99%
Open rate on Facebook Messenger
Kanban CRM for Facebook Messenger leverages integration with ads and business pages to ensure your messages are read.
Kanban CRM for Facebook Messenger: every quote with follow-up date
Sending the price is half the job. The other half is following up two days later, which doesn't happen when nothing tracks that quote is open.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é CRM Kanban para Facebook Messenger
The Kanban CRM for Facebook Messenger from Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, natively connected to Facebook Messenger. Take advantage of the integration with ads and business pages for professional automation and organized support through the Nexloo platform.
Facebook Messenger is a strategic channel for companies seeking closeness with customers. With the Kanban CRM for Facebook Messenger, transform conversations on Facebook Messenger into business opportunities with quick responses, intelligent automation, and complete visibility of each interaction.
Results
Benefícios do CRM Kanban para Facebook Messenger
What changes when the budget request from the page has value, stage, and follow-up.
3x
More conversions through the channel
Engage leads directly on Facebook Messenger where they are already active, increasing response rates.
24/7
Active presence on Facebook Messenger
Automatically respond on Facebook Messenger at any time, ensuring no opportunities are missed.
60%
Reduced response time
Automation on Facebook Messenger resolves simple issues instantly, freeing agents for complex cases.
Features
Funcionalidades do CRM Kanban para Facebook Messenger
Recursos projetados para transformar o atendimento no segmento de facebook messenger.
Drag-and-drop visual pipeline
Move deals between stages of the funnel with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with custom stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are logged in the contact history automatically.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Facebook Messenger
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Facebook Messenger
The businesses that benefit the most from a CRM linked to their Facebook page.
Empresas com presença forte no Facebook Messenger
Negócios com 100+ mensagens/dia
High volume of messages on Facebook Messenger without automation causes delays and loss of leads.
Marcas que vendem via Facebook Messenger
E-commerces e serviços digitais
Potential customers on Facebook Messenger give up when they don't receive a quick response.
Equipes de suporte via Facebook Messenger
Times de 3-20 atendentes
Agents cannot manage the volume of tickets on Facebook Messenger manually.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Facebook Messenger
What's included in the plan for those who quote via Messenger.
Natively integrated CRM with WhatsApp
Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the ground up.
Simple automation
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visibility
See in seconds where each deal stands, which need action, and which are stuck.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
Submitted the quote and waited sitting down.
Sending the price is half the work. The other half is following up two days later — and that's what doesn't happen when there's no place recording that the budget is open.
In practice
How the page request turns into a monitored budget
The page conversation has a beginning, middle, and a decision. The funnel just names these three things and ensures that the third doesn’t wait forever.
The contact becomes a card
The page message creates the business with the requested service and the source recorded.
The budget has value on the card
Price, scope, and deadline are entered as fields — and the funnel starts to tally what is open.
The follow-up is scheduled
Once the budget is sent, the follow-up task is created with a date. It appears in the list of who sent it.
The loss has a reason
A lost deal only leaves the funnel with the why — price, deadline, or delay — and this list becomes a decision.
FAQ
Before following up your quotes.
The most common questions about card creation, budget fields, and follow-up tasks.
How does the Kanban CRM for Facebook Messenger work in practice?
The Kanban CRM for Facebook Messenger from Nexloo integrates directly with Facebook Messenger to organize leads and deals in a visual Kanban-style pipeline integrated with WhatsApp. The connection is made via the official API, leveraging integration with ads and business pages. After the initial setup, all messages received on Facebook Messenger are processed by the Nexloo platform, allowing for automation, distribution among agents, and intelligent responses. The customer experience remains native to Facebook Messenger, with no external redirects.
Can I test the Kanban CRM for Facebook Messenger for free?
Yes, we offer a 7-day free trial with all features of the Kanban CRM for Facebook Messenger enabled. The integration with Facebook Messenger is activated in minutes during the trial, allowing you to receive and respond to real messages through the channel. We do not require a credit card to start. The evaluation period is sufficient to demonstrate the benefits of automating Facebook Messenger with the platform. After the trial, affordable plans scale according to the volume of messages processed by Facebook Messenger monthly, with no surprises in billing.
Does the Kanban CRM for Facebook Messenger integrate with my other systems?
Yes, the Kanban CRM for Facebook Messenger was built to work within existing ecosystems. The integration with Facebook Messenger is just the starting point: via Zapier, webhooks, or RESTful API, connect also CRM, ERP, e-commerce platforms, and internal systems. Data from conversations on Facebook Messenger flows automatically to your management tools, eliminating manual entry. For advanced integration scenarios with ads and business pages, the API allows you to build custom automations that trigger actions across multiple systems simultaneously. Complete documentation and dedicated support are available.
How long does it take to set up the Kanban CRM for Facebook Messenger?
The integration of the Kanban CRM for Facebook Messenger with Facebook Messenger is completed in approximately 15 minutes for basic setup. The specific process involves linking your Facebook page, setting a welcome message, and activating automatic responses for comments. Advanced features such as conditional automations based on user behavior on Facebook Messenger and integrations with CRM may take 1 to 3 days of refinement. The platform includes a visual setup assistant specifically for Facebook Messenger and technical support that accompanies the entire implementation, ensuring the integration works correctly from day one.
Are conversations via the Kanban CRM for Facebook Messenger protected and compliant with LGPD?
Yes, all communication processed by the Kanban CRM for Facebook Messenger on Facebook Messenger is protected with end-to-end encryption, leveraging even the native security of Facebook Messenger. The Nexloo platform adds extra layers of protection with role-based access control, automated consent logging, and data deletion mechanisms as required by LGPD. Conversations on Facebook Messenger are stored in certified infrastructure with regular backups. Configurable retention policies allow you to define how long data from interactions via Facebook Messenger remains available.
What is the difference between the Kanban CRM for Facebook Messenger and traditional CRMs?
Traditional CRMs were not built for Facebook Messenger. The Kanban CRM for Facebook Messenger integrates natively with Facebook Messenger, automatically creating cards from conversations, recording message history, and allowing follow-up actions directly through the channel. A visual pipeline where sales originating from Facebook Messenger are managed with drag-and-drop, leveraging integration with ads and business pages to close deals.
How long until I see results using the Kanban CRM for Facebook Messenger?
After setting up the Kanban CRM for Facebook Messenger connected to Facebook Messenger, the first results are immediate: response time drops drastically and no message goes unattended. In 1 to 2 weeks, metrics such as conversion rate and customer satisfaction on Facebook Messenger begin to reflect improvement. The full impact on revenue and operational efficiency consolidates in 3 to 4 weeks, a period during which automations are calibrated and the team is fully adapted to the new workflow via the platform.
Last step
Where are your budgets remain idle
A short conversation to gauge how many quotes from your page are currently open without anyone knowing.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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