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CRM for multichannel? Social, SMS, Email, Website
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.
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1 Reply
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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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