Best Crm For Social Media Marketing

You can’t effectively manage your clients or leads without a CRM. A CRM allows you to track and manage your contacts, as well as see what actions are taking place within the client relationship. This makes it an essential tool for any digital marketing agency.

In this post, we review the Best Crm For Social Media Marketing, crm with social media integration, best crm for instagram, social listening crm.

Best Crm For Social Media Marketing

If you’re looking for a CRM that can help you manage your social media, here are the best options on the market.

HubSpot CRM

If you’re looking for a CRM that will help you manage your social media marketing activities, HubSpot CRM is a good solution. It helps in managing the sales pipeline, tracking leads and conversions, setting up campaigns, goals and alerts.


Salesforce is a CRM and business process automation tool that helps you track leads, manage contacts, automate processes, and close deals more efficiently.

Salesforce’s platform offers many features for social media marketing that make it possible to measure ROI in real time. With Salesforce’s Social Studio, you can post ads on Facebook and Twitter, monitor your brand image or keywords on social channels in one place; track conversations about the company across all channels; respond to queries through messages or comments within the system; analyze data from any source with Analytics Cloud reporting tools; build custom reports; set up lead scoring rules based on activities performed by leads within Salesforce Marketing Cloud services such as Pardot (Marketing Automation), CMO-Labs (AI Chatbot Platform), Einstein Analytics (Analytics Cloud) etc., create targeted audiences using audience builder tool to deliver personalized experiences through every channel using Dynamic Content personalization engine


Nimble is a sales automation tool that helps small businesses close more deals. It’s available in both cloud and on-premises versions, with the latter being a cheaper option for companies that don’t want to pay for monthly subscription fees.

Nimble offers a free trial for prospective customers wanting to evaluate the software before committing to it. After signing up for an account, you’ll be able to get acquainted with its features by using their demo version or familiarizing yourself with their templates through one of their workshops (which are also free).


Bitrix24, a free CRM for up to five users, is one of the best social media marketing tools available. The paid plans start at $9/month. It integrates with Facebook, Twitter and Google Analytics among other services. It also has an auto-post feature so you can schedule your status updates on social networks without having to log into each one individually—or use multiple platforms like Buffer or Hootsuite.

Bitrix24 can be used on Windows, Mac or Linux computers and doesn’t require any additional downloads such as Adobe AIR or Java Virtual Machine (JVM).


Freshsales is one of the best CRM for small businesses. It has a free version and a paid version, so you can choose to use it as your CRM or pay for it later.

The customer support is also very good and will help you out if you have any problems using the software or need extra features that are not included in their basic package.

The interface is very easy to use and has many features such as: email marketing tools, mobile apps, etc…

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps you manage your contacts, leads, accounts, and opportunities. It provides real-time analytics on the sales team’s performance.

  • What to expect from Zoho CRM?
  • Easy setup: A fast and simple setup wizard guides you through the process of setting up Zoho CRM in minutes. Choose between three plans – Free Plan, Business Plan or Enterprise plan – depending on your company’s needs and budget for managing your customers’ information.
  • Functionality: You can create an account for free today with limited features or upgrade to one of the paid plans with advanced features like enhanced workflow automation tools or email marketing automation capabilities respectively.

crm with social media integration

Social CRM or social customer relationship management is the integration of social media channels into Customer Relationship Management (CRM) platforms. Increasingly, CRM platforms support social media alongside traditional channels so customers can interact with businesses via their preferred channels. This means better customer service and greater marketing insight gathered from customer social media data.

Why do businesses need social CRM?

Social CRM makes it possible for a business to communicate with customers using the channel of their choice—whether by phone, text, chat, email or social media (e.g. Facebook or Twitter). Off the back of these interactions, a social CRM system helps businesses gather richer, actionable insight about customer sentiment on their company, their brand, and specific products or services.

The best CRM systems are able to take this dynamic customer profile and put it to good use by disseminating that information across different teams, including customer service, marketing and sales.

Using social CRM for customer service

Social CRM is used by businesses looking to optimise service levels and the multi-channel customer experience. It can help businesses get the basics of customer service right, responding seamlessly in the way that suits the customer best.

Today’s consumer expects the same great service from a business regardless of channel.

Customer expectations are rising

Consumers expect to be able to move easily between channels of communication and for the business to respond promptly and personally in any of them. If the business can remember them so they don’t have to explain themselves again, even better.

This is especially important as customers increasingly see social media as the easiest way to raise a service query—telecoms giant BT says that 40% of their feedback from customers originates on Twitter, for example.

With social CRM, when a customer chooses to contact a business via a social channel, that interaction can be tracked and managed in as much detail as a traditional CRM system can track a telephone or email enquiry.

Get Personalised Insights into Your Business

The business benefit

Businesses are able to act more quickly, respond better, and even anticipate customers’ upcoming needs. By enabling businesses to track social interactions with customers using the same sophisticated tools as they use for other touchpoints, companies can deliver faster, more complete resolutions to customer service cases from across the whole business, resulting in happier customers.

Social interactions take place on a one-to-one-to-many basis, meaning the way in which the interaction is resolved can impact directly on brand sentiment.

A customer service agent dealing directly with a customer on Facebook is engaging in a personal interaction with a public audience. It’s easy and logical for customers to want to share socially about their service experience afterward, too.

Social CRM helps businesses make customer engagement a two-way street. Instead of a passive audience, customers become active participants in the story of a brand, and in turn, they get to see a brand value them as a customer.

A marketing team may be producing great content – blogs, Facebook posts, YouTube videos, Instagram accounts and snappy tweets – but that part of the conversation is one-way. By using monitoring and tracking tools to see who’s engaging in conversation with the business, social CRM can help businesses to identify and reward brand advocates and influencers, encouraging them to spread the word still further.

“We need to stop interrupting what people are interested in and be what people are interested in.”

What are the benefits of social CRM?

The business case for social CRM

Customer service

By tracking and managing customer contacts across channels and business functions, customer service teams can deliver dramatically better service and markedly improve resolution times.

Some 79% of Salesforce customers reported improved customer service, and 63% increased customer retention – demonstrating that social CRM delivers real commercial benefits.


Track each prospect’s progress and location within the sales funnel using a social CRM. Sales teams can create a personalised experience for specialised users, rather than using the traditional CRM blanket approach.

Beyond individualisation, sales teams can expect to see an improvement in retained and referred business as customers become recommenders and advocates; and that leads to increased revenue. In a survey of Salesforce customers, 55% reported increased customer loyalty and 54% increased sales revenues.


Increased reach and visibility, lower costs. Marketers can use social CRM to increase reach while improving customer tracking and measurement. This can feed back into other marketing tactics and help drive lead generation and sales.

In one Social Media Examiner survey, 89% of respondents said social media increased their brand’s exposure, while nearly half reported that spending just 6 hours a week on social media activity reduced overall marketing costs.

“Companies over-value followership and under-value participation. Yes, you can go out and buy 1000 followers. But if they all ignore you from that point on, they’re worthless.”

best crm for instagram


Hubspot is the undisputed king of full-stack marketing software. With excellent CRM features.


A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.

Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.

So, you are in the market for a CRM that suits Instagram.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

What is the #1 Best CRM To Use?

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Capsule.

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Hubspot Review.

The Best CRM specifically for Instagram

Instagram influencers have to manage; their sponsorships and filter out collaboration opportunities from regular messages. A CRM that integrates with Instagram and allows you to track opportunities will be the perfect fit for this category. Have a look at the products below to choose the best CRM for Instagram:

1. HubSpot

HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot’s CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.

In addition, it is a complete CRM tool that is completely free of charge. 56,500 customers in more than 100 countries trust HubSpot for their growth.

Hubspot Features

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.

Here are some impressive features available on Hubspot:

Hubspot Pricing

Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The “Professional” plan starts at $1600/month with advanced marketing tools and customer service software. The “Enterprise” plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.

2. Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

3. Efficy

Efficy is a CRM solution that adapts to all the needs and size of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as: document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.

Efficy features

Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.

Here are some integral features of Efficy:

Efficy Pricing

Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The “Starter” plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the “Corporate” package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.

4. FreshSales

FreshSales currently has more than 10,000 satisfied customers with its refreshing interface, which offers – at a glance – everything needed on the customer flow. You will be able to have information about conversations with customers, agreements, tasks and scheduled appointments with them, as well as find out how they have interacted with the website and the product, among many other functions. In addition, it allows you to control potential customers to know when it is the key moment to impact them.

Freshsales Features

Freshsales provides a modern-day sale engagement solution to users that want to expand their business and maximize their marketing efforts. Managing leads takes up a lot of effort and hours of scouring through various sources, but Freshsales eases that with a smooth transition of Incoming leads onto the next phase.

Here are some dedicated features of Freshsales:

Freshsales Pricing

Freshsales has 4 pricing options available for businesses looking to expand their sales through CRM. The “Free” version provides basic management services free of cost. The “Growth” plan is a CRM tool with automation that can boost your sales and prevent respective tasks; It is priced at ₹999/user if billed annually. The “Pro” subscription will help you customize the tools to your liking and increase sales revenue; It costs ₹2799/user if billed annually. The “Enterprise” plan gives you the AI forecasting to know the shortcomings and modify the strategy accordingly; It is priced at ₹4999/user if billed annually.

5. Bitrix24

Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.

In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.

social listening crm

Learn about the benefits of social CRM and find out how to set up a CRM process to track social media interactions with people, and not just profiles.

Social CRM (customer relationship management) is becoming the expected standard for businesses of all sizes. Brands can no longer afford to use social media in isolation.

The valuable insights gleaned from social interactions need to be available to all departments. In turn, customer data from other departments can be invaluable to the social media team.

Bonus: Get a free, easy-to-use Customer Service Report Template that helps you track and calculate your monthly customer service efforts all in one place.

Social CRM stands for social customer relationship management.

It involves connecting social media channels with your CRM system, giving all team members within the company a complete record of interactions with the customer or prospect. Including, of course, interactions that happen on social channels.

That means social connections can become real leads. Your first contact with someone on social media is generally not the best time to go in with a hard sell. But without a way to track this potential lead, it’s impossible to nurture the relationship and work towards a sale over the longer term.

Integrating social media into your CRM also allows you to create a fuller picture of the success of your social marketing strategy. Customer interactions on social networks can be clearly tied to business outcomes like a purchase or subscription.

Finally, social CRM data enables you to create highly targeted custom audiences for social ads. The characteristics of existing customers are the best basis for effective lookalike audiences.

Social CRM benefits all departments that work with customers or leads. It gives everyone a fuller picture of the people they’re talking to. That includes sales, customer service, tech support, marketing, and even product development.

Here’s how to get social CRM working for your business.

1. Set up a social listening program

Social listening involves tracking brand mentions, including conversations about:

… even when you’re not tagged.

Finding existing social conversations about your brand or your niche is an important part of building relationships online.

That might mean uncovering a customer complaint that needs to be addressed on Twitter. Or identifying a potential business lead on LinkedIn. All of this information can benefit teams across the company and provides a good starting point for adding social data to your CRM.

2. Consolidate social interactions

Your social and customer support teams may be interacting with existing and potential customers on multiple channels. Consolidating that information in one inbox ensures your CRM data is tied to people, not just profiles.

If you’re just getting started with social media CRM and you don’t have an existing CRM system in place, just these first two steps are a good first start. If you do have an existing CRM system in place, move on to step 3.

3. Incorporate social data into your existing CRM

Ideally, you’ll be able to integrate social data into your CRM using platform integrations. We’ll get into the details in the Tools section below, but know for now that this doesn’t have to be complicated.

Social CRM is a growing point of focus for companies of all sizes. So, many existing CRM systems already allow for easy integration with social tools.

There can be some bumps along the road when setting up social CRM. That may be why only 10% of marketers surveyed for the Hootsuite Social Transformation Report said they had effectively connected social data with an enterprise CRM.

Here are some potential snags to be aware of.

Change can be uncomfortable

Changing the nature of your company’s approach to CRM may be challenging for the sales and customer service teams. They may have to learn how to use new tools, or simply reevaluate how they’ve always done things.

Make sure to help them understand the ways in which they’ll benefit from social media CRM, so they’re motivated to embrace the change. For customer service, the prime benefit is a fuller customer history, while for sales it’s more and better leads.

You might not see results overnight

Depending on the size of your social following, you might not get a ton of social data right off the bat. In that case, it can feel a little like you’re spinning your wheels.

Stick with it. As you grow your following, the social data being fed into your CRM will improve. In turn, that better data will help you further grow your social media following. It’s a virtuous circle that may just need a little time to get going.

You might get overwhelmed by data

On the other hand, maybe you have a large social following, or there are already many conversations about your brand on social. In this case, you might find yourself overwhelmed by the sheer volume of new potential data to include in your CRM.

Bonus: Get a free, easy-to-use Customer Service Report Template that helps you track and calculate your monthly customer service efforts all in one place.

You’ll need to make some decisions about what kinds of interactions and data to add to the CRM. For example, maybe you’ll include interactions that involve a direct question or comment but not those that mention your brand in passing.

Hootsuite performs a couple of valuable social CRM functions. It allows you to set up a social listening program and consolidate social messages from multiple platforms in a single inbox.

From the inbox, you can assign social messages to the appropriate team members in the relevant department. They will be able to see the entire social conversation history, providing full context.

Hootsuite also integrates with top CRM platforms like:

Sparkcentral is a social customer care tool that collects messages from different channels (social media and others) and distributes them to dedicated teams or support agents.

It allows customers to access service through social messaging apps (including WhatsApp), SMS, and live chat on your website or app.

Sparkcentral also integrates with Zendesk, Salesforce, and Microsoft Dynamics 365, making it possible to sync all customer contacts.

The Salesforce integration for Hootsuite allows you to attribute social interactions to leads, contacts, accounts, and cases. All teams get a fuller picture.

You can trigger Salesforce workflows based on social interactions. You’ll also be able to create targeted marketing lists based on social data.

The Zendesk integration for Hootsuite lets you view, update, and comment on Zendesk tickets within Hootsuite. You can also import social data into Zendesk tickets.

Customer service agents can reply to customers through the original point of contact, all while tracking the full social thread.

The Microsoft Dynamics 365 integration with Hootsuite brings social data into your Microsoft CRM. You can create leads and opportunities based on social posts and conversations. And you can use case management to resolve customer issues.

You’ll be able to see your CRM information within Hootsuite and connect social activities and conversations with leads and contacts.

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