| Plan | ✓ Professional ✓ Advanced ✓ Scale ✓ Enterprise |
Looking to keep track of conversations and contacts without switching between tools? Vista Social’s built-in social media CRM makes it simple to organize key info about anyone who messages your brand. All within the inbox.
🕹️ Interactive guide
Check out the interactive demo below for steps, or scroll down for our written guide.
What the Social Media CRM can do
Vista Social’s social media CRM makes it easier to stay organized. You can:
Save details about anyone who sends a message
Add context to replies for better team coordination
Avoid asking the same questions more than once
- Sync with Zendesk for more context with your customers' support requests
It keeps everything in one spot so your team always has what they need. No extra tools needed.
How to add or update customer info
Go to your Inbox
Open any message to see the customer's profile, then click their name
Add whatever info you know, such as:
Name
Job title
Company
Email
Phone number (if available)
The info is saved automatically and can be updated anytime. Their details appear in the profile panel inside the inbox. Your team can view them whenever someone opens that conversation again. This helps everyone stay informed and reply with context.
Frequently Asked Questions
Q: What is Vista Social’s Social Media CRM?
A: It’s a built-in tool within the inbox that lets you store and manage customer information, helping your team stay organized and provide more personalized responses.
Q: How does the Social Media CRM help my team?
A: It gives your team shared access to customer details, adds context to conversations, reduces repeated questions, and keeps everything in one place for more efficient communication.
Need further help?
If you have any questions or need additional help, feel free to contact our awesome support team. We are here to assist you! 💙
Related Reading:
Getting started with the Social Inbox
How to Connect and Use Zendesk with Vista Social
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