Social Sphere CRM
Everything your agency needs to manage client approvals.
One platform for planning content, collecting feedback, tracking decisions, managing media, and coordinating teams — with a separate review portal for every client.
Client portal
A focused review room
for every client.
Each client workspace gets a completely isolated portal showing only their posts, calendar, media, and approval decisions. Your internal team view, billing, notes, and controls stay hidden — no configuration needed.
- One portal per client workspace, always isolated
- Post review with inline comment threads
- Client can see media, calendar, and decisions
- Invite clients by email — no account required
- Persistent access between review sessions
- Internal team workspace never visible to clients
Internal workspace not visible in this view.
Please review the copy and creative for the June launch campaign.
Move the product shot to slide one. Keep the caption as written.
Updated the carousel order as requested.
Looks great. Ready to schedule.
Approval workflow
Every decision,
tracked in one place.
Clients can approve, reject, or request changes on any post. Every action is timestamped, attributed to the person who made it, and preserved in a thread alongside the original feedback — no separate email chain required.
- Three-state decisions: approve, reject, or request changes
- Inline comment threads per post
- Full revision cycle history
- Email notification on every decision
- Complete audit trail — permanently preserved
- Resubmit workflow for change requests
Content calendar
The whole pipeline,
visible at a glance.
A month-view calendar shows all posts — scheduled, drafted, and pending review — per client workspace. Your team and clients both know where the content pipeline stands without needing to ask.
- Month-view layout per client workspace
- Scheduled and unscheduled posts both visible
- Approval status on each calendar cell
- LinkedIn, Instagram, and Facebook
- All 6 post formats: Feed, Carousel, Story, Reel, Video, Link
- Accessible to clients through their portal
Media library
Creative assets,
organized per client.
Upload images and videos, preview them in post context, and keep every file scoped to the right workspace. Storage is tracked per workspace and scales with your plan.
- Images (JPG, PNG, GIF, WebP, SVG) and video (MP4, MOV)
- Preview files in the context of a post
- Client-scoped — each workspace sees only their media
- Storage tracked per workspace, not total
- 1 GB on Starter · 10 GB on Pro · 100 GB on Agency
- AWS S3-backed for reliable global delivery
Team collaboration
Every role gets exactly
the right access.
Five built-in roles cover every seat at the table — from agency owner to client reviewer. Each role exposes exactly the right parts of the platform and nothing more.
Full control over the agency account, billing, and all workspaces.
Manage workspaces, invite team members, and configure settings.
Create, edit, and submit posts for client review.
Review-only access to their portal — approve, reject, or comment.
Read-only access for stakeholders who need visibility without editing rights.
Role-based visibility — Clients see only their portal. Internal notes stay private.
Jake Okonkwo approved June launch carousel in the Aster Studio workspace.
Email notifications
No action waits
on a reminder.
Social Sphere CRM sends email notifications when approval requests go out, when clients decide, and when comments are added — so the right person always knows what needs attention, without checking a chat thread.
- Approval request sent to client
- Decision notifications (approved, rejected, changes)
- Comment and reply notifications
- Notification sent to the correct workspace member
- Branded email with direct link to the post
- No separate app or login required to respond
Platform support
All three platforms.
Every post format that matters.
Social Sphere CRM handles the complexity of which formats work on which platforms — your team drafts the content, we track the rest.
| Format | |||
|---|---|---|---|
| Feed post | |||
| Carousel | |||
| Story | — | ||
| Reel | — | ||
| Video post | |||
| Link post | — |
Plan comparison