How to Set Up a Social Planner in CRM for Marketing Agencies?

We have talked enough about CRM for marketing agencies, so now is the time to get into actual technicalities and learn some important steps before implementing Sharp AI CRM into your system. 

Plus, this blog is going to help your social media team (especially the social media executives) in reducing their time on repetitive tasks and not fulfilling their actual goals – digital expansion and engagement. 

Social media executives, this is your chance to boost your work routine and hit all the KPIs for your next increment. All you need is to log in into Sharp AI, move to the Marketing dashboard and follow the steps given below.

Best CRM for Marketing Agencies in 2026 (Simple Guide to Social Planner)

CRM for marketing agencies, Sharp AI, comes with built-in social media tools like Social Planner, which help digital companies save time and stay consistent across channels. This is why many consider Sharp AI as one of the top CRMs for agencies in 2026.

Here’s a quick way to learn how to use the Social Planner in Sharp AI and accelerate your social media marketing beyond just posting and scheduling.

What You Can Do with Sharp AI’s Social Planner?

First, let’s see what the Social Planner can do. This dashboard helps you plan, schedule, and manage posts for platforms like Facebook, Instagram, LinkedIn, and more all at once.

Even if you have not connected your accounts yet, you can still explore and prepare your content inside the system. This makes it useful for agencies testing the best CRM for marketing agencies before full setup.

Check Out these 4 Sharp AI CRM System Updates Made Recently

What To Do Before Connecting Social Accounts

Inside Marketing > Social Planner, you can prepare your content in advance:

1. Schedule Posts

You can create a post, write your content, and set a time for publishing. This helps you plan ahead and stay organised.

2. Bulk Scheduling (CSV Upload)

You can upload multiple posts at once using a CSV file. This is useful for agencies managing large content calendars.

3. Evergreen Posts

Evergreen posts are reusable posts that keep your accounts active over time without rewriting content.

4. Recurring Posts

You can set posts to repeat automatically on a schedule. This helps maintain consistent engagement.

5. RSS Feed Posting

You can connect an RSS feed and automatically turn new updates into social media posts. These features are why many agencies choose it as part of their best CRM marketing platforms stack.

How to Connect Social Accounts

To publish posts, you first need to connect your social accounts:

1. Choose a platform like Facebook or Instagram
2. Log in to your account
3. Select the pages or profiles you want to manage
4. Confirm and verify the connection

Once connected, you can start scheduling posts instantly.

This setup is common in the best CRM for digital marketing agency tools because it centralises everything.

Creating Posts with Templates

Templates make posting faster and easier.

Steps:

1. Go to Marketing > Social Planner > Templates
2. Browse available designs
3. Select a template and preview it
4. Click continue
5. Choose your social accounts
6. Set schedule and publish

Templates help agencies save time while keeping branding consistent, which is important in top  AI Marketing Tools .

Creating Custom Posts

If you want full control, you can create your own posts:

1. Go to New Post > Create New Post
2. Add text, images, or videos
3. Choose your posting option:
   • Save for later
   • Post now
   • Schedule
   • Recurring post
   • Send for approval

This gives flexibility for teams using the best CRM for marketing agencies in 2026.

Adding Media (Images and Videos)

You can upload images or videos directly from the media library.

• Preview media before posting
• Edit or replace files easily
• Maintain post layout while updating content

You can also edit video thumbnails by clicking the pencil icon and uploading a custom image.

Supported platforms for custom thumbnails:

• Facebook Pages
• Instagram Business Accounts
• LinkedIn Pages and Profiles
• YouTube Videos and Shorts

This feature is commonly used in CRM marketing platforms for better engagement.

Connecting More Social Accounts

To expand your reach:

1. Go to Settings (gear icon)
2. Select more social accounts
3. Click connect and follow steps

This allows agencies to manage all accounts in one dashboard, making it one of the best CRMs for agencies in 2026 for social media management.

Verdict?

The Social Planner inside modern CRM systems helps marketing agencies schedule posts, manage content, and automate publishing in one place.

This is why it is often included in discussions about the best CRM for marketing agencies, the best CRM for digital marketing agency operations, and overall best CRM marketing platforms.

It saves time, improves consistency, and helps agencies manage multiple social accounts without switching tools.