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Synergy Chat

ExtensionWorkflow & Planning8 users
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Item media 1 (screenshot) for Synergy Chat
Item media 1 (screenshot) for Synergy Chat
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Overview

Your pipeline on top of Facebook, Instagram and Messenger. It files the people you talk to into your CRM.

Synergy Chat puts your sales pipeline on top of Facebook, Instagram and Messenger, in your own browser. When you open a profile or a conversation, a small card appears. One click files that person onto your pipeline — name, profile link, and the notes and tags you add. Quick sends drop a saved reply into the message box with the person's first name filled in. You read it, edit it if you like, and press Send yourself. It never acts for you. It does not send messages, add friends, follow, like, comment, post, or press any button on Facebook or Instagram. It reads what is already on your screen, and it types into the message box only when you ask it to — then it stops. What it does: • Shows who's already on your pipeline when you open their profile or chat • Imports a Facebook or Instagram profile onto your pipeline in one click • Identifies who you're talking to in Messenger and Instagram DMs • Moves people between stages, adds notes and tags • Prefills saved replies (Quick sends) for you to review and send Who it is for Sales teams and creators who work their leads through Facebook and Instagram messages, and use FramedUp or CSM Studio as their CRM. You need a FramedUp or CSM Studio account. Open Settings in either one and press "Install and connect" — the app connects this extension itself, and there is no password and no code to type. (A one-time pairing code is offered if you are setting up a second computer.)

Details

  • Version
    0.5.3
  • Updated
    September 14, 2026
  • Offered by
    CSM SYNERGY
  • Size
    70.17KiB
  • Languages
    English (United States)
  • Developer
    CSM SYNERGY
    1645 Bethany Rd Cottage Grove, TN 38224-5303 US
    Email
    carolyn@csmsynergy.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

Synergy Chat has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Synergy Chat handles the following:

Personally identifiable information
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes
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