Demand
Socialfy ProspectorDecision-makers on LinkedIn, paced so your profile stays safe. FormFlowQuiz that diagnoses and delivers the contact labeled.Channels
Socialfy NexusAudio, calls and message actions inside the CRM. Nexus CallCall via WhatsApp, without leaving the conversation.A CRM for WhatsApp and Instagram centralizes conversations, preserves history and turns every lead into an opportunity with an owner, stage and next step. Facebook, LinkedIn, email and SMS stay in the same sales flow.
The diagnosis shows where your sales get stuck. Start there and scale without switching systems.
Who already operates this way
José VicenteEditor · Forbes
Fernanda Leal Moura
André RosaWhat nobody measures
What was agreed is in an audio.
It’s in the history, labeled, on the lead’s record.
Whoever sees it first replies.
Each conversation has an owner and a stage.
The next step lives in someone’s head.
It becomes a dated task, on the responder’s calendar.
The “yes” turns into a charge next week.
The payment link is sent inside the conversation.
At month-end, someone says "the market was weak." Often, the operation simply lacked structure.
The system live
Visible stage
Explicit owner
What moves
Where it stalls
Source identified
History preserved
Link born in the chat
Invoice recorded
Your team
Every step has a clear role, on the same screen.
Mia Marketing
Theo Support
Nina Sales
Mia opens the conversations.
Theo understands what the customer needs.
Nina leads the next step.
The system, chapter by chapter
Prospecting
You choose the role, sector and region. Invites go out from your own LinkedIn account, within a daily limit that protects your profile.
When someone accepts, they enter as an opportunity with an owner. The first message is held for your approval before sending.
Inbox
WhatsApp, Instagram, Facebook, email and LinkedIn in the same inbox. The agent sees where the person came from and what’s already been said before replying.
Leads from prospecting arrive as pipeline contacts with the source labeled. The system does not create a new record for every attempt.
Whoever replies sees the history first. Clients do not have to repeat their story or hear a promise someone already ruled out.
Pipeline
The conversation becomes a deal on a board. Drag it through stages and see at a glance where it’s stuck.
Every conversation has an owner. It is clear who should reply, and no client slips through.
Schedule and follow-up
You send the link, the client picks a time, the system confirms and reminds. Those who ghost get re-engaged without you having to remember.
Payments
Payment link in the chat where the client is already talking to you. No switching systems, no sending data outside, no “I’ll check later.”
This is where most operations lose money they already earned.
Reputation
At the right time, the system asks for a review. Your Google reputation starts working for you, and the next conversation comes because the last one succeeded.
Socialfy ecosystem
The market keeps selling you one more. Socialfy connects what you already use, right where opportunities usually get lost.
Socialfy CRMCommercial memory. What happens here, stays here.
Prospector, Nexus, ECO and FormFlow connect to Socialfy CRM. Conversations, forms and demos stay together with context from WhatsApp, LinkedIn, Instagram, Facebook and email.
Integrations
We do not claim to connect everything. We show what works today.
Capture
Source, campaign and response stay with the person. They are not trapped in a separate report.
connectors published as verified
Channels
Your team replies on the same channel the client used, with the history on screen.
connectors published as verified
Calendar
The client chooses a time and the appointment is created with an owner, reminder and record.
connectors published as verified
Payment
The link is born in the chat and the status returns to the deal record.
connectors published as verified
Channels
WhatsApp, Instagram, Facebook, LinkedIn, email, SMS and calls share one inbox. Every conversation has an owner, and AI can help with customer service.
One conversation, from start to finish
You record the screen from inside the chat, no other tool needed.
The link drops into the message field. You press send.
Watches without creating an account, on desktop or mobile.
Answers the quiz and receives a diagnosis with a result range.
Becomes a labeled contact in the pipeline, with an assigned owner.
Each step passes context to the next. Nothing gets trapped inside a module.
Implementation
Signing up is quick. The real work is getting the team to use it, and onboarding handles that with you.
We map your channels, stages and owners before any screen. Process comes first.
Pipeline, calendar, permissions and templates configured around your operation.
Your contacts and history are imported during onboarding. The team continues where it left off.
The team answering inside the system, with routines and an owner per conversation.
Plans
Start at the level that fits your moment and grow as needed. No commitments.
Prices are for Socialfy CRM. Terms for Prospector, Nexus, ECO and FormFlow are presented in the conversation.
Compare
| Resources | Centralize | Convert | Scale | Enterprise |
|---|---|---|---|---|
| Unified inbox (WhatsApp, IG, email) | ✓ | ✓ | ✓ | ✓ |
| Full CRM (history and labels) | ✓ | ✓ | ✓ | ✓ |
| Sales pipeline and tasks | ✓ | ✓ | ✓ | ✓ |
| Calendar with link and reminder | ✓ | ✓ | ✓ | ✓ |
| Mobile app | ✓ | ✓ | ✓ | ✓ |
| Automations and follow-up | Not included | ✓ | ✓ | ✓ |
| In-chat payments | Not included | ✓ | ✓ | ✓ |
| Sites, funnels and forms | Not included | ✓ | ✓ | ✓ |
| Email marketing and social scheduling | Not included | ✓ | ✓ | ✓ |
| LinkedIn integration | Not included | Not included | ✓ | ✓ |
| Google reputation | Not included | Not included | ✓ | ✓ |
| Advanced reporting | Not included | Not included | ✓ | ✓ |
| Member area and webphone | Not included | Not included | ✓ | ✓ |
| Dedicated onboarding and SLA | Not included | Not included | Not included | ✓ |
| Users | 2 | 5 | Multi | On demand |
| Channels | WhatsApp + IG | WhatsApp + IG | On demand |
Your number runs within Meta’s rules and business verification happens through Socialfy. And if you would rather start with the QR Code, it lands in the same inbox too.
Frequently asked questions
The answers here are direct. If something changes from one operation to another, we work it out in the conversation.
You can bring them. Importing contacts and history is part of onboarding. Your team continues where it left off.
Yes. The number remains yours and is handled from inside Socialfy through Meta’s official channel.
Yes. Anyone who uses WhatsApp can use Socialfy. Onboarding trains the team in your process, not a generic system.
Yes. User permissions: each person sees their conversations and opportunities, while managers see everything.
Yes. Stages, names and order are yours. The pipeline follows your process instead of forcing a ready-made model.
Yes. You can monitor and reply from your phone as soon as a conversation arrives.
Yes. When a lead stalls in a stage, the system creates an alert and a follow-up task with an owner and date.
No. You sign up, use it, and if it’s not for you, cancel anytime.
Yes. Contacts, conversations and history are yours and come with you.
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