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.

Publish To 9 Networks From One Place
BUILD ANYTHING WITH WESTCOAST AI
Web apps, mobile apps, websites, AI agents, dashboards, and more — all from a single all-in-one platform.
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
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
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
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
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
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
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
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
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
Connect an RSS feed and the planner automatically publishes new entries to your networks — keeping your channels active with zero manual work.
PLAN, POST & ANALYZE
Four pillars that make Social Planner the operational backbone for every organic social campaign — built natively inside your CRM.
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

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

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

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

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.
01Event-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.
02Reputation 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.
03Dynamic 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.
04External 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.
05Multi-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.
06Smart 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 AutomatingGENERATE 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.

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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
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
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
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
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
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 CreatingSOCIAL 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
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
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
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
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
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
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.
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.
Pick the software you're paying for today. We'll estimate your current monthly cost and show how Westcoast AI replaces it all — CRM, AI, and automation — with a plan sized for your team.
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MONTHLY PLANS
PRICING THAT FITS YOUR NEEDS AND BUDGET WITH ALL THE AUTOMATED AI INCLUDED
STARTER
- 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
GROWTH
- 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
- 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
PREMIUM
- Basic
- 7-day free trial
- 30% off any advanced monthly AI services or lead generation
- No setup fees
- 10 users
- White-glove done-for-you custom setup
- API & Webhook Access
- 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
ENTERPRISE
- Basic
- No setup fees
- 40% off AI Leads and services
- 11 or more users
- White-glove done-for-you custom setup
- API & Webhook Access
- All Enterprise and custom solutions
- 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
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.
See your business built in minutes.
Book a live walkthrough of the Westcoast AI Studio. Tell us what you sell and watch us generate a complete, niche-matched website on the spot — copy, imagery, layout, and CRM integration included.
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