A six-person agency onboards a new restaurant-chain client by email. The client authorizes Instagram, Facebook, and Google Business Profile accounts directly. The agency’s content team and the client’s brand reviewer share one calendar with role-based approval. When customers leave reviews on Google Business Profile, the unified inbox surfaces them alongside Instagram DMs. No password ever changes hands.
RecurPost Collaborate & Engage
Onboard clients without passwords. Manage every reply in one inbox.
RecurPost invites clients to connect their own social accounts (no credential handoff), shares calendars with client reviewers, routes posts through approval, manages every DM, comment, and review in one inbox, and automates Instagram DM replies with custom CTA buttons.
RecurPost’s collaboration and engagement workflow is the place inside RecurPost where two team workflows meet. Before publishing, RecurPost handles client onboarding without passwords, isolates each client in their own workspace, lets the agency share the calendar with the client for review and comments, and routes every post through an approval queue. After publishing, RecurPost consolidates DMs, comments, mentions, and reviews from every connected platform into one inbox with AI-drafted reply suggestions.
RecurPost’s password-free client onboarding is the headline behavior here: clients receive an email or link invite, authorize their own Instagram, Facebook, LinkedIn, or Google Business Profile account directly, and never share credentials with the agency. Most competing schedulers (Hootsuite, Buffer, Sprout Social, Agorapulse, SocialPilot) require the agency to collect login credentials, which forces credential rotation every time a client’s marketing lead changes.
Inside Team and Engagement Workflows
RecurPost groups these into five capabilities.
Add Social Profile via Link
Password-Free Client OnboardingRecurPost invites clients to connect their own social accounts via email or link, without ever handing over passwords.
- Email or link invite to the client
- Client authorizes their own account directly
- Supports Instagram, Facebook, LinkedIn, Google Business Profile, and more
Explore Password-Free Onboarding
Workspace Management
One client, one isolated spaceRecurPost isolates each client in their own workspace with separate accounts, libraries, members, and reports.
- Per-client workspace isolation
- Switch workspaces in one click
- Role-based access per workspace
Explore Workspace Management
Shared Calendars
No-Login Client AccessRecurPost lets clients view and comment on the content calendar through a shareable URL, without creating a RecurPost account.
- One shareable calendar URL per workspace
- Client comments roll up to the agency view
- No client login required
Explore Shared Calendars
Social Inbox with AI Replies
Every reply in one placeRecurPost consolidates DMs, comments, mentions, and reviews from every connected platform into one inbox.
- One inbox across 10 platforms
- AI-drafted reply suggestions
- Inbox labels and team assignment
Explore Social Inbox
Instagram DM Keyword Automation
Turn keywords into leadsRecurPost automates Instagram DM replies based on keyword triggers, with custom CTA buttons inside the auto-reply.
- Trigger replies from any keyword
- Custom CTA buttons (Visit, Claim, Book)
- Turn a DM keyword into measurable lead capture
Explore Instagram DM Automation
Five dimensions that separate RecurPost’s Collaboration and Engagement
1
Password-free client onboarding
RecurPost invites clients to connect their own Instagram, Facebook, LinkedIn, and Google Business Profile accounts through an email or link invite. The client authorizes their own account directly. The agency never stores or rotates client passwords. Most competing schedulers require the agency to collect login credentials, which forces credential rotation every time a client’s marketing lead leaves the role. RecurPost’s onboarding model removes that risk entirely.
2
Workspace isolation per client
RecurPost separates each client into a dedicated workspace with isolated accounts, libraries, team members, reports, and roles. A 20-client agency runs 20 workspaces with zero cross-client visibility, so a content writer on Client A cannot see Client B’s calendar, library, or analytics. Workspace switching takes one click.
3
Role-based approval queue
RecurPost lets agency teams route every post through an approval queue before publishing. Content writers submit, account managers approve, reject, or edit, and only approved posts hit the calendar. Role granularity matters once a team handles more than a handful of accounts.
4
Unified social inbox with AI-drafted replies
RecurPost pulls DMs, comments, mentions, and reviews from Instagram, Facebook, LinkedIn, X, TikTok, YouTube, Pinterest, Google Business Profile, Threads, and Bluesky into one inbox. AI drafts reply suggestions so an account manager scans and approves rather than retyping from scratch. Labels and team assignments let a 4-person agency split inbox volume across roles.
5
Instagram DM keyword automation with custom CTA buttons
RecurPost triggers Instagram DM replies from any keyword and places a custom CTA button inside the auto-reply. A DM with the word “PRICING” auto-responds with a pricing summary plus a “Visit Pricing” button that opens the agency’s link. The CTA button turns a DM keyword into a measurable lead-capture action.
In Practice
How Agencies Use Collaboration and Engagement
Onboarded password-free
Restaurant-chain client
Role-based approval workflow
Three content writers, two account managers, one creative director. Content writers submit posts to the approval queue. Account managers review and approve. The director approves final visuals for top clients. Each role sees only what they need: writers see their assigned workspaces, managers see all approval-queue items, the director sees only flagged posts.
6-person agency
IG DM automation for lead capture
A solo freelancer running social for a B2B SaaS client sets up Instagram DM keyword automation. A DM with “PRICING” auto-replies with a one-line pricing summary plus a “Visit Pricing” CTA button. A DM with “DEMO” auto-replies with a Calendly link. The freelancer reviews actual conversations in the inbox; the automation handles first-touch lead capture.
Solo freelancer
When This Fits, When It Doesn’t
Built for:
- Agencies whose clients hesitate sharing platform passwords.
- Teams that need a content writer → manager approval workflow before posts go live.
- Agencies sharing calendars for client review, who refuse to log into another tool.
- Solo freelancers wanting Instagram DM lead capture without manually replying to every message.
Skip if:
- You operate a single personal account alone. RecurPost’s collaboration workflow is built for team-and-client work; a solo single-account operator does not need it.
- You sell social listening as a service line. RecurPost’s social inbox handles responses, not enterprise-grade conversation discovery. Browse RecurPost comparisons – Hootsuite (Talkwalker-powered) and Sprout Social are the listening category leaders.
Where Collaborate & Engage fits the broader RecurPost workflow
RecurPost positions collaboration and engagement at two points in the workflow. Collaboration happens before publishing, when the agency and the client decide what gets posted. Engagement happens after publishing, when DMs, comments, and reviews come in. To see the other workflow areas (Compose, Schedule, Measure) plus Tools and Templates, head to the RecurPost features overview.
Try RecurPost
RecurPost’s Agency plan covers 20 social accounts for $79/month with 3 team members included. No per-user seat charge for the base plan. Additional team members are $4/month per member. Shareable client calendars come in blocks of 10 for $5/month.
No credit card required.
Frequently Asked Questions
Do my clients have to give me their social account passwords to use RecurPost?
RecurPost invites clients to connect their own social accounts through an email or link invite. The client authorizes their own Instagram, Facebook, LinkedIn, or Google Business Profile account directly, and the agency never stores or rotates the client’s credentials. Most competing schedulers require credential handoff; RecurPost does not.
Can I share the content calendar with a client without making them log in?
RecurPost generates a shareable calendar URL the client opens directly. The client views the calendar and leaves comments without creating a RecurPost account or learning a new tool.
Does RecurPost have one inbox for DMs, comments, and reviews across every platform?
RecurPost consolidates DMs, comments, mentions, and reviews from all ten supported platforms into one inbox. AI drafts reply suggestions, and inbox labels plus team assignment route conversations to the right person on the agency team.
How does Instagram DM automation work — what's the keyword trigger?
RecurPost triggers an Instagram DM auto-reply from any keyword you define (PRICING, DEMO, BOOK, BUY). The auto-reply carries the response text plus a custom CTA button inside the DM (Visit Pricing, Open Calendar, Claim Offer). The CTA button turns a DM keyword into a measurable lead-capture action.
Can I set up role-based approval — content writers can't publish without manager approval?
RecurPost routes every post through an approval queue. Content writers submit posts, account managers approve, reject, or edit, and only approved posts publish. Role granularity is configurable per workspace.
Does RecurPost include enterprise-grade social listening like Hootsuite or Sprout?
RecurPost’s social inbox handles responses to DMs, comments, mentions, and reviews on connected accounts. RecurPost does not provide brand-wide social listening across the web the way Talkwalker or Brandwatch do. If listening is a service line for your agency, browse RecurPost comparisons — Hootsuite and Sprout Social are the right category.
