AI for Lead Generation & Sales Prospecting

Mercately

Turn WhatsApp, Instagram, and Messenger chats into sales with an AI-powered, multi-agent CRM.

Centralize conversations, automate responses, and manage leads from first contact to close.

Best forAutomating sales and lead management on WhatsApp and Instagram.

DifferentiatorCombines a multi-agent inbox, AI agents, and a sales CRM specifically for social messaging platforms.

ProofUsed by over 1,500 companies; claims to help users triple their sales.

Explore Mercately

Pricing on request

8.5 Zekai

Social Selling CRM

AI for Lead Generation & Sales Prospecting

Ease of Use

8.2

Accuracy

8.5

Value

8.0

Time Saving

9.2

1,500+Users

8.5/10Zekai Score

AI CopilotCRMLead GenerationSocial MediaSales Automation

📊 Independently tested and scored. How we score →

✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026

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⚡ Quick answer

For sales teams leveraging social messaging, Mercately is a top contender. It provides an AI-powered CRM specifically for WhatsApp, Instagram, and Messenger, allowing multiple agents to manage one number. With features like 24/7 AI sales agents and a Performance Hub to track ROI, it's proven to help over 1,500 companies centralize and automate their social selling.

CategorySocial Selling CRM

Best ForAutomating sales and lead management on WhatsApp and Instagram.

Price FromOn request

FreeNo (Free Trial)

DifferentiatorCombines a multi-agent inbox, AI agents, and a sales CRM specifically for social messaging platforms.

ProofUsed by over 1,500 companies; claims to help users triple their sales.

Rating4.3/5

📖 About Mercately

Mercately is a CRM designed for sales teams using WhatsApp, Instagram, and Messenger. It uses AI agents to automate conversations, qualify leads, and schedule appointments 24/7, consolidating all your social commerce into a single platform.

How It Works

Your workflow, automated

Connect Your Channels

Link your business's WhatsApp, Instagram, and Facebook accounts to Mercately's unified inbox in minutes.

Configure Your AI Agent

Train your AI agent with your brand's tone and answers to frequently asked questions to automate lead qualification.

Automate and Sell

Launch automated campaigns and let the AI handle initial chats while your team focuses on closing warm leads from the CRM dashboard.

Ready to automate your workflow with Mercately?

Explore Mercately →

Real Impact

Before & After

❌ Before

Losing leads in messy WhatsApp and Instagram DMs.

Slow, manual responses

✅ After

All social leads captured, qualified, and tracked in one CRM.

24/7 AI-powered lead engagement

Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Automate Sales Inquiry Response

I need an AI agent to handle incoming sales inquiries on WhatsApp. It should answer common questions about our products, collect customer contact information, and qualify leads based on their budget and needs. Please tra…

Schedule Customer Appointments

Set up an AI agent to manage appointment scheduling for customer demos and consultations. The agent should check availability, offer available slots, confirm bookings, and send reminders to customers via WhatsApp. Integr…

Personalize Marketing Campaigns

Create an AI agent to send personalized marketing messages to customer segments on WhatsApp. It should use customer data to tailor offers and promotions, track engagement, and report on campaign performance. Ensure the t…

Social Proof

Trusted by 1,500+

1,500+ professionals using this tool

Ease of Use

8.2

Accuracy

8.5

Value

8.0

Time Saving

9.2

"Mercately is the platform any manager wants. With one number, we can have 40 sales agents working from a single digital campaign. It's a true omnichannel technology."

Carlos M., Agency Owner · May 2026

"It has allowed me to raise the attendance rate for webinars and live events. With Mercately, your Digital and WhatsApp Marketing strategy will be strengthened and guaranteed to succeed."

Diego R., Digital Marketer · April 2026

"The unified inbox is great, but training the AI agent on our specific product catalog took more time than we anticipated. Once set up it works well, but be prepared for the initial effort."

Sofia L., E-commerce Manager · March 2026

"Mercately has made communication with our customers much easier. The dashboard is very simple to use and they have very good customer service."

Abraham M., Business Manager · February 2026

1,500+ professionals are already using this tool.

See Plans & Pricing →

Connects With

Works with your existing stack

WhatsApp Facebook Messenger Instagram Shopify WooCommerce Hubspot Stripe Payphone

Setup complexity: Moderate

Comparison

How it compares

Mercately vs. Manychat: Choose Mercately when your primary goal is to equip a human sales team with a unified CRM and inbox for WhatsApp, Instagram, and Messenger. Its strength is multi-agent collaboration and integrated sales cycle tracking. Choose Manychat for more advanced, standalone chatbot automation and broadcasting, especially if your focus is building complex conversational flows for marketing and you don't need a built-in, multi-agent CRM. Mercately is for sales team enablement; Manychat is for marketing automation.

You need transparent, off-the-shelf pricing without a sales demo.

Your primary business operations are outside Latin America and you require region-specific support.

You only need a simple chatbot builder without a full CRM for a multi-agent team.

The decision

Is it worth it?

Return on investment

By automating initial lead qualification and follow-up, teams can save hours per day, potentially justifying the custom-quoted investment within a few months by closing more deals.

Built for

Sales teams, e-commerce managers, and business owners in sectors like retail, real estate, and automotive who rely on social messaging apps for lead generation and customer communication.

Effort to adopt

Moderate

Compliance

Compliance posture not publicly documented — verify with vendor.

Who It's For

Why Lead Generation & Sales Prospecting choose this tool

🎯

Built for

It's best for sales teams looking to centralize and automate their lead engagement and sales processes across WhatsApp, Instagram, and Facebook Messenger.

In-Depth Overview

For any sales professional, managing leads across WhatsApp, Instagram, and Messenger is chaotic. Mercately brings order by consolidating these channels into a single, multi-agent inbox. Instead of losing leads in endless chats, you get a structured CRM to track every opportunity from first contact to close. The core benefit is automation that sells. Mercately deploys AI agents specialized in sales, support, and appointment setting, ensuring no lead is left waiting. These agents handle routine inquiries around the clock, freeing up your team to focus on high-value conversations. The platform's Performance Hub provides clear attribution, showing you which campaigns actually drive sales so you can stop guessing and invest in what works. With over 1,500 companies reportedly tripling their sales, Mercately provides a proven framework to professionalize and scale your social selling efforts.

Key Use Cases

🛒

Automate Lead Qualification on Instagram & WhatsApp

E-commerce Sales Manager

Deploy an AI sales agent to handle initial inquiries from Instagram DMs and WhatsApp messages 24/7. The agent answers FAQs, qualifies leads based on intent, and hands off warm prospects to the human sales team.

Reduced lead response time from hours to seconds.

✓ Pros

Unifies WhatsApp, Instagram, and Messenger into a single sales dashboard.

Deploys specialized AI agents for sales, support, and appointment setting.

Provides a Performance Hub to directly measure sales attribution from campaigns.

Integrates with major e-commerce platforms like Shopify and WooCommerce.

Automates lead follow-up and nurturing through WhatsApp campaigns.

· Cons

Pricing is not public; requires scheduling a demo to get a quote.

Primary focus on the Latin American market may impact support for other regions.

User interface and documentation are primarily in Spanish.

May be overly complex for solo entrepreneurs or very small teams.

⚡ Editorial Verdict

Mercately excels at solving a major pain point for modern sales teams: the chaos of selling through social messaging. Its blend of a multi-agent inbox, AI automation, and CRM is powerful. The main trade-off is the lack of transparent pricing, which requires a demo and may not suit teams wanting a quick, self-serve setup.

See all Lead Generation & Sales Prospecting AI tools → Browse the AI Directory →

Questions & Answers

Frequently asked questions

How does Mercately help increase sales?

Mercately increases sales by automating lead qualification with AI agents, ensuring 24/7 responsiveness on WhatsApp and social media. It centralizes conversations in a CRM, allowing your team to track and follow up on every opportunity efficiently, preventing leads from being lost.

Can multiple sales agents use the same WhatsApp number?

Yes, Mercately is a multi-agent platform. It allows your entire sales team to connect to and manage a single WhatsApp Business number, collaborating on conversations from one unified dashboard.

What platforms does Mercately integrate with?

Mercately integrates with key sales and e-commerce platforms including WhatsApp, Facebook Messenger, Instagram, Shopify, WooCommerce, and Hubspot. It also connects with payment gateways like Stripe and others popular in Latin America.

Does Mercately work in the USA or Europe?

While Mercately's primary market is Latin America, its core technology for WhatsApp, Instagram, and other platforms works globally. However, support, documentation, and some payment integrations are heavily geared towards Spanish-speaking regions, which should be considered.

Is Mercately suitable for a real estate agency?

Yes, real estate is listed as one of Mercately's key industries. It helps agencies manage high volumes of inquiries from social media, use AI to qualify potential buyers or renters, and schedule viewings automatically, ensuring faster responses and better lead control.

How does the AI agent work?

You configure the AI agent with your brand's information and answers to frequently asked questions. It then functions as an automated employee for sales, support, or appointment scheduling, handling initial conversations on its own and escalating to a human agent when necessary.

Last reviewed: June 2026 — Assessed AI agent capabilities, multi-channel inbox, and CRM workflow automation for sales teams.

Plans & Pricing

Start today

Pro

Pricing on request

All plans require scheduling a demo for custom pricing. Support and advisory are included in all plans.

Start Pro Plan

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Mercately Alternatives (2026)

The best alternatives to Mercately — every tool below is tested and scored by Zekai.

Compare	Mercately	Gong	ZoomInfo
Zekai Score	8.5/10	9.4/10	9.4/10
Rating	4.3/5	4.7/5	4.7/5
Pricing	Pricing on request	Pricing on request	Pricing on request
Free tier	No	No	No
Best for	It's best for sales teams looking to centralize an…	Best for sales organizations aiming to increase wi…	Best for B2B sales teams who need a unified platfo…

Gong ZoomInfo Orbiform Fathom Salesforce Origami Apollo.io HubSpot

Free guide

Take it with you

**Why Social Selling Needs a CRM:** The problem with managing leads in DMs.
**Introducing Mercately:** Unify WhatsApp, Instagram & Messenger.
**Core Feature: AI Sales Agents:** How to automate lead qualification 24/7.

**Core Feature: Performance Hub:** Measuring what actually drives sales.
**Core Feature: Multi-Agent Inbox:** Empowering your whole team on one number.

+4 more steps inside the guide

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AI Directory

Disclaimer

Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Mercately unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →

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Mercately

Top AI for Lead Generation & Sales Prospecting picks

Your workflow, automated

Before & After

Try it with these prompts

Trusted by 1,500+

Works with your existing stack

How it compares

Is it worth it?