Documentation

How to use the Backlink CRM

The Backlink CRM organizes every prospect into a link-building pipeline so nothing slips. It replaces the outreach spreadsheet with clear stages, per-site history, owners, and live-link tracking.

Want the overview first? See the Backlink CRM feature page

Where to find it

Dashboard → Prospects.

Step by step

  1. 1

    Open your pipeline

    The Prospects page shows a Kanban board with five stages — Prospect, Contacted, Replied, Negotiating, and Live — plus a full 'All prospects' table below it.

  2. 2

    Read each prospect card

    Every card shows the site, its authority, the assigned owner, and the intended rel attribute (editorial, sponsored, or nofollow) so the whole team sees where a relationship stands at a glance.

  3. 3

    Track a relationship from contact to live

    Follow a prospect across the stages as outreach progresses. When a link goes live, it lands in the Live column and becomes a link you can monitor for future changes.

  4. 4

    Keep records clean

    Log outreach history, notes, and approvals per site. Clear records let you prove links were earned editorially and label any sponsored relationship correctly.

Tips & guardrails

  • Purpose-built stages beat a generic sales CRM — track authority and rel attributes, not deal revenue.
  • Assign an owner to every prospect so follow-ups don't fall through the cracks.
  • Mark sponsored relationships explicitly and carry the rel attribute through to the live link.

FAQ

Backlink CRM — questions

The stages and fields are built for link building — authority, link type, rel attributes, and live-link tracking — instead of deals and revenue.

Yes. Won prospects become live links, so if one later breaks or changes, you'll know. Pair it with the Authority Tracker's lost-link log.

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