. MediaOS provides a powerful, flexible CRM designed to grow with your business. With purpose-built tables for Accounts, Agencies, Contacts, Lists, and Campaigns, you can quickly find the people and organizations you work with, tailor the experience to your workflow, and take action at scale.
Accounts #
The Accounts table is where you manage the brands and businesses you work with directly, whether they are advertisers, partners, or clients. Within each account, you can view company-level information including billing details, primary points of contact, and campaign history. Accounts also allow you to associate contacts, agencies, and campaigns in one centralized place. You can track custom fields relevant to your sales process or reporting needs, making it easier to organize and optimize your outreach.
Several tools are available to enhance your work within Accounts. Using Custom Columns, you can choose which fields are visible based on what matters most to your team, such as industry, status, or account owner. Filters allow you to quickly segment accounts by category, status, or custom tags. Batch Actions enable you to reassign sales reps, tag multiple accounts, or update statuses all at once, saving time and ensuring consistency across your database.
Agencies #
The Agencies table represents third-party partners managing accounts on behalf of their clients. This table is particularly useful when working with media buyers or marketing firms. Each agency can be linked to multiple accounts and contacts, allowing you to clearly capture and manage complex relationship structures. You can record important relationship details such as the agency representative, contract type, and agreed-upon terms. The same Custom Columns, Filters, and Batch Actions available in the Accounts table are also available here, helping you focus your agency management efforts by region, type, or engagement level.
Contacts #
The Contacts table helps you track every individual you communicate with, whether they are tied to clients, agencies, or internal teams. You can store key information such as titles, email addresses, phone numbers, and company affiliations for each contact. Contacts can also be tagged by role, making it easy to distinguish decision-makers, billing contacts, or primary points of communication. In addition to basic details, you can view a contact’s historical activity and their connections to deals or campaigns. Contacts can be created directly from within an account, agency, or campaign, and will automatically associate with the originating entity for seamless record-keeping.
Lists #
Lists in MediaOS allow you to group contacts into customized segments for targeted communication, sales prospecting, or event planning. You can build static lists or create dynamic lists that update automatically based on filters, such as all active contacts within a specific industry. Lists can be used to export data, send targeted emails, or trigger workflows based on list membership. For teams focused on renewals, event invitations, or campaign launches, Lists offer a highly efficient way to stay organized without the need for manual updates.
Campaigns #
The Campaigns table helps you organize and monitor your marketing and sales initiatives. Campaigns link directly to relevant contacts and accounts, allowing you to track each effort from beginning to end. Within each campaign, you can manage campaign type, start and end dates, goals, and measured outcomes. Performance can be evaluated by tracking engagement metrics, conversion rates, or revenue generated from each campaign. Using Filters, you can easily report on campaigns by owner, stage, or target market to assess effectiveness and refine your strategies.
Working Smarter with Table Tools #
All CRM tables in MediaOS share a powerful set of features that help teams work faster and smarter. Custom Columns allow users to control what fields are visible and in what order, making it possible to save different views depending on user or team preferences. Filters give you the ability to slice your data instantly by any custom criteria, such as viewing all accounts with open deals or all contacts tagged as decision-makers. Batch Actions enable you to apply changes across multiple records simultaneously, whether you are assigning new users, updating key fields, or adding important tags to better organize your data.
