From follower to customer: connecting social media and your CRM

Likes and followers feel good, but growth happens when conversations turn into relationships. Here is a simple workflow for turning social engagement into customers with Sonari AI.

Never miss a conversation

Comments and messages are buying signals. The Social Inbox brings conversations from your connected channels together, and AI-suggested replies help you respond quickly without sounding scripted.

Capture the relationship

When someone shows real interest, add them to the CRM as a contact. Note where they came from and what they asked about, so anyone on your team can pick up the conversation.

Follow up with purpose

Group contacts into segments — for example "asked about pricing" or "attended our event" — and send them relevant email campaigns from your own connected email account. Website chat captures leads too, so visitors arriving from social can start a conversation straight away.

Track deals, not just likes

Use deals and tasks in the CRM to see which conversations are moving towards a sale. Over time you'll learn which channels and content bring in your best customers — and you can plan more of it.