• Social Media

  CRM for multichannel? Social, SMS, Email, Website

  Posted by Excellent-Alps1534 on April 24, 2024 at 4:38 pm

  I'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.

  bullman replied 32 minutes ago 3 Members · 2 Replies
• 2 Replies

• 

  velvetwhisper8

  Guest

  April 25, 2024 at 10:17 pm

  Have you considered integrating a social media management tool like Hootsuite with your CRM for a more comprehensive multichannel approach?

• 

  bullman

  Member

  April 24, 2025 at 6:37 am

  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.

  • This reply was modified 32 minutes ago by  bullman.

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