Kanban & Dashboards
Kanban with multiple dashboards, each its own set of boards.
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Solution
Agency CRM on WhatsApp Web
Manage client conversations and pipelines across brands from one workspace.
What does Agency CRM mean for a WhatsApp-first business?
Separate tags, notes and pipelines per client keep agency accounts organised while the team shares one way of working.. WAExtension makes it operational with kanban & dashboards — all inside WhatsApp Web.
Where most teams struggle
Chats pile up faster than processes. Ownership stays implicit, history disappears when someone logs off, and the manager's question every Monday — "what's the status?" — takes hours to answer manually.
The Agency CRM workflow with WAExtension
- Incoming chats enter a defined queue instead of a raw list.
- Each gets an owner, a stage and a next-action date.
- Context accumulates as tags and notes on the contact record.
- Dashboards show what moved, what stalled and what's due today.
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
Key features powering this solution
Visual Chatbot Flows
Visual chatbot flows with a simulator and 7 starter templates.
Learn moreKeyword-Triggered Message Bot
Keyword-triggered Message Bot for instant replies.
Learn moreAI Assistant
AI Assistant using your own OpenAI, Gemini or Anthropic key.
Learn moreCanned Responses & Shortcuts
Canned responses via /shortcuts, pinned to a shortcut bar.
Learn moreContact CRM Drawer
A CRM drawer per contact: profile, tags, notes, reminders.
Learn moreRelated: use cases · industries · message templates · WhatsApp Web CRM.
See Agency CRM in action
Install WAExtension and run your first agency crm workflow today.