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POSTLY CRM · BUILT INTO YOUR WORKFLOW

Keep customer
conversations moving.

Reply, save customer details, automate common responses, and remember the next action—all alongside your publishing work.

Open Postly CRM View pricing

Included with Postly Pro and eligible legacy plans. Shared channel limits apply.

Illustration of an inbox conversation with contact details and a personal reminderPostlyCRMWORKSPACEInboxEvery conversation has a next step.JLJamie LeeInstagram · MessageAKAlex KimFacebook · CommentJamie LeeHi! Can you share a little more?Of course. Happy to help!Sent from your inboxSaved replies · Notes · Remind meCONTACT DETAILSJamie Leejamie@example.comCustomer · Owner: YouYOUR NEXT STEPFollow up with JamieTomorrow, 9:00 AMIn-app + email reminder
Illustrative workspace · One conversation, a useful next step
InboxContactsAuto-repliesReminders

Less switching. More connecting.

From the first hello
to the next follow-up.

Four everyday tools, with the customer context right where you need it.

Illustration of supported messages and comments organized in an inboxPostlyCRMWORKSPACEInboxEvery conversation has a next step.JLJamie LeeInstagram · MessageAKAlex KimFacebook · CommentJamie LeeHi! Can you share a little more?Of course. Happy to help!Sent from your inbox
01

Inbox

Reply to supported direct messages, comments, and reviews from one workspace. Open related conversations from your published Postly posts.

  • Selected channels in one inbox
  • Internal conversation notes
  • Saved replies and source links
Explore inbox
Illustration of a contact with collected details, tags, and ownershipPostlyCRMWORKSPACEJLJamie LeeFrom your customer conversationsCONTACT DETAILSjamie@example.com@jamieleeCustomer · Owner: YouYOUR WORKSPACE, YOUR RULESCollect contact detailsRequest missing detailsAutomatic by default · You control it
02

Contacts

Automatically collect and request contact details by default. Turn automation off per workspace, or use manual entry and requests alongside it. Keep tags, ownership, conversation history, and exports.

  • Contact details and search
  • Conversation context
  • CSV export
Explore contacts
Illustration of a keyword comment triggering a private reply and inbox conversationPostlyCRMWORKSPACEA first reply. A real conversation.Facebook & Instagram01 / COMMENT“Send me the guide”Keyword matched02 / AUTO-REPLY“Here you go!”Private response03 / INBOXKeep talkingYour team takes over
03

Auto-replies

Set up Facebook and Instagram comment and DM replies. Add an optional Instagram Follow Gate to verify a follow before delivering your DM content, then continue in your inbox.

  • Comment-to-DM replies
  • Keyword, welcome, and away DM replies
  • Optional Instagram Follow Gate
Explore auto-replies How Instagram Follow Gate works →Set up Instagram conversation starters →

Offer questions visitors can tap, use a Default reply when no other rule matches, and add optional website buttons to Instagram comment-triggered private replies, subject to Meta’s delivery limits.

Illustration of upcoming and completed personal reminders with email controlsPostlyCRMWORKSPACEA timely nudge for future you.Personal reminders, linked to the original conversation.Follow up with JamieTomorrow, 9:00 AM · In-app + emailUpcomingSend the product guideBack to the original conversationCompleted
04

Reminders

Set a personal reminder from a conversation, contact, or Postly post. Choose a time and receive in-app notices plus email by default, with an email off switch.

  • Upcoming, overdue, and completed
  • Snooze, edit, complete, or cancel
  • Local time and a link to the original item
Explore reminders

Already part of your day

Publish. Connect.
Keep the conversation going.

Open supported conversations from a published post, set up an account-wide comment auto-reply, or remind yourself to return later. The same customer workspace is available inside Postly and in the focused PostlyCRM dashboard.

See how it fits together
  1. 01

    Start with a conversation

    Messages, comments, and supported reviews in one inbox.

  2. 02

    Keep the customer context

    Contact details, internal notes, tags, and ownership.

  3. 03

    Make space for the next step

    A personal reminder with in-app notices and optional email.

Your channels. Your team. Your choice.

Choose where CRM runs and who can use it

Choose CRM channels independently

Owners and Admins can authorize compatible accounts from CRM and select which channels sync within their permitted workspaces and available capacity. Publishing can stay disabled on a CRM-only channel.

Control workspace access

CRM is allowed by default. Owners can review every workspace on the CRM workspace access page, enable or disable access, and manage channel selections. Disabling a workspace releases its CRM allocations. Channel slots are shared across the account. Extra workspaces do not create charges; additional capacity requires an account-level purchase.

Assign roles explicitly

Choose Owner, Admin, or Editor during invitations and role updates. No role is preselected and no separate CRM role is needed. Only the account Owner can enable or disable CRM for a workspace; Admins can manage its channels.

Pro and eligible legacy subscriptions share channel capacity across Publishing, CRM, and Bio Pages. Each Publishing selection and CRM selection uses a slot: three Publishing channels plus two CRM-only channels use five slots; one channel enabled for both uses two. Disabling Publishing preserves CRM authorization; disconnecting everywhere removes both uses. Separate CRM subscriptions retain their own allowances. Other CRM pages remain available before inbox channels are connected, subject to your role and plan.

Pro and Enterprise include full CRM. Five publishing slots give five CRM selections without consuming additional publishing slots. LTD customers can buy Postly CRM separately. Legacy subscribers can upgrade to Pro.

Channel setup and limitsTeam roles and permissions

Prefer a dedicated CRM workspace? Explore PostlyCRM

A little more context. A lot more connection.

Start with the conversations you already have.

Connect your eligible channels and begin in the inbox. Available actions depend on the platform and connected account.

Open Postly CRM