CRM with Instagram DMs
A DM becomes a row in your sheet or a deal in your CRM, tagged “Instagram”. No copying names and questions by hand.
ServicesBusiness automationInstagram and messengers in your CRM
Instagram CRM for DMs and chats
Instagram CRM for DMs and chats
Instagram CRM with no new app to learn: a message from your DMs, Viber or WhatsApp becomes a record in your CRM or Google Sheet, and you get a Telegram alert.
- Price quoted personally
- Instagram, Viber, WhatsApp
- Your CRM or Google Sheets
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
What it is
CRM for social media and messengers, explained simply
Small businesses often sell right in the chat: Instagram DMs, Viber, WhatsApp. Leads are scattered across chats, some get lost, and to remember who asked what, you scroll back through old messages.
You don’t have to set up a new CRM. Already have one? The automation plugs into it. Don’t? I collect leads in a Google Sheet: one client database instead of a pile of chats.
It fits anyone who takes orders and bookings through social media and messengers: Instagram shops, salons, appointment-based services.
Gordey Fisun · updated
The specifics
What gets automated in a CRM with messengers
No new apps for you: you reply to clients as before, and the automation keeps the records.
WhatsApp and Viber integration
Same rules for messengers: the lead goes into the same database, and the tag shows where the client came from.
Your CRM or Google Sheets
No need to switch CRMs — the automation plugs into yours. No CRM? I set up a simple client database in Google Sheets.
AI sorts the messages
AI breaks a long email, message or voice note into fields: who, what they want, for when. Your database gets a neatly organized record.
Documents from lead data
Someone orders in your DMs — the contract or delivery note is filled in from a template using what’s already in the lead.
No silent failures
If a step fails, you get notified instead of hearing about it from a client. Where the automation can’t decide on its own, it hands the case to you.
What you get
What an Instagram CRM does for you
DMs go straight into your database
A client DMs you “Do you have these sneakers in size 42?” — a record with her profile, her question and the “Instagram” tag shows up in your sheet or CRM.
Same client — one record
A client writes a second or third time — no new record. The same person is never added twice.
To you on Telegram, with the source
Every new lead comes to you as a message: who’s writing, what they’re asking and where from — DMs, Viber or WhatsApp.
Reminders go out on their own
Anyone who books via DMs or a messenger gets a reminder the day before, by messenger or email. You don’t write them by hand.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
How I connect Instagram and messengers to your CRM
All I need from you: where clients message you and what you do by hand.
Where clients write
DMs, Viber, WhatsApp, email — you tell me where leads come in and what happens to them next.
Flow map
I show you what goes where: which fields, which source tag, who gets the alert. You see it all before launch.
Testing on real leads
The automation runs alongside your usual records — so you can see that not a single lead from the chats gets lost.
Launch on your accounts
I switch it on in your accounts and show you the log: which message went where and when.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
Questions about connecting Instagram and messengers to a CRM
What is an Instagram CRM for DMs and messengers?
In a CRM for social media, messages from Instagram DMs, Viber and WhatsApp become records on their own, tagged with where the client came from. All your clients are in one database, not spread across chats.
I already have a CRM. Will Instagram leads go there?
Yes, you don’t have to set up a new CRM: the automation plugs into the one you already use, and leads from DMs and messengers land there on their own.
Can I connect WhatsApp and Viber to the CRM, not just Instagram?
Yes, WhatsApp and Viber connect to the same database as Instagram DMs. The tag on each record shows which messenger the client came from.
What if a client writes a second time?
The same client isn’t added twice — in your CRM or sheet they stay one record.
Will this CRM work for an Instagram shop?
For an Instagram shop — yes: an order from DMs lands in the database with the buyer’s details, you get a Telegram alert, and the delivery note is filled in from a template using the lead data.
What should I prepare before our first conversation?
A list of places where clients message you, and the name of your CRM if you have one. Tell me in your own words what you do with leads by hand — a voice message is fine too.
What does the cost of connecting messengers to a CRM depend on?
It depends on the number of channels, on where leads go — your CRM or a Google Sheet — and on whether you need reminders and documents. I’ll name the exact amount for the setup after our first conversation, and it won’t go up after that.