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CRM for multichannel? Social, SMS, Email, Website
Posted by on April 24, 2024 at 4:38 pmI'm freelancing for a small business that runs a successful health coaching practice. I've been tasked with developing and executing a nurturing/sales strategy for their social media audience; and then creating one CRM to manage all channels – mainly IG, TT, FB, SMS, Email, and Website chat.
Business model is more relational and a slower sales cycle, and I haven't found anything that fits what we need. Lots of great social platforms have an inbox dashboard that give me what I need for the social side, but I need to connect our other lead sources as well. I haven't yet found anything I can connect with zapier unless custom dev, which we are trying to avoid.
Close but not quite is Zoho crm with social. The social add on gives me exactly what I need from FB (it captures post comments and DMs that I can convert to leads) but it does not support IG or tiktok.
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3 Replies
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Have you considered integrating a social media management tool like Hootsuite with your CRM for a more comprehensive multichannel approach?
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I’ve been using a setup where all channels flow into one dashboard, and what really helped me was adding phone support with https://www.mightycall.com/blog/call-center-software/. It made it way easier to handle call volume alongside social messages and emails without juggling screens. Everything syncs up better, and I don’t drop customer convos anymore.
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This reply was modified 5 months, 3 weeks ago by bullman.
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This reply was modified 5 months, 3 weeks ago by
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I had the same challenge and ended up using a CRM that could sync with a sip trunking provider to manage calls straight from the dashboard. Made it way easier to keep track of conversations across phone, SMS, and email without jumping between tools. If your CRM supports it, the integration helps a lot, especially for teams that do a mix of voice and written outreach.
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