Contact Management
Enrich chat contacts with company, source, owner and custom fields so every conversation has context.
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Feature
WhatsApp Web CRM in WhatsApp Web
Keep contact records, lead stages, notes and follow-ups beside every conversation - a lightweight CRM layer inside WhatsApp Web.
What is whatsapp web crm with WAExtension?
WhatsApp Web CRM inside WhatsApp Web via WAExtension: Keep contact records, lead stages, notes and follow-ups beside every conversation - a lightweight CRM layer inside WhatsApp Web.
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 whatsapp web crm metadata, so information lives in memory, sticky notes or a spreadsheet someone updates when they remember.
The WAExtension solution
The whatsapp web crm 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 |
|---|---|
| WhatsApp Web CRM panel | Keep contact records, lead stages, notes and follow-ups beside every conversation - a lightweight CRM layer inside WhatsApp Web. |
| 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
Lead Management
Capture leads from chats, assign owners and stages, and track each prospect from first message to closed deal.
Learn morePipeline Management
Visualise leads across stages like New, Contacted, Qualified, Proposal and Won - without leaving WhatsApp Web.
Learn moreAlso relevant: WhatsApp Web CRM overview · solutions hub · pricing.
Ready to turn WhatsApp Web into your CRM?
Install WAExtension and organise your first leads in minutes. Explore the free tier before you pay anything.