Sales CRM for Instagram

One dashboard for every lead from your DMs, comments, and story mentions. Search, filter, export, qualify, and close deals without chasing your inbox.

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What you get in the Instance CRM

The Instance CRM is a complete solution built specifically for Instagram. Anyone who engages with your account, whether they comment on a post, send a DM, or follow you, appears in your CRM. You can view their profile picture, username, follower count, bio, and an AI-generated qualification summary that shows why they might be a good fit for your offer.

Every lead receives a qualification score between 0 and 100. Qualified leads are highlighted so you know who to focus on. Search by name or bio, filter by status (qualified or unqualified), source (DMs, comments, or new followers), and who needs follow up. Export to CSV or XML for email campaigns or other tools. The CRM acts as your Instagram pipeline, always organized, easy to filter, and designed to help you close deals.

Lead CRM preview

CRM features in detail

Everything you need to manage Instagram leads in one place.

Stats at a glance

Total leads, qualified count, qualification rate, and average score give you an instant view of pipeline health. See how many high-intent prospects you have and how your qualification rate trends over time.

Search and filter

Search leads by username, full name, or bio. Filter by status (All, Qualified, Unqualified), by source (Followers, DMs, Comments), and by Needs follow-up. Combine filters to narrow down exactly who you want to see.

Qualification scores

Every lead has a 0–100 score and an AI-generated qualification summary. The summary explains fit, interest, engagement, and urgency in plain language.

Contact capture

Emails and phone numbers captured during conversations appear in the CRM. You can see which leads have contact info and use it for follow-ups outside Instagram. No more losing leads because you couldn't reach them.

Export to CSV or XML

Export your leads with one click. Exports respect your current filters—qualified only, comment-sourced only, etc. Use the data for email campaigns, retargeting, or syncing with other tools. No manual copy-pasting.

Needs follow-up workflow

When the 24-hour Instagram message window expires, Instance surfaces leads who need manual follow-up. You get a suggested message for each lead. Copy it, open Instagram (or email), and send.

Problems the CRM solves

  • Lost leads in the inbox. DMs and comments pile up. Without a CRM, you forget who asked what. Instance stores every lead with full context so you never lose track of a prospect.
  • No way to prioritize. You don't know who's ready to buy vs who's just browsing. Instance scores and qualifies leads so you focus on hot prospects first.
  • Follow-ups fall through the cracks. Instagram's 24-hour window closes and you can't message first anymore. Instance's Needs follow-up filter surfaces those leads with suggested messages so you can reach them via email or another channel.
  • No contact info. You only have their Instagram handle. Instance captures email and phone during conversations so you can follow up even when the DM window is closed.
  • Can't export or use data elsewhere. Instance lets you export to CSV or XML. Use your leads for email campaigns, retargeting, or syncing with other tools.

How leads get into your CRM

Leads flow into Instance from your automations. When someone comments a keyword on your post, follows you, or sends a DM that triggers an automation, Instance creates a lead record. The lead is linked to their Instagram profile, and over time the system enriches it with qualification scores, AI summaries, and contact info (when your flows or AI Sales Chat capture email or phone).

You don't manually add leads. The CRM is fed by your Instagram activity and automations. Connect your account, set up comment-to-DM, story triggers, or DM flows, and leads will start appearing. The more you automate, the fuller your CRM becomes.

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Why Instance performs better than a generic CRM for Instagram leads

Generic CRMs are built for forms, outbound email, and traditional pipelines. Instagram sales happen inside DMs and comments, with short response windows and social context that generic tools usually ignore. Instance is built for that reality: it understands trigger sources, captures conversation context, and tracks engagement from the first comment to the final close.

Instead of manually copying leads from Instagram into another system, Instance receives them directly from your automation flows and keeps the record enriched with score, summary, and contact capture status. That gives your team a faster route to action and clearer reporting for what is actually driving revenue.

If your goal is to turn social engagement into predictable sales outcomes, you need CRM + automation + follow-up workflows in one place. That is exactly what Instance provides, and why teams pair this page with email capture and sales analytics to manage the entire funnel.

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.

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FAQ

Frequently asked questions

  • An Instagram Sales CRM is a customer relationship management tool built specifically for Instagram. It centralizes every lead from your DMs, comments, story mentions, and new followers into one dashboard. Instance's CRM shows you profile pictures, usernames, follower counts, AI-generated qualification summaries, and contact info (email and phone) for each lead. You can filter by qualified status, search by name or bio, sort by score or date, and export to CSV or XML. Unlike generic CRMs, it understands Instagram's 24-hour message window and surfaces leads who need manual follow-up when the window expires.