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Postly CRMNewTurn customer conversations into organized, contactable leads.
The complete social campaign platform

Create. Distribute. Engage. Convert.

Postly connects AI creation, platform-aware optimization, scheduling, multi-channel publishing, approvals, customer conversations, and analytics in one workspace—so every campaign improves the next.

Start your free trialExplore the platform
AI-powered publishing
Multi-channel distribution
API + MCP ready
PCampaign operations
Pro

Growth marketing

Campaign operations

8 brand channels
CreateBI
Drafts 10

New product campaign scheduled across every social channel.

Campaign creative

Plan once. Publish beautifully everywhere.

Rewrite with AI
Best time 7:15 AMSchedule

Campaign progress

Approved

84%

Published

42

Upcoming

M

T

W

T

F

Plan · Preview · Approve · Schedule · Analyze

One workflow. Shared context.

Every step strengthens the next.

Move from first idea to measurable learning without stitching together isolated tools.

01

Create

Generate, rewrite, and shape campaign content with built-in AI writing tools.

02

Optimize

Adapt every destination and generate missing platform titles or descriptions.

03

Publish

Preview, approve, and schedule with performance-based timing recommendations.

04

Learn

Use connected audience, engagement, and link insights to improve what comes next.

See what matters most for your work
The complete client campaign platform for agencies

Run every client’s social growth operation from one place.

Give every client a secure workspace to create with AI, distribute campaigns across channels, manage conversations and leads in Postly CRM, launch branded Bio Pages, and report results without stitching together separate tools.

1

Operate every client separately

Use secure workspaces, connection links, roles, approvals, notes, calendars, and reporting without asking clients to share passwords.

2

Create and distribute at agency scale

Build with AI, schedule in bulk, automate evergreen campaigns, and publish across social, messaging, email, blogs, and Bio Pages.

3

Turn engagement into client value

Manage supported DMs, comments, and reviews in Postly CRM, capture contact details with consent, and export qualified opportunities.

4

Launch conversion-ready destinations

Create branded Bio Pages for clients, campaigns, offers, and every link you need to measure and manage.

Review official platform posting limits
Start an agency workspaceSee the solution
PClient command center
Agency

Northstar Agency

Client command center

12 client workspaces
N

Northstar

4 channels

Approved
O

Orchid Labs

7 channels

Review
U

Urban Fox

5 channels

Scheduled

Approval queue

6 items across 3 clients

Client campaign

Launch week, ready for approval.

Drafts

18

Review

6

Scheduled

42

Open approval queue

Northstar Agency

A workflow that matches how you work

Connected
1

Separate

One workspace per client

2

Review

Approvals and notes

3

Publish

Bulk and recurring

4

Report

Show visible results

Shoppable publishingComing soon

Turn social content into a storefront

Add eligible products while you preview the post, then publish product-tagged Instagram and TikTok content from the same campaign workspace.

Shoppable InstagramOptional workflow

Turn Instagram content into a product discovery path

Select products from an eligible connected catalog, place product tags on supported images or videos in Preview, and publish the tags with the Instagram post.

  • Tag from Preview

    Add, position, review, and remove product tags while checking the post preview.

  • Use an eligible catalog

    Choose products available to the connected Instagram professional account and approved Shop.

  • Preserve your publishing flow

    Product tagging is optional; regular Instagram publishing and scheduling continue unchanged.

Eligibility: Requires an eligible Instagram professional account, an approved Instagram Shop, a connected catalog, supported media, and Meta product-tagging permission.

Explore Instagram publishing
Postly preview showing Instagram product tags on a shoppable post
TikTok Shop readyOptional workflow

Make product discovery part of the TikTok video

Connect an eligible TikTok Shop creator account, choose showcase products in Preview, and send the selected product tags with the video publishing request.

  • Choose showcase products

    Search and select products made available to the authorized TikTok Shop creator account.

  • Review before publishing

    See attached products in Preview alongside the video and TikTok-specific settings.

  • Keep standard posts simple

    Product tagging is opt-in; existing TikTok publishing and scheduling are unaffected.

Eligibility: Requires an eligible TikTok Shop, an authorized creator account, showcase products, supported video content, and approved TikTok Shop API access.

Explore TikTok publishing
Postly preview showing TikTok Shop products attached to a video
Distribution channels

Publish everywhere your audience already is.

Connect social, messaging, blog, email, and Bio Page destinations from one publishing workspace.

View channel pricing
XPosts, long-form posts, threads, replies, media, and advanced publishing automation.InstagramFeed posts, carousels, Reels, Stories, tagging, collaborators, first comments, and mobile audio reminders.FacebookFacebook Page feed posts, carousels, Reels, Stories, first comments, and mobile profile sharing.YouTubeVideos and Shorts with titles, descriptions, tags, thumbnails, first comments, and audience controls.LinkedInProfile and Page posts, articles, documents, mentions, CTAs, targeting, UTMs, and first comments.TikTokFeed videos and Stories with TikTok Shop product tagging, privacy, engagement, and disclosure controls.PinterestImage, video, link, and multi-page Idea Pins with destination URLs and tracking.Google Business ProfileLocal updates, events, offers, and product posts with calls to action and links.BlueskyPosts and threads with media, tags, language declarations, and content labels.ThreadsSingle posts and multi-post threads with mentions, reply controls, and quote controls.TelegramChannel and group messages with pins, silent delivery, spoilers, protection, topics, and buttons.WhatsAppWhatsApp Business template campaigns for opted-in recipients and contact lists.WordPressSEO-ready WordPress posts with taxonomy, featured media, metadata, schema, and Gutenberg controls.ActiveCampaignEmail campaign support for ActiveCampaignBeehiivEmail campaign support for BeehiivBrevoEmail campaign support for BrevoKitEmail campaign support for KitMailchimpEmail campaign support for MailchimpBio PagesTurn every post into a measurable, click-capturing destination that compounds results.
Auto Post automation

Automate more of your publishing operation.

Turn prompts, videos, products, feeds, blog URLs, and documents into repeatable social and WordPress workflows. Review the first output, choose the publishing cycle, and let Auto Post keep the campaign moving.

1

AI Prompt

Brief to campaign

2

YouTube

Video to posts or blog

3

Ecommerce

Products to campaigns

4

RSS Feed

New item to publishing

5

Blog URL

Article repurposing

6

Documents

CSV, Word, PDF, TXT & JSON

Explore Auto PostCreate an automation
PAuto Post Setup
Automation
To SocialTo Blog
Step 1 of 5

Workflow Template

Choose what Auto Post should watch, transform, and publish on every run.

AI Prompt
Generate new social or WordPress content from a reusable brief.
YouTube Video
Turn a public video into social posts or a WordPress article.
Ecommerce Store
Create campaigns from public products, stores, and readable catalog pages.
RSS Feed
Watch a public RSS or Atom feed and publish when new content appears.
Blog URL
Repurpose a public article into new social or WordPress content.
Document
Create from CSV, Word, PDF, TXT, JSON, and other supported files.

Automate more publishing sources over time

Social, blogs, feeds, products, videos, prompts, and documents.

Build workflow
The social media essentials

The workflows that drive daily social media work.

Plan, automate, publish at scale, engage, and measure without turning your workspace into a feature maze.

Platform-ready content, timed with evidence

Optimize every destination, then publish when your audience is ready.

Generate missing platform fields, optimize content in Preview, and use performance-based recommendations inside custom scheduling.

Generate missing titles and descriptions
Platform-aware Preview optimization
Performance-based posting-time recommendations
Explore optimize & schedule
PCalendar
Pro

July 2026

See the whole month at a glance

Hide mediaMonthWeek
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5+2
6
7
8

• Published

Best social media

9
10+3

• Published

Launch teaser

11
12
13
14
15+4

• Published

Customer story

16
17

• Draft

Recurring tips

18
19
20+1
21

• Scheduled

Product update

22
23

• Scheduled

Behind the scenes

24
25+2
26
27
28

Recommended today: 7:15 AM

Based on your global performance history

Use time
Customer conversations & CRM

Turn every client conversation into an organized, contactable opportunity.

Manage supported DMs, comments, and reviews across client accounts, collect missing email or phone details with consent, and send qualified contacts into each client’s sales workflow.

Client-aware conversation filters
Contact capture without a second assignment system
Export-ready leads with source context
Explore Postly CRMOpen dashboard
PPostly CRM
CRM

Turn conversations into contactable leads

DMs, comments, reviews, contact capture, exports, and integrations

All platformsContact statusConnect account

Quick views

All conversations128
DMs48
Comments32
Reviews11
Potential leads24
Contact needed18
Contactable37

Platforms

WAFBIGXBSinG

128 conversations

Newest
WA

Jane Smith

2m

I’d like to know more about your Pro plan.

Potential leadPhone capturedEmail needed
IG

Orbit Studio

14m

Do you offer monthly plans?

CommentContact requested
FB

Michael Grant

32m

Can you send me more details?

DMEmail captured
G

Sarah K.

2h

Excellent service and very responsive team!

ReviewHandled
ConversationContactHistory
Hi, I’d like to know more about your pricing for the Pro plan.
I’d be happy to share more details with you.

Contact capture

Phone from WhatsAppCaptured
EmailMissing

Automatic email capture

What email address should we use to send the details and follow up?

Type a message...

Contact

Name

Jane Smith

Phone

Captured

Email

Missing

Request emailTeam notesExport leadMark handled
Create faster. Extend further.

A familiar scheduler on the surface. A powerful publishing engine underneath.

Use built-in AI writing in the Editor and Preview for everyday publishing and platform optimization. Add AI Studio for complete text, image, video, and Brand Kit production, or use the API and MCP when software and agents need to execute.

Create the complete campaign package

Generate the words, visuals, and videos—then move straight into publishing.

Built-in Editor AI handles everyday writing and platform optimization. AI Studio adds brand-guided captions, images, video, first comments, newsletter copy, and reusable campaign assets.

Text, image, and video generation
Brand Kit guidance
Draft, review, schedule, or automate
Explore AI Studio
PAI Studio
Pro

Campaign brief

Generate a complete asset package

Create a confident product launch campaign. Generate platform-specific captions, a hero image, a short promo video, and a newsletter introduction.
TextImageVideoBrand Kit
Generate campaign

Generated asset package

Ready
Hero image

Launch brighter

One campaign. Every social channel.

▶

Newsletter intro

Facebook caption

LinkedIn post

First comment

Your social media operation, simplified

Schedule more. Repeat less. Grow with a system.

Give every client a secure workspace to create with AI, distribute campaigns across channels, manage conversations and leads in Postly CRM, launch branded Bio Pages, and report results without stitching together separate tools. Start with the scheduler today, then add automation, AI, API, and agents as your operation grows.

Start 7-day free trialView pricing