Contact CRM Drawer
A CRM drawer per contact: profile, tags, notes, reminders.
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Use Case
Lead Generation With WAExtension
Collect inbound enquiries from WhatsApp and turn them into structured, owned leads.
Why does lead generation fail on plain WhatsApp Web?
Leads captured with a named owner within the first hour get dramatically more engaged replies than leads that sit in an unlabelled chat list until someone scrolls past them.
The problem
An enquiry arrives from an ad, portal or referral and is instantly recorded as a lead with source, owner and next action - instead of drowning in an unlabelled chat list.
How WAExtension helps
Leads captured with a named owner within the first hour get dramatically more engaged replies than leads that sit in an unlabelled chat list until someone scrolls past them.
Example process
- Capture: the conversation gets a contact record, source tag and owner the moment it starts.
- Structure: set a stage or label that reflects reality (new, waiting-on-customer, done).
- Next action: attach a follow-up date so the chat resurfaces exactly when it should.
- Execute: reply from a saved template, personalising variables in seconds.
- Review: weekly analytics show volume, movement and anything overdue.
Features that power this workflow
Kanban & Dashboards
Kanban with multiple dashboards, each its own set of boards.
Learn moreWebhooks & Group Tools
Webhooks, CSV import/export, click-to-chat links, group tools.
Learn moreSuggested templates: First Follow-Up Message · Appointment Confirmation · Payment Follow-Up
Common in these solutions: Lead Management · Campaign Management · Other use cases: Lead Follow-Up · Customer Follow-Up · Sales Follow-Up
FAQ
No. This workflow runs entirely on WhatsApp Web through the WAExtension browser layer. The WhatsApp Business Platform is a separate Meta product for programmatic messaging; WAExtension does not claim affiliation with it.
Both. Solo users get reminders, tags and templates; teams add ownership, notes and shared visibility on top.
Most people run this workflow within minutes of installing — define your stages/tags once, then attach them per conversation as you go.
Put lead generation on a system
Install WAExtension, set your first follow-up date, and never rely on memory again.