Customer Relationship Management
CRM with Automated Social Media Leads
Capture leads automatically from Facebook, Instagram, WhatsApp and your website, assign them instantly to your sales team and follow every lead to closure.
Overview
Why businesses choose this
Leads that arrive on social media at 11 pm are lost by morning if nobody logs them. Our CRM connects directly to Facebook & Instagram Lead Ads, WhatsApp Business, website forms and landing pages — every enquiry is created as a lead in seconds, auto-assigned by rules, and your salesperson is notified instantly. Nothing slips through the cracks.
Automated lead capture
Native integrations with Meta Lead Ads, WhatsApp Business API, Google Forms, your website and landing pages. Leads are de-duplicated, tagged by campaign and source, and scored so your team calls the hottest prospects first.
A pipeline your team will actually use
Kanban pipelines, follow-up reminders, call logs, WhatsApp templates, quotations and activity timelines — all in a fast, mobile-friendly interface. Managers see conversion rates per source, per salesperson and per campaign in real time.
From lead to invoice
Because our CRM shares a database with the Cloud ERP, a won deal becomes a sales order, an invoice and a receivable without re-typing. Customer history, credit and outstanding are visible right in the CRM.
Respond in minutes
Instant lead alerts cut first-response time from hours to minutes — the single biggest driver of conversion.
Know what works
See exactly which campaigns and channels produce revenue, not just clicks.
Team accountability
Every lead has an owner, a next action and a due date.
What is included
Modules & capabilities
Lead capture
Facebook / Instagram Lead Ads, WhatsApp, web forms, landing pages, Excel import and manual entry.
Auto-assignment
Round-robin, territory, product or campaign based routing with instant notifications.
Pipeline & deals
Custom stages, probability, expected value, quotes and win/loss analysis.
Follow-up automation
Scheduled reminders, drip WhatsApp/SMS/email sequences and missed-follow-up escalation.
Customer 360
Every call, message, quote, invoice and complaint on one timeline.
Reports
Source ROI, funnel conversion, response time and salesperson leaderboards.
Feature checklist
Everything you need, included
No hidden add-ons. These capabilities ship as standard with the service.
- Meta (Facebook/Instagram) Lead Ads integration
- WhatsApp Business API inbox & templates
- Website & landing-page form capture
- Lead scoring & de-duplication
- Round-robin auto assignment
- Kanban pipelines with drag & drop
- Quotations & proposals in PDF
- Task, call & meeting reminders
- Mobile app for field sales
- Campaign ROI dashboards
- ERP / POS integration
- Role-based access & audit trail
How it works
Your journey with us
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01
Connect channels
We link your Facebook page, Instagram, WhatsApp and website.
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02
Design pipeline
Stages, assignment rules and templates configured for your sales process.
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03
Train team
Short hands-on sessions for sales reps and managers.
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04
Automate
Follow-up sequences and reports switched on.
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05
Grow
Monthly review of funnel metrics and optimisation.
Ideal for
Who gets the most value
- Real-estate & housing societies
- Solar & home-improvement companies
- Education & admissions
- Automobile & dealerships
- Clinics & aesthetics
- B2B sales teams
FAQs
Common questions
Do you set up the Facebook / WhatsApp integration?
Yes. Our team configures Meta Lead Ads, the WhatsApp Business API and website forms as part of onboarding.
Can we use the CRM without the ERP?
Yes, the CRM works stand-alone. Integration with our Cloud ERP or POS is optional.
Is there a mobile app?
Yes. Sales staff can manage leads, log calls and send quotations from Android / iOS.
Ready to get started with CRM with Automated Social Media Leads?
Book a free consultation and demo. We will map your processes and show you exactly how MA Digital can save time and money — no obligation.