Live demo
WhatsApp, Messenger and Instagram CRM
One shared inbox for WhatsApp, Facebook Messenger and Instagram Direct, with a merged contact profile, automation rules for any channel, WhatsApp template broadcasts and reports by channel. A working sandbox of the kind of custom software PKD Ventures builds. Nothing here sends a real message.
Why multi-channel
WhatsApp, Messenger and Instagram in one inbox
Most WhatsApp CRMs stop at WhatsApp. Your customers also message you on Facebook and Instagram, so we bring all three into one place.
One inbox, three channels
WhatsApp, Facebook Messenger and Instagram Direct land in the same team inbox. Filter by channel, assign, label and reply without switching apps.
One profile per person
When the same customer writes on WhatsApp and Instagram, your team sees one merged profile with every conversation, not three strangers.
Instagram the way it is really used
Story replies, comment-to-DM leads and ad clicks arrive with their source shown, so your team knows what the customer was looking at.
Automation on any channel
Welcome, keyword and away-hours rules can run on one channel or all three. A PRICE comment on a Reel can get the price list in the DM.
Reports split by channel
See which channel brings the conversations, how fast you answer on each, and how the volume moves day by day.
Built around Meta's rules
The 24-hour reply window and the Human Agent tag are shown in every Messenger and Instagram chat. Templates and broadcasts stay WhatsApp-only, as Meta requires.
What you just tried
A multi-channel CRM shaped around your team
Every company handles customers differently. We set up the inbox, channels, templates, rules and reports your team needs, host it for you and support it.
Shared team inbox
Every customer chat in one place. Agents reply with quick replies, add labels and internal notes, and assign chats to each other, so nothing sits unanswered.
WhatsApp broadcasts with approved templates
Pick a Meta-approved template, fill the variables from each contact's record, preview the message and send. Watch delivered, read and replied move in a live funnel.
Connected channels
See which WhatsApp number, Facebook Page and Instagram account are connected, with the Meta rules for each. Admin can connect and disconnect them.
Roles and permissions
Admin, Agent and Viewer, enforced on every action. Managers and auditors can watch everything without being able to send or change anything.
Opt-in and STOP handling
A consent register with source and time, automatic STOP and START replies on WhatsApp, a suppression list, and broadcasts that skip anyone who has not agreed.
Reports and exports
Conversations, response times, campaign results and agent workload on one dashboard, split by channel, with CSV export for your own review.
This demo uses sample data only, with masked fake numbers and made-up Facebook and Instagram names, and keeps everything in your own browser. It never contacts Meta. Features and integrations (your ERP, Tally, website forms or payment links) are scoped per project. PKD Ventures also builds websites, apps, AI videos and 102 free tools. See our custom software service.
Want this for your company?
Book a free consultation. Call 9559773388 or write to support@pkdventures.in.
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