WhatsApp Web CRM
Keep contact records, lead stages, notes and follow-ups beside every conversation - a lightweight CRM layer inside WhatsApp Web.
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Feature
Follow-Up Reminders in WhatsApp Web
Set follow-up dates on conversations and get reminders when a chat needs attention again.
What is follow-up reminders with WAExtension?
Follow-Up Reminders inside WhatsApp Web via WAExtension: Set follow-up dates on conversations and get reminders when a chat needs attention again.
The problem
WhatsApp Web shows conversations in one long chronological list. That is fine for personal use and inadequate for business: there is no place for follow-up reminders metadata, so information lives in memory, sticky notes or a spreadsheet someone updates when they remember.
The WAExtension solution
The follow-up reminders toolset puts that missing structure directly beside the chat thread — visible while you type, not after the fact in another tab.
ARAisha Rahman
Hi! Is the lakeside unit still available?
Yes — would a Saturday viewing suit you?
Saturday 11am works
Booked! Sending details now.
Contact
Aisha Rahman · Buyer · +1 555 …
Lead stage
Qualified → Viewing booked
Tags
portal-leadbudget-500khotNote
Prefers quiet floor; finance pre-approved.
Follow-up
Mon 10:00 — post-viewing feedback
Timeline
Enquiry → Reply → Viewing → next: offer
What you can do
| Capability | In practice |
|---|---|
| Follow-Up Reminders panel | Set follow-up dates on conversations and get reminders when a chat needs attention again. |
| Works while you chat | No context switching — records update in the same screen you reply from. |
| Team-ready | Records sync to your workspace so teammates see the same state. Team management. |
| Exportable | Everything can leave via CSV/JSON. Export & import. |
Who uses it
Common across real estate, education, automotive, e-commerce and agencies — see the full industry index. Related workflows: lead follow-up, sales follow-up and customer support.
Related features
Contact Management
Enrich chat contacts with company, source, owner and custom fields so every conversation has context.
Learn moreLead Management
Capture leads from chats, assign owners and stages, and track each prospect from first message to closed deal.
Learn moreAlso relevant: WhatsApp Web CRM overview · solutions hub · pricing.
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