Communicate with your clients using their
preferred channel.
Integrating your company's Facebook page with Planfix
Link your business's Facebook page to Planfix
and any message from a subscriber or visitor will
be brought into Planfix and quickly processed by your coworkers.
A client writes a message on your business
page
A client profile is automatically created in
the Planfix Contacts section with the client's name and a link to their Facebook page
Your support team will automatically receive a
new task and use this task to communicate with the client
How does it work?
From this point onwards, all communication with
the client will happen in the task: all previous history will be visible, like in a chat
window, and new messages will be added, too. Regardless of who responds, the response will be
sent from your company's name
What you and your coworkers see in Planfix
What your clients see in the Facebook message
window
You can also have all user comments on posts on your page brought into Planfix.
Connect Facebook leads to CRM and you won't miss any comments, even on a year-old post — they'll
appear as Planfix tasks and will be processed by your support team.
Replies from Planfix will be added as responses on Facebook — and they will look like regular responses.
Why is it more convenient to communicate from
Planfix than from Facebook?
Your coworkers work in one main interface, where
they see all messages, regardless of which channel they came from — Facebook, Instagram, email,
or a messenger.
It's faster
Your coworkers don't need administrator access to
your company's public Facebook page.
It's more secure
You are able manage employee workload, delegating
client requests automatically or based on whoever gets there first.
It's more flexible
Facebook integration with CRM helps you to
keep a record of work completed by employees and calculate salaries depending on requests processed.
It's dynamic
Depending on the nature of each request,
clients may be redirected to the sales department, tech support, or the partner relations
department. You manage all of these processes in Planfix. You see the source of each client,
and you can trace what happens to them as their request is processed.
It's versatile
Planfix is not just a CRM that integrates with
Facebook. Planfix is a customizable teamwork management system. There's no limit on the number
of Facebook pages you can link to Planfix. This is useful if you maintain different Facebook
pages for several different brands or provide SMM services for your clients.
With the answer directory, you can quickly respond to common customer questions by clicking on
an asterisk in the comment.
