Turn every inquiry into a sales opportunity
Ants CRM is a secure, cloud-based customer relationship management platform developed by Ants Creation (Pvt) Ltd. It gives sales, marketing and customer-service teams one organized place to capture inquiries, assign responsibility, manage follow-ups and track every opportunity from first contact to final outcome.
Instead of managing leads across spreadsheets, messages and individual notebooks, your team can work from a shared customer record with clear ownership and a complete activity history. This helps businesses respond faster, reduce missed opportunities and make better sales decisions.
Why businesses choose Ants CRM
- Keep customer inquiries and sales opportunities in one searchable system.
- Respond faster by assigning each new lead to the right person or team.
- Reduce missed follow-ups with reminders, notes and activity tracking.
- Give managers clear visibility into lead status, workloads and sales progress. Understand which channels and campaigns generate valuable opportunities.
- Protect business information with authenticated accounts, user roles and access controls.
- Build a consistent sales process that can grow with your team.
Core CRM features
- Lead and customer records: Store contact details, requirements, source information, notes and communication history in one place.
- Lead assignment: Route opportunities to selected sales representatives or teams and maintain clear ownership.
- Pipeline and status tracking: Move leads through stages such as new, contacted, qualified, proposal, converted or closed.
- Follow-up management: Record calls and actions, add notes and schedule the next step so opportunities do not go cold.
- Search and filtering: Quickly find records by owner, source, stage, date or other available criteria.
- Dashboards and reporting: Review lead volumes, progress, response activity and sales outcomes based on the subscribed configuration.
- Roles and permissions: Limit access according to each user’s responsibilities.
- Lead-source integrations: Bring inquiries from supported digital channels, including Meta Lead Ads when authorized and enabled.
How Ants CRM works
- Capture a new inquiry manually or through an enabled lead-source integration.
- Create a centralized lead record with the customer’s contact details, requirements and source.
- Assign the opportunity to the appropriate sales representative or team.
- Record follow-ups, notes, status changes and the next action.
- Review progress and outcomes through available dashboards, filters and reports.
Who Ants CRM is for
Ants CRM is suitable for growing businesses that need a more reliable way to manage inquiries and sales follow-up. It can support sales and customer-service teams in industries such as professional services, education, real estate, retail, distribution, technology and other lead-driven businesses. The final workflow and available features depend on the agreed CRM configuration.
What is a CRM system?
A CRM system helps a business organize customer information, sales opportunities, follow-up activities and team responsibilities in one place. It creates a shared view of each inquiry so authorized staff can provide consistent service.
Can Ants CRM help prevent missed leads?
Yes. Centralized records, clear assignment, status tracking and follow-up activity help teams see what requires attention. The effectiveness of reminders and automation depends on the subscribed configuration and the way the team uses the system.
Can managers monitor sales progress?
Yes. Authorized managers can use available dashboards, reports and filters to review lead volumes, ownership, pipeline status and outcomes.
Can access be limited for different team members?
Yes. Ants CRM supports authenticated user accounts and role-based access so that permissions can be aligned with job responsibilities.
Can Ants CRM capture leads from Meta advertising?
Yes. When the Meta Lead Ads integration is approved, authorized and enabled, inquiries submitted through selected Meta lead forms can be transferred to the appropriate Ants CRM workspace. Full details are provided in the Meta integration section below.
Is Ants CRM cloud based?
Ants CRM is provided as a cloud-based platform, allowing authorized users to access the service through supported internet-connected devices, subject to the client’s account and security controls.
Can the CRM workflow be adapted to our business?
The available fields, stages, reports and integrations may be configured according to the agreed scope. Ants Creation can review your sales process and recommend an appropriate setup.
How do we get started?
The available fields, stages, reports and integrations may be configured according to the agreed scope. Ants Creation can review your sales process and recommend an appropriate setup.
Ready to organize your sales pipeline?
Request an Ants CRM demonstration to see how a centralized lead-management process can help your team respond faster, follow up consistently and gain better visibility into sales performance.
Meta Lead Ads Integration
This section explains how Ants CRM uses Meta Platform Data when a client chooses to connect eligible Meta business assets. It is intended for clients, website visitors and Meta reviewers evaluating Ants Creation as a Technology Provider.
With the client’s authorization, Ants CRM connects selected Meta business assets to the client’s CRM workspace. When a person submits a connected Meta lead form, the information they chose to provide is transferred to that client’s account so the client can respond to the inquiry and provide the requested product or service information.
Ants CRM does not sell Meta Platform Data. Data received through the integration is used only to provide the CRM service requested by the client, support authorized business follow-up and maintain the security and reliability of the service.
How the Meta integration works
- A client requests activation of the Meta Lead Ads integration for its Ants CRM account.
- An authorized representative signs in through Meta and grants access only to the business assets and lead forms required for the integration.
- The client selects the relevant Facebook Page, advertising account or lead form, as applicable.
- When a person submits a connected lead form, the submitted details are securely delivered to the client’s CRM account.
- Authorized client users review, assign and follow up on the inquiry inside Ants CRM.
- The client may disconnect the integration or request deletion when the connection is no longer required.
Platform Data we may receive
- The exact information depends on the fields selected by the client when creating its Meta lead form and the information voluntarily submitted by the person. Ants CRM may receive:
- Contact details such as name, telephone number and email address.
- Answers submitted through custom lead-form questions, such as the product, service, location or preferred contact method requested.
- Lead and form identifiers needed to deliver the inquiry to the correct client account.
- Page, form, advertisement and campaign-related details needed to identify the source of the inquiry and report campaign performance.
- Connection and authorization information required to maintain the client-approved integration.
Ants CRM only requests and processes the Meta permissions and data reasonably necessary to provide the enabled service. The information collected through each lead form is controlled by the client that publishes that form.
How Platform Data is used
Platform Data is processed for the following limited purposes:
- Importing a submitted lead into the correct client workspace.
- Displaying the inquiry to authorized users of that client.
- Assigning the lead and supporting requested sales or customer-service follow-up.
- Recording status updates, notes and actions taken in relation to the inquiry.
- Providing client-level reporting, source attribution and operational insights.
- Preventing unauthorized access, investigating service issues and maintaining platform security.
- Complying with applicable legal obligations and valid requests where required.
How clients use the service
Clients use Ants CRM to respond to people who have directly submitted an inquiry through their Meta lead form. Each client is responsible for ensuring that its advertising, lead forms, notices and follow-up communications comply with applicable laws, Meta terms and the choices communicated to the person.
Clients must provide access only to authorized personnel, maintain accurate user permissions, protect login credentials and use lead information only for legitimate purposes connected to the inquiry or another lawful purpose disclosed to the person.
19. Data ownership and separation
Each client retains responsibility for the customer and lead information processed within its CRM workspace. Ants Creation processes that information to provide and support Ants CRM. Client workspaces are logically separated, and one client cannot access another client’s leads or business information through the service.
Data sharing and third parties
Ants Creation does not sell Meta Platform Data or use it for unrelated advertising. Information may be disclosed only:
- To the client whose connected Meta lead form generated the inquiry and its authorized CRM users.
- To approved service providers that support hosting, security, communications or system operations, subject to appropriate confidentiality and data-protection obligations.
- When required by applicable law, regulation, court order or another valid legal process.
Ants Creation requires relevant service providers to protect the information and delete or return it when it is no longer needed to provide their service, subject to applicable legal requirements.
Security measures
Ants Creation applies administrative, technical and organizational safeguards designed to protect data against unauthorized access, loss, misuse, alteration or disclosure. Depending on the subscribed service and deployment, these safeguards may include:
- Encrypted communication when data is transmitted between supported systems.
- Role-based access controls and authenticated user accounts.
- Client-workspace separation and access restrictions.
- System activity logging, monitoring and backup procedures.
- Security updates, vulnerability management and controlled administrative access.
- Employee confidentiality and access-limitation practices.
No internet-based service can guarantee absolute security. We continually review safeguards according to the nature of the service and the data processed.
Data retention and deletion
Ants Creation retains Platform Data only while it is needed to provide Ants CRM, support the client’s legitimate business purpose, meet documented contractual requirements or comply with applicable law. When the data is no longer required, when the client disconnects the integration or when a valid deletion request is received, the relevant data is deleted or securely de-identified as soon as reasonably possible, subject to lawful retention obligations and limited backup cycles.
Requesting access, correction or deletion
A person who submitted information through a client’s Meta lead form should normally contact that client first because the client created the form and determines the purpose of the follow-up. The client can review, correct or delete the corresponding CRM record, subject to applicable law.
A person may also contact Ants Creation regarding data processed by Ants CRM. We will verify the request, identify the relevant client where necessary and respond or assist the client in accordance with applicable requirements.
Data and privacy requests: support@ants.lk
Privacy policy: PRIVACY POLICY
Requests should include sufficient information to locate the record, such as the name, contact detail used in the inquiry, approximate submission date and the relevant business or Facebook Page. Do not send passwords, payment-card details or unnecessary identity documents by email.
Disconnecting the Meta integration
An authorized client administrator may request disconnection of its Meta integration at any time through the available CRM settings or by contacting Ants CRM support. Disconnection stops future lead imports from the disconnected business assets. It does not automatically remove existing CRM records that the client is legally or operationally permitted to retain; those records can be deleted according to the client’s instructions, the applicable agreement and our retention obligations.
Meta permissions and client authorization
Ants CRM accesses Meta business assets only after an authorized client representative grants permission. The available permissions depend on the integration features approved by Meta and enabled by the client. Ants CRM does not claim ownership of a client’s Meta Page, ad account, lead forms or Platform Data.
Clients can review or remove granted access through their Meta business settings, subject to Meta’s available controls. Removing access may disable lead synchronization and related CRM features
Service eligibility and acceptable use
Ants CRM is intended for legitimate business lead management. Clients must not use the service to unlawfully discriminate, harass, profile people using sensitive information, send unauthorized communications, obtain data through deceptive practices or violate Meta’s terms and advertising policies. Ants Creation may restrict or suspend an integration where required to protect users, comply with law or address misuse.
About Ants Creation
Ants Creation (Pvt) Ltd is a Sri Lankan technology company; the Ants Creation brand was founded in 2011. We provide business software and digital solutions, including CRM, ERP, POS, web and enterprise application development. Ants Creation is an ISO 9001:2015 certified company and provides Ants CRM as a secure, cloud-based platform for managing customer relationships and sales operations.
Contact Ants CRM
Company: Ants Creation (Pvt) Ltd
Website: https://ants.lk/
Business address: No. 12, Rest House Road, Gampaha, Sri Lanka
General email: support@ants.lk
Telephone : +94 77 282 0498