ChatPilotCRM — Facebook Messenger CRM
chatpilotcrm.com · Workflow & Planning
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Description
Turn Facebook Messenger into a CRM for freelancers, agencies, and coaches. Tag contacts, track friend requests, send bulk DMs. ChatPilotCRM turns Facebook Messenger into a CRM — tag contacts, send bulk messages from templates, and track every friend request you send. Built for freelancers, agencies, and coaches who run their business in DMs. WHAT CHATPILOTCRM DOES ★ Tag every Messenger contact with color-coded labels — Lead, Client, Hot, Follow-up, or any label you invent. Unlimited custom tags. ★ Bulk-message with templates. Pick a tag, send to everyone in it, with per-message delays that protect your Facebook account. ★ Track every friend request. See who you sent requests to, who accepted, who's still pending, and who ignored you — right in the sidebar. ★ Save message templates with first-name merge. One click to insert your best opener, follow-up, or call-to-action. ★ Keep notes on any contact. Jot context right next to the conversation — never guess what someone said last time. ★ Pipeline view. Filter your Messenger inbox by tag so you only see who needs attention right now. ★ Cloud sync via your ChatPilotCRM account. Your tags, templates, and notes follow you to any browser on any computer. ★ Export to CSV anytime. Your data stays yours. WHO IT'S FOR For freelancers — track clients, prospects, and follow-ups without leaving Messenger. For agencies — manage leads across multiple Facebook profiles with clean tag hierarchies and shared templates. For coaches — nurture cohorts and leads through a DM-based sales flow without dropping anyone. For creators and sellers — who live in Messenger and Marketplace and need structure without a full CRM. FEATURES IN DEPTH • Tags & Labels. Color-coded, unlimited, with filtering and bulk operations. Tag directly from the conversation or from the contact list. • Bulk Messaging. Template library with first-name merge. Conservative pacing defaults that respect Facebook's limits — so you don't get flagged. Start and safely cancel campaigns anytime. • Friend-Request Tracking. The only Messenger CRM that treats friend requests as a real pipeline stage. See pending, accepted, ignored — all in one place. • Notes & Reminders. Attach notes to any conversation and reference them later. • Companion Web App. Dashboards and exports at app.chatpilotcrm.com. Everything you do in the extension syncs automatically. • Group Member Extraction. Tag group members in bulk — useful for running Messenger campaigns off niche communities. WHY CHATPILOTCRM Built for your session. You stay in control of every message — we never send without your click. Rate-limited by default. Our bulk-send defaults are conservative on purpose. You can speed up later once you know your account's limits; we'd rather you stay online than save you five minutes. Fair, transparent pricing. Cancel in-app, any time. No hidden tiers and no trial-that-auto-charges nonsense. Real support. Email us and a human answers within one business day. Maintained every month. PRIVACY & DATA ChatPilotCRM stores your tags, templates, and notes locally in your browser and on your secured ChatPilotCRM account. We never sell your data. We only read the Facebook Messenger DOM while the extension is active — we do not access your password, your payment info, or any tab other than facebook.com and app.chatpilotcrm.com. DISCLAIMER ChatPilotCRM is not affiliated with, endorsed by, or sponsored by Meta Platforms, Facebook, or Messenger. "Facebook" and "Messenger" are trademarks of Meta Platforms, Inc.