CRM for media and creative teams that want to turn ideas into reliable sales

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Mister James helps media and creative teams manage complex B2B sales, demos, support communication, project delivery and billing in one connected workspace.

Manage client relationships in one central CRM

Creative and media companies often work with many different types of clients. A single customer may involve marketing managers, founders, brand teams, external freelancers and procurement. At the same time, every opportunity can include pitches, proposals, campaign ideas, production planning and several rounds of feedback.

Mister James helps your team keep all important client information in one place. Companies, contacts, activities, opportunities, offers and follow-ups are managed in one CRM system. Your team can see who is involved, what has already been discussed and which next step is planned. This helps agencies and creative teams stay organized, even when several pitches and client projects are running at the same time.

Sales pipeline board with columns for Lead In, To Visit and Phone Call, showing deal cards in each stage.

CRM for Technology Companies

Everything your sales and delivery team needs in one workspace

Social Media Planner

Create social media posts with our AI post generator and plan your posts with the integrated Social Media Planner.

Landing pages

Create campaign pages, forms and booking flows that can be used as newsletter or Ad-Center destinations.

Bulk emails and recipient filters

Build newsletters with the visual editor, segment recipients and report on campaign performance.

Idea Boards

Sketch concepts, workshop campaign ideas, share boards and keep creative discussions tied to customer context.

Sales pipeline

Track media sales, sponsorships, production inquiries and proposal stages with follow-ups.

Projects and tasks

Coordinate delivery tasks, responsibilities and deadlines after a campaign or production order is won.

Made for the media and creative industry

Made for the way your industry works:

• Marketing and advertising agencies
• Publishers and editorial sales teams
• Event and production companies
• Social-first campaign teams
• Photographers

CRM sales pipeline board showing customer deals in progress

Lead-Explorer

Turn new inquiries into structured sales opportunities

For agencies, studios and media companies, new business often starts in different places. A prospect may fill out a contact form, answer a campaign, visit the website, come through a referral or ask for a proposal after an initial conversation. Without a clear lead management process, these inquiries can easily get lost or receive a late response.

Mister James helps your team turn incoming requests into structured sales opportunities. Leads can be tracked, qualified and followed up with clear responsibilities. This makes it easier to respond quickly, understand the client’s needs and move promising opportunities into the right sales stage.

CRM pipeline board with deal cards in the stages "Vor-Ort Besuch" and "in Verhandlung" and a "New deal" button on each column

Sales-Pipeline

Build a clear sales pipeline for pitches, proposals and retainers

Media and creative sales rarely follow a simple path. A potential client may request an idea, ask for a pitch, compare several providers, negotiate a project budget or discuss a long-term retainer. Without a visual sales pipeline, it becomes difficult to see which opportunities are close to closing and which ones need attention.

Mister James gives your team a clear pipeline view for every deal. Sales stages can reflect the way creative companies actually work, from first inquiry and qualification to pitch, proposal, negotiation and won project. This helps owners, sales teams and account managers understand the current new business situation at a glance.

Follow Ups

Keep follow-ups from disappearing between projects

In creative work, timing matters. A prospect may not be ready today, but could become a valuable client in three months. An existing client may need a campaign refresh, a new website, video production, content support or a larger brand project later in the year. These opportunities are easy to miss when follow-ups depend on memory or scattered notes.

Mister James helps your team plan follow-ups, assign tasks and keep future opportunities visible. Instead of waiting for clients to come back on their own, your team can stay in contact at the right time. This supports better client development, stronger account management and more reliable new business.

CRM pipeline board with deal cards in the stages "Vor-Ort Besuch" and "in Verhandlung" and a "New deal" button on each column

360° Contacts View

Grow long-term client value beyond the first project

Many media and creative companies do not grow through one-time projects alone. Growth often comes from long-term relationships, recurring work, retainers, campaign extensions, additional services and referrals. To develop these opportunities, your team needs a clear view of each client’s history and potential.

Mister James helps sales, account management and leadership work with the same client data. Your team can track past projects, open opportunities, previous conversations and future needs. This makes it easier to identify cross-selling opportunities and build stronger relationships with clients who already trust your work.

CRM pipeline board with deal cards in the stages "Vor-Ort Besuch" and "in Verhandlung" and a "New deal" button on each column

Your Company Operating System

You could build everything yourself. You don't have to.

Proven. Secure. Ready to work. And when your business needs more, AI makes it yours.

Try it yourself.

Get 30 days of Mister James and experience the platform with no commitment. Explore the features, see how it fits your business and discover a smarter way to work. Start your free trial today.

100% free. No credit card needed.
No cancellation required. Your data stays private. Promise.

Made & Hosted in Germany.

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