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Social Automation

Plan, schedule and reply from one calendar

Compose once and queue across every connected channel, then handle comments and DMs in a shared engagement inbox that links back to the CRM contact.

Communication & Marketing · Scheduler, posts & engagement inbox

Social Automation product interface
The case for consolidation

Publishing and replying in the same place as the customer record

Social tools are usually bought by marketing and never seen by sales, which is why a prospect can comment on a post, get a helpful reply from an agency, and then be cold-called two days later by someone who has no idea that happened.

Dolfin360 Social Automation keeps the calendar, the queue and the engagement inbox on the same database as the CRM. Comments and direct messages resolve to contacts where they can be matched, so the interaction is visible on the record. Schedule once across connected channels, handle the replies as a team, and let the rest of the business see that the conversation happened.

01

One calendar, every channel

Compose once and queue across connected accounts, with per-channel previews so you are not guessing how a post will crop.

02

A shared engagement inbox

Comments and DMs land in one queue with assignment, so replies are a staffed process rather than whoever happens to look.

03

Linked to the CRM contact

Where an interaction can be matched to a contact it is attached to their record, so sales sees the same history marketing does.

Capability

A calendar you can staff around

Draft, approve and queue across every connected channel.

The month view shows what is scheduled, what is in draft and what is waiting on approval, per channel. Compose once and adapt per network rather than maintaining parallel drafts, with previews that show the actual crop and character limits before anything goes out.

Approval steps are optional but useful once more than one person posts: a draft can require sign-off before it enters the queue, and the audit of who approved what stays with the post.

  • 01Multi-channel composerone draft, per-network previews
  • 02Approval before queueoptional sign-off with an audit trail
  • 03Month and week viewsdrafts, scheduled and published at a glance
A calendar you can staff around

What is inside Social Automation

Multi-channel scheduling

Compose once, queue across every connected account.

Per-network previews

See the real crop and limits before publishing.

Approval workflow

Optional sign-off before a draft enters the queue.

Shared engagement inbox

Comments and DMs in one assignable queue.

CRM contact matching

Interactions attached to the record where they can be matched.

Escalation to helpdesk

Turn a reply thread into a tracked support ticket.

Capability

Replies that do not vanish into a channel

Comments and DMs in one assigned queue, matched to contacts.

Every comment and direct message across connected accounts arrives in a single queue that can be assigned like any other work. Agents reply in place, leave internal notes, and escalate to a helpdesk ticket when something turns into a real support issue.

Where the sender can be matched to an existing contact, the interaction is written to that record. The rep who opens the account next month sees that the customer asked a question publicly and got an answer — context that would otherwise have lived only in a notification.

  • 01Unified engagement queuecomments and DMs, assignable
  • 02Escalate to a ticketwhen a reply becomes a support case
  • 03Contact matchinginteractions written to the CRM record
Replies that do not vanish into a channel

From draft to attributed conversation

01

Draft

Compose once; adapt and preview per connected channel.

02

Approve

Optional sign-off, then the post enters the scheduled queue.

03

Engage

Comments and DMs arrive in one queue and are assigned to an owner.

04

Attach

Matched interactions are written to the CRM contact record.

What consolidation looks like

Platform facts and published rates — not customer-measured outcomes.

1
queue for comments and DMs across channels
0
separate tool for sales to never log into
1
contact record the interaction attaches to
14
day free trial, no credit card

Marketing scheduled posts, support answered comments, and sales knew about neither. Now all three read the same record.

[Customer name][Title], [Company]

Connect your channels and queue a week of posts

Try the calendar and shared engagement inbox free for 14 days.

Social Automation questions

Compose once and queue across every account you connect, with per-network previews so you can see the real crop and character limits before publishing. Drafts can require approval before entering the scheduled queue.

Where the sender can be matched to an existing contact, yes — the comment or DM is written to that record, so sales sees the same history marketing does. Unmatched interactions stay in the engagement queue.

Yes. Any thread in the engagement inbox can be escalated into Helpdesk & Ticketing, where it picks up an SLA timer and the account's full commercial context.

Try Social Automation free for 14 days

No credit card. It shares data with every other module the moment you turn it on.