For social media and content agencies

Social media agency CRM: from content approval to comment traffic all brands in one panel

Social media agency software, program and CRM on one platform: Social media agency job tracking software, customer management software and sales automation with WhatsApp.

Content approvals are left to “all good” messages on WhatsApp; brand comments go unanswered and the monthly report means working nights. Manage your content calendar with a draft-to-approval flow, set up comment automation, and keep all brand communication and retainer tracking in one dashboard.

One panelInstagram · Facebook · WhatsApp
CalendarDraft → approval → published flow
8+ platformsContent goal & AI headline suggestion
Quick answer

Which CRM software should be used for Social media agency? ÖzgürKod is a CRM for Social media agency businesses: Content draft-approval flow, multi-brand boards, comment automation and reporting; your agency's operations and sales in one panel. Setup takes minutes; try it free for 7 days.

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Sound familiar?

Familiar challenges for social media agencies

Ten brands, ten content calendars, hundreds of comments; that traffic can't be handled with WhatsApp groups and Excel.

Approvals left to a “looks good” message

Content goes to the client over WhatsApp, and approval comes back verbally or as an emoji. When the “I never approved that” crisis hits after publishing, the agency has no written record of approval and ends up in the wrong.

Ten brands' calendars in ten separate Excel files

Each brand's content plan lives in its own file; how many pieces are due for which brand this week, where the gaps are — there is no consolidated view. A forgotten special-day post only gets remembered when the client calls.

Comments on managed accounts go unanswered

Hundreds of comments and DMs on brand accounts can't be handled by hand; a negative comment stays visible to everyone for hours. When the client asks “aren't you managing this?”, there is no easy answer.

Revision versions lost in file chaos

The first version of an image is in an email, the second on WhatsApp, the final one on the designer's desktop. When it's unclear which version was approved, the wrong image gets published; a pulled post damages both the brand and the agency.

Report day means working nights

At month end, data is pulled from dashboard after dashboard to build a report for each brand, and presentations are finished overnight. The hours spent on reporting are taken from the most valuable time that should go into creating content.

The agency's own sales have no owner

New brand conversations are something everyone gets to “when they have time”; quotes go out and aren't followed up, and nobody knows who is at which stage. When existing work picks up, growth stops on its own; and the reason a quote was lost is never learned.

For Social media agencies

What does ÖzgürKod do for social media agencies?

Scenarios that fit the agency routine, from content production to client approval and from comment traffic to retainer tracking.

The agency–brand journey from brief to monthly report

  • Manage your content calendar with a draft → approval → scheduled → published flow; make client approval its own stage, and keep a record of who approved what and when
  • Plan every piece of content for the right channel with 8+ platform targets; get help with headlines and copy from AI headline suggestions, and see special-day gaps right in the calendar
  • Handle Instagram and Facebook comments on managed accounts with comment automation: automatic replies or DMs on trigger words, sentiment filtering, and hiding toxic comments
  • Set up brand-based task boards: a content production checklist, image file attachments and due-date notifications, so every revision and its version shows on a single card
  • Manage new brand sales in the pipeline: Brief → Quote → Retainer; track them with a PDF quote template and status flow, and link retainer payments to due-date tracking
  • With the weekly AI summary, see how many pieces are awaiting approval for each brand and which conversation looks hot; ask in plain language “how much work did we do for which brand this month” and get the report
Content & approval flow — ÖzgürKod CRM
1
Intro & brief

A brand request from a web form or DM becomes a card with a source tag; the brief meeting is scheduled as an appointment, and AI produces a summary of the conversation.

2
Quote & retainer

Scope and monthly fee are sent with a PDF quote template; the Sent → Revised → Approved flow is tracked, and the retainer is linked to due-date tracking.

3
Onboarding

The brand's Instagram and Facebook accounts are connected to the dashboard; a task board is opened, and the content calendar and comment automation rules are set up.

4
Content production

Content is created as drafts in the calendar; images are added to the card, copy moves faster with AI headline suggestions, and production follows a checklist.

5
Client approval

Drafts move to the approval stage; the client's approval and revision notes are recorded, and which version was approved is no longer up for debate.

6
Publishing & community

Approved content is scheduled and marked as published once it goes live; incoming comments are handled by automation, and complaints are assigned to the team in the inbox.

7
Reporting & renewals

A weekly AI summary and period comparison reports make your presentation ready; agencies that also run ads add ROI Center data, and retainer renewals are tracked in the due date field.

WhatsApp and Instagram

Not from a personal phone, but from the business line

Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.

In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).

The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.

Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.

Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.

Connect with a QR codeScan it with WhatsApp on your phone; no template needed.
Official Cloud APIMessages arrive even when the phone is off; approved templates and reply buttons.
Alongside the appYour WhatsApp Business app keeps working, and conversations also land in the CRM.
Hello, are you open on weekends?23:14
Hello! We're open Saturday 10:00–17:00. How can I help you?23:14
I also have a specific question23:15
A team member took over the conversation
SA
selin.awhat's the price?2 min
İŞ
your businessHi Selin, we've sent the details by DM 🙂auto-reply · now
AI

Don't track everything yourself; let it tell you what matters

It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.

Know who to get back to first

  • Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
  • Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
  • Today's tasks: a short morning summary showing who you need to follow up with that day.
  • Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.

AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.

No separate tools to set up

Messages, quote, payment collection and your team — in one account

When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.

Try free for 7 days

Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.

Team and permissionsAssign records to team members; if you want, each person sees only their own customers.

Track it from ad to customerLeads from Meta ad forms land in the record together with their source.

Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.

Channels and connections

Wherever your Customer write from

Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.

  • WhatsAppCloud API or QR
  • InstagramDMs and comments
  • MessengerYour Facebook page
  • TelegramYour Telegram bot
  • TikTokDM
  • Web chatThe widget on your site
  • Meta ad formsWith the ad source

Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →

Web form Google Calendar iCloud Calendar
Selection guide

What should you look for when choosing a CRM for Social media agency?

Before you decide, evaluate your candidates against these 5 criteria.

5 criteria

  1. A module ready for your industry. Instead of adapting a generic CRM for months Social media agency choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
  2. WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
  3. Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
  4. Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
  5. Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.

Social media agency program, software or CRM?

Most business owners search for the solution they need as “Social media agency program,” “Social media agency software,” “Social media agency job tracking software” or “Social media agency customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.

As a Social media agency automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.

Social media agency softwareSocial media agency softwarecustomer management softwarejob tracking softwareSocial media agency otomasyonu
Comparison

Method comparison for Social media agency

Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.

CriteriaNotebook / ExcelGeneral (foreign) CRMÖzgürKod
Mesajlar Scattered across phones Mostly an extra module or extra fee WhatsApp, Instagram and web in one inbox
Reminders and follow-up Left to memory Needs setup and integration Follow-up date, notification and tasks ready
Customer history Between notebook, phone and email Yes, with generic fields On one card: messages, quote, payments, notes
Teamwork It’s unclear who is handling what Extra cost per user Assignment, tasks and record-based permissions
Language and pricing — Usually $ pricing, English support TL pricing, local support in Turkish
Starter Invisible cost in time Long setup, exchange rate risk 7-day free trial
Social media agency for

Starts at 2.500 ₺ / month

7-day free trial · No setup fee · Upgrade your plan any time

Every message answered late is an opportunity handed to a competitor.

If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.

FAQ

Frequently asked questions

Have another question? Write to us and we’ll look at your workflow together.

What does a CRM do for a social media agency?

It brings the agency's three scattered processes into one panel. On the content side: each brand's calendar moves through the draft-approved-scheduled-published flow, and client approval is recorded. On the community side: comments and DM traffic from the accounts you manage are gathered in the inbox, and comment automation handles the routine. On the business side: new brand quotes move through the pipeline, retainer payment collection is tracked by due date, and team tasks run on brand-based boards. The questions “who approved it, who replied, who paid” are all answered from one place.

How do I get client approval in the content calendar?

Every piece of content starts as a draft in the calendar; when it's ready, you move it to the approval stage and the client's feedback is recorded. Approved content moves to scheduled status and is marked as published once it goes live. This way, you can always trace which content went live in which version, when, and with whose approval. Instead of hunting for the “all good” message on WhatsApp, you check the stage history in the calendar, and approval debates are over.

Does it publish content automatically?

No. Let's be clear on that. ÖzgürKod's content calendar manages the production, approval and scheduling process: you plan content with a target of 8+ platforms, get AI headline suggestions, and track draft-approved-scheduled-published statuses. You publish on the platforms themselves and mark the content as published in the calendar. Instead of the format and account risks of tools that promise auto-publishing, ÖzgürKod keeps the control and record-keeping side of the process solid.

Which platforms does comment automation work on, and how does it work?

Comment automation works on Instagram and Facebook; you set rules for the brand accounts you manage. A comment containing a trigger word gets an automatic reply, or the commenter gets an automatic DM; for example, anyone who writes “price” receives the details by DM. A sentiment filter separates negative comments and passes them to the team, and toxic comment protection hides insulting ones. The brand's page stays clean and complaints reach your team before they become visible; you can report this setup to the client as well.

How do I keep multiple brands apart in one panel?

Each brand's accounts, task board and content calendar are separated by their own tag, and the inbox shows which message belongs to which brand via the source tag. You assign team members to brands; with the “team members see only their own clients” permission, each social media specialist sees only their own brands' traffic and board, while the manager oversees everything. Access is logged. The chaos of ten brands turns into an orderly flow per brand.

We also run ads; what does it offer on the reporting side?

With the Meta and Google Ads integrations, data from the accounts whose ads you manage connects to the panel. Meta Ads ROI Center builds the spend → lead → customer → ROAS/CPL/CPA chain; you walk into the month-end presentation with a single results report instead of a collage of screenshots. Period comparison reports show growth; with natural-language report queries, the answer to “how many pieces of content and how many leads for which brand this month” arrives in seconds. Daily and weekly AI summaries keep the team on top of things.

Social media agency software and CRM the same thing? Which one is ÖzgürKod?

In practice they describe the same need. Businesses usually search for "Social media agency software", "Social media agency software", "Social media agency job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.

Don't live through the next approval crisis

7-day free trial, no credit card required. Connect your brand accounts and set up your content calendar on day one; by the end of the month, your approval records and report are ready.