Kanban & Dashboards
Kanban with multiple dashboards, each its own set of boards.
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Industry
WhatsApp CRM for Digital Agencies
Agencies run client conversations with ownership, internal notes and pipeline visibility across multiple brands.
What does a WhatsApp CRM do for Digital Agencies?
It adds business structure to WhatsApp Web chats used by project enquiries: client comms and Agencies run client conversations with ownership, internal notes and pipeline visibility across multiple brands. become tagged, owned conversations with lead stages, notes and follow-up dates — so nothing depends on memory or scrolling.
The problems Digital Agencies teams hit on WhatsApp
- Client comms arrive from portals, ads, referrals and walk-ins and look identical in one unlabelled chat list.
- Between appointments, jobs and sessions, nobody remembers which conversation needs the next message.
- When a colleague covers a chat, there is no written context — the customer repeats everything.
- Managers cannot see how many Agencies run client conversations with ownership, internal notes and pipeline visibility across multiple brands. are open, waiting or won without asking one by one.
How Digital Agencies actually uses WhatsApp
For project enquiries businesses, WhatsApp is usually the fastest channel customers trust. That makes it the real front office: first contact, qualification, scheduling, negotiation and after-sales all happen in chat. The cost of chaos is measured in missed Agencies run client conversations with ownership, internal notes and pipeline visibility across multiple brands..
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
How WAExtension helps digital agencies businesses
Full-Screen or Inline View
Opens full-screen in its own tab, or inline — your choice.
Learn moreContact CRM Drawer
A CRM drawer per contact: profile, tags, notes, reminders.
Learn moreWebhooks & Group Tools
Webhooks, CSV import/export, click-to-chat links, group tools.
Learn moreBroadcasts with Pacing
Send Message and Broadcasts with pacing, an hourly cap and reports.
Learn moreAI Assistant
AI Assistant using your own OpenAI, Gemini or Anthropic key.
Learn moreA sample digital agencies workflow
Inbound client comms
The enquiry arrives in WhatsApp Web. WAExtension prompts you to save the contact with source and role in one click.
Qualify & tag
Tag intent, budget or priority, and set a lead stage such as New → Contacted → Qualified.
Next action, logged
Attach a follow-up date and an internal note so anyone on the team can pick the chat up cold.
Structured follow-through
Use a saved template for the reminder, move the stage when they respond, and review the week in analytics.
Recommended templates: Quotation Follow-Up · Payment Follow-Up · Customer Welcome Message
Related use cases: Inquiry Management · Sales Follow-Up · Customer Onboarding · See the Agency Client Pipeline sample workflow
Frequently asked questions
Most digital agencies teams start with Kanban & Dashboards, then add Full-Screen or Inline View once their stage definitions are stable.
No. Everything runs on your side inside WhatsApp Web in your browser. Customers keep messaging you the way they always have.
No. WAExtension is an independent productivity and CRM layer for WhatsApp Web. It complements the WhatsApp Business tools Meta provides; it does not modify or replace them.
Yes. Contacts, leads, stages, notes and tags can be exported to CSV/JSON at any time via the Export & Import feature, so your data is never locked in.
Also popular: WhatsApp CRM for Consulting · the WhatsApp Web CRM guide · all solutions.
Run Digital Agencies conversations like a pipeline
Install WAExtension and organise your first digital agencies lead today.