Marketing Platforms & Lifecycle3 min readUpdated September 2026

Klaviyo vs ActiveCampaign for a PR and Communications Firm

Q: A PR and communications firm has a nine-figure Rolodex problem, not a catalog problem. Should it use Klaviyo? A: Almost never. Klaviyo is built around order and browsing events from a commerce catalog, and a PR agency's core lists (journalists, client contacts, prospective clients) have no catalog behind them at all.

The real question for a PR firm is ActiveCampaign vs HubSpot, and it hinges on how the agency separates its two very different lists: media relationships, which need a light touch and careful segmentation by beat, and new business prospects, which need a real pipeline.

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Q: Why does media list management need different logic than a sales pipeline?

A journalist contact is not a lead. Emailing a reporter the same way you would nurture a sales prospect, with scoring, stage progression, and automated follow-up, reads as exactly what it is: automation applied to a relationship that is supposed to feel personal. Both ActiveCampaign and HubSpot can segment a media list by beat, outlet, and past coverage, but the workflow should stay manual and personal for actual pitches, with automation limited to internal tracking of who has been pitched and when.

The one place automation genuinely helps a media list is embargo and exclusivity management: flagging internally that a reporter has an exclusive on a story so nobody on the team accidentally pitches the same angle to a competing outlet before it runs.

Keep a PR firm's media list and new business list apart with these rules:

  • Segment journalists by beat, outlet and past coverage, and keep actual pitches manual and personal rather than running nurture sequences.
  • Limit automation on the media list to internal tracking of who has been pitched, when, and about what.
  • Flag exclusives and embargoes internally so nobody on the team pitches the same story to a competing reporter.
  • Track new business prospects in a separate pipeline with its own owners, tagging logic and follow-up reminders.

Q: Where does ActiveCampaign do the job well for a PR firm?

ActiveCampaign's tagging and segmentation are strong for organizing a media list by beat, outlet type, and relationship warmth, and its lighter CRM is enough to track new business prospects for a firm that closes deals through founder relationships and referrals rather than high-volume outbound. For a firm of a dozen or fewer staff without a dedicated business development function, ActiveCampaign is usually the simpler, cheaper starting point.

It is also worth noting what ActiveCampaign will not do well here: it has no purpose-built media database or coverage tracking, so you are still pairing it with a dedicated media monitoring tool for actual pitch research and results tracking. Treat it as the relationship and pipeline layer, not the research layer.

Q: When does HubSpot's extra structure actually pay off?

HubSpot earns its cost once the agency has both a genuine new business pipeline with multiple people touching prospects at different stages, and a content or thought leadership program generating inbound interest that needs scoring and routing. The shared contact record matters when an account director, a new business lead, and a junior staffer are all interacting with the same prospect over months and need one source of truth instead of three separate trackers.

A firm running client retainers alongside new business development also benefits from HubSpot's reporting depth when a partner needs a single view of pipeline health across both revenue lines heading into a quarterly planning conversation.

Q: How should a PR firm think about its own visibility metrics?

A firm that pitches clients on media placements and thought leadership should hold its own content to a similar bar. If the agency runs a newsletter or gated report as a lead magnet, a general open rate benchmark1 is a reasonable sanity check, but do not chase an industry-wide average as a target; a tightly curated, opt-in list of engaged contacts will usually and legitimately outperform a broad benchmark built from much larger, more generic lists.

Track your own newsletter or thought leadership piece the same way you would track a client placement: did it drive a reply, a meeting request, or a referral, not just an open. Vanity engagement numbers are exactly the trap PR firms warn clients against falling into with media coverage, and it would be an odd position for the agency to then fall into with its own list.

Q: What does a realistic new business pipeline actually look like for a PR firm?

Most PR firm new business does not arrive as a clean inbound form fill. It arrives as a warm introduction, a conference conversation, or a referral from a past client, often months before there is a real brief to respond to. That means the pipeline tool's real job is remembering to follow up on a loose thread three or four months later, not scoring a form submission the way a demand generation funnel would. Set a recurring reminder cadence for every open prospect, whichever platform you use, since a relationship that goes quiet for half a year without a single touch is usually a relationship that quietly goes elsewhere.

Executive Capability Standard

What Good Looks Like

A PR and communications firm at a strong operating level keeps its media relationships on a manual, personal cadence while using its platform only for internal tracking, and checks its own newsletter open rates1 without treating a broad industry average as a ceiling.

Building The Capability (5-Stage Skill Ladder)

1. Learn:Learn the difference between media relationship management and sales pipeline management, and why the same automation logic should not apply to both.
2. Do Manually:Track media pitches and new business prospects in a shared spreadsheet, with account leads personally following up.
3. Delegate:Assign a coordinator to own list segmentation by beat and outlet, and pipeline hygiene for new business prospects.
4. Automate:Automate internal tracking of pitch status and follow-up reminders, while keeping the actual outreach manual and personal.
5. Buy:Move to a platform with a shared contact record once multiple staff are touching the same prospects or media contacts over long relationship cycles.

How to Get Started

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Frequently Asked Questions

Should a PR agency ever use Klaviyo?

Almost never, unless the agency also manages e-commerce clients directly and needs hands-on platform fluency to advise them. Klaviyo is built around catalog and order events, which a PR firm's media and client relationship lists do not have.

Is it appropriate to automate outreach to journalists?

Automate the internal tracking, such as who has been pitched, when, and about what, but keep the actual outreach to a reporter manual and personalized. Automated pitch sequences tend to be exactly what they look like, and can damage a relationship a firm has spent years building.

How should we separate our media list from our new business list?

Keep them as separate segments or lists entirely, with different tagging logic and different owners. A journalist should never accidentally land in a new business nurture sequence, and a prospective client should never receive a pitch meant for press.

Sources

Where we quote a benchmark, we show its source. Other figures in this guide are estimates or general guidance, so check them against your own numbers.

  1. Email Open Rate (All Industries). Mailchimp Email Marketing Benchmarks (data updated Dec 2023), 2023.

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