Shared responsibility
Assign the Instagram conversation to a teammate, retain context for handovers, and distinguish internal notes from customer replies.See the shared messaging workflow
Instagram CRM
An Instagram CRM for enquiries that need a next step
An Instagram CRM connects direct-message enquiries with customer records and sales work. It helps a team track who is replying, what the customer is interested in, and what needs to happen after the first answer.
One connected workspace AI-powered guidance Built for every sales team Channel-aware by design
Why Qonvera
A busy DM inbox does not show which sales need attention.
A potential customer asks about a service, receives a reply, and goes quiet. Another teammate sees the thread later but cannot tell whether a quote was sent or a follow-up is due. Read and unread states are not a reliable sales pipeline.
Qonvera brings supported Instagram conversations into a shared inbox alongside WhatsApp, Facebook Messenger, and Telegram. Teams can review contact identity, connect confirmed service interest to an opportunity, and maintain a next action without treating every DM as a new deal.
Core capabilities
Move from answering a DM to managing the enquiry.
Identity review
Keep Instagram account identity separate from a phone number. Confirm evidence before linking an Instagram enquiry to a WhatsApp contact.
Service-led opportunities
Clarify what the customer wants, then use an authorized workflow to select the service and track the opportunity through your configured stages.
Follow-up and AI assistance
Set a due time for the next action and use summaries or eligible AI replies with human control. Channel eligibility still governs whether a message can be sent.Understand automatic replies and handoff
Example workflow
An Instagram service enquiry, followed through
Illustrative example: someone sends a DM asking about a service package. The useful result is not just a reply; it is a clear record of the request and the agreed next step.
Receive and assign
Confirm the DM appears under the connected professional account and assign someone to handle it.
Clarify the request
Ask which package or scope the customer needs. Review service suggestions rather than assuming the most expensive option is correct.
Confirm the customer
If the customer continues on WhatsApp, verify identity before linking the contact. Do not merge profiles based only on their name.
Track the opportunity
An authorized teammate creates or updates the opportunity, selects the right pipeline, and records the owner and value.
Follow up and record the decision
Schedule a permitted next action, review delivery eligibility before messaging, and record won or lost when known.
Made for practical workflows
For businesses where DMs start a sales conversation.
Qonvera is appropriate when Instagram interest needs qualification, a quotation, a handover, or a later follow-up. It is not presented as a content publishing or follower-growth tool.
- Retail teams handling availability and quotation enquiries
- Service businesses qualifying package interest
- Sales teams moving between Instagram and WhatsApp
- Managers checking that assigned enquiries have a next action
Scope and setup
What to confirm before choosing a system.
Connect an eligible professional account
An Owner or Admin completes the supported provider authorization under Settings → Channels. Verify permissions and send a customer-initiated test DM before rollout.
Connection health needs attention
Revoked access or missing permissions may require reconnection. A connected status alone does not guarantee that every message will be delivered.
Do not assume every Instagram feature is supported
Confirm required DM types, history availability, and reply rules during onboarding. This page does not promise comment-to-DM automation, bulk follower messaging, or post scheduling.
Common questions
Questions about Instagram CRM.
Can Instagram enquiries be managed in a CRM?
Yes. A supported Instagram messaging connection can bring enquiries into team workflows, where they are linked to contacts, ownership, opportunities, and follow-ups. Account eligibility and permissions must be checked.
Can I manage Instagram and WhatsApp leads together?
Qonvera provides one team workflow for both connected channels. Customer identity still needs confirmation; an Instagram profile and a WhatsApp number are not automatically the same contact.Review the WhatsApp CRM workflow
Will all past Instagram messages be imported?
Do not assume full historical import. Confirm available history, required permissions, and the supported connection path before switching how your team works.
How are Instagram enquiries priced?
Check current Qonvera plans for users, connected channels, captured leads, and workspaces. Plan limits are separate from whether the provider permits a particular reply.Check current subscription limits
Turn conversations into revenue
See how Qonvera fits your team.
Get a focused walkthrough built around your customer messaging workflow.