CRM for messaging, Instagram and telephony

Unify messaging, Instagram and telephony in one customer record with a clear history.

What changes in daily work

Salespeople reply from one workspace while managers see the source, response speed and outcome of every conversation.

Solution scope

  • One history for messages and calls
  • Templates, automation and routing
  • Controlled access to business channels

How the result is accepted

At the start we agree measurable criteria, owners and project boundaries. Switching software on is not treated as a completed implementation: the team verifies real scenarios, data and the customer’s next action.

Every conversation and call in the customer record

Instagram and messaging integration creates an enquiry, connects the conversation to a customer and retains its source. Telephony adds the call recording, owner and conversation result.

We configure queue assignment, business hours, templates and controlled handoff. Permissions restrict personal data while managers track response time and conversations without an outcome.

  • One history for messages and calls
  • Routing by team, topic or source
  • Control of missed enquiries and response time

How we implement CRM

  1. 1

    Audit

    Study objectives, workflows, roles and data.

  2. 2

    Design

    Define architecture, stages and acceptance criteria.

  3. 3

    Configure

    Build fields, pipelines, automation and integrations.

  4. 4

    Pilot

    Test real scenarios with a small user group.

  5. 5

    Launch

    Train the team, measure adoption and improve the system.

Frequently asked questions

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WA