Nowadays, many companies use CRM to create and manage their client database, incoming leads and their classification: this is a practice that has now evolved over the years to the point that most small and large companies use some kind of CRM for their business.

After all, we also know that communication channels have evolved and that Instagram Direct together with other media have become the main channels of communication: this creates the need to integrate CRM with new means that make it possible to manage the leads efficiently and safely.

There are currently platforms or tools that help integrate CRM with new tools (Instagram, Facebook Messenger, WhatsApp and Telegram), created specifically to integrate with these new channels, developing an ecosystem that aims to preserve communication, interaction and CRM management in one place, with multiple agents and using a single phone number.

From this was born the idea of using Instagram Direct as a CRM since, by integrating this powerful communication platform with an appropriate tool, an unparalleled tool is created where you can manage your leads and, in turn, deal with and answer all possible questions, making it easier for your sales, tech support, customer service, or human resources team to work.

What is Instagram Direct

What is Instagram Direct

Instagram Direct is an Instagram app service, used to ensure that Instagram users can communicate privately or in a group; Instagram Direct allows you to send photos and videos, emojis, talk to a single person or create groups somewhat similar to WhatsApp, but without the same freedom. It is a very useful feature as it allows you to separate messages, between general and main, so as to select them according to their importance.

In conclusion, Instagram Direct is a very useful Instagram feature, thanks to which we can establish conversations with users on the same platform.

What is a CRM

A CRM is a useful solution for classifying and managing leads and is normally used to manage three fundamental areas: management, sales, after-sales marketing or customer service.

The CRM tool and customer orientation provide impressive and clear results, both by having a structured commercial management and improved sales productivity, and by offering in-depth knowledge of the customer that allows for more effective marketing campaigns.

The customer service of a CRM also improves customer loyalty and satisfaction, as well as being used in conjunction with human resources, tech support, sales team and much more; moreover, it has a very positive impact in terms of recurring and cross-selling.

How to turn Instagram Direct into a CRM

How to turn Instagram Direct into a CRM

To turn Instagram Direct into a CRM or integrate it with a CRM, you need to have an additional tool that does the work of the CRM;  keep in mind that Instagram Direct alone cannot do all the work, since it is a simple messaging app within Instagram itself.

To do this, you will need a tool like Callbell that will allow you to connect Instagram Direct directly to the platform where you will be able to see statistics, manage customers, serve them, sell, and meet all the needs of the people you are interacting with or otherwise, possibly, you could also integrate all messages from other communication channels such as Facebook Messenger, WhatsApp Business and Telegram.

CRM for Instagram Direct

Callbell, the platform that allows you to manage leads via Instagram Direct

Callbell is a tool that allows you to centralize all messages from your favorite communication platforms in one place, thus managing the customers who write to you daily, as it offers statistics and tools that you can use for your sales, support team, HR and much more.

It is a user-friendly tool with a total autonomy on the account, which makes it easy to configur. On the other hand, Callbell’s support is always active and you can ask for anything you need, which is a big advantage over other similar tools.

If you decide to use this service, you will have at your disposal a CRM to manage and serve your customers and, at the same time, an integrated communication platform with a single number and multiple agents, perfect for teams, departments or sales.

If you wish to know everything Callbell can do for you, regardless of categories, visit this page.

Using Callbell as a CRM for Instagram Direct

To take full advantage of Instagram Direct’s potential for contact management you can use Callbell as a CRM. Just sign in into the dashboard and, by clicking on the Contacts icon on the left of the screen (see screenshot), you will have the Contacts module available.

CRM for Instagram Direct

From here you can view all the info regarding your Instagram Direct contacts, as well as other major messaging apps. In addition to viewing contacts, in this section you can edit custom fields, add notes or tags.

Through the Contacts module you will be able to search by name or phone number or filter contacts by tag, channel or assigned agent.

Finally, you can export your generated contacts at any time, and be able to view the history of past exports.

Alternative methods to sell on social networks

While Instagram remains one of the most popular social media platforms, its direct messaging tool, Instagram Direct, isn’t always ideal for selling products or services. Here are some alternatives to Instagram Direct for selling on social media:

1) Facebook Messenger: It is a great alternative to Instagram Direct as it has over 1.3 billion active users. It’s also a great platform for vendors to communicate with customers, allowing businesses to easily share product images, videos, and other information about their products or services.

It is the messaging app integrated with Facebook and allows users to communicate with each other in real time. Businesses can use the app to send automated messages to their customers, as well as set up customer service chats.

2) Telegram is fast becoming an increasingly popular alternative to Instagram Direct for selling on social media. Telegram is a cloud-based messaging app that provides a secure, convenient, and reliable way to share messages, photos, videos, and documents with friends and family.

Unlike Instagram Direct, Telegram offers many advantages when it comes to selling products and services. It allows sellers to create groups with up to 200,000 members and provides a variety of tools to help promote, market and manage sales. Sellers can also take advantage of Telegram’s “instant view” feature, which allows them to quickly and easily share product information, prices, discounts, and other important information with their followers.

3) WhatsApp: It is the popular messaging platform with over 1.5 billion active users. It’s great for salespeople who want to stay in touch with customers and keep them informed about new products or services. WhatsApp also allows businesses to add customers to groups and send broadcast messages, making it a great tool for customer engagement.

WhatsApp allows users to send and receive messages, photos, videos, documents, and audio messages. It is a great alternative to Instagram Direct because it allows users to communicate with each other in real time. Businesses can take advantage of this by sending bulk messages to their customers to market their products or services. The app also provides a platform for businesses to send automated messages to their customers, allowing them to reach a wider audience.

Furthermore, it is possible to create a digital catalog for WhatsApp , inserting the company’s products and services which can be purchased directly through the famous messaging app.

If you need a CRM for WhatsApp that helps you manage conversations with your customers in an organized and professional way, you can create a free account by clicking here.

Frequent Questions

What is Instagram Direct?

Instagram Direct is a service app by Instagram. It’s basically the feature through which Instagram users can communicate with other users in private or in groups; Instagram Direct allows you to send temporary photos and videos, emojis, chat with a single person or create groups somewhat similar to those of WhatsApp but without the same freedom. It is presented as a very useful feature because it also allows you to distribute messages: some are stored in the general section, and others in the main one in order to be then selected according to their importance.

To conclude, Instagram Direct is a very useful Instagram feature where you can establish conversations with the users of the platform.

What is a CRM?

A CRM is a lead classification and management solution, normally used to manage three basic areas: commercial management, marketing and after-sales or customer service.

The CRM tool and customer orientation provide demonstrable results, both by having a structured commercial management that improves sales productivity, and by offering an in-depth knowledge of the customer that enables even more effective marketing campaigns .

The customer service functions of a CRM tool also improve customer loyalty and satisfaction, as well as being used in combination by HR, IT, sales teams and more, having a particularly positive impact in terms of recurring and cross-selling.

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About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct