Generate steady income from conversations
Blend the simplicity of casual conversations with the power of a full marketing and sales toolkit. Streamline communication for everyone. Let customers browse, choose, and pay for products while your team manages deals — all without leaving the chat.
Equip your team with upgraded chat features to help them:
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engage with customers; -
turn questions into deals; -
leave notes for teammates; -
assign chats; -
start and stop automated flows.
All you need to grow sales on social media
Bring communication and sales into one workspace and forget about juggling endless platforms.
Keep all chats under one roof
Add your socials, invite your team, and keep an eye on all conversations across any messaging platform, device, or app in one shared workspace.
Your CRM system automatically saves customer interaction history, including chats, purchases, and internal notes. And when clients return, your team picks up right where they left off — no repeat questions or duplicate data.
Build a simpler path from first message to purchase
Automate your conversations and pipelines and move users toward purchase more efficiently. Sync social media interactions with your CRM system and manage every stage of the journey seamlessly.
Let your team handle high-priority messages, ease concerns, and encourage conversions — all the while your CRM system supports them with reminders to follow up, call, or confirm payments.
Win customers right in chats
Keep sales running without leaving the conversation. Log deals, capture leads and payments, update pipelines, and assign team members while customers enjoy a seamless chat experience.
Turn chats into orders, signups, and appointments with ease!
Run your team your way
Set access rights to safeguard data and balance workloads. Then plan tasks and workflows effortlessly using task boards for your team.
Group your coworkers by roles, like support and sales, and let the system automatically route new conversations and assign them to available team members.
Stay on top of conversations and sales
Browse built-in reports to analyze performance across your entire team and down to every individual member. Track working hours, conversation stages (new, active, and closed), and response times to measure KPIs and elevate customer experience.
Keep tabs on sales metrics, like deal sources, volume, value, and growth, to scale your business with confidence.
Keep in touch on the go
Install our app to handle interactions on Facebook Messenger, Instagram, WhatsApp, TikTok, and other platforms, manage subscriber data, and track your marketing performance from anywhere.
Why use a social CRM system
Go from scattered conversations to clear workflows in one step.
Start with ease
Get started for free with no credit card or time limits. Grow at your own pace and upgrade to a paid plan whenever you're ready.
Keep all customer data on hand
Rejoin the conversation instantly when a customer returns. Access their full interaction and purchase history with no extra questions.
Give your team full visibility
Share conversation history across your team. No blind spots, context gaps, or software chaos — just seamless, smooth teamwork.
Win more deals
Never miss a hot lead. Have every chat covered during busy hours and always follow up on time.
Track team performance
Measure conversation volume, response speed, and quality to track KPIs, enrich customer experience, and drive growth.
Focus on revenue
Free up your team to focus on high-value deals. Chatbots handle routine messages while the system captures leads automatically.
Streamline interactions across social media in a few simple steps
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Create an account
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Connect social media
Integrate a chatbot on Facebook, WhatsApp, Instagram, TikTok, or other chatbots with SendPulse or build new chatbots from scratch. -
Set up your CRM system
Create pipelines and task boards, adjust them to fit your workflow, and test the setup before going live. -
Import your contacts
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Add team members
Invite your team and assign access rights to ensure smooth teamwork and keep your data secure.
Go beyond social media
Social CRM brings all interactions into a single workspace so that your pipeline stays streamlined, no matter how customers choose to reach you.
FAQ
What is a social CRM system?
It’s a tool that pulls messages from Instagram, Facebook Messenger, WhatsApp, TikTok, and other platforms into a single workspace. It helps you chat with customers, create deals, assign team members, and track progress through your pipeline without leaving the conversation.
SendPulse’s social CRM system also saves conversation history, orders, and other customer data to dedicated contact cards so that your team delivers faster, more informed responses.
Why should I use a social CRM system?
A social CRM system turns every conversation into a potential deal. It gives your team access to conversation history and helps them create and update deals right in chats. You can create contacts, send reminders, and assign chats automatically, helping you focus on what matters most.
What social media platforms can I integrate with?
Our social CRM system supports the following social media platforms and messaging apps:
- TikTok;
- Instagram;
- WhatsApp;
- Facebook Messenger;
- Telegram;
- Viber.
All conversations show up in one workspace and are saved to contact cards automatically.
Can I add a social media widget to my website to chat with visitors?
Absolutely! SendPulse offers a live chat widget that makes it easy to guide website visitors into in-app conversations. With all chats flowing through a single inbox, your team can respond faster, tailor every interaction, and boost conversions.
How does a social CRM system know that messages on different platforms come from the same person?
If a customer messages you on WhatsApp and then contacts you through Instagram, the social CRM system merges both interactions into a single contact card using a shared phone number or email address. With this in place, your team gets a comprehensive, duplicate-free view of every customer, along with their contact details and conversation history.
Is it safe to store all customer data in one system?
Yes, certainly. The CRM system puts you in full control over access permissions, which means you decide what every team member can see and manage. This keeps sensitive data protected while your team works efficiently within a secure, structured environment.
Can I transfer my data from Google Sheets and third-party tools to SendPulse?
Yes, simply import contacts and deals into the CRM system from a file with associated fields. Follow our guide to learn how to format and upload your file.
How much does it cost to integrate a social media platform with SendPulse’s social CRM system?
You can create a SendPulse account, integrate with messaging apps, and set up the CRM system at absolutely no cost. When you’re ready, upgrade to a paid plan to unlock advanced tools, including database import, unlimited teams, and unlimited email inboxes.
Turn social media and messaging apps into your thriving sales channels
No missed messages and lost leads — only real-time conversions and growing revenue.
Set up your social CRM system
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