Communication / DM Automation
Turn conversations into workflows.
Instagram, Facebook and WhatsApp messages become organised enquiries: an instant response, the right questions, a lead in your CRM with its source captured, and the correct next action.
01One entrance into the system
The DM is just one entrance into the system.
Automated replies are the smallest part of it. What matters is what happens next: the details collected, the lead created, the source kept and the right next action set.
Want every DM to land like this?
- 01Customer message
- 02Response
- 03Qualification / information
- 04Lead created
- 05Source captured
- 06Correct next action
02The problem
Where social enquiries go missing
Someone messages at nine in the evening. It's answered the next afternoon, if it's noticed. The details live in the chat, not the CRM. Nobody can report on it, and nobody follows it up when it goes quiet.
03How it works
From message to next action
- 01Message
- 02Enquiry understood
- 03Key information collected
- 04Lead created or updated
- 05Routed
- 06Next action triggered
04What it includes
Channels and capabilities
Channels depend on the platforms you use and what each one allows.
Instagram
DMs and story replies handled as enquiries.
Facebook
Page messages routed into the same workflow.
WhatsApp
Conversations captured with WhatsApp Business.
Web chat
The same logic on your own website.
SMS
Where it suits your customers.
Instant first response
Every message acknowledged straight away.
Qualifying questions
The information you need, collected in the chat.
Handover to a person
The moment a conversation needs one.
Works with the CRM you already have. Or the one we build.
05Pricing
DM Automation pricing
DM Automation
From£400
Up to three platforms, depending on scope and integrations. Instagram, Facebook and WhatsApp.
Pay for the build. Not forever.
What’s included
- Instagram, Facebook and WhatsApp
- Instant response and information collection
- Lead created or updated in your CRM
- Source captured
- Routing and next-action triggers
Any messaging-platform or automation-tool fees are separate and explained upfront.
Some systems rely on third-party infrastructure, telephony, messaging platforms or AI model usage. Those costs are separate and explained upfront. Website hosting is included in the £600 website price.
The Setavo guarantee
£0That’s what you pay if we can’t deliver what we agreed.
We agree the outcome before development begins. If we cannot deliver the agreed solution and cannot put it right, there is no Setavo build fee.
We agree the outcome and the price before anything is built.
06Related work
Where we've done this
Trades
Keeping the CRM. Fixing what fed it.
- The problem
- The client already owned a generic CRM that did most of what they needed — but enquiries from social messaging weren’t feeding into it properly.
- What changed
- We kept the existing CRM, built the missing DM automations around it, and connected new social enquiries into it and into the sales process.
- The result
- Existing CRM. Better system. No unnecessary rebuild.
Questions people ask
Can Instagram DMs create leads in our CRM automatically?
Yes, that's the core of what we build. A message comes in, the key details are collected, and a lead is created or updated in your CRM with the conversation attached.
What if I don’t like what you build?
We agree exactly what we’re building before we start. If you don’t like something, tell us and we’ll change it until it matches what we agreed. If we still can’t deliver what we agreed, you pay £0.
Will it feel robotic to customers?
It shouldn’t. We keep automated messages short, make it obvious how to reach a person, and hand over as soon as a conversation needs one.
Do we need a new CRM for this?
No. One client already owned a CRM that did most of what they needed. We built the DM automations around it and connected new enquiries into it.
How much does DM automation cost?
From £400, for up to three platforms depending on scope and integrations.
Often connected to
Systems
Custom CRM Development
Pipelines, follow-up and reporting shaped around how you actually sell.
Connections
Integrations
The tools you already own, connected so information stops getting stuck.
Automation
AI & Workflow Automation
The copying, chasing and updating handled by the system, not your team.
Further reading