For coaches, creators & service businesses that sell in the DMs

Turn DMs into closed deals.

DM to Close is the AI sales CRM for your Instagram and Facebook Page messages. Your AI agent replies in your voice, scores every lead, follows up on time and shows you who’s ready to buy, while you stay in control.

  • 7-day free trial
  • Cancel anytime
  • Connects with Instagram & Facebook Pages
  • Website chat & link-in-bio page included
Works with
  • Instagram
  • Facebook Pages
  • Muse
  • ChatGPT
  • Claude
  • Gemini
  • n8n
  • Make
  • Zapier
  • Stripe
  • Calendly

The problem

Your DMs are full of buyers.
Most of them go cold.

Replies come too late

People message you when they’re interested. A few hours later, that moment is gone.

Nobody follows up

“Maybe later” turns into never, because nothing reminds you who to check in with, or when.

You can’t see what works

Which Reel brought the buyers? Which keyword? Without tracking, you’re guessing what to post next.

Features

Everything you need to sell in the DMs

One inbox for Instagram and your Facebook Page, run by the AI you already use, with you in charge.

Instagram & Facebook connection

DMs and comments arrive on their own. You sign in on Instagram’s and Facebook’s own pages; we never see your password.

Bring your own AI agent

Muse, ChatGPT, Claude, Gemini, n8n or your own code. Give each one its own key and decide exactly what it’s allowed to do.

Sounds like you

Paste a few of your real messages. Your agent treats your scripts as talking points and writes them the way you’d say them.

Lead scores & next best action

Every lead gets a 1–10 score, purchase intent and the next step to take, with the reason why.

Keywords that reply and follow up

Someone comments “COACH” on your Reel? Reply publicly, send the DM, and start a follow-up sequence automatically.

Know which content sells

See which Reel, post or keyword brought leads, qualified buyers and confirmed sales, so you post more of what works.

Take over anytime

Reply yourself from Instagram and the AI steps back. Choose AI Auto, Assist or Manual for each lead.

Follow-ups on autopilot

Sequences, reminders and “went quiet” alerts, so warm leads don’t slip through the cracks.

Starter packs

Start with replies made for your industry

Pick your business type and get ready-made keyword replies, answers to the questions you get every day, and gentle follow-ups. Fill in a short “about your business” box, choose what to turn on, and your AI agent adapts it to your voice.

Labeled by pack

Everything a pack adds to Keywords, Preset replies and Sequences carries the pack’s name, so you always know where it came from.

Search, filter & group

Search, filter by pack, or group each list by pack, so a whole starter pack sits together in one view.

Select & bulk delete

Tick single items or a whole pack and delete them in one go, after a confirmation that shows what will be removed. Owners and admins only.

Packs never include prices, promises or results. Your offers start switched off until you add your real details.

More ways to convert

Replies that do more than send text

Instant answers, buttons, a chat for your website and payment tracking, all feeding the same inbox as your Instagram and Facebook DMs.

Chat on your website

Add a chat bubble to your site with one snippet, or share your hosted chat page. Visitors’ chats land in the same inbox as your DMs, scored and followed up like any other lead.

Instant keyword replies

When a visitor types one of your keywords in website chat, they get your approved reply right away, with its link and buttons. You can switch the same thing on for Instagram and Messenger DMs (off until you turn it on, and only within 24 hours of their message). It stays quiet when a lead is on Manual or you’ve taken over the chat.

Call-to-action buttons on replies

Add up to 4 buttons to a reply: open a link (“Book a call”) or send a ready answer (“See prices”). They work in website chat, Instagram and Messenger, on welcome messages, keyword replies and preset replies. Instagram shows them in its phone app; Instagram on the web may show just the text.

“Write these with AI” — with your own agent

One click asks the AI agent you’ve connected to draft your instant replies and conversation starters. You review each draft, regenerate or undo it, and nothing is saved until you press Save. No agent yet? Copy a ready-made prompt into any AI and paste its answer back.

Your AI, your account

DM to Close doesn’t run an AI model on your messages and adds no AI usage charge. Your agent — Muse, ChatGPT, Claude, Gemini, n8n or your own code — works through the AI account you already have, with only the permissions you give it.

Payments & bookings

Connect your own Stripe or Calendly. When someone pays or books, the lead moves to Won or Call booked by itself, you get an alert, and the sale shows in Analytics by post, Reel and keyword. People are matched by the tracked link they used, or by email.

Calendly’s webhooks require a paid Calendly plan. Website chat is included on every plan.

How it works

Up and running in an afternoon

  1. 1

    Connect your accounts

    Sign in with Instagram (Business or Creator) and pick your Facebook Page. New messages and comments start arriving right away.

  2. 2

    Pick a starter pack & plug in your AI

    Choose the pack for your industry, tailor it to your business, and connect the agent you already use. Add a few messages so it sounds like you, or let your agent draft the replies for you to review.

  3. 3

    Close from one inbox

    Your agent handles first replies and follow-ups. You see the score, the source and the next step, and jump in on the hot ones.

Built-in guardrails

Sells like you.
Never sleazy.

Automation shouldn’t cost you your reputation. DM to Close enforces the rules, even when the AI is in charge.

  • Only sends the links and prices you approved
  • Never invents testimonials, results, discounts or fake urgency
  • Stops instantly, for good, when someone says “don’t message me”
  • Admits it’s your AI assistant if someone asks
  • Only you confirm a sale, or a real payment from your own Stripe. A sent link is never counted as one
  • AI-written drafts keep only links you’ve added, and nothing is saved until you press Save
  • 2-step verification, encrypted tokens, and each business’s data walled off

Pricing

Simple plans. Every feature included.

Start with a free 7-day trial, cancel anytime before it ends. Every plan includes the Instagram & Facebook Page connections, bring-your-own AI, website chat, the link-in-bio page, sequences, analytics and 2-step verification.

Starter

For solo creators and coaches

$49/month

  • 300 AI conversations / month
  • 600 comment auto-replies / month
  • 2 team members
  • 3 AI agent keys
  • 2,000 leads
  • 10 follow-up sequences
Start free trial

Agency

For high-volume teams and agencies

$199/month

  • 6,000 AI conversations / month
  • 12,000 comment auto-replies / month
  • 15 team members
  • 50 AI agent keys
  • 200,000 leads
  • 500 follow-up sequences
Start free trial

A conversation counts once a month when your AI agent or an automation replies to that person, however many messages it sends. Replies you or your team send never count, and at the limit AI replies to new conversations pause until you upgrade or the month resets. Nothing is deleted.

The free trial includes 50 AI conversations, 25 comment auto-replies, 1 Instagram account, 1 Facebook Page and 1 team seat; your plan's full limits start with your first payment. Prices in USD, billed monthly through Stripe after your free trial. Taxes may apply. Cancel anytime from Plan & Billing.

FAQ

Questions, answered

Do I need a credit card to try it?

Yes. You pick a plan and add a card on Stripe’s secure checkout to start your free 7-day trial. You won’t be charged until the trial ends, and you can cancel anytime before then in Plan & Billing. One free trial per person.

How does it connect to Instagram and Facebook?

DM to Close connects through the APIs Meta provides to developers (the Instagram API with Instagram Login and the Messenger Platform for Facebook Pages). You sign in on Instagram’s and Facebook’s own login pages, and Instagram’s messaging rules, like the 24-hour reply window, are built in. DM to Close is an independent product and is not affiliated with, endorsed by, or sponsored by Meta, Instagram, or Facebook. An optional browser-agent mode exists for people who can’t use the official connection; it runs on your own device and is at your own risk.

Does it work with my personal Facebook profile?

No. Facebook only offers messaging tools for Pages, not personal profiles, so you connect a Facebook Page you manage.

Do I have to write all the replies myself?

No. Pick a starter pack for your industry (fitness, coaching, real estate, med spas, salons, e-commerce, tattoo, photography and weddings, agencies, local services and more), fill in a short box about your business, and choose which replies, keywords and follow-ups to turn on. You can edit everything afterwards.

Which AI does it use?

The one you choose: Muse, ChatGPT, Claude, Gemini, an automation tool like n8n, Make or Zapier, or your own software. Each agent gets its own key with the permissions you set, and you can switch or remove it anytime.

Will people know they’re talking to AI?

Your agent writes in your voice, but it never pretends to be human. If someone asks, it says it’s your AI assistant and offers to have you reply. You can also have it say so in the first message.

Can I still reply myself?

Anytime. Reply from Instagram, Facebook or the CRM, and the AI automatically steps back from that conversation. You choose AI Auto, Assist (it suggests, you send) or Manual for each lead.

Can my team use it?

Yes. Invite teammates as Admin, Salesperson or Viewer. Plans include 2 to 25 team members.

Is my data safe?

Access tokens and 2-step verification secrets are encrypted, passwords are never stored in plain text, every business’s data is kept separate, and important changes are logged. We don’t sell your data or use it to train AI models.

Can I cancel anytime?

Yes. Cancel from Plan & Billing in one click. You keep access until the end of the period you paid for.

What does “Write these with AI” do, and does it cost extra?

It asks the AI agent you’ve connected to draft your instant replies and conversation starters from your business info, offers and approved links. You review the drafts, regenerate or undo any of them, and nothing is saved until you press Save. DM to Close runs no AI of its own for this and adds no AI charge; your agent uses your own AI account. No agent connected yet? Copy the ready-made prompt into any AI and paste its answer back as a draft.

Can visitors chat with me on my website?

Yes. Add the chat bubble to your site with one snippet, or share your hosted chat page or link page. Those chats arrive in the same inbox as your DMs. Website chat is included on every plan.

Do keyword auto-replies work in Instagram and Messenger DMs?

They do in website chat, where they’re on by default for new accounts. For Instagram and Messenger DMs there’s a separate switch in Automations that is off until you turn it on. Replies go out only within Meta’s 24-hour window after the person’s message, and never when a lead is on Manual, marked do-not-contact, or you’re handling the chat yourself.

Do the buttons work on Instagram and Messenger?

Yes. A reply can carry up to 4 buttons: a link that opens a page, or a ready answer that’s sent when tapped. In Instagram and Messenger they go out as buttons or quick replies. Instagram shows them in its phone app; Instagram on the web may show only the message text. If Meta won’t accept the buttons, the message is sent as plain text with the links written in. Buttons also work in website chat.

How do Stripe and Calendly work with it?

You connect your own Stripe or Calendly account. When someone pays or books, the lead moves to Won or Call booked, you get an alert, and the sale appears in Analytics by post, Reel and keyword. People are matched by the tracked link they used (most accurate) or by their email. Calendly’s webhooks require a paid Calendly plan.

What can I put on the link-in-bio page?

Your headline, buttons, quick links and social icons, in one of 5 themes or your own colors, with drag-and-drop ordering. Chat options include a logo chat bubble with your greeting, an inline chat window, a floating chat button and quick-question chips. Each button’s clicks are counted, with no visitor identities stored. It’s included on every plan, and the chat options need your website chat switched on.

Can I clean up a starter pack I don’t want?

Yes. Items a pack adds are labeled with the pack’s name. In Keywords, Preset replies and Sequences you can search, filter by pack, group by pack, select items or a whole pack, and delete them together after a confirmation. Only owners and admins can delete.

Built by Jose Rodriguez AI

Questions? Talk to a real person.

DM to Close is built and supported by Jose Rodriguez AI. Not sure it fits your business? Send a DM and ask.

Your next customer is already in your DMs.

Start your free 7-day trial. No setup fee. Cancel anytime.

Start free trial