Best CRM for Facebook leads in 2024

As a marketing professional, generating leads from Facebook is just the first step—you need a system to organize, track, and nurture those leads to convert them into customers. A Customer Relationship Management (CRM) system specifically designed for managing Facebook leads can help you streamline this process by automatically capturing lead data, tracking interactions, and automating follow-ups. With the right CRM, you can enhance your lead management, improve follow-through, and ultimately increase conversions. In this blog post, we’ll explore the best CRM options for managing Facebook leads, focusing on tools that will help you optimize your lead nurturing and grow your business more effectively.

Why you need a CRM

Managing the leads you generate through Facebook without the right CRM in your tech stack can cause confusion in your database – because you won't have the right segmentation to keep your contacts organized.

Challenges without a CRM

There are also a few common challenges you might experience that can take you away from important priorities.

• Disorganization: Without a CRM, tracking and managing leads from Facebook can become chaotic, leading to lost information and missed opportunities.
• Missed opportunities: Manual processes increase the risk of overlooking potential leads, resulting in lost sales and reduced revenue.
• Inefficient processes: Handling leads manually can be time-consuming and labor-intensive, diverting valuable resources from other critical business tasks.
• Lack of insight: Without a centralized system, gaining insights into customer behavior and lead performance becomes challenging, hindering strategic decision-making.
• Inconsistent communication: Managing communication manually often leads to irregular follow-ups and inconsistent messaging, affecting customer relationships and satisfaction.

Benefits of a CRM

Fortunately, the right CRM system can help you address these challenges, and also provide some extra benefits.

• Centralized information: A CRM consolidates all lead information in one place, ensuring easy access and better organization.
• Enhanced efficiency: Automating lead management processes saves time and resources, allowing your team to focus on higher-value activities.
• Improved customer relationships: A CRM enables more personalized and consistent interactions, fostering stronger relationships with your leads.
• Better decision-making: Access to detailed analytics and insights helps in making informed decisions to optimize lead conversion strategies.
• Increased sales: Streamlined lead management and follow-up processes lead to higher conversion rates and increased sales.
• Consistent communication: Automated follow-up reminders and templates ensure regular and professional communication with your leads.

How to evaluate and choose a CRM

With a lot of CRMs on the market to go through, it can be hard to figure out which platform aligns with your needs best. To help you with your decision making process, we've put together some tips that you can adapt according to your preferences.

1. Define your requirements

To find the best CRM for Facebook leads, start by identifying the key features your business needs. Look for capabilities like seamless Facebook lead integration, automated lead capture, and real-time notifications. Evaluate whether the CRM offers advanced analytics, custom reporting, and robust data management to help you track and nurture leads from Facebook campaigns effectively. We suggest starting with the following features.

5 features to look for in a CRM to manage your Facebook leads

• ‍Facebook leads ads integration: Choose a CRM that is able to automatically capture leads using third party applications, from your Facebook ads and page interactions. This eliminates the need for manual data entry and speeds up the follow-up process.‍
• Lead management and segmentation: Opt for features that organize and segment leads by specific criteria like demographics, enhancing lead tracking efficiency.‍
• AI support:  Leverage AI to save time by allowing you to create prompts that can take information from your database to level up your personalization game. This is particularly useful for personalizing email campaigns to multiple recipients.‍
• Email marketing and sequencing: Having access to your email marketing tools directly in your CRM is especially useful, as you’ve got all the contact lists readily available. Sequencing helps to automate responses so that you can effortlessly trigger any immediate responses to the right email journey. ‍
• Customization and scalability: Customization can be a game changer. Look for options that allow you to tailor the CRM’s functionality to mimic your sales process and integrate with your favourite platforms. Scalability ensures that it can handle increasing lead volumes and complexity as your business grows.

2. Budget considerations

Budgets can be tricky to manage. Make sure you balance the cost against the potential return on investment. Consider both initial setup costs and recurring subscription fees. Look for affordable CRM solutions that offer scalable pricing plans, allowing your business to grow without incurring prohibitive costs. Ensure the CRM provides value through features that can enhance your lead conversion rates and streamline your marketing efforts.

3. Selection process

Finding the right CRM involves a lot of research. Start by reading reviews on G2 and testimonials from other businesses that use the CRM for Facebook leads. Check the vendor's reputation for customer support and reliability. Request demos or free trials to assess the user interface and ease of integration with Facebook. Join forums or social media groups to gather insights from other users about their experiences with different CRM platforms.

4. Get a demo

Before committing to a CRM for managing your Facebook leads, it's crucial to get a demo. A demo allows you to see the CRM in action, understand its features, and determine if it aligns with your business needs. Get started with a demo of folk to see how it can streamline your Facebook lead management process.

Top 4 CRMs for Facebook leads

1. folk

folk is an all-in-one CRM loved for their Notion-like design. They’ve become a firm favourite for many who appreciate that it doesn’t require new users to go through a steep learning curve. folk is perfect for businesses that are looking for a CRM that can support multiple business functions from fundraising to sales, recruitment, partnerships and more. 

Key features

• Zapier integration: Connect folk and Facebook Lead Ads with Zapier in moments. Use it to capture leads from your Facebook campaigns directly into your CRM.
• folk X: Get access to your CRM from anywhere on the web. Import search lists into your CRM from LinkedIn and individual profiles from anywhere on the web without leaving the page.
• All-in-one platform: Allows you to nurture business relationships across multiple functions including fundraising, sales, marketing, recruitment and more. 

Pros

• Pipeline management: Customize your pipeline so that it can mimic your sales or hiring cycle. Use it across multiple business functions and choose from a Kanban-board style that lets you drag and drop contacts or listicles.
• 1-click enrichment: Missing contact information? folk can help you find emails in just one click.
• AI support: ‘Magic Field’ allows you to create custom prompts that leverage data you have in folk so that you can use a variable to generate this information in an email. Saving you time while helping you add that personal touch that goes beyond {First name}.
• Email marketing: Create email sequences and design email campaigns in folk.  Use ‘Magic Field’ to send personalized messages to multiple recipients. Monitor your open, click-through and bounce rates without leaving the platform.

Cons

• A reporting feature is not available yet, but is coming soon.

Price and plans

You can try folk for free with a 14 day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.‍
• Custom: Starts from $80 per user, per month.

2. HubSpot

HubSpot is known for its generous free forever plan and powerful marketing suite. It gives you access to features such as ad management, email marketing, a live chatbot and more.

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Key features

• Ad management: Enables targeting and tracking of online ad campaigns, helping to measure ROI and lead score. 
• Email marketing: Allows you to build your email campaigns directly in HubSpot and automate the process of sending tailored email journeys to engage prospects more effectively with its email sequences.

Pros

• Facebook lead management: Capture lead data easily from your Facebook Lead Ads and Instagram. 
• Social media management: Publish and schedule posts on a Facebook business page through HubSpot. 
• Automated workflows: Create custom workflows to nurture your Facebook leads in the CRM. Automate tasks, email campaigns and follow-ups using specific triggers such as an engagement with your Facebook ad. 
• Analytics and reporting: Get detailed analytics on your Facebook ad campaigns and learn more about its performance and ROI. Understand how to improve lead conversion rates.

Cons

• Price plans: Once you are ready to scale with the support of its full Marketing suite, HubSpot becomes an expensive option. The HubSpot marketing hub plans start from $18 per user, per month for its starter tier. For access to more advanced features, the professional plan starts from $800 per user per month and this goes up to $3,600 per user, per month at enterprise level.

3. Zoho

Zoho connects with Facebook so that you have an overview of all the leads and contacts in their CRM and keep track of your conversations. By connecting it to Facebook, you can use it to see  what people are saying about your brand, connect with the Facebook Ad manager, schedule new posts and get notified about live audience engagement.

Key features

• Zoho Social: Allows you to automatically capture new leads from Facebook marketing activities and send data directly into the CRM with notes on the source.

Pros

• Manage Facebook Ads in Zoho: Using an extension for Facebook Ad management, you can see your campaign information in Zoho and compare results from campaigns with sales. 
• Automate lead generation: Set up triggers that capture leads and contacts from your interactions such as someone liking your page or posts.

Cons

• Zoho Social comes as a separate to their CRM price plans.
• Limited support depending on subscription: 24/7 support is limited to Enterprise companies and SMBs.

Price and plans

Zoho’s free plan is limited to three users. After that, for more features and seats, an annual subscription plan is as follows.

• Standard: $14 per user, per month.
• Professional: $23 per user, per month.‍
• Enterprise: $40 per user, per month.

3. Freshworks 

Freshworks CRM gives you access to a Facebook integration. You can use it to automatically capture leads, respond to messages and keep an eye on your social media campaigns. 

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Key features

• Facebook Messenger feature: Respond to Facebook queries directly in Freshmarketer.
• Social media campaigns: Design and manage social media posts from your CRM.

Pros

• Custom audience: Ad targeting option. Helps you automatically create an audience list and target them with relevant ads on Facebook and Instagram
• Automated workflows: Automate repetitive tasks such as sending follow-up emails, assigning leads to sales reps, and moving leads through the sales pipeline based on predefined triggers.

Cons

• Complicated set up process: Expect to block out time to set up, although instructions are provided in the help centre. It seems to be a long and complicated process. 

Price and plans

Freshwork's CRM plan is available as an annual subscription through Freshsales as follows.

• Growth: Starting from $9/seat/month.
• Pro: $39/seat/month.
• Enterprise: $59/seat/month.

How to integrate folk with your Facebook Lead Ads

It’s easy to integrate folk with your Facebook Lead Ads. All you have to do get started is: 

1. Choose the right folk subscription for you.
2. Install Zapier as a third party application.
3. Follow this link and the on-page instructions to create your first workflow.

Conclusion

While Zoho and Freshsales offer solid features for managing Facebook leads, folk stands out as the best option for those focused on Facebook lead management. Its intuitive interface, customizable workflows, and focus on relationship building make it especially effective for capturing, organizing, and nurturing your Facebook leads. For teams looking for a CRM that seamlessly adapts to their specific lead management needs while keeping things simple and efficient, folk provides the ideal solution. Try folk today, free.

Need a helping hand? Use our free tool to find your perfect CRM match.

Frequently Asked Questions

Why is a CRM useful for Facebook leads?

A CRM is useful for Facebook leads because it helps manage and track interactions with potential customers generated through Facebook ads and posts. It centralizes lead data, automates follow-ups, and provides insights into lead behavior, improving conversion rates and optimizing marketing efforts.

What features should Facebook lead specialists look for in a CRM?

When considering a new CRM, Facebook lead specialists should consider the following features:

1. Facebook leads ads integration
2. Lead management and segmentation
3. AI support
4. Email marketing and sequencing
5. Customization and scalabilty

Why is folk the preferred CRM for Facebook lead specialists?

folk is the preferred CRM for Facebook lead specialists because it offers seamless integration with Facebook through Zapier, allowing for easy import and management of leads. folk's feature-rich platform with their lead tracking, automation features, and insightful analytics enable specialists to efficiently nurture leads and optimize their marketing strategies. Its user-friendly interface and customizable workflows make it an ideal choice for managing Facebook-generated leads effectively.