99%
Open rate on Instagram Direct
Kanban CRM for Instagram leverages direct engagement with followers and potential customers to ensure your messages are read.
Kanban CRM for Instagram: stop letting direct messages swallow your proposals
Instagram's inbox sorts by the last person who messaged. Proposals sent yesterday drop daily until they vanish from operations.
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 Instagram
The Kanban CRM for Instagram by Nexloo organizes leads and deals in a visual Kanban-style pipeline integrated with WhatsApp, natively connected to Instagram Direct. Take advantage of direct engagement with followers and potential customers with professional automation and organized support through the Nexloo platform.
Instagram Direct is a strategic channel for businesses seeking closeness with customers. With the Kanban CRM for Instagram, transform conversations in Instagram Direct into business opportunities with quick responses, intelligent automation, and complete visibility of each interaction.
Results
Benefícios do CRM Kanban para Instagram
What changes when direct messages are no longer sorted by recency.
3x
More conversions through the channel
Engage leads directly on Instagram Direct where they are already active, increasing response rates.
24/7
Active presence on Instagram Direct
Automatically respond on Instagram Direct at any time, ensuring no opportunities are missed.
60%
Reduced response time
Automation on Instagram Direct resolves simple queries instantly, freeing up agents for complex cases.
Features
Funcionalidades do CRM Kanban para Instagram
Recursos projetados para transformar o atendimento no segmento de instagram.
Drag-and-drop visual pipeline
Move deals between funnel stages 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 total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
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 Instagram
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Instagram
The business profiles that benefit the most from a CRM linked to Instagram.
Empresas com presença forte no Instagram Direct
Negócios com 100+ mensagens/dia
High volume of messages on Instagram Direct without automation leads to delays and lost leads.
Marcas que vendem via Instagram Direct
E-commerces e serviços digitais
Potential customers on Instagram Direct give up when they don't receive a quick response.
Equipes de suporte via Instagram Direct
Times de 3-20 atendentes
Agents cannot manually manage the volume of tickets on Instagram Direct.
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 Instagram
What's included in the plan for those selling via direct messages.
Natively integrated WhatsApp CRM
Unlike generic CRMs, Nexloo's Kanban was built for messaging conversations from the ground up.
Automation without complexity
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
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
Thirty directs later, the proposal disappeared.
The Instagram inbox sorts by who spoke last. Those who received a proposal yesterday and haven't responded drop down the list every day — until they disappear from the operation.
In practice
How the direct message comes in in a real funnel
Not every direct message is a deal, and that's exactly why the funnel is useful: it separates those who asked for the price from those who just reacted to the story.
The direct message turns into a card when there's interest
Questions about price, size, or deadline create business; reactions to stories do not.
The product of interest is recorded
Which item, which variation, and which value are fields of the card, not the seller's memory.
The stage follows the decision
Interest, proposals, and payments are columns — and the card only moves forward when something actually happens.
The stalled cart is resumed
Those who received a link and did not pay have a follow-up task with a deadline, and it appears on someone's list.
FAQ
Before organizing your direct message.
The most common questions about card creation, unification with WhatsApp, and cart recovery.
How does the Kanban CRM for Instagram work in practice?
Nexloo's Kanban CRM for Instagram integrates directly with Instagram Direct to organize leads and deals in a visual Kanban-style pipeline integrated with WhatsApp. The connection is made via the official API, leveraging direct engagement with followers and potential customers. After the initial setup, all messages received on Instagram Direct are processed by the Nexloo platform, allowing for automation, distribution among agents, and intelligent responses. The customer experience remains native to Instagram Direct, without external redirects.
Can I test the Kanban CRM for Instagram for free?
Yes, we offer a 7-day free trial with all features of the Kanban CRM for Instagram enabled. The integration with Instagram Direct 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 Instagram Direct with the platform. After the trial, affordable plans scale according to the volume of messages processed through Instagram Direct monthly, with no surprises in billing.
Does the Kanban CRM for Instagram integrate with my other systems?
Yes, the Kanban CRM for Instagram was built to function within existing ecosystems. The integration with Instagram Direct 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 Instagram Direct flows automatically to your management tools, eliminating manual entry. For advanced scenarios of direct engagement with followers and potential customers, the API allows for building 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 Instagram?
The integration of the Kanban CRM for Instagram with Instagram Direct is completed in approximately 15 minutes for basic setup. The specific process involves authorizing access via Facebook Business Suite, selecting the Instagram account, and configuring responses for Stories and DMs. Advanced features such as conditional automations based on user behavior in Instagram Direct and integrations with CRM may take 1 to 3 days of refinement. The platform includes a visual setup assistant specifically for Instagram Direct and technical support that accompanies the entire implementation, ensuring the integration functions correctly from day one of operation.
Are conversations via the Kanban CRM for Instagram protected and compliant with LGPD?
Yes, all communication processed by the Kanban CRM for Instagram on Instagram Direct is protected with end-to-end encryption, leveraging even the native security of Instagram Direct. 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 Instagram Direct are stored in certified infrastructure with regular backups. Configurable retention policies allow you to define how long data from interactions via Instagram Direct remains available.
What is the difference between the Kanban CRM for Instagram and traditional CRMs?
Traditional CRMs were not built for Instagram Direct. The Kanban CRM for Instagram integrates natively with Instagram Direct, automatically creating cards from conversations, logging message history, and allowing follow-up actions directly through the channel. A visual pipeline where sales originating from Instagram Direct are managed with drag-and-drop, leveraging direct engagement with followers and potential customers to close deals.
How long until I see results using the Kanban CRM for Instagram?
After setting up the Kanban CRM for Instagram connected to Instagram Direct, 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 Instagram Direct begin to reflect the 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 is your direct message loses proposal
A short conversation to map how many proposals from your Instagram are stuck without anyone following up.
- 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.
1
2