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Instagram CRM

Works on:📸 Instagram

Messenger Organizer isn't just for Facebook. The Instagram CRM tab gives your Instagram DMs the exact same treatment — folders, notes, tags, follow-ups — so you can run your Instagram-driven sales pipeline next to your Facebook one without switching apps.

[!NOTE] Video Tutorial Coming Soon

What you can do here​

  • See every Instagram lead you've tagged in a clean, filterable table.
  • Move leads between folders (e.g. "New", "Replied", "Follow-up", "Booked").
  • Read and edit private notes for each lead.
  • Jump straight back into the Instagram DM with one click.
  • Sort the list alphabetically or by most recent message.
  • Export your Instagram leads to CSV or push them to a Google Sheet.

Step-by-step: Managing Your Instagram Leads​

  1. Open the Instagram CRM

    • Click Instagram CRM in the left sidebar of the dashboard.

  2. Read the table

    • Name — the lead's Instagram display name.
    • Image — their profile picture.
    • DM — a direct link icon. Click it to open the live Instagram DM thread in a new tab.
    • Folder — the main pipeline stage they're in.
    • Last Message — a preview of the most recent message exchanged.
    • Date — when they were added or last updated.

  3. Filter and sort

    • Use the All Conversations dropdown to show only one folder at a time.
    • Click a column header to sort A→Z or by date.
    • Use the Recent Leads button to quickly see who's been active most recently.

  4. Move someone to a different folder

    • In the Folder column, open the dropdown on a row and pick the new folder. The change saves automatically.

  5. Add or update a note

    • Click the pencil icon in the Notes column. Type whatever context you want to remember and click Update.

  6. Search

    • Type into the search bar at the top right. It matches the lead's name and folder label, so typing "Hot" surfaces every lead in any folder named "Hot".

  7. Remove a lead

    • Click the red trash icon to remove a lead from your CRM. (Their Instagram account is untouched.)

Exporting your Instagram leads​

  • Download CSV — the buttons above the table let you export the current view to a spreadsheet file you can open in Excel or Numbers.
  • Send to Google Sheets — once you've connected Google in Settings, every new Instagram lead can be pushed into a sheet automatically.

Tips​

  • One person, two platforms. If a lead messages you on Facebook and Instagram, tag them in both. The folders are shared, so they stay in the same pipeline stage everywhere.
  • Use tags for things folders can't capture. Folders are stages (Cold → Warm → Hot). Tags are attributes (#VIP, #OwnsAGym). Both work on Instagram exactly like they do on Facebook.
  • Profile picture broken? Click the picture itself to re-sync from Instagram.

Next Steps: Want to broadcast a message to a whole folder of Instagram leads? See IG Schedule Messages. Need a community CRM instead? Try Skool CRM.

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