INSTAGRAM CRM

Every Instagram DM becomes a lead you can track

Connect Instagram and direct messages land in the same inbox as your WhatsApp, Telegram, X, email and live chat conversations. A comment can trigger a private reply, an AI agent can answer in your voice, and every person who writes to you gets a contact record, a stage and an owner.

  • DMs in a shared inbox
  • Comment to DM
  • AI replies with rules
app.crmsolid.com/social
Instagram connected
New drop is live. Comment PRICE and we will send the list.
@mara.builds
PRICE 🙌
RuleKeyword "PRICE" → private reply
Direct message sent

Here is the full list with this week's pricing. Anything you want me to hold?

Sent 4s after the comment
ContactCreated from comment
StageNew lead
Comment leadDrop

What Instagram cannot do on its own

The app gives you a message and a follower count. A CRM gives you the person behind the handle, what they asked for, who is answering and whether it turned into money.

DMs in your unified inbox

Instagram threads sit next to WhatsApp, Telegram, Facebook, LinkedIn, X, email and live chat. One list, one search, one filter set, instead of a phone that only one person can hold.

Comment to DM

Set a keyword on a post and the people who comment it get a private message automatically, within seconds, while the interest is still fresh. The same rules work on Facebook.

A contact for every handle

The first message creates the record. Handle, notes, tags, custom fields, deals and the full history land on one timeline that survives the person moving to WhatsApp tomorrow.

An AI agent that answers DMs

Give it your product knowledge, your tone and your rules. It drafts or sends the reply, quotes real details rather than inventing them, and hands the chat to a human when your conditions fire.

Assign, do not guess

Give each conversation an owner so two people never answer the same DM. The unassigned queue is a real queue, and roles decide who can see and do what.

Tags, stages and lead scores

Treat a DM like any other lead: tag it, score it from engagement, move it through a pipeline board and report on which posts actually produced revenue.

Follow-ups that stop on reply

Enrol a contact in a sequence and the follow-ups go out paced, inside sending windows, and stop the moment the person answers. No spreadsheet of who to nudge.

Voice notes turned into text

Instagram voice messages are transcribed, so what somebody recorded on the move becomes a line you can read, search and quote.

Publish and reply in one place

The same workspace schedules your Instagram posts, reels and stories, so the post that produced the DM and the DM itself are not in two different products.

Sell inside the conversation

Issue a payment link or an invoice from the thread with your own Stripe, PayPal or local gateway keys, and the payment posts to the finance ledger against that contact.

Reporting that names the source

Conversation volume by channel, first reply time, agent workload and revenue by source, so "Instagram is working" becomes a number instead of a feeling.

Consent and do-not-contact

A global suppression list applies across every channel, consent is recorded on the contact, and everything exports on request.

What an Instagram CRM is

An Instagram CRM connects an Instagram business account to a customer database so that direct messages and comments become tracked leads rather than notifications. Each handle is stored as a contact with history, tags and an owner, the conversation is linked to a pipeline stage and to whatever it eventually sold, and the whole team works the same inbox instead of passing a phone around.

Instagram is very good at producing intent and very bad at keeping it. A DM asking for a price looks identical to one asking for a shipping update, both sink under the next fifty notifications, and nothing in the app can tell you which of them was worth money. That gap is what a CRM in front of Instagram closes.

Comment to DM, and why it converts

Somebody who comments on a post is telling you they are interested in public. CRM Solid watches for a keyword you choose and sends that person a private message automatically, within seconds of the comment, while they are still looking at their phone. The same automation works on Facebook posts.

The part that matters is what happens after. The reply is not a dead end: it creates a contact, applies your tags, drops the person on a pipeline board and can enrol them in a follow-up sequence. Your team sees the thread in the shared inbox and takes over whenever they want, so an automated first line becomes a real conversation rather than a bot loop.

How to connect Instagram to CRM Solid

You need an Instagram professional account, business or creator, connected to a Facebook page. That is Meta's requirement for DM access, not ours.

  1. Create a CRM Solid account and open Accounts.
  2. Pick Instagram in the connect dialog and authorise the connection.
  3. Wait for the first sync. Direct messages appear in the unified inbox and each handle creates a contact record automatically.
  4. Set your rules: comment keywords, which AI agent answers, who owns which conversation, the pipeline new contacts land on and the tags they get.

Letting the AI take the first line

The agent is given your reference material, your tone and a set of rules about what it must never say. On lower plans it drafts a reply for you to approve; where the plan allows autonomous sending it answers on its own and pauses the moment one of your handoff conditions fires, such as a discount request, a complaint or somebody explicitly asking for a person.

Every reply is logged with the reasoning behind it, corrections you make feed back into how it answers next time, and while an operator holds a conversation the agent stays out of it. That is what makes it usable on an account where the wrong answer is public reputation.

The honest limits

Two things to know before you build a launch around this page.

  • Instagram is not on the Free plan. Free covers Telegram; social channels including Instagram, WhatsApp, Facebook and LinkedIn start on Pro, which includes three social accounts, and Business includes ten.
  • You cannot cold-DM strangers at scale from here, and you should not want to. Sequences are paced per account and per day with sending windows and stop-on-reply, which is the behaviour that keeps an account alive. Instagram itself only lets you message people inside its own rules, and the product does not pretend otherwise.

What it costs

Instagram is part of the Pro plan at $24.99 a month, which includes three social accounts, AI replies, comment automations, sequences, the post scheduler and the unified inbox. Business at $99 a month raises the account pool, the AI allowance and the team size and adds support desk features such as reply-time promises. No plan charges per seat.

Frequently asked questions

An Instagram CRM connects your Instagram business account to a customer database so DMs and comments become tracked leads. Every handle gets a contact record with history, tags, an owner and a pipeline stage, and the whole team answers from one shared inbox.
An Instagram professional account, business or creator, linked to a Facebook page. That requirement comes from Meta, which only exposes direct messages for professional accounts. Then it is one authorisation in the connect dialog.
Yes. Choose a keyword, and anyone who comments it on that post gets a private message within seconds. The reply also creates the contact, applies your tags, places them on a pipeline and can start a follow-up sequence. The same works on Facebook posts.
No. Free covers Telegram. Instagram and the other social channels start on Pro at $24.99 a month, which includes three social accounts; Business includes ten.
Yes, and that is usually the reason people start. Conversations are shared with the workspace, each one can be assigned an owner, roles control access, and pricing is per workspace rather than per seat.
It can, if you allow it. The agent can suggest a reply for approval or send on its own, and it hands off to a human whenever one of your conditions is met. Everything it sends is logged and correctable.
Yes. The post scheduler publishes to Instagram alongside TikTok, YouTube, LinkedIn, Facebook, X, Pinterest and Threads, so the content that generates the DM and the DM itself live in one workspace.
Instagram threads sit in the same inbox as WhatsApp, Telegram, Facebook, LinkedIn, X, email and the live chat widget, on the same contact timeline, with the same tags, pipelines and reporting.
Ready to ship

Stop losing DMs in the notification pile

Start on the free plan and connect Instagram when you move to Pro. No credit card to begin.

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