Chats, lead ads and interested replies become CRM leads
With CRM, a chat becomes a CRM lead in one press. Every lead from a Facebook, Instagram or Google lead form can make one by itself. A reply rule can turn every interested reply to your outreach into a lead.
PLANSEvery plan
The problem it solves
- A promising chat ends on WhatsApp, and the sales pipeline never hears of it.
- Leads from ads sit in a spreadsheet downloaded once a week.
- An interested reply to a cold email waits in an inbox until the prospect goes cold.
How it works
- From a chat: choose Make a Lead in the inbox's ⋮ menu. A CRM lead opens with the contact and the last 30 messages. The button then reads Open the Lead.
- From lead ads: on a Lead Ad Form, Make a CRM Lead is on by default. Each lead that arrives makes a CRM lead with the form, campaign, ad and every answer.
- From replies (Growth): on a reply rule, tick Make a CRM Lead. When a reply is sorted into the rule's category, such as Interested, a lead is made with the conversation.
- Your sales team works the leads in CRM's pipeline as usual.
Everything it does
From a chat (every plan, with CRM)
- One lead per conversation; pressed again it opens the same lead
- Name: the channel and the person; contact, email and phone from the chat
- Salesperson: whoever the chat is assigned to, else the person pressing
- Description: the last 30 messages; a note in the chat records it
From lead ads (every plan, with CRM)
- Make a CRM Lead on each Lead Ad Form, on by default
- Name: the form and the person; salesperson: the form's Call Them person
- Description: campaign, ad and every question and answer
- Test leads from Google make no CRM lead
From reply rules (Growth, with CRM)
- Make a CRM Lead on a reply rule, for a reply category such as Interested or Has a Question
- Only for the rule's Entity, and for its sequence when the rule names one
- Salesperson: the rule's task person; the lead says how the reply was sorted
- Needs reply sorting, which is in Growth
Who uses it
Marketing UserMakes a lead from a chat.
Marketing ManagerSets Make a CRM Lead on lead ad forms and reply rules.
SalespersonWorks the leads in CRM.
Where you use it
- Web: Marketing > Inbox (⋮ menu), Ads > Leads and Accounts > Lead Ad Forms, Outreach > Reply Rules, and the leads in CRM
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
- Not without CRM: the buttons and ticks appear when CRM is installed
What you control
Settings
- Lead Ad Form > Make a CRM Lead: on
- Reply rule > Make a CRM Lead: off
- Lead Ad Form > Call Them: the salesperson for its leads
Notifications
- Call Them on a lead ad form gives that person a call task for every new lead
Questions
Do we need a separate CRM?
The CRM app must be installed in your database. The Make a Lead button and Make a CRM Lead ticks appear when it is.Will a chat make many leads?
No. Each conversation makes one lead; pressing again opens it.Can every interested reply become a lead by itself?
Yes, from Growth. Make a reply rule for Interested and tick Make a CRM Lead.Do lead ads from Facebook make leads today?
The code is built. Facebook and Instagram leads come in once Meta approves SmartMy's Meta app; Google lead forms work by webhook.Related features
CHANNELS AND INBOXOne inbox for every channelWhatsApp, Instagram, Messenger, web chat and replies to your outreach emails come into one inbox. Your team assigns, tags, notes and answers every chat in one screen, with the 24-hour reply window shown on each chat.AUDIENCELeads from Facebook, Instagram and Google lead adsLeads from your Facebook and Instagram lead forms, and from Google Ads lead forms by webhook, arrive as contacts with every answer. Each form sends its leads to a list, tags, a journey and a person who calls them.OUTREACHReplies sorted by AI, and reply rulesEvery reply to a sequence or journey gets a category such as Interested, Not Now or Wrong Person. It is sorted by AI or by the button pressed. Your reply rules then start another sequence, give a tag, set a task or, with CRM, make a lead.CHANNELS AND INBOXA chat becomes a SmartMy Desk ticketWith SmartMy Desk, one button turns a WhatsApp, Instagram, Messenger, web chat or email conversation into a ticket with the chat so far. Your support team's replies on the ticket go back into the same chat, and the customer is told there when it is solved.AUDIENCEForms with their own page or an embed scriptBuild a sign-up or enquiry form in Marketing, share its own page or paste one script line into any website. Each entry becomes a contact with its consent and proof, joins your list and journey, and gives someone a follow-up task.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.