Sales and advertiser management built specifically for radio stations.
RunBeat CRM is a customer relationship management system built specifically for radio advertising sales. Unlike generic CRMs, it understands how radio stations sell — accounts represent advertisers, deals map to campaigns, and the pipeline tracks spots from initial enquiry through to proof-of-play delivery.
CRM is hosted at runbeatcrm.com and is multi-tenant, with each radio station operating in its own isolated environment.
Visit runbeatcrm.com and sign up for a plan. Log in with your email and password, or use Microsoft 365 if your station has configured Azure AD federation. Once logged in, you'll see your station's CRM dashboard.
Every CRM page includes a "🎓 Show me how" button in the sidebar. Click it to open a library of step-by-step guided walkthroughs that walk you through common tasks without leaving the app.
Each wizard guides you through the process one step at a time, with tips and explanations along the way. You can dismiss a wizard at any point by pressing Escape or clicking the ✕ button.
| Wizard | What it covers |
|---|---|
| 🏢 Add a New Account | Create a company/advertiser account with contacts and pipeline links. |
| 💰 Create a Sales Deal | Add an opportunity to the pipeline with value, stage, and account assignment. |
| 📧 Run an Email Campaign | Create and send targeted email campaigns with templates and recipient filtering. |
| 👥 Import & Manage Contacts | Bulk import contacts via CSV or add manually, with tagging and segmentation. |
| 📊 Generate a Report | Create sales, pipeline, activity, and campaign reports with date filtering and export. |
| 🎧 Set Up Support Queues | Configure customer support queues with SLA targets, agents, and auto-assignment. |
| 📻 Connect RunBeat Pulse | Enable Pulse integration for campaign sync and proof-of-play data. |
| 💰 Connect RunBeat Bonus | Enable Bonus integration for automatic deal-to-commission sync. |
| 📅 Connect RunBeat Calendar | Enable Calendar integration for meeting and call sync. |
| 📝 Connect RunBeat Contracts | Enable Contracts integration for proposal-to-contract generation. |
| 📈 Customise Pipeline Stages | Define your station's sales process with custom stages, colours, and probabilities. |
Wizards are a great way to learn the platform — especially for new users or when exploring features you haven't used before.
The Prospector is a built-in business search tool powered by the Companies House API. Find new advertising prospects without leaving the CRM:
Access the Prospector from the main sidebar under "Prospector". Available on the Professional tier and above.
Accounts represent your advertisers and prospects. Each account can have multiple contacts associated with it. Account records include:
Contacts store individual people with their name, email, phone, job title, and relationship to the account.
The visual sales pipeline gives you a drag-and-drop board view of all active deals. Each deal moves through customisable stages (e.g. Enquiry → Proposal → Negotiation → Closed Won / Closed Lost).
Deal records include:
Create professional, branded proposals for your advertisers — complete with templates, itemised pricing, attachments, and shareable links with real-time tracking.
Station admins create reusable proposal templates with custom sections (e.g. "About Us", "Campaign Overview", "Pricing", "Terms"). Each template can include:
Create a proposal from a template, linked to an account and optionally an opportunity. Fill in the per-section content (personalised for this client), add a cover message, and configure line items with quantities, unit prices, and discounts. The proposal total is calculated automatically.
Generate a shareable link for your proposal — the recipient views it in a professional, branded web page without needing a RunBeat account. The system tracks:
All activity is logged in the proposal's activity timeline so you know exactly how engaged the prospect is.
Draft → Sent → Viewed → Accepted → Declined → Expired. When a proposal is accepted, generate a contract in RunBeat Contracts with one click (if the integration is enabled). Expired proposals can be re-sent with updated validity dates.
Each shared link has configurable options: expiry date, password protection, and whether the recipient can download attachments. Links can be revoked at any time.
When a deal is won, create a campaign directly from the CRM. The campaign builder lets you define:
If you use RunBeat Pulse, campaign data can feed directly into the Ad Manager for automated scheduling and proof-of-play reporting.
Generate advertising contracts directly from deal records. CRM can auto-populate contract templates with account details, campaign terms, and pricing. If you use RunBeat Contracts, send contracts for electronic signature directly from the CRM interface.
The Shared Inbox lets your sales team collaborate on client emails from a single place. Create shared inboxes (e.g. "Sales Enquiries", "Renewals") and assign team members. Conversations can be linked to accounts, contacts, and opportunities for context. Reply directly from the CRM.
Automatically rank your accounts based on engagement signals. Station admins configure scoring rules — each rule adds or subtracts points based on signals like recent activity, completed meetings, deal history, and spend tier. Scores are on a 0-100 scale and update automatically.
The CRM automatically detects upcoming contract renewals and flags accounts at risk of churning. Alerts include upcoming renewals (within 60 days), overdue renewals, and churn risk (accounts with >50% spend decline). Access via Pipeline → Renewals.
Automate repetitive tasks with trigger-based rules. Triggers include: deal won, stage changed, account created, contract expiring, lead score threshold. Actions include: create task, create activity, notify user, update field. Station admins configure rules via Settings → Automation.
Create personalised dashboards with configurable widgets. Choose from pipeline value, weighted forecast, pipeline by stage, pipeline by rep, renewal alerts, lead score leaderboard, deal velocity, and more. Share dashboards with your team or keep them private.
Connect the CRM with other RunBeat products for seamless workflows:
Station admins enable integrations via Settings → Integrations. Each integration includes a guided setup wizard.
When you click a cross-app link, you're automatically signed in using your Microsoft 365 session — no need to enter your password again. If you don't have access to the target app, you'll be redirected back with a clear message. Logging out of any RunBeat app logs you out of all apps.
Connect your Microsoft 365 account to:
CRM can automatically capture and log inbound emails from known contacts, associating them with the correct account and deal. This builds a complete communication history without manual data entry.
Built-in reports include:
A built-in customer support system for managing advertiser queries, technical issues, and service requests — all without leaving the CRM.
Create and manage support tickets linked to accounts and contacts. Each ticket has a subject, description, priority (low/medium/high/urgent), status (open/in progress/waiting/resolved/closed), and assigned agent. Tickets track full conversation history with internal notes and customer replies.
Organise tickets into queues (e.g. "Sales Support", "Technical", "Billing"). Each queue has assigned agents and SLA targets for first response and resolution time. Tickets can be auto-assigned to the least-busy agent in a queue.
Build a self-service knowledge base for your advertisers. Create categorised articles with rich text content. Articles can be public (visible on the support portal) or internal (agent-only).
Save frequently used replies as canned responses. Insert them into ticket replies with a single click, then personalise before sending.
Automate ticket routing and escalation with rules. Triggers include: ticket created, SLA breached, priority changed, no response for X hours. Actions include: assign to queue, change priority, notify agent, send auto-reply.
A branded self-service portal where your advertisers can submit tickets, check status, and browse the knowledge base — without needing a CRM login.
Track support performance with reports on ticket volume, resolution time, SLA compliance, agent workload, and customer satisfaction.
Access Support from the main sidebar. Available on the Professional tier and above.
Connect CRM to your Xero accounting software to automatically create invoices from closed deals and keep financial records synchronised.
| Role | Access |
|---|---|
| Station Admin | Full access — accounts, pipeline, campaigns, contracts, settings, user management, all reports. |
| Sales Manager | View all accounts and deals, manage pipeline, run reports. Cannot modify system settings. |
| Salesperson | Manage own accounts and deals. Cannot see other salespeople's data. |
| Tier | Monthly | Highlights |
|---|---|---|
| Starter | £29 | 2 users, 500 accounts, basic pipeline, email support. |
| Professional | £79 | 10 users, unlimited accounts, campaign builder, Microsoft 365 integration, reporting. |
| Enterprise | £199 | Unlimited users, Xero sync, contract automation, API access, dedicated support. |