Social Messaging for Business

Harness the power of BananaWorks social messaging with BananaWorks CRM to centralise your conversations, automate responses, and boost conversions. Whether you’re a plumber, coach, or real estate agent, our tools help you respond faster and smarter, turning social media messages into booked jobs.

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What Is CRM Social Messaging?

CRM social messaging connects your business’s social media platforms, like Facebook, Instagram, and WhatsApp, directly into your CRM inbox. All messages flow into one place, complete with contact history, lead tracking, and automation tools built in. No more switching tabs. No more missed leads.

Why Social Messaging Matters for Small Businesses

Speed Wins: 

Faster responses = more leads converted.

No Lost Leads: 

Never miss a message or forget to follow up again.

Less Chaos: 

One clean inbox, no need to check five apps.

Better Tracking: 

See what works and who’s doing what.

Automated Growth: 

Let your inbox run workflows while you run your business.

How It Works

  1. Sync Social Channels: Connect Facebook Messenger, Instagram DMs, WhatsApp Business, and more.
  2. Unified Inbox: View and respond to all social messages from a central location.
  3. Smart Automation: Trigger follow-ups, replies, or appointment booking workflows instantly.
  4. Conversation Tracking: Keep full records of past chats, team assignments, and outcomes.
  5. Mobile Access: Chat from anywhere via desktop or app.

What You Can Do with It

  • Respond to DMs from multiple platforms in one spot
  • Use templates and quick replies to save time
  • Assign chats to team members and track resolution
  • Set automations based on message triggers (e.g., “Send quote info when someone types ‘pricing’”)
  • Filter by tags, urgency, or campaign source

Who This Is Perfect For

  • Tradies & Service Providers: Turn DMs into booked jobs fast.
  • Real Estate Agents: Respond faster and stay organised.
  • Gyms & Salons: Auto-reply to new clients and book appointments on the spot.
  • Small Business Owners: Save time and close more leads.

Frequently Asked Questions

What is social messaging in CRM?

It’s a unified inbox that brings in Facebook, Instagram, WhatsApp, and more, so you can manage all chats in one place and trigger automations from them.

Why does it matter?

Because speed, visibility, and automation = more leads, fewer headaches, and better customer service.

Who should use this?

Any business that gets social messages from leads. If you’re replying late or missing messages, you’re losing money.