5 Best CRM for Instagram

So you want answers, and you want em’ fast. Here they are:


Quick links for the Best CRM Software

1) Best Overall 🏆

Monday.com

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.

Read Review

2) Good Plugins🥈

Hubspot

Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.

Read Review

3) Most Features 🥉

PipeDrive

A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.

Read Review


So, you are in the market for a CRM that suits Instagram.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The Best CRM specifically for Instagram

Instagram influencers have to manage; their sponsorships and filter out collaboration opportunities from regular messages. A CRM that integrates with Instagram and allows you to track opportunities will be the perfect fit for this category. Have a look at the products below to choose the best CRM for Instagram:

1. HubSpot

HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot’s CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.

In addition, it is a complete CRM tool that is completely free of charge. 56,500 customers in more than 100 countries trust HubSpot for their growth.

Get Started with HubSpot🔥

Hubspot Features

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.

Here are some impressive features available on Hubspot:

  • SEO Tools: Hubspot is one of the few CRM services that provide SEO-related analysis for your website’s content. Once you integrate your business website with Hubspot, it automatically scans it and recommends better optimization. Alternatively, you can paste your website’s URL and get an SEO report.
  • Content creation tools: You can create new blog posts for your website and edit the existing ones by simply integrating the website with CRM. Hubspot records all comments and edits made to the original content, so you are always in touch with the changes. Moreover, you can use the editor to start a new blog and add relevant images.
  • CPQ Functionality: Every business needs to create quotations for products or services to assist sales reps in negotiations. Hubspot allows you to do it inside the CRM with its “Quotes Tool”. You can add unit price, discount offers, conditions, regulations terms, or any other information that will benefit the buyer and sales process.
  • Campaigns Tools: Hubspot has several relevant automation tools that enable smooth interaction with clients and organize workflow. You can make posts on social media, send customized emails and run paid search campaigns to get leads on potential customers. It is one of a kind collection with all the necessary marketing tools and a great addition for larger businesses. 
  • Contact Attribution Reporting: Hubspot can help your management team understand the latest trend related to customers’ sales processes and identify the sources that influenced their decision. You can customize the attribution parameters to get different insights into your business and recognize the market-making activities.
  • Data Quality Automation: It allows you to automate properties like; time, date and add new automation to manage the incoming leads swiftly. Hubspot will follow all the pre-entered instructions and give a reminder every it finds a promising opportunity.

Hubspot Pricing

Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The “Professional” plan starts at $1600/month with advanced marketing tools and customer service software. The “Enterprise” plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.

2. Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Get Started with ZohoCRM🔥

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

  • Canvas design studio: Every business has different requirements, so it’s weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
  • Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
  • Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
  • Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
  • Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
  • Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

3. Efficy

Efficy is a CRM solution that adapts to all the needs and size of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as: document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.

Get Started with Efficy🔥

Efficy features

Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.

Here are some integral features of Efficy:

  • 360⁰ customer view: Efficy allows all employees to access centralized information at one place without any bias. Everyone must have permission to make changes when necessary to maintain efficient functionality. Efficy gives everyone a 360⁰ customer view so they can track details and proceed with negotiations without any delay.
  • Product Catalogue: You can store product-related details on Efficy and assign a manager to follow up on any claims. Your clients can do business anytime, and a product catalog allows your sales team to view all the relevant information before making a sales pitch.
  • Marketing Campaigns: Your company’s sales and marketing ventures affect each other directly. Efficy provides optimal collaboration between the employees from different sectors, so everyone is aware of the ongoing negotiations and directed campaigns. It ensures there’s no conflict of interest among your sales and marketing teams regarding possible business commitments.
  • Segmentation: It is a perfect tool for developing individual communication with your clients and making them aware of new offers or products. Mass communication can only help to an extent; Segmentation allows you to target a criterion-based population and make a sales pitch accordingly. You can set access rights to avoid any confusion and enable smooth exchange with the customers.
  • Gamified CRM: Efficy’s revolutionary feature deploys game-like strategies to reward the employees upon meeting specified targets. It boosts morale and builds up a healthy work environment for your business. You earn badges after completing the objectives and can view your progression to get an idea of your growth.
  • Interaction log: Efficy’s CRM platform keeps a record of all customer interactions regardless of the medium. It’s crucial to know the context before moving to the negotiation stage as it shows sincerity towards the clients. You can add notes under each file as a pointer for other team members and easily reassign tasks.

Efficy Pricing

Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The “Starter” plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the “Corporate” package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.

4. FreshSales

FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers – at a glance – everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.

Get Started with FreshSales🔥

Freshsales Features

Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.

Here are some dedicated features of Freshsales:

  • Marketing Automation: Freshsales lets you set conditions to see desired customer leads and automate the marketing tasks for prompt communication. Moreover, you can create alerts for the sales team whenever there is progress in negotiations or; the clients respond positively to marketing activity. You can set up chatbots to deal with incoming inquiries and reach out to the client via Whatsapp, Gmail or other network sources with Marketing automation.
  • Deals Management: Freshsales lets you manage and visualize the sales process to convert potential leads into permanent clients. You can prioritize leads that are most likely to come to fruition and analyze the conversion rate to forecast sales for similar deals in the future. 
  • Workflow automation: Sales process involves many repetitive tasks that are essential to the working of the company. Workflow automation handles routine operations to reduce manual dependency and boosts sales efficiency by breaking complex processes into simple ones.
  • Cloud Telephony: Calling is a vital part of the sales process: to update clients about the latest advancements and offers regarding new products. With Freshsales, users can get over 90 virtual phone numbers for employees: to connect with the customers over the computer. You can create notes and record a conversation to provide full context and reassign a task without any problem.
  • Freddy AI: Freshsales identifies leads and organizes them to make sales tasks easier. You can set up instructions, and Freddy AI will cohere to them while processing client information. It provides you insight into the likelihood of closing the lead; so you know what the next step should be and approach the opportunity effortlessly.
  • Product CPQ: You can maintain an updated product catalog on Freshscales to give clients and the sales team a reference about intrinsic features along with pricing details. Moreover, you can track individual unit sales and see which products are in demand and what audience you should target.

Freshsales Pricing

Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.

5. Bitrix24

Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.

In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.

Get Started with Bitrix24🔥

Bitrix24 Features

In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.

 Here are some exclusive features of Bitrix24:

  • Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
  • Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
  • Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
  • Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
  • CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
  • Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
  • Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
  • Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.

Bitrix24 Pricing

Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.

The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.

 The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools. 

The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.

The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.

Key Features of Instagram CRMs

Instagram CRMs enhance how businesses manage customer relationships on this leading social media platform. Their integration provides essential features to boost marketing, sales, and support. Here are key features:

1. Centralized Communication Hub:

Instagram CRMs consolidate all customer interactions—messages, comments, and mentions—into one platform, linking them to contact records for better tracking of conversations.

2. Automated Customer Data Management:

These CRMs often automate customer record creation, capturing profile details and interactions, which saves time and minimizes data entry errors.

3. Enhanced Lead Tracking:

Businesses can track leads from Instagram activities directly to their sales pipeline, ensuring timely follow-ups and reducing lost sales opportunities.

4. Performance Analytics:

Many CRMs offer analytics that reveal engagement rates, response times, and customer sentiment, enabling data-driven strategy refinement.

5. Multi-Channel Integration:

Instagram CRMs commonly integrate with email, SMS, and live chat, allowing consistent customer communication across all channels.

Benefits of Using Instagram CRMs

Using Instagram CRMs provides significant benefits for businesses aiming to enhance their presence on the platform. By centralizing customer interactions, these CRMs empower organizations to engage more effectively. Here are key advantages:

1. Improved Customer Engagement:

Instagram CRMs offer insights into customer preferences, enabling tailored content that fosters genuine connections and encourages interaction.

2. Enhanced Brand Loyalty:

Efficient conversation management helps brands address customer needs, turning one-time buyers into loyal advocates.

3. Increased Sales and Conversions:

Leveraging customer data allows for targeted marketing campaigns, driving higher conversion rates and revenue.

4. Better Customer Service:

Streamlined responses and automated replies ensure timely assistance, enhancing the customer experience.

5. Competitive Advantage:

A strong Instagram CRM helps businesses identify trends and opportunities, enabling them to deliver exceptional value and stay ahead of competitors.

Frequently Asked Questions

1. What are automatic responses, and how do they work?

Automatic responses are pre-prepared replies that are deployed when a client contacts you outside of working hours or when all your agents are busy. These responses can be configured based on specific triggers, such as time of day or the duration of agent inactivity. By utilizing automatic responses, businesses can ensure that customers receive timely acknowledgment of their inquiries, even when live support is unavailable. This maintains customer engagement and sets the expectation for follow-up communication.

2. How can I set up automatic responses?

To set up automatic responses, access the settings within your communication platform. You can customize response triggers to activate based on certain times or conditions, such as when agents do not respond within a specified time frame. Additionally, using the chatbot builder can allow for more advanced configurations, enabling a tailored experience for your customers.

3. What are quick responses?

Quick responses, also known as quick replies, are pre-made message templates designed to address common customer inquiries efficiently. These templates help reduce the time agents spend responding to frequent questions, such as those concerning delivery times or service availability. By implementing quick responses, businesses can enhance response speed and improve customer satisfaction.

4. How do hotkeys work with quick responses?

Hotkeys are specific key combinations that allow agents to quickly insert prepared quick responses into their messaging field without the need for typing out the entire message. By assigning hotkeys in the Umnico settings, agents can streamline their communication process, enabling them to focus on providing more personalized service while still addressing common queries promptly.

5. How can I ensure customers can easily contact an expert?

To facilitate easy communication with an expert, provide a clear call-to-action inviting customers to leave inquiries. You can implement a simple form where customers can submit their details and questions, ensuring they receive a response from a specialist regarding specific topics, such as Instagram integration with Umnico. This not only enhances customer service but also helps in capturing leads for future follow-up.

6. Is my personal data protected when I submit an inquiry?

Yes, by submitting your personal data through our platform, you agree to our website’s privacy policy. We take data protection seriously and are committed to collecting and processing your information in accordance with applicable privacy laws. This ensures that your data is handled responsibly and securely throughout your interaction with us.

Why use a CRM at all?

Every business has to set objectives and constantly accomplish them to maintain steady growth. Efficient management is crucial to stay on top of every opportunity and enhance your employees’ capabilities. Using different platforms for every business requirement can create friction between your departments, negatively affecting your business.

CRM unifies your business operations within a single interface and empowers your employees with customer data to deliver quality services. It ensures client engagement and provides your sales representatives with relevant details to nurture a lead towards making a purchase.

Why should you use a CRM with Instagram?

Instagram influencers focus on content creation; to serve the need of their audience and depend on engagement and reposts to increase their reach. They have to analyze the collaboration offers from companies and deliver content that markets the products or services of the sponsor.

CRM integration with Instagram allows you to run targeted advertisements and add new conversational channels to separate collaboration offers from plain messages.

Irrespective of your follower count, CRM helps you increase your reach and understand the viewer’s consumption patterns. So you can create content that’s interesting for your followers.

You can set up a chatbot within a CRM to automatically respond to the sponsors and ensure you don’t lose a promising business opportunity. Moreover, you can create automation to send qualification questions and leads and gather relevant details about the client.

CRM integration with Instagram’s conversational channels allows you to see interactions happening; on Instagram, including the responses to your stories or sponsored content.

You can see whenever you’re mentioned; by a business profile and message them regarding the collaboration. CRM makes it easier to manage your Instagram account and gives your more flexibility to create content.

CRM for Instagram, A Summary

Instagram is a quality source for lead generation and marketing campaigns. It can help your business perform PR marketing and connect with audiences through their favourite influencers. CRM integration with Instagram allows you; to efficiently manage all collaborators and improve your services.

Hubspot offers a customized CRM solution that integrates seamlessly with Instagram and boosts engagement. It is our suggested pick for a CRM that suits Instagram. Visit the website to get started.