Keep every lead and inquiry
organized in one place.
You no longer have to remember who's waiting for an answer. Open it in the morning and see exactly who to get back to today.
The SocialCRM app, including sign-up, is currently in Hebrew. Other interface languages are limited to our authorized multilingual pilot.
Your leads come from everywhere: WhatsApp, Facebook and Instagram. SocialCRM connects them all into one organized list.
From the moment a lead comes in until it closes
Four things that happen automatically on every lead, so you don't have to remember them.
דני לוי
וואטסאפ
מיכל אברהם
הודעה באינסטגרם
אבי שרון
טופס בפייסבוק
שרה פרץ
וואטסאפ
דני לוי
וואטסאפ · 052-000-0000
מה מחכה לך היום
4 לידים
- וואטסאפדני לויבטיפול
מחכה לתשובה מעל 24 שעות
- פייסבוקאבי שרוןמעוניין
הצעה נשלחה, בלי מגע 72 שעות
- אינסטגרםמיכל אברהםבטיפול
נקבע מעקב להיום
- וואטסאפשרה פרץבטיפול
ביקשה שיחזרו אליה מחר
תקציר חכם
ביטחון גבוהדני פנה בוואטסאפ לפני שישה ימים וביקש הצעת מחיר לשיפוץ מטבח. ההצעה נשלחה, והוא ביקש לחזור אליו אחרי החג.
- עברו ארבעה ימים מאז המגע האחרון.
- הליד ביקש במפורש שיחזרו אליו — לא סירב.
פעולה מומלצת
לחזור לדני עם הודעת המשך קצרה
החג עבר והוא ביקש שיחזרו אליו אחריו.
מבוסס על: שיחת וואטסאפ · היסטוריית סטטוס · תאריך מעקב
A lead management system that fits how you actually work
Assign a rep, update the status and follow up on every inquiry. SocialCRM brings order to your sales process and helps you respond faster, with no unnecessary forms, no complicated setup and nothing slowing you down.
A lead who writes on WhatsApp gets a reply within seconds, even when you're away from the screen, and you continue the conversation from the system.
Pre-approved message templates, ready to send. The lead's name and details fill in automatically, with no retyping.
Every meeting you set with a lead appears in one calendar, in day, week or month view, and syncs automatically with your Google Calendar.
See how deals split across services, products, courses and subscriptions, and how much commission came in from each category.
Your business details are saved once and appear in WhatsApp, invoices, payments and customer emails, with no need to enter them again.
An automatic follow-up sequence for a lead: right away, after two days and after a week, until they get back to you.
Don't take our word for it. See how it works.
This is what the list, the conversations, the statuses and the AI look like in daily work. The screens are shown in Hebrew, the language of the app today.
Leads from every channel land in one list
Leads from every channel land in one list
Leads from Facebook and Instagram ads come in automatically, and WhatsApp conversations connect to the lead. Every inquiry has a source, a status, a rep and a date to get back to it, so no inquiry is left unanswered.
The conversation and the lead are one
The conversation and the lead are one
Reply directly from the system and see when each message was delivered and when it was read. Every message stays on the lead, even when the rep changes, and for a returning inquiry you send an approved template.
דני לוי
וואטסאפ · 052-000-0000
Every lead knows where it stands
Every lead knows where it stands
New, In progress, Interested, Closed, and Lost when it's over. These are the statuses the system actually works with, with no invented stages and no spreadsheet to maintain by hand.
נכנס לפני 4 דק׳
ממודעה
מעקב מחר
מעקב 18/9
הצעה נשלחה
נסגר החודש
Open a lead and know exactly what to do next
Open a lead and know exactly what to do next
The AI reads the lead's history, summarizes where it stands and suggests the next step, based on the information saved on the lead. A draft is sent only when you click send. Available on the Pro plan.
תקציר חכם
ביטחון גבוהדני פנה בוואטסאפ לפני שישה ימים וביקש הצעת מחיר לשיפוץ מטבח. ההצעה נשלחה, והוא ביקש לחזור אליו אחרי החג.
- עברו ארבעה ימים מאז המגע האחרון.
- הליד ביקש במפורש שיחזרו אליו — לא סירב.
פעולה מומלצת
לחזור לדני עם הודעת המשך קצרה
החג עבר והוא ביקש שיחזרו אליו אחריו.
מבוסס על: שיחת וואטסאפ · היסטוריית סטטוס · תאריך מעקב
Frequently asked questions
Still have a question?
Don't see your question here? Write to us and we'll get back to you. You can also start right away: a 7-day trial of the full system, with no charge during the trial.
Try the full system for a whole week,
and decide before the first charge.
7-day trial
Card required. Your first 7 days are free. After that, your subscription renews automatically at ₪89/month unless you cancel before the first charge.
Pro
Recommended planNo extra cost per rep · Billed monthly until cancelled