An agency CRM for new-business chats and the client threads that follow.
Your next client probably found you on Instagram or through a referral text, and once they sign they’ll keep messaging your account manager directly. inChat is designed to hold both: the deal and the relationship.
inChat is in early access. Features shown are in development.
New business arrives in DMs, and client work stays there
A café owner DMs your studio after seeing a rebrand you posted. A past client texts the founder about a friend who needs a site. Those inquiries get answered between client calls, and the proposal goes out with no follow-up date. Then there’s the other half: signed clients message account managers on their personal WhatsApp, so when someone goes on vacation or leaves, the client relationship goes with them.
- 01
New business in DMs and texts
Inquiries are spread across the agency’s Instagram, the founder’s phone and a strategist’s WhatsApp. Nobody can say how many are open or who replied last.
- 02
Proposals with no next step
The retainer proposal is sent, the prospect says “looks great, let me check with my partner”, and nobody owns the follow-up.
- 03
Client threads on one person’s phone
Feedback, approvals and “quick changes” arrive on an account manager’s personal number, so the rest of the team works with half the context.
From DM to signed retainer, and the account after
How an agency would run new business and client conversations in inChat as it’s designed. The product is in development and offered through early access.
Inquiry comes in and gets an owner
DMs and texts to the agency route to whoever runs new business, or by service line (brand, paid social, web), with one named owner.
Qualify scope, budget and timing
Ask what they need, the budget range and the date that’s driving it. Save the answers as fields so the strategist sees them before the call.
Book the discovery call
Use internal notes to line up the right strategist, then confirm the time in the thread and move the deal to “Discovery”.
Send the proposal and own the follow-up
Mark the proposal as sent and set a follow-up reminder. If the prospect goes quiet for a few days, it comes back to the owner’s list.
Hand the client to the account team
When the retainer is signed, the same contact and history move to the account manager. Client requests keep arriving in a shared inbox, so a teammate can cover when needed.
A referral DM about a retainer. The DM didn’t sit in the studio’s Instagram app until someone checked. It has an owner, the budget and deadline are on the record, and the strategist knows why the call matters before it starts.
The parts of inChat that matter here.
One inbox for DMs, texts and WhatsApp
New-business inquiries and client messages land in one place instead of across the agency account and three personal phones.
See the unified inboxProposal follow-ups that don’t slip
Set a follow-up reminder when a proposal goes out. If the prospect hasn’t replied in the window you choose, it shows up on the owner’s list.
See lead managementA pipeline of retainers and projects
Track inquiries through discovery, proposal and signature, with monthly or project values, next to the conversation that produced them.
See the sales pipelineClient history the whole team can read
After signing, the same record holds every client message and internal note, so whoever covers the account has the full context.
See customer history- inChat isn’t a project management, time tracking or invoicing tool, and it has no integrations with the ones you use.
- It manages your agency’s own conversations. If you want to set up inChat for your clients’ customer messaging as an implementer, tell us. That setup isn’t confirmed.
- Instagram DMs are planned for right after launch. At launch the channels are WhatsApp and US SMS.
Agencies: your questions.
What inChat is designed to do for agencies, and what’s still being decided.
Ask us something elseYes, that’s the intent. A prospect and a client are the same contact at different stages, so the record and history carry over when a deal is signed. Inbox, contacts and pipeline are in development as part of the launch scope.
Instagram DMs come next after launch, not at launch. WhatsApp and US SMS are the launch channels and are in development now. If Instagram is your main source, tell us when you request early access.
No. inChat covers conversations, contacts and the sales pipeline. Tasks, timelines and deliverables stay where they are now, and there are no integrations between the two today.
Agencies that set up messaging for clients are a group we want to hear from, but multi-client management isn’t a confirmed feature. Tell us how you’d use it when you request early access.
Pricing isn’t published yet for anyone. inChat is pre-launch and in early access, so you can request details on the pricing page.
Other ways teams use inChat.
Real estate
Showing requests, buyer and seller leads, and team handoffs in one shared inbox.
ExploreEducation
Enrollment inquiries, trial classes and intake deadlines, with parent and student linked.
ExploreProfessional services
Client intake, consult booking and document requests for firms that start by message.
ExploreEcommerce
Pre-purchase questions, order status and returns over DM, handled by a real person.
ExploreMake every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team