Meta (Facebook/Instagram)

CRM with Meta Integrations (Facebook/Instagram)

A CRM integrated with Meta (Facebook & Instagram) helps businesses capture, manage, and convert leads directly from social media platforms. It consolidates your marketing, messaging, and customer data from Facebook and Instagram into a unified CRM dashboard, streamlining social media interactions and automating workflows.

🔗 Key Features:

1. Lead Capture from Facebook & Instagram:

   • Auto-sync leads from Facebook Lead Ads and Instagram forms.

   • Instantly assign leads to sales teams or automate follow-ups.

2. Messaging Integration:

   • Direct messaging via Facebook Messenger and Instagram DMs within the CRM.

   • Unified inbox for all Meta platforms.

3. Ad Campaign Performance Tracking:

   • Monitor and analyze ad campaigns.

   • Track ROI and lead conversion metrics from Meta ads.

4. Comment/Inbox Management:

   • Manage comments and DMs from Facebook/Instagram in real-time.

   • Assign conversations to team members and track status.

5. Auto-Response & Chatbot Support:

   • Set up instant replies or chatbot sequences for FAQs.

   • Engage leads even outside business hours.

6. Custom Workflows & Automation:

   • Trigger workflows when a new Meta lead is captured.

   • Automate follow-ups, email campaigns, or task assignments.

7. Customer Profile Enrichment:

   • Build complete customer profiles using Meta data.

   • Track interactions, past inquiries, campaign history, and more.

8. Integration with WhatsApp (via Meta Business Suite):

   • Manage and automate WhatsApp conversations.

   • Centralized communication alongside FB & Instagram.

🎯 Benefits:

• Reduce lead response time significantly.

• Increase conversion rates through instant engagement.

• Centralize all Meta communications in one platform.

• Enhance customer experience with timely, personalized responses.

• Align marketing and sales efforts efficiently.

🧠 Ideal For:

• Digital marketing agencies

• E-commerce businesses

• Educational institutions

• Real estate professionals

• Service-based industries

Why Use EgCRM ?

EgCRM is a smart, scalable, and user-friendly Customer Relationship Management (CRM) platform designed to streamline and automate your business processes. Whether you're in real estate, education, healthcare, retail, or any other industry, EgCRM helps you manage leads, improve customer interactions, and boost productivity—all from one centralized system.By using EgCRM, businesses gain better control over their workflow, enhance customer satisfaction, and ultimately increase growth and revenue with efficiency and ease.