Every channel you use to reach customers, in one place
Facebook leads, WhatsApp conversations, email campaigns, and your public website all feed the same CRM records — no separate marketing stack to reconcile.
- Facebook Lead Ads sync straight into CRM
- WhatsApp messaging and broadcasts
- Email campaigns with delivery tracking
Verified WhatsApp & Messenger integration partner
SocialSync: Facebook leads, auto-synced
Connect Facebook Lead Ads and auto-sync new leads straight into the right module, with retry handling for failed syncs — no exporting CSVs from Meta by hand.
Social Messaging: WhatsApp inside the CRM
Connect your WhatsApp number (corporate Cloud API or personal), chat with contacts, and automate conversations with workflows. Every message threads against the right lead, deal, or ticket automatically, and you can right-click any message to update a field or add it to CRM.
Campaigns: mass email with tracking
Build and send tracked campaigns to CRM contacts with a visual email builder, and see delivery, opens, and clicks roll back into your reporting.
Website Publishing: public pages from your records
Publish records to a public website with lead-capture forms and SEO built in — the same website studio lets you change colors, layout, and content by chatting with AI.
Features
Everything Marketing does
01
Connect Facebook Lead Ads in a few clicks
Authorize your Facebook page, map each lead form to a CRM module and its fields, and new leads flow in automatically — with a dashboard that shows what synced and what needs a retry.
Full feature list
Every feature in Marketing
SocialSync — Facebook Lead Ads
Page connection | Authorize Facebook Pages with OAuth and manage any number of connections, with tokens stored encrypted. |
Live form-question mapping | The mapping editor reads each lead form’s real questions live from Meta and lets you pick a CRM target field per question. |
Campaign metadata capture | Campaign, ad set, ad, form, page, platform, and organic flags map into CRM fields — so attribution arrives with the lead. |
Instant sync with dedup & retry | Webhook ingestion the moment a lead submits, deduplicated against prior syncs, with a log viewer and one-click retry for failures. |
Historical backfill | Import historical leads per connection with start, monitor, and cancel controls — plus a test-lead sender to verify mapping. |
Corporate & personal numbers | Connect the official WhatsApp Business API for templates and broadcasts, or a personal number by scanning a QR code with chat-history sync. |
Chat inbox with CRM sidebar | Contacts, thread, and CRM record side by side — with groups, media, reactions, edits, typing indicators, and sent/delivered/read status. |
Right-click add to CRM | From any message: create a lead or contact with the phone prefilled, link an existing record, or update a specific field — and inbound chats auto-link to known records. |
Broadcasts to CRM segments | Send template broadcasts to an audience resolved live from module filters — not a separate contact list to maintain. |
Conversation assignment | Assign conversations to agents, auto-assign on reply, and track conversation status per account. |
AI FAQ from your chats | AI reads your message history and drafts FAQ answers you can edit, publish, or remove. |
Account sharing | Grant teammates view-and-send access to a personal WhatsApp account without handing over the phone. |
Email campaigns
Visual block editor | Text, image, button, divider, spacer, social, and column blocks, with five starter templates and real previews. |
CRM-native audiences | Recipients resolve live from any module with a filter builder and a recipient count preview — no separate list imports. |
Per-recipient merge fields | Personalize with any record field, first name, company name, and current date per recipient. |
Spam check before send | A deliverability scorer reviews the campaign before you hit send. |
Scheduled, batched sending | Schedule campaigns and let a background engine send in throttled batches without blocking your work. |
Open & click tracking | Per-campaign open and click tracking, toggleable, with stats per campaign. |
Unsubscribe & suppression list | One-click unsubscribe and bounces suppress an address across all future campaigns, with admin management of the list. |
Website publishing
Server-rendered public site | Published modules become listing and detail pages rendered server-side on every request — fully crawlable by search engines. |
Auto-map & per-record publishing | Auto-map suggests which fields become title, subtitle, photo, and filters by industry, and each record has its own publish toggle. |
Photo galleries | Up to 20 photos per record with reordering, hero selection, and captions. |
Lead-capture forms | Public form submissions create real CRM records with UTM and source tracking, and workflow rules fire on arrival. |
SEO built in | Per-page meta templates, Open Graph and Twitter tags, JSON-LD structured data, sitemap.xml, and robots.txt. |
Your own domain | A tenant subdomain out of the box, or connect a custom domain with managed certificates. |
AI website studio | Change theme, layout, and styling by chatting with AI, with a live desktop, tablet, and mobile preview. |
Try Marketing in ERPnBox
Start your free trial today, or talk to our team about a tailored plan.