An Instagram CRM,
from the first DM to cash collected
Setor creates the meeting, ties it to the conversation and shows which source makes money. You or your closer mark the outcome, and the rest adds itself up.
What is an Instagram CRM?
A system that connects DM conversations to leads, meetings and sales, without retyping anything.
- 5,078booked calls in 90 days, each tied to a contact
- 930logged sales
- $454kin sales with an amount, 591 sales across 16 accounts
- $381kin logged cash collected
As of Nov 2, 2026Read from the Setor dashboardSome clients log a win without an amount, so the amounts are the floor
From the first message to the sale.
Where calls really come from
This is the table you see for your own account, also broken down by individual ad. Across Setor accounts, the last 90 days look like this.
| Source | Calls in 90 days | Share | Logged sales |
|---|---|---|---|
| New followers | 2,573 | 50.7% | $140k |
| Comments | 1,424 | 28.0% | $55k |
| Direct messages | 457 | 9.0% | $17k |
| Lead ad forms | 431 | 8.5% | $3.4k |
| Other | 193 | 3.8% |
Under the hood
The conversation is already there, the meeting appears after the booking, and a closer jumps to the whole history in one click.
Meetings
They create themselves
When the setter books a time or finds the lead's booking, the meeting lands in the CRM with the Instagram or Messenger contact attached.
A reschedule stays one meeting
Every date change stays on one record. A cancellation deletes nothing and can be undone.
Change history
Each meeting shows who changed what, from where and why.
Outcomes
Three separate axes
Whether the call happened, whether the lead qualified and what the result was. “Awaiting decision” never counts as lost.
The amount comes from the product
Mark a win and the amount and cash collected fill in from the product price. You can change both.
Results arrive on their own
From GoHighLevel, Hyros, Google Sheets, ClickUp, Notion or iClosed. Hyros also brings installments and refunds.
Numbers
A funnel with costs
Lead, conversation, booked, attended, qualified, buyer. Each step shows cost per unit from your costs and Meta spend.
Every lead's source
Follow, automation, DM, story, ads, lead forms. A funnel for individual ads too, except lead forms.
What kills conversations
Ask Setor shows drop-off on each script question, objections with revenue attached and how time to the call affects show rate.
Team
Closers see their own
The closer access template shows them conversations and their meetings. Amounts and Ask appear only if you grant them.
Closer ranking
Show rate, closes and cash per held call, flagged under 5 calls.
Ask Setor
Ask in plain language: “What was my cost per booking last month?”, “Which meetings have no closer?”, “What objections keep coming up and how much revenue sits behind them?”
Your CRM in three steps
Add your products
The name and price of each offer. Mark a win and the amount fills in.
Enter your costs
The ones you want to count, plus Meta spend. Each funnel step then shows its cost.
Mark outcomes
With one click in the dashboard, or the result arrives from GoHighLevel, Hyros, Sheets, ClickUp, Notion or iClosed.
Questions about the CRM
Everything you need to know about Setor AI, onboarding, and how your AI Setter works day to day.
With one click in the dashboard, or the result arrives from GoHighLevel, Hyros, Sheets, ClickUp, Notion or iClosed. The AI doesn't guess sales, so the numbers rest on what someone confirmed.
No. If you work in GoHighLevel, connect it and meetings and results sync.
Yes. Meetings and results go to Google Sheets, Notion, ClickUp or a webhook.
Yes, on Slack or through a webhook.
You map stages to Meta events, and Setor sends them after a stage change, once per contact. It runs on Instagram, without the sale amount.
Yes. A briefing from the conversation goes to Notion, ClickUp, Sheets or a webhook.
Still have questions?
Our team is here to help.