Capture Every Lead, on Every Channel
Social media DM integration
Never miss a lead from social media again. Our agent automatically pulls conversations from Instagram, Facebook, and LinkedIn DMs directly into your CRM, turning chats into opportunities .
See it in action
Social media DM integration
Social Posts, No Feedback Loop
Promising leads are sending you direct messages on Instagram and LinkedIn, but these conversations are siloed and invisible to your sales team. There’s no process to capture them, so they are forgotten, and valuable opportunities are lost.
DM capture agent
Key Features
Multi-Platform DM Capture
Securely connect your company’s Instagram, Facebook, and LinkedIn accounts to monitor all incoming direct messages in one unified inbox.
Lead Identification
The agent uses Natural Language Processing to distinguish between a genuine lead and a simple inquiry, automatically creating a new lead record for promising conversations.
Automated CRM Sync
When a lead is identified, the agent creates a new record in your CRM and automatically syncs the entire DM conversation history for full context.
Use Cases
Use-Cases for Social media DM integration
D2C Fashion Brand
Captured leads from Instagram DMs about sizing and stock, converting them into a new six-figure sales channel.
B2B SaaS Company
Responded to a lead from a LinkedIn message in under 10 minutes, securing a demo before competitors even saw the message.
Real Estate Agent
Used the agent to capture inquiries from Facebook, ensuring every message was logged in the CRM and followed up on systematically..
More Agent Template
Auto-log calls & emails
Automatically logs calls and emails into CRM, linking them to the correct lead or deal.
Sentiment analysis on calls
Analyzes call transcripts to assess sentiment, urgency, and objections.
Meeting transcription & summary
Transcribes meetings and generates summaries with action items.
Multi-language support agents
Communicates with leads in their preferred language across channels.
Auto-analyze lost deals for patterns
Identifies reasons and trends behind lost deals to improve strategy.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
Territory-based lead routing
Assigns leads based on location, rep coverage, and regional rules.
Cross-platform lead sync
Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.
Auto-generate personalized proposals
Creates customized proposals using lead data, pricing logic, and branded templates.
Personalize outreach messages
Crafts outreach messages using context from previous interactions.
Agent automatically
Value Proposition
Capture a new, untapped source of high-intent leads.
Ensure rapid follow-up on social media inquiries.
Provide a seamless omnichannel customer experience.
Gain a complete view of all prospect interactions in one place.
FAQ
Yes. The agent connects using official, secure APIs (e.g., platform OAuth) with least-privilege access so messages are handled within approved permissions and logs.
It can send a short, configurable auto-reply to acknowledge receipt, but the primary function is to capture the lead and alert a human owner for timely follow-up.
Yes. It detects message language and routes to the right team or pipeline; language-based SLAs and templates can also be configured if needed.
The AI screens out spam, promotional blasts, and obvious bots, creating leads only for legitimate inbound interest to protect data quality and team focus.
Leads sync to the CRM in near real-time—typically within a minute—so sales can act while intent is high.
Automate with AI
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Turn your social DMs into dollars. Capture every lead from social media, automatically. Activate your Social Media Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
