Feature Spotlight • DM CRM
Unified DM Inbox & Lead Pipeline CRM
Manage all Instagram conversations, organize warm leads into pipeline stages, tag contact profiles, and enable seamless human team takeover.
DM OS Workspace / Multi-Account Inbox
2 Accounts ConnectedAccount@heythallo_official
@alex_creatorInterested in Pro plan
@sarah_designLink delivered
Contact: Alex RiveraStage: Qualified Prospect
Human Agent Takeover
Alex: "Hey! Do you support multi-account team seats?"
Human Agent: "Yes! Ultimate plan supports up to 5 team members with custom permissions."
Deal Value: $490/yrTag: [Course Agency]
Central CRM DatabasePipeline Value: $18,400
CRM Architecture
Inbox & Pipeline Mechanics
Built for high-volume creator brands and agencies managing multi-account DM flows.
01
Centralize All Instagram Accounts
Manage direct messages across multiple connected Instagram handles inside one fast, unified workspace inbox.
02
Track Lead Pipeline Stages
Categorize leads into custom pipeline stages (New Lead, Qualified, Offer Sent, Won) directly as DM conversations evolve.
03
Seamless Human-AI Handoff
Pause automation instantly with one click whenever your sales team wants to jump in and send manual DMs.
CRM Functionality
Core Workspace Tools
MULTI-ACCOUNT DM INBOX
Switch effortlessly between connected Instagram handles or view all messages in a consolidated master inbox with real-time webhooks.
Multi-Handle Support
Custom Deal Stages
Live Agent Handoff