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USE CASE: MARKETING TEAMSFor modern marketers

Plan everywhere. Measure everything.

The only platform that schedules across 8 networks and captures every DM reply your posts generate. Stop guessing what "social / other" means in GA4. See the full funnel from impression to pipeline to closed-won.

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8
Platforms scheduled
X, IG, TT, LI, FB, TH, PI, YT
100%
UTM coverage
Auto-tagged at schedule time
+44%
Attributed pipeline
After DM-reply tracking
5 tools
Consolidated
Buffer, Later, Sprout, etc.
Marketer pain

Why most marketing teams cannot prove ROI on social

Three patterns we see in every QBR deck we have ever reviewed.

Eight platforms, eight schedulers, zero coordination

Buffer for X. Later for Instagram. ContentStudio for TikTok. Sprout for LinkedIn. Each has its own bugs, its own pricing, its own CSV export. Stitching a multi-platform launch together is half a week of project management.

Attribution dies at "social referral"

Your CMO asks: "Which channels drove pipeline last quarter?" You stare at a GA4 report that says "social/other: 12%" and you cannot break it down further. UTMs are inconsistent. DM replies do not appear in any report.

DM replies to your scheduled posts get lost

A LinkedIn post goes viral. 600 comments, 80 DMs. Half of them are buying signals: "this is exactly what we need, who do I talk to?" By the time your team finds the DMs, the prospect has moved on.

The fix

One calendar, one inbox, one report

01

Plan & publish

Plot 8 weeks of content across 8 platforms in one calendar. Cross-post with platform-specific tweaks (Instagram crops, X character counts, TikTok captions). UTM tags get attached automatically.

02

Capture every reply

When a post drives DMs, those DMs land in the same inbox where your sales team lives. The reply is linked back to the post. Attribution is no longer a guess.

03

Report end-to-end

Cross-channel dashboard shows impressions → engagement → clicks → DM replies → opportunities → revenue. Per post, per campaign, per channel. Defensible numbers in the QBR.

Six features marketing teams use every day

Built for content, growth, and demand-gen workflows.

Multi-platform scheduler (8 networks)

Schedule X, Instagram, TikTok, LinkedIn, Facebook, Threads, Pinterest, and YouTube from one calendar. Drag-and-drop, preview-as-platform, smart cross-posting, and team approval workflows.

UTM sync, no Excel

Define a UTM template once. Every scheduled post gets correctly tagged URLs. Track clicks per post, per platform, per campaign, without anyone manually building UTMs in a spreadsheet.

DM reply attribution

When someone DMs you in response to a scheduled post, CRM Solid links the reply back to the post that triggered it. Now "social/other" actually breaks down by content piece.

Content calendar with team workflow

Editorial calendar with status (idea, draft, in review, scheduled, posted, repurpose). Assign writers, designers, approvers. Comment threads on every post. Slack-style notifications.

Cross-channel performance dashboard

One dashboard for impressions, engagement, click-through, DM replies, and pipeline contribution across all 8 platforms. Compare what works on TikTok vs LinkedIn vs X for the same campaign.

Campaign attribution end-to-end

From impression → click → site visit → DM reply → demo booked → closed-won. The full funnel, attributed to the originating post, traceable in one view. Marketers love this. CFOs love it more.

A typical campaign launch

It is Monday 9am. Theo, content lead at a 6-person marketing team, opens the calendar view. This week's campaign, "Q2 product launch," has 22 scheduled assets across X (5 threads), LinkedIn (3 long-form posts + 1 carousel), Instagram (5 reels + 3 carousels), TikTok (3 short videos), and Threads (2 multi- post chains).

Every asset is tagged with the campaign ID. UTMs are pre-attached. Slack channel #marketing has the auto-generated publish notifications routed in. The team's designer has already left a comment ("can we swap the Tuesday IG carousel cover?"); Theo approves the swap and the new asset goes live without a second meeting.

By Friday afternoon, the campaign has driven 2.4M impressions, 42k engagements, 1,200 clicks, and 87 DM replies. The dashboard shows that the LinkedIn carousel on Thursday was the runaway hit with 1.1M of those impressions, 31 of those DMs. Three of those DMs have already become qualified opportunities; one is in "Demo scheduled" stage worth $48k ARR.

At Monday's standup, Theo shows the CRO a single dashboard. Spend on the campaign: $0 in ads (organic-only). Pipeline generated: $48k. Best-performing asset: the LinkedIn carousel. Next campaign pivots accordingly.

What changes after two weeks

  • "Social/other" disappears from your GA4 nightmare. You finally see exactly which posts drove which clicks, which DMs, which opportunities.
  • Scheduling-tool spend collapses. Most teams cancel 3-5 SaaS tools (Buffer, Later, Sprout, Hootsuite, Loomly) and replace them with one workspace.
  • Marketing-to-sales handoffs stop getting dropped. When a post drives a hot DM, sales sees it in the same inbox. No more "we got a great DM, who should reply?"
  • QBR decks write themselves. Auto-generated campaign reports with full-funnel attribution. CMOs love this; CFOs trust it.

Templates & playbooks included

  • Editorial calendar template: pre-defined statuses, asset types, and approval workflows
  • Product launch playbook: 4-week multi- platform launch with teaser, build-up, launch day, and post- launch sustain
  • Always-on content cadence: 5x/week per channel cadence template optimized for each platform's algorithm patterns
  • Lead magnet promotion sequence: coordinated across email + social + DMs with progressive disclosure
  • UGC / community spotlight workflow: capture user mentions, request rights, schedule curated reshares
  • Campaign report template: 8-page PDF auto- generated at campaign end with attribution waterfall
  • Webinar promotion calendar: pre-event build, day-of teaser, post-event replay drip

Integrations marketing teams use

  • GA4 / Plausible / Fathom: export UTM-tagged traffic to your analytics tool of choice
  • Gmail / Outlook: coordinate email lifecycle with social drops, sequenced or parallel
  • Calendly: webinar registration, sales-team demos linked from social CTAs
  • OpenAI / Anthropic / Gemini: content drafts, caption variants, A/B test copy generation
  • DeepL: translate post copy across markets for international rollouts
  • Outbound webhooks: push engagement signals into your warehouse for executive dashboards

For CMOs and marketing leaders

The hardest pitch in modern marketing is showing the CFO that social content drives revenue. With CRM Solid you can:

  • Quantify dark social: DMs to your business accounts that previously vanished from GA4 are now logged, attributed, and counted in pipeline
  • Compare channel ROI on a single chart: X vs LinkedIn vs TikTok vs Threads, side by side, normalized by cost and pipeline contribution
  • A/B test message angles, not just creative:same image, two captions, see which one drives more DMs and which DMs convert to opportunities
  • Forecast pipeline from content output: once you have 90 days of data, predict next month's content- attributed pipeline within ±15% accuracy
“We finally killed Buffer, Later, and Sprout in one weekend. Saved $1,100/mo and now I can show our CRO exactly which LinkedIn post drove the $200k deal that closed last quarter. The 'social/other' bucket is gone forever.”
Theo Marchetti
Director of Content & Demand · Northbridge Cloud
Recommended plan

Growth: for 3-15 person marketing teams

Unlimited team seats, all 8 platforms, full attribution dashboards, UTM tagging, AI content drafting, all integrations. Solo marketers can start on Starter. Large in-house teams (15+) move to Scale for SSO and longer audit log retention.

  • All 8 schedulers
  • UTM auto-tagging
  • DM reply attribution
  • Editorial workflow
  • Cross-channel dashboard
  • Unlimited team seats
Start free trial

Marketing-team FAQ

The questions content leads and CMOs ask before switching tools.

X (Twitter), Instagram (feed, Reels, Stories), TikTok, LinkedIn (profile + company page), Facebook (Pages + Groups), Threads, Pinterest, and YouTube (long-form + Shorts + Premieres). We support text, image, video, carousels, polls, and platform-specific features like LinkedIn document PDFs and Pinterest evergreen pin loops. See /post-scheduler-instagram and the related scheduler pages for platform-specific deep dives.
When you schedule a post, CRM Solid tags it with a unique campaign ID. When someone DMs your account, we look at: (1) the timing relative to the post, (2) UTM-style attribution tokens we embed in CTAs, and (3) NLP signals in the message. Most replies get correctly attributed. For ambiguous ones, the contact lands in the inbox tagged "social/other" and your team can manually attribute. Over time, the attribution model learns your patterns.
Yes. Each post can have a draft author, an approver, and a publisher. Comments thread inline. Approval workflows ("any approver" or "all approvers required") can be configured. Slack-style notifications keep everyone in sync. Audit log shows who changed what.
For pure scheduling needs, Buffer is great. CRM Solid wins when you need scheduling + a DM inbox + an attribution layer. If you only post and never reply, stick with Buffer. If your scheduled posts generate DMs and you want to see what those DMs are worth, switch to us.
Set your default UTM template once: utm_source = platform name, utm_medium = "social", utm_campaign = campaign tag you set per post, utm_content = post ID. Every scheduled URL gets auto-tagged. You can override on a per-post basis. Track all parameters in your GA4, Plausible, or Fathom dashboards.
Growth ($199/mo). Unlimited team seats, all 8 platforms, AI agent for DM replies, UTM tracking, attribution dashboards, full integration suite. Big in-house marketing teams (15+) typically move to Scale for SSO and 90-day audit retention.
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Stop guessing. Start attributing.

14-day free trial. 8 platforms scheduled in 30 minutes. Full funnel attribution by week two.

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