Entrepreneurship

How to use Meta Business Suite as a Free CRM | CRM for Social Media [Video]

Post author By Curator
Post date August 8, 2023

How to use Meta Business Suite as a Free CRM | CRM for Social Media

In this Meta Business Suite CRM tutorial, I share how you can use your Meta business suite as a free CRM.

The Meta business suite is an all-in-one social media management platform that allows you to manage your contacts, convocations, leads and customers funnelling from your social media channels.

👉 Get started with Meta Business Suite here ➜
Business.facebook.com

My favourite Meta Business Suite CRM capabilities and features:

– Manage your customizable sales pipeline.
– Connect and manage Messenger, WhatsApp and Instagram conversations.
– Manage labels
– Setup follow-up reminders.
– Add important contact information and details.
– Capture new leads through forms.
– Manage all your social media leads and customers in one place.

► Looking for a simple, understandable and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚

👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook

► Other Meta videos that we mentioned in this Meta CRM tutorial:

How to create a Facebook page:
https://youtu.be/EKdAaGWVIPU

How to connect Facebook, WhatsApp and Instagram:
https://youtu.be/qchpWrSQ_kQ

How to use Meta Business Suite:
https://youtu.be/_V5F34hb_hU

► Today we navigate through the below chapters for this Meta Business Suite CRM tutorial:

0:00 Intro
00:55 Getting started with Meta
01:32 Meta Business Suite
02:33 Meta as a CRM
02:42 Meta inbox
02:59 Connect all Meta inboxes
03:16 Manage messages
04:58 Manage contact data
07:56 Lead tracking
08:57 Leads centre
09:39 Add new leads
12:02 Sales pipeline settings
14:04 Manage services
14:30 Manage appointments
16:51 Outro

► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this Meta Business Suite CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#meta #crm #metabusinesssuite

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