Lead follow-up
Day 1 / day 3 / day 7 cadences on inbound enquiries.
Lead follow-up workflow
Core product page
WhatsApp Web CRM for Modern Businesses
Stop treating your WhatsApp thread list as a database. A WhatsApp Web CRM keeps every customer record, lead stage and follow-up right beside the conversation where deals are actually won.
What is WhatsApp Web CRM?
WhatsApp Web CRM means running customer relationship management — contacts, leads, pipeline stages, notes, tags, follow-ups and reporting — directly on top of WhatsApp Web, instead of copying chat details into a separate system. WAExtension delivers this as a browser extension plus cloud workspace.
Why businesses use WhatsApp as a CRM channel
In many markets WhatsApp is the sales channel. Enquiries arrive by chat, negotiations happen by chat and orders close by chat. Yet most businesses manage that revenue-critical channel with nothing more than a scrolling thread list.
The result is predictable: enquiries resurface too late, ownership is ambiguous, context dies between reps, and nobody can answer "how many leads did we have last month?"
A WhatsApp Web CRM fixes the structure without changing the behaviour — people keep chatting exactly as before, but every chat now carries a record.
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 works as your WhatsApp CRM
Contact management
Every chat can be linked to a contact record with profile, tags, notes & reminders. CRM drawer.
Visual Chatbot Flows
Automate inbound customer conversations with visual flows and AI assistance. Visual Chatbot Flows.
Kanban Dashboards
Kanban boards give every deal and conversation a visible pipeline position. Kanban Dashboards.
Scheduled Sends & Templates
Schedule messages, send templates and status posts seamlessly. Scheduled Sends.
Broadcasts & Pacing
Send broadcasts with rate-limiting pacing and hourly caps safely. Paced Broadcasts.
Webhooks & CSV Tools
Import, export and integrate data via webhooks and CSV tools. Webhooks & CSV.
Privacy & Control
Keep data safe with screen blur and local browser storage. Privacy Mode.
Use cases & industries
Quote chasing
Keep sent quotations moving with scheduled check-ins.
Quote follow-upSupport triage
Tag, assign and resolve support chats with shared context.
Customer supportIndustry guides: Real Estate · Education · Automotive · E-commerce · all industries
Compare options: CRM vs spreadsheet · CRM vs traditional CRM · CRM vs shared inbox
Frequently asked questions
A WhatsApp Web CRM is a customer relationship management layer built on top of WhatsApp Web. It attaches contact records, lead stages, notes, tags and follow-up reminders to your conversations so chats become structured pipeline.
No. WAExtension enhances the WhatsApp Web interface you already use. The WhatsApp Business Platform/API is Meta's separate programmatic messaging solution; they serve different needs.
Yes. With team features, conversations get owners, shared tags and internal notes, so multiple teammates can work one business number without duplicate replies.
Yes. You keep replying in the familiar chat view. The CRM panel sits alongside it — there is no second inbox to learn.
CRM records live in your WAExtension account, not only in the browser, and can be exported as CSV/JSON before removal. See webhooks & CSV tools.
Very much. Small teams selling over chat get most CRM value — organised leads, follow-ups and context — without paying for or learning a heavyweight system.
Put your WhatsApp conversations to work
Install WAExtension and attach your first lead record today — no migration, no new chat app.