Lead management for DM teams: who is hot, who went quiet.
The Customers page lists the leads from your chats with their stage, a suggested next step and a link to the conversation, and flags the ones that are ready now or at risk.
- Set up in minutes
- Review before anything sends
On every plan: Starter $59, Growth $129, Pro $349 a month, with unlimited inbox contacts and no per-lead fee.
The short answer
What is lead management software for DM teams?
Instant Reply keeps a Customers page of leads captured from your Instagram, Messenger and WhatsApp chats. Each card shows the channel, stage, why the lead is on your list, a suggested next step and a link to the conversation. Buckets such as Ready now and At risk (idle 18 hours or more) show who needs attention first.
Last verified
Key facts
- Filters: All, Ready now, At risk, Needs handoff, Support, Booked, Customer.
- At risk means qualified, engaged or warm and idle for 18 hours or more.
- Each card suggests one next step and links to the conversation.
- Leads are on every plan; CRM push is Pro ($349/mo).
- No custom lead fields and no CSV export on the page.
Verified capabilities
What the Customers page does today
Checked against the dashboard and backend source on October 2, 2026. The last row lists what it does not do.
Swipe the table sideways to see every column.
| Capability | How it works today | Plans |
|---|---|---|
| Customers page | Leads captured from chats are listed on the Customers page with the channel, stage, the reason they are on your list, a suggested next step, last activity, a Move stage menu, and a Jump to DM link to the conversation. | All plans |
| Priority buckets | Summary cards count Ready now (hot or very hot leads, or booking- or purchase-ready), At risk (qualified, engaged or warm leads idle for 18 hours or more), Needs handoff and Customers. | All plans |
| Filter and search | Filter by All, Ready now, At risk, Needs handoff, Support, Booked or Customer, and search by customer. | All plans |
| Suggested next step | Each card suggests one step, such as Send follow-up, Send quote, Offer booking slots, or Open thread and reply manually. These are suggestions; nothing is sent for you. | All plans |
| Missing contact details | A card says when a lead has no email or phone, so you know what to ask for. | All plans |
| CRM sync status | The page links to your CRM connection when one exists. Pushing leads to HubSpot, Pipedrive, Notion, Airtable or Zoho needs Pro. | Pro ($349/mo) |
| Custom lead fields and exports | You cannot add custom lead fields from the Customers page, and there is no CSV export button there. | Not available |
Best fit
Use it to decide who to message next.
It ranks leads from chats; it is not a full CRM.
Best fit
DM-first teams who need to know which leads are hot, which went quiet and who asked for a human.
Add Pro for
Pushing leads to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Pick a CRM if
You need custom fields, deal values, reports and exports.
How it works
How It Works
A chat becomes a lead
Once a customer shares a name, email or phone, the AI saves a lead with the channel and conversation link.
Leads are bucketed
Hot and booking-ready leads land in Ready now. Warm leads idle for 18 hours or more land in At risk. Handoffs and support cases get their own bucket.
You act from the card
Read the reason and suggested next step, then use Jump to DM to reply.
Why teams choose it
What the page tells you
Who needs a reply first, and why.
A reason on every card
Each lead shows why it is on your list, such as asked for a human or went quiet after showing interest.
Hot leads first
Ready now collects hot, very hot, booking-ready and purchase-ready leads.
Quiet leads flagged
Warm, engaged and qualified leads idle for 18 hours show as At risk.
One click to the chat
Jump to DM opens the conversation the lead came from.
Best fit
Perfect for teams that move fast in DMs.
Quote requests
Scenario
A prospect asks for pricing on Instagram and shares an email. The lead appears in Ready now with Send quote as the suggested step.
Outcome
Quiet bookings
Scenario
A qualified lead stops replying. After 18 hours it moves to At risk with Send follow-up suggested.
Outcome
Several clients
Scenario
An agency account gives each client a separate workspace, so each client's leads stay apart.
Outcome
The difference
Why Switch?
Without Instant Reply
With Instant Reply
Common questions
What is lead management software for DM teams?
It is a list of your leads built from chat conversations, with their stage, how warm they are, and what to do next. In Instant Reply the Customers page does this for Instagram, Messenger and WhatsApp leads.
What does a lead record store?
Name, email and phone when the customer shared them, the channel, the last message, intent, objection type, a qualification score, stage and temperature, plus a link back to the conversation.
How does Instant Reply decide a lead is at risk?
A lead that is qualified, engaged or warm and has been idle for 18 hours or more is marked At risk, and the suggested next step is Send follow-up. You can also turn on smart follow-ups on Growth and Pro to nudge them for you.
Is it a CRM?
It is a lead list for DM teams, not a full CRM. Leads and stages are on every plan ($59, $129 and $349 a month). On Pro you can push leads to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Can several teammates work the same leads?
Yes. Every teammate can open every conversation. Seats: Starter 1, Growth 5, Pro unlimited. There are no private per-person lead lists.
Related features
Features that work with this one
Each page below covers the next step in the same workflow, with its own plan limits and a list of what it does not do.
See which lead to message next.
Start the 7-day trial, connect a channel, and open the Customers page after your first chats.
An interactive read-only demo, and plan limits in plain English.