CRM & Client Management
Give every client one relationship record for contacts, domains, leads, users, conversations, review activity, connected accounts, and ongoing agency work.
Client workspaces
Lead context
Relationship history
Forms & Lead Capture
Build client forms, embed them on existing websites, capture submissions, create lead context, and continue follow-up inside CMSPost.
Form builder
Embeds
Lead inbox
Communications
Centralize website leads, customer threads, notifications, branded replies, and reusable communication workflows in the correct client context.
Inbox
Threads
Notifications
Email Marketing
Connect consent-aware contacts to marketing providers, organize audience activity, and use provider credentials, API keys, and embed workflows where supported.
Mailchimp
Constant Contact
Provider keys
SEO & Service Areas
Create blogs, GEO pages, service-area pages, metadata, advanced schema, reusable location tokens, and flexible website publishing workflows.
GEO content
Schema
Service areas
AI Content & Optimization
Connect your agency's own OpenAI API key and use AI-assisted workflows for client content, keyword direction, metadata, advanced schema, calls to action, and structured drafts.
Bring your own OpenAI key
AI Content Wizard
Human review
Social Media
Create, review, schedule, and publish client-approved content while keeping agency accounts and customer social connections isolated.
7 social channels
Client-isolated OAuth
Approval workflow
Reviews & Reputation
Connect business locations, organize review workflows, display reputation signals, and keep response activity attached to the client workspace.
Google reviews
Widgets
Response workflow
Security & Traffic
Monitor suspicious traffic, login activity, form abuse, security alerts, and IP controls from one connected agency environment.
Traffic monitoring
Security alerts
IP controls
Invoicing & Billing
Create invoices, track payments, manage recurring services, balances, reminders, and client billing workflows inside CMSPost.
Invoices
Recurring billing
Payments