Instagram CRM for Agencies
One platform for multiple clients. CRM, automation, email capture, AI Sales Agent per client. Team roles. Report with data. Scale without chaos.
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Why agencies need a scalable Instagram sales system
You onboard a client. You connect their Instagram. You promise leads and sales. Then you're replying to DMs manually, copying leads into spreadsheets, and building reports from scratch. It doesn't scale. Each new client multiplies the work. Instance gives you a system. One platform. Multiple clients. Each client gets CRM, automation, email capture, AI Sales Agent, and analytics. You connect their Instagram. You build their automations. You qualify their leads. You report with data. Team roles let you assign account managers. No more manual DMs. No more spreadsheet chaos. Scale your client work without scaling your headcount.
- One platform for multiple clients. Each client gets their own company, CRM, and automations.
- Automate DMs per client. Comment to DM, grow email list. Every client gets their own flows.
- Qualify leads with AI. Know who's ready to buy. Report pipeline health per client.
- Team roles. Invite account managers. Control access. Scale without losing oversight.
How agencies use Instance across clients and team members
Most agencies run into the same bottleneck: client growth increases DM volume, but account managers are still replying manually. Instance fixes this with a repeatable system. You create one client workspace, connect their Instagram account, launch baseline flows, then tune by niche and offer. As new clients come in, you clone the process instead of rebuilding operations from zero.
For each client, your team can combine automation with CRM qualification and performance tracking to answer the exact questions clients care about: how many leads came in, how many were qualified, and which campaigns created revenue opportunities.
This gives agencies cleaner handoffs between strategist and account manager, faster response times for end customers, and reporting that is tied to sales outcomes rather than vanity engagement metrics.
Product overview
Manage your Instagram sales
from anywhere
Before vs After
Stop doing Instagram the hard way
Before Instance:
You're doing IG the hard way
- Wasting time replying to the same DMs over and over.
- Missing leads because you can't respond to everyone, every time.
- Comments and DMs piling up with no one to respond.
- No way to know which leads are worth your time before you engage.
- Doing the same follow ups and qualification by hand, over and over.
- Losing hours in your inbox when you should be closing deals.
After Instance:
AI that sells while you sleep
- Every DM gets answered. Fast. Even when you're offline.
- Automations trigger from DMs, comments, story mentions, etc.
- Profile scoring qualifies leads so you only talk to hot prospects.
- Sends demo videos, testimonials, and voice messages on autopilot.
- Smart follow-upsso leads never go cold. No more chasing DMs by hand.
- Full sales funnels run for each lead. You step in only when it matters.
And more
Everything you need
in One platform.
One dashboard and your whole operation
CRM, Email list, Automation, Sales Chat, Automation Chat, Analytics, Settings, and more. Everything in one place.
Ready made templates
Start with templates for comment reply to DM, auto-send links, sales funnel, grow your email list, giveaways, and more. One click. A few tweaks. You're live.
Step in anytime
Take over the conversation whenever you want. Instance handles the rest until you do.
Automation Chat
Monitor conversations triggered by automations. See every DM flow and touchpoint in one inbox.
Team and roles
Invite your team, assign roles, and control who sees what. Collaborate without losing oversight.
FAQ
Frequently asked questions
Instance gives agencies a full Instagram sales stack for each client. Each client gets their own company with CRM, automation, email capture, AI Sales Agent, and analytics. You connect each client's Instagram account. Build automations (comment to DM, grow email list, etc.) per client. Qualify leads with AI. The CRM shows every lead across all clients. Analytics show pipeline health per client. Team roles let you invite account managers and control who sees what. Agencies use Instance to manage multiple clients without juggling spreadsheets or manual DMs. One platform. Multiple clients. Scalable.