CrmFirst packs Meta WhatsApp Cloud API, AI lead scoring, automated drip campaigns, visual Kanban pipelines, and real-time analytics into one unified platform.
Reach thousands of prospects via official WhatsApp Broadcasts. Personalize messages with custom variables, manage message templates, and track open/delivery rates in real-time with high delivery reliability.
Auto-import leads from Facebook and Instagram Lead Ads via instant webhooks in under 2 seconds. Zero manual CSV uploads — no lead leakage.
Build multi-step WhatsApp nurture sequences. Schedule messages hours or days apart and watch prospects warm up on autopilot.
Our AI assigns an automated score (0–100) to every lead based on engagement, reply sentiment, and buying signals. Focus your agents strictly on hot leads most likely to close.
Create intelligent WhatsApp chatbots without writing code. Qualify leads, answer FAQs, and book appointments 24/7.
Manage leads with a drag-and-drop Kanban board. See your full sales pipeline at a glance and move deals through stages effortlessly.
Measure campaign ROI, agent performance, lead sources, and conversion funnels with live dashboards and CSV/Excel exports.
Powered by Meta's official WhatsApp Cloud API, CrmFirst lets you send personalized broadcast messages to thousands of contacts simultaneously — with delivery receipts, read tracking, and real-time analytics.
Connect your Meta Business account so leads from Facebook and Instagram Lead Ads flow directly into CrmFirst in real-time — zero manual CSV uploads, zero lead leakage.
Build automated follow-up sequences that send targeted WhatsApp messages over hours or days. Warm up leads automatically and keep your brand top-of-mind.
Focus your sales team's energy where it matters most. CrmFirst AI evaluates lead responses, sentiment, and buying signals to assign a score from 0 to 100.
Track deals across every stage of your sales funnel. Drag and drop leads between New, Contacted, Demo Booked, Proposal Sent, and Closed Deal stages.
Get complete visibility into your sales velocity, campaign ROI, agent response times, and lead conversion metrics with live dashboards.
Common questions about CrmFirst features.
Yes. CrmFirst allows complete field mapping for all standard Meta Lead Form fields (Name, Phone, Email) as well as custom drop-down or text questions configured on your Facebook & Instagram lead forms.
CrmFirst supports rich interactive WhatsApp message templates including images, PDF brochures, video previews, Quick Reply buttons, and Call-To-Action (CTA) web links.
Yes! CrmFirst includes automated round-robin lead distribution rules, letting you route new leads equally or based on agent availability, territory, or lead source.
Yes. You can export complete lead records, call histories, task lists, and WhatsApp campaign delivery analytics in CSV or Excel format with 1 click.
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