Visual content calendar
Draft, schedule, publish, retry and cancel posts for Facebook Pages and Instagram in one calendar, with text, link and image formats.
Social & Meta ads
A social media planner connected to the leads it creates
Plan and publish Facebook Page and Instagram posts from one calendar, manage your Meta campaigns next to your pipeline, and have Lead Ads arrive as CRM contacts that trigger a text or call right away. Everything runs on the Facebook accounts you already own.
- No credit charge today
- No contract
- Unlimited contacts
In short
Social Planner in SaaSVisionary: Schedule Facebook and Instagram posts and capture Meta leads. It is part of one platform that combines CRM, business phone, AI receptionist, messaging, automation and payments for small businesses and agencies. The social calendar, Facebook Lead Ads and Messenger and Instagram DMs start on the Team plan. Every plan includes unlimited contacts and a 14-day free trial.
2Networks: Facebook Pages and Instagram
5Post states tracked, from draft to published
0Lead forms imported until you turn them on
14-dayFree trial on every plan
Why it matters
Social activity and customer follow-up rarely meet
Posts get scheduled in one app, ads get managed in another and lead-form answers sit in a download folder until someone has time. By then the person who tapped the ad has moved on. And because none of these tools see your bookings or payments, you can measure clicks but not customers.
Nurture
What you get with Social Planner
Rules checked before scheduling
Each network's requirements are checked when you schedule, not when the post goes out, so fewer posts fail at publish time.
One post, several destinations
Send the same post to multiple Pages and Instagram accounts, and use a manual checklist for Facebook Groups where Meta needs a person to post.
Meta ads management
Browse ad accounts and create campaigns, ad sets, creatives and ads with budget, objective and targeting controls, then review performance.
Paused until you confirm
Anything you build, from campaign down to individual ad, starts in a paused state. Turning one on is a separate, confirmed step, so nothing spends by accident.
Lead Ads mapped to CRM fields
Discover each Page's lead forms, map every question to a field or custom answer and receive new leads as contacts in seconds.
Instant lead follow-up
Each new lead fires a trigger your workflows can use to send a text, assign a rep or start a call immediately.
Messenger and Instagram DMs
Direct messages from linked Pages and Instagram professional accounts land in your shared inbox on the right contact record.
How it works
Up and running in 4 steps
- 01
Connect your Meta assets
Link your Facebook Pages, Instagram professional accounts and ad accounts using your own Facebook login.
- 02
Fill the calendar
Plan a few weeks of posts, pick destinations for each and let the planner publish them on time.
- 03
Switch on the lead forms you want
Choose which lead forms to import, map their questions to CRM fields and attach a follow-up workflow.
- 04
Run ads alongside the pipeline
Build or adjust campaigns in paused mode, review, then activate and watch leads turn into booked appointments.
From ad tap to phone call in minutes
Picture Oakline Roofing running a Facebook lead ad for free inspections. A homeowner submits the form, the lead appears in SaaSVisionary as a contact with their address and roof age mapped to fields, and a workflow texts them a booking link while alerting the sales team to call.
- Leads land as contacts with answers in the right fields
- Workflows can text, email, assign or start a call
- Last sync time and any error shown for each form
Publishing and conversations in one workspace
Comments and direct messages come back to the same place your team answers texts and emails, attached to the person who sent them. Pair the planner with the built-in Design Studio to create graphics sized for each network, and with branded short links to see which posts drive visits.
- Messenger and Instagram DMs in the shared inbox
- Warnings about Meta's reply-window limits before you hit send
- Graphics created in Design Studio ready in your media library
Plans & availability
The social calendar, Facebook Lead Ads and Messenger and Instagram DMs start on the Team plan. Meta ads management is part of the Unlimited plan. Every plan includes a 14-day free trial. Ad spend is charged by Meta to your own ad account.
Compare plansFAQ
Social Planner: frequently asked questions
Which social networks can I schedule posts to?
The planner publishes to Facebook Pages and Instagram professional accounts, with text, link and image posts. For Facebook Groups, where Meta requires a person to post, it gives you a manual checklist. LinkedIn, X and TikTok publishing are not currently supported, so this is best suited to businesses focused on Meta platforms.
How do Facebook Lead Ads get into my CRM?
Once you connect a Page, SaaSVisionary discovers its lead forms. Enable only the forms you care about, then decide for each question whether it fills a CRM field, a custom answer or gets ignored. New submissions then arrive as contacts within seconds and fire a lead-received trigger that can start any follow-up workflow.
Will connecting my Page start importing leads straight away?
No. Forms we find on your page are listed as inactive, and no leads come in from one until you activate it and choose where its answers go. This prevents surprise contacts from old or test forms and gives you control over which campaigns feed your pipeline.
Can an ad go live by accident?
New campaigns, ad sets and ads are always created in a paused state, and activating them is a separate step that asks you to confirm. You can still review performance and change the status of existing ads, so you can check everything before any budget is spent.
Does SaaSVisionary manage ad spend for me?
No. You connect your own Facebook account, Pages and ad accounts, and Meta bills ad spend directly to you. SaaSVisionary does not place spend on your behalf or add a markup to your media budget. It simply lets you build and control campaigns next to your CRM.
Works great with
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Put every lead, call and payment in one place
Try the plan you choose free for 14 days. Switch plans or cancel any time from your billing settings.
- 14-day free trial
- No contract
- Unlimited contacts