Genius Messenger CRM

Purpose and Necessity:

  • Genius Messenger CRM was conceptualized to address the challenges faced by individuals and businesses conducting sales through Facebook Messenger.

  • The primary challenge in such scenarios is the overwhelming nature of managing numerous conversations and keeping track of sales leads within the standard Facebook interface.

  • GMCRM acts as a CRM integrated directly into the Facebook interface, streamlining the process of tracking and managing leads and sales conversations.

  • This integration makes it significantly easier for users to maintain organization and efficiency in their sales process, ensuring no lead or conversation is lost or overlooked.

Development

  • Genius Messenger CRM (GMCRM) was developed as a client/service relationship for one of Tier5's partners.

  • It was initially created to fulfill a partner's request, aligning with Tier5's own plans to develop a similar software.

  • Tier5 joined the software's reseller program, allowing them to issue accounts to their customers.

Key Features of Genius Messenger CRM:

  1. Labels:

    • Create and manage multiple labels, functioning as directories for leads.

    • Features include adding, rearranging, editing, changing colors, deleting labels, and viewing friend count.

    • Additional label features: Search friends, add contact details, direct messaging, note-taking, notification alerts, webhook integration, and label change.

  2. Tags:

    • Assign multiple tags to friends (different from labels).

    • Features include adding, rearranging, editing, changing colors, and deleting tags, along with friend count under each tag.

    • Additional tag features: Search, add contact details, direct messaging, note-taking, notification alerts, and webhook integration.

  3. Webhooks:

    • Create webhooks for synchronization and event notifications.

    • Use webhooks for labels, tags, and notifications, integrating with third-party software like Zapier or Make by Integromat.

  4. Global Templates:

    • Create templates for manual message sending.

    • Options for editing, deleting, rearranging, and copying template content.

  5. Customized Friend Section:

    • Manage friends with features for fetching friend data and images, searching friends, and viewing friend type counts.

    • Additional friend management options include adding contact details, direct messaging, note-taking, notification alerts, webhook integration, and label changes.

  6. Broadcasting Messages:

    • Automate message sending with segment and group creation for diverse messaging options.

    • Broadcast features include creating broadcasts with various filters and automating post-message actions.

  7. Download Messages:

    • Download conversations from Facebook in HTML or PDF format.

    • Options for downloading or viewing videos in conversations.

  8. Pipelines to Sync Stages:

    • Synchronize GMCRM data with GoHighLevel accounts for lead management.

    • Create new pipelines and manage leads with extra features.

  9. APIs:

    • Synchronize data from other software that collects leads with GMCRM (under development).

  10. Import/Export:

    • Backup and export/import friends' data in various formats including JSON and CSV.

    • Integration with Chat Silo for data import/export.

  11. Customize Notifications and APIs with Settings:

    • General settings for extension activation and label display.

    • Notification settings for toast notifications and user interactions.

    • Lead Connector settings for GoHighLevel API key integration.

    • Zapier API settings for task automation.

  12. Notice:

    • Announcements and updates regarding new features, known issues, and workarounds related to GMCRM.

Genius Messenger CRM, with its comprehensive features and functionalities, enhances customer and lead management on personal Facebook profiles, integrating seamlessly with various third-party tools and services for efficient and effective CRM activities.

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