For many businesses Instagram is the storefront and the first contact. Direct messages and comments turn into requests in the CRM: no inquiry gets lost, and the reply goes out from the client card.
How it works
- 01ConnectFrom your CRM account, in the apps section — no developer needed.
- 02Set upFor your process: routing, owners and team permissions.
- 03WorkEvery message, call and data point lands in the client card.
What it does
- Direct messages in a shared request feed
- Conversations linked to the deal and the client