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Accounting and tax

  • Accounting
  • India compliance

Sales and CRM

  • Sales
  • Point of sale
  • CRM

HR and payroll

  • HR
  • Payroll

Operations

  • Purchasing
  • Inventory
  • Manufacturing
  • Subcontracting
  • Quality
  • Projects and timesheets
  • Assets
  • Maintenance visits and warranty

Support and Chat

  • Support
  • Chat

Analytics and AI

  • Analytics
  • AI Assistant

Specialist

  • Lending
  • Industry packs

The whole system

7 apps, one set of books

ERP, CRM, HR, Support, Analytics, Chat and Lending, with 3 add-ons. Point at one to see its screen; switch on only what you use.

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Company

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CRM

Facebook leads, straight into CRM.

Answers from your Facebook and Instagram lead ads become CRM leads, checked for duplicates. Works once your page is connected.

Book a demo See the live demo’s screens

Once connected4 of 5 parts work today

MyRecords CRM overview: pipeline, leads, deals, organizations and contacts, then the sales pipeline at a glance and key numbers.
The CRM home on the sample company. Leads from Facebook join the same pipeline.
Part of
CRM
Leads, deals and a pipeline board, with today’s follow-ups first.
Users
Unlimited
no per-user fee on any module
Runs on
Your server
or a dedicated system on MyRecords Cloud
Core ready in
1–2 weeks
set up by our team with the modules you pick

How it works

Five steps, start to finish.

In short

Facebook lead sync in MyRecords reads the leads from your Facebook lead-ad forms, including Instagram lead ads that use them, and creates them as CRM leads, with each form question mapped to a lead field and the source set to Facebook. It skips duplicates and keeps a log of any lead it could not add, with Retry. It is built and works once you connect your own Facebook page; it has not yet run on a client's live page.

  1. Step 1

    Connect your page

    In CRM settings, under Lead sources (sync), a Sales Manager presses Connect Facebook and pastes a page access token from Meta Business Suite. Your pages and lead forms are fetched. We do this with you during setup.

  2. Step 2

    Map the answers

    On the Facebook lead forms screen, map each question to a lead field — name, e-mail, mobile, organization and so on.

  3. Step 3

    Pick the form

    Choose the Lead form for the source and switch it on.

  4. Step 4

    Choose how often

    Every 5, 10 or 15 minutes, hourly, daily or monthly. Or press Sync now.

  5. Step 5

    Work the leads

    New leads appear in CRM with the source Facebook, ready to assign, call and convert.

The details

What it covers.

4 of 5 work today

  • Works today 4
  • Once connected 1

  1. Only new leadsWorks today

    Each sync asks Facebook only for the leads created since the last sync.

  2. No duplicatesWorks today

    A lead whose answers match one already made from the same form is not created twice. The log counts it as already in CRM.

  3. Failure log and RetryWorks today

    Leads that could not be added are listed with what happened, and the last 30 days are counted. Fix the mapping and press Retry.

  4. One switchWorks today

    Facebook lead sync is its own CRM module with its own small setup fee, so it is on only for businesses that run lead ads.

  5. Needs your Facebook connectionOnce connected

    The sync uses your page's access token. Until a page is connected, nothing is fetched.

Works today on the demo company 4 of 5

One system

One part of one system.

Facebook lead sync uses the same books, customers, items and people as every other module, so nothing is typed twice.

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One set of booksOne loginOne list of customers and itemsUnlimited users

Said plainly

Not there yet

  • JustDial and TradeIndia leads. They publish no API for it. IndiaMART is built and works once connected.
What comes next, on the roadmap

Questions

Questions people ask

Something else on your mind?

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01What do we need to connect it?

A Facebook page that runs lead ads, and a long-lived page access token with lead access from Meta Business Suite, made by someone with admin rights on the page. We connect it with you during setup.

02How quickly do leads arrive?

As often as every 5 minutes, or press Sync now. Hourly is the default.

03What if the same person fills the form twice?

If the answers match the first time, the second lead is not created and the log counts it as already in CRM. With other answers but the same e-mail or mobile, the lead is made and shows under Possible duplicates.

04Does it cost extra?

It is a small module of its own on top of CRM, with a one-time setup fee in your quote. Facebook charges for your ads as usual; MyRecords adds no per-lead fee. Get a quote.

05Has it been tested on a live page?

It is built and tested, but no client page is connected yet. The first live sync happens during your setup, and we check the first leads with you.

Last updated Applies to MyRecords 3 Nov 2026 release

Next step

See it on your own numbers.

A live demo on our sample company, with our team. Or ask us for a quote first.

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Live demo

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  • On our sample company, for your kind of work
  • A quote for the modules you need
  • Your questions, answered by our team
Book a demo or see the live demo’s screens