Westcoast Social Planner

ALL YOUR SOCIAL, ONE CALENDAR

Social Planner is a native content scheduling and publishing tool that centralizes social media management directly inside your CRM. It acts as the operational backbone for organic social campaigns — replacing standalone platforms like Hootsuite or Buffer at no additional monthly cost, keeping client assets compartmentalized by sub-account.

9 Social Platforms
Bulk Upload 90 Posts
AI Content Assistant
Approval Workflows
social-planner
SCHEDULING
Westcoast Social Planner unified calendar dashboard across all social platforms
12 Posts Scheduled
+38% Reach
Publish
Bulk
AI
Stats

Publish To 9 Networks From One Place

📘Facebook Pages
📸Instagram Business
💼LinkedIn Company
📍Google Business
🐦Twitter / X
🎵TikTok
▶️YouTube
📌Pinterest
☁️Bluesky
9
Connected Networks
90
Posts Per Bulk Upload
$0
Extra Monthly Cost
24/7
Auto-Posting
One Platform · Endless Builds

BUILD ANYTHING WITH WESTCOAST AI

Web apps, mobile apps, websites, AI agents, dashboards, and more — all from a single all-in-one platform.

Web AppsMobile AppsWebsitesAI AgentsLanding PagesDashboardsPortalsInternal ToolsFunnelsAutomationsCRMVoice AIChatbotsSocial SchedulerInvoicingReputationWeb AppsMobile AppsWebsitesAI AgentsLanding PagesDashboardsPortalsInternal ToolsFunnelsAutomationsCRMVoice AIChatbotsSocial SchedulerInvoicingReputation
Web Apps
Mobile Apps
AI Agents
Dashboards
Portals
Powerful Features

EVERYTHING POWERING YOUR SOCIAL PLANNER

Nine core capabilities that centralize scheduling, automation, approvals, and analytics — all native inside your CRM, no extra subscription required.

Centralized Scheduling

Centralized Scheduling

Publish immediately, schedule for later, or bulk-upload up to 90 posts at once via CSV or XLSX. The unified calendar view shows every scheduled post across a sub-account in one timeline.

Platform-Specific Customization

Platform-Specific Customization

Push one piece of content to multiple networks and tweak the caption, hashtags, or media for each platform individually — no need to build separate posts from scratch.

Approval Workflows

Approval Workflows

Team members save posts as drafts and request approval before they go live. A built-in guardrail keeps client-facing content reviewed and on-brand every time.

Evergreen & Automated Content

Evergreen & Automated Content

Recurring posts on daily, weekly, or monthly cadence, Category Queues for rotating evergreen assets, and automated posting triggered directly by RSS feeds.

Content AI Assistant

Content AI Assistant

An integrated AI assistant generates post copy based on your topics, platforms, and brand tones — so you always have fresh, on-message content ready to schedule.

Advanced Analytics

Advanced Analytics

Cross-platform performance dashboards track impressions, reach, link clicks via the built-in link shortener, and engagement — filterable by date range or client account.

Unified Calendar View

Unified Calendar View

See every scheduled, draft, and published post across all connected networks in a single drag-and-drop calendar. Move posts between days with one click.

Bulk Upload Up To 90 Posts

Bulk Upload Up To 90 Posts

Upload an entire month of content in seconds using a CSV or XLSX file. Map columns to platforms, captions, and media, then schedule the whole batch at once.

RSS-Triggered Auto Posting

RSS-Triggered Auto Posting

Connect an RSS feed and the planner automatically publishes new entries to your networks — keeping your channels active with zero manual work.

Core Capabilities

PLAN, POST & ANALYZE

Four pillars that make Social Planner the operational backbone for every organic social campaign — built natively inside your CRM.

Feature 01

One Calendar, Every Network

Plan, Schedule & Publish From A Single Hub

Stop juggling tabs and logins. Social Planner centralizes every social campaign inside your CRM — publish now, schedule ahead, or queue up a month of content in one upload. Your calendar becomes the operational backbone for all organic social.

  • Publish immediately or schedule for any future date and time
  • Bulk-upload up to 90 posts at once with a CSV or XLSX file
  • Unified calendar timeline across all networks in a sub-account
  • Drag-and-drop to reschedule posts between days in seconds
One Calendar, Every Network
90 posts
Per Bulk Upload
Feature 02

Tailor Every Post Per Platform

One Piece Of Content, Perfectly Formatted Everywhere

Push a single post to multiple networks and toggle per-platform customization to tweak captions, hashtags, and media for each network's format — without rebuilding the post from scratch every time.

  • Toggle per-platform captions, hashtags, and media in one editor
  • Auto-adapt formatting for Instagram, LinkedIn, TikTok, and more
  • Preview exactly how each post looks on each network before publishing
  • No duplicate posts — one source, many perfectly tuned versions
Tailor Every Post Per Platform
9 networks
From One Post
Feature 03

Evergreen & Automated Content

Set It Once, Stay Active Forever

Recurring posts on a daily, weekly, or monthly cadence keep your feeds alive. Category Queues rotate evergreen assets so content never goes stale, and RSS-triggered posting publishes new entries automatically.

  • Recurring posts on daily, weekly, or monthly cadence
  • Category Queues rotate evergreen assets on autopilot
  • RSS feeds trigger automatic posts when new content publishes
  • Keep every channel active with zero manual effort
Evergreen & Automated Content
24/7
Always Posting
Feature 04

Cross-Platform Analytics

Know What's Working Across Every Network

A unified dashboard aggregates performance across every connected platform. Track impressions, reach, link clicks via the built-in shortener, and engagement — then filter by date range or client account to prove ROI.

  • Impressions, reach, link clicks, and engagement in one view
  • Built-in link shortener tracks every click back to the post
  • Filter analytics by date range or by client sub-account
  • Export reports to show clients exactly what's working
Cross-Platform Analytics
All-in-one
Performance View
Automated Posting Agent

THE SOCIAL POSTING AGENT

The Social Posting Agent turns the standard Social Planner into a responsive, automated broadcasting engine. Instead of manual scheduling, it uses the platform's Workflows with the "Post to Social Planner" action to automatically generate and publish outbound content based on real system triggers — completely hands-off.

How It Works — End To End
Trigger Event
Pipeline · RSS · Webhook · Review
Workflow Engine
Post to Social Planner action
Dynamic Payload
Variables + AI-generated content
Broadcast
5 networks simultaneously
Event-Based Triggers
01

Event-Based Triggers

The agent fires instantly or on a programmed delay when a specific event occurs in the CRM — a contact changing pipeline stages, a new blog post firing an RSS feed, or an external webhook landing.

Reputation Broadcasting
02

Reputation Broadcasting

When the reputation manager registers a new 4- or 5-star Google or Facebook review, the agent automatically formats the review text and publishes it to your connected social channels — building passive social proof on autopilot.

Dynamic Variable Insertion
03

Dynamic Variable Insertion

The agent uses CRM custom values to construct each post payload — pulling in {{review.rating}}, {{contact.name}}, or any custom field — so every automated post is unique to the triggering event without a human copywriter.

External AI Integration
04

External AI Integration

Catch webhooks from external AI tools to build sophisticated posting loops. If a custom AI agent generates a daily market update or promotional image, it sends a webhook that triggers the workflow to push that asset across every network instantly.

Multi-Platform Distribution
05

Multi-Platform Distribution

The posting action pushes the generated payload to Facebook Pages, Instagram, LinkedIn, Twitter/X, and Google Business Profiles simultaneously — maintaining an active, hands-off brand presence across every channel.

Smart Scheduling & Delays
06

Smart Scheduling & Delays

Publish instantly or hold a post on a programmed delay — minutes, hours, or days after the trigger fires. Combine delays with recurring cadences so a single event can seed an entire campaign sequence that runs itself.

Turn every CRM event into a social post — automatically. Reviews, pipeline changes, RSS feeds, and AI-generated content all broadcast across 5 networks with zero manual effort.

Start Automating
Creator Studio — AI Design Suite

GENERATE FLYERS & SOCIAL CONTENT WITH AI

Creator Studio is a native, AI-powered graphic design and video generation suite built directly into the platform. Describe what you need in plain English and the AI generates fully editable, multi-format marketing assets — replacing Canva with conversational AI.

20 THINGS YOU CAN BUILD TODAY

From Instagram posts to conference posters — every format, one prompt, fully editable.

Dental Clinic Post — Teeth Whitening Special
Generate
Dental Clinic PostSocial Posts

Teeth Whitening Special

Plumbing Service Post — 24/7 Emergency Service
Generate
Plumbing Service PostSocial Posts

24/7 Emergency Service

HVAC Company Post — AC Tune-Up $89
Generate
HVAC Company PostSocial Posts

AC Tune-Up $89

Law Firm Post — Free Case Consultation
Generate
Law Firm PostSocial Posts

Free Case Consultation

Accounting Firm Post — Tax Season — Max Refund
Generate
Accounting Firm PostSocial Posts

Tax Season — Max Refund

Dental Clinic Flyer — Teeth Whitening Special
Generate
Dental Clinic FlyerFlyers

Teeth Whitening Special

Plumbing Service Flyer — 24/7 Emergency Service
Generate
Plumbing Service FlyerFlyers

24/7 Emergency Service

Landscaping Flyer — Weekly Lawn Care From $45
Generate
Landscaping FlyerFlyers

Weekly Lawn Care From $45

Real Estate Flyer — Open House Saturday 2-4PM
Generate
Real Estate FlyerFlyers

Open House Saturday 2-4PM

Fitness Gym Flyer — Join Now — No Joining Fee
Generate
Fitness Gym FlyerFlyers

Join Now — No Joining Fee

Restaurant Flyer — Grand Opening — Special Menu
Generate
Restaurant FlyerFlyers

Grand Opening — Special Menu

Med Spa Flyer — Botox Special $9/Unit
Generate
Med Spa FlyerFlyers

Botox Special $9/Unit

HVAC Company Flyer — AC Tune-Up $89
Generate
HVAC Company FlyerFlyers

AC Tune-Up $89

House Cleaning Post — Deep Clean 3 Rooms $99
Generate
House Cleaning PostSocial Posts

Deep Clean 3 Rooms $99

Landscaping Post — Weekly Lawn Care From $45
Generate
Landscaping PostSocial Posts

Weekly Lawn Care From $45

Roofing Company Post — Free Roof Inspection
Generate
Roofing Company PostSocial Posts

Free Roof Inspection

Electrical Service Post — Panel Upgrade $200 Off
Generate
Electrical Service PostSocial Posts

Panel Upgrade $200 Off

Pest Control Post — Quarterly Treatment $79/mo
Generate
Pest Control PostSocial Posts

Quarterly Treatment $79/mo

Med Spa Post — Botox Special $9/Unit
Generate
Med Spa PostSocial Posts

Botox Special $9/Unit

Real Estate Post — Open House Saturday 2-4PM
Generate
Real Estate PostSocial Posts

Open House Saturday 2-4PM

Conversational Generation

Conversational Generation

Describe what you need in plain English — "Create an Instagram post for a dental clinic offering a teeth whitening special" — and the AI auto-selects the correct format and generates multiple design variations instantly.

Editable Layers

Editable Layers

Unlike standard AI image generators that output flat files, Creator Studio renders designs with individually editable layers. Click to change text, swap images, or adjust the layout after the AI generates the draft.

Multi-Format Output

Multi-Format Output

Generate static graphic designs like flyers and social media posts, raw AI images, or short video clips and reels — all from the same conversational prompt box, all in one studio.

Smart Resizing & Refinement

Smart Resizing & Refinement

Chat with the AI to request specific edits or use automated follow-up suggestions. Click one button to instantly resize an 8.5x11 flyer into a 1:1 square ad for Facebook — no manual rebuilding.

AI Video & Reels

AI Video & Reels

Generate short video clips and animated reels from a text prompt. Add text overlays, motion graphics, and audio-reactive soundwaves directly in your browser — no video editing software required.

AI Refinement Chat

AI Refinement Chat

Keep refining with natural language — "make the background blue," "change the headline to SUMMER SALE," "add a discount badge." The AI applies each edit instantly while preserving your editable layers.

Stop opening Canva for every post. Describe what you need and let the AI generate fully editable flyers, social graphics, and reels — all inside your CRM, all in one prompt.

Start Creating
In Action

SOCIAL PLANNER IN THE WILD

Real businesses using Social Planner to replace Hootsuite, Buffer, and a pile of separate social logins — all from inside their CRM.

Manage 20 Client Accounts From One Dashboard
Marketing Agency
Scenario 01

Manage 20 Client Accounts From One Dashboard

A digital agency replaced Hootsuite and Buffer with Social Planner and now schedules content for 20 client sub-accounts from a single CRM dashboard — each account compartmentalized, each post approved before it goes live.

A Month Of Posts In One Upload
Restaurant
Scenario 02

A Month Of Posts In One Upload

A local restaurant bulk-uploads 30 days of daily specials and event posts via CSV. Google Business Profile posts boost local SEO, and recurring evergreen posts keep Instagram active with zero daily effort.

Auto-Post New Listings From RSS
Real Estate
Scenario 03

Auto-Post New Listings From RSS

A realty firm connects its listing RSS feed so every new property auto-publishes to Facebook, Instagram, and LinkedIn with a tailored caption — no agent ever has to manually post a new listing again.

AI-Written Product Posts, Scheduled In Batches
E-Commerce
Scenario 04

AI-Written Product Posts, Scheduled In Batches

An online store uses the Content AI assistant to generate post copy for new products, then schedules a week of launches across TikTok, Instagram, and Pinterest — each caption tuned to the platform.

Approval Workflows Keep Brand On-Message
SaaS Company
Scenario 05

Approval Workflows Keep Brand On-Message

A SaaS team drafts product announcement posts and routes them through approval before publishing. Every post is reviewed, on-brand, and scheduled across LinkedIn, Twitter, and YouTube from one calendar.

Evergreen Promos On Autopilot
Med Spa
Scenario 06

Evergreen Promos On Autopilot

A med spa sets up Category Queues for monthly promotions and recurring weekly posts. Clients see a steady stream of offers and before/after content across Instagram and Facebook without anyone logging in daily.

All-In-One Platform

Replace all your social tools with one platform

Stop paying for Hootsuite, Buffer, Later, Sprout Social, and a dozen separate subscriptions. Westcoast consolidates your entire social stack — at no extra cost.

Estimates only — actual savings vary by plan & usage

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PRICING THAT FITS YOUR NEEDS AND BUDGET WITH ALL THE AUTOMATED AI INCLUDED

STARTER

BEST FOR STARTING OUT
$99/Monthly
  • Basic
    • 7-day free trial
    • No setup fees
    • 1 user
  • AI & Automation
    • AI Studio Web Builder
    • Funnel Builder
    • AI Voice Agent
    • Text Message Conversation AI
    • Creator Studio
    • Mobile App Builder
    • Basic AI Agents
  • CRM
    • Unlimited Contacts
    • Opportunities & Pipeline Tracking
    • Tasks
    • Booking Calendars
  • Marketing
    • Social Media Planner & Automation
    • Mass Email Campaigns
    • Review & Reputation Management
    • Social Media Ad Manager
    • Affiliate Marketing Manager
Most Popular

GROWTH

BEST FOR PROFESSIONALS
$199/Monthly
  • Basic
    • 7-day free trial
    • 20% off any advanced monthly AI services or lead generation
    • No setup fees
    • 3 users
    • Snapshot Image For Your Industry Enabled
  • AI & Automation
    • AI Studio Web Builder
    • Funnel Builder
    • AI Voice Agent
    • Text Message Conversation AI
    • Creator Studio
    • Mobile App Builder
    • Auto Snapshot For Any Industry
  • CRM
    • Unlimited Contacts
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    • Tasks
    • Booking Calendars
    • Unified Inbox (Email, SMS, Socials)
  • Marketing
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    • Mass Email Campaigns
    • Review & Reputation Management
    • Social Media Ad Manager
    • Affiliate Marketing Manager

PREMIUM

BEST FOR BROKERAGE FIRMS & AGENCIES
$499/Monthly
  • Basic
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    • 30% off any advanced monthly AI services or lead generation
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    • 10 users
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    • API & Webhook Access
  • AI & Automation
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    • AI Voice Agent
    • Text Message Conversation AI
    • Creator Studio
    • Mobile App Builder
    • Auto Snapshot For Any Industry
    • White-glove AI bot setup for voice and conversation done for you
  • CRM
    • Unlimited Contacts
    • Opportunities & Pipeline Tracking
    • Tasks
    • Booking Calendars
    • Unified Inbox (Email, SMS, Socials)
  • Marketing
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    • Mass Email Campaigns
    • Review & Reputation Management
    • Social Media Ad Manager
    • Affiliate Marketing Manager

ENTERPRISE

TALK TO SALES
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  • AI & Automation
    • AI Studio Web Builder
    • Funnel Builder
    • AI Voice Agent
    • Text Message Conversation AI
    • Creator Studio
    • Mobile App Builder
    • Auto Snapshot For Any Industry
    • White-glove AI bot setup for voice and conversation done for you
  • CRM
    • Unlimited Contacts
    • Opportunities & Pipeline Tracking
    • Tasks
    • Booking Calendars
    • Unified Inbox (Email, SMS, Socials)
  • Marketing
    • Social Media Planner & Automation
    • Mass Email Campaigns
    • Review & Reputation Management
    • Social Media Ad Manager
    • Affiliate Marketing Manager
FAQ

QUESTIONS? ANSWERED

It integrates with Facebook Pages, Instagram Business, LinkedIn Company Pages, Google Business Profiles, Twitter/X, TikTok, YouTube, Pinterest, and Bluesky — all from inside the CRM.

Yes. You can bulk-upload up to 90 posts at a time using a CSV or XLSX file, mapping columns to platforms, captions, and media, then schedule the entire batch at once.

No. Social Planner is built natively into the CRM, so it replaces standalone platforms at no additional monthly cost. Client assets stay compartmentalized by sub-account.

Yes. When pushing one piece of content to multiple networks, toggle a setting to tweak the caption, hashtags, or media for each platform individually without building separate posts.

Absolutely. You can set recurring posts on a daily, weekly, or monthly cadence, use Category Queues to rotate evergreen assets, and trigger automated posts from RSS feeds.

The dashboard aggregates cross-platform performance — impressions, post reach, link clicks via the built-in link shortener, and engagement — filterable by date range or client account.

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