WhatsApp CRM – InboxCRM: Pipeline, Scheduler & Auto Reply for WhatsApp Web

WhatsApp CRM for WhatsApp Web: kanban sales pipeline, contact notes & tags, quick replies, scheduled messages, chatbot & auto reply

InboxCRM is a WhatsApp CRM that lives inside WhatsApp Web. Track every lead on a sales pipeline, reply faster with quick replies and auto reply, schedule WhatsApp messages, and run orders, stock, deliveries and expenses next to your chats — without the WhatsApp Business API and without moving your number. Your CRM records are stored locally in your browser, on your own computer. Install it, open web.whatsapp.com, and your CRM is ready in about two minutes. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ✨ WHY SMALL BUSINESSES CHOOSE INBOXCRM ✔ A real CRM for WhatsApp Web — pipeline, contacts, follow-ups, orders, stock, expenses and reports in one place, right beside the conversation. ✔ Works with the WhatsApp you already use — WhatsApp or WhatsApp Business on your phone, linked to WhatsApp Web. No API, no migration, no new number. ✔ Local-first — pipelines, notes, orders and stock stay in chrome.storage.local on your device, not on our servers. ✔ Careful automation — auto reply, scheduled messages and campaigns come with sending limits, quiet hours and cooldowns switched on by default. ✔ Only the tools you need — a two-minute set-up asks for your country and business type, switches on the right tools and hides the rest. ✔ Quick to learn — guided tours with voice narration practise on a demo copy, so nothing touches your real chats. ✔ Speaks your language — the interface is available in 13 languages, including Sinhala and Tamil. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🚀 FEATURES 🏠 TODAY DASHBOARD Open InboxCRM and see what needs you today: reminders that are due, messages waiting to send and campaigns that are running. Every tool shows its live status at a glance, with one tap to open it. 📊 SALES PIPELINE (KANBAN CRM) Turn every WhatsApp chat into a deal you can see. • Drag chats between stages on a visual kanban board with stages you name yourself. • Already use WhatsApp Business labels? Create pipeline stages from your labels and keep them linked. • Record deal values and order values and see what is still open. • A sales funnel shows stage-to-stage conversion and where leads stall. 👤 CONTACTS, NOTES & TAGS Know who you are talking to before you reply. • Private notes, tags and contact profiles in a panel beside the chat. • Pin important chats and create custom chat tabs above your chat list. • Birthday reminders, so you never miss a good reason to say hello. • No more spreadsheets or sticky notes. 💬 QUICK REPLIES, TEMPLATES & TEXT MACROS Answer the same questions in one click. • Saved replies with text, images, audio, video and documents, sorted into coloured categories. • A quick-reply picker right inside the chat. • Multi-step reply sequences. • Text macros that expand as you type — try them in a live preview first. • A media library for the files you send every day. ⚡ WHATSAPP AUTO REPLY & CHATBOT Let routine questions answer themselves. • Keyword rules that reply automatically when a message matches — with several answers per rule. • Numbered menus and questions — the customer types 1, 2 or 3 and gets the right answer. • See any rule drawn as a simple diagram before you switch it on. • Teach a rule new wording fast: select text in a chat, right-click, and add it as a keyword. • A visual workflow builder with ready-made templates for guided conversations. • Out-of-hours replies, even on a normal (non-Business) WhatsApp account. • Natural pacing: short random delays, a typing indicator and, for voice notes, a recording indicator before the message is sent. • "Call a person" hand-off: when a customer asks for a human, you get a chime, a Telegram alert or a WhatsApp message. ⏰ WHATSAPP SCHEDULER Write now, send later. • Schedule WhatsApp messages on WhatsApp Web for any date and time. • Plan WhatsApp Status posts — text, photos and videos — import a week of pictures at once, and repost one every 24 hours. • Personal reminders, plus quiet hours for anything automatic. 🔔 FOLLOW-UPS Never lose a lead that went quiet. • Automatic follow-up reminders when a chat has no reply — for one pipeline stage or for any chat. • Follow-up sequences for enquiries, quotations and pending orders. 📣 CAMPAIGNS & BULK MESSAGING (FOR OPTED-IN CUSTOMERS) Send personalised updates to customers who asked to hear from you. You choose every recipient and review every message before a campaign starts. • Recipient lists, {name} placeholders and delivery reports. • Built-in safeguards on by default: 40 messages per hour, 250 per day, a 24-hour per-contact cooldown, quiet hours from 21:00 to 08:00, random delays and batch pauses, and an automatic stop after repeated failures. • Optional warm-up mode for newer numbers. • Pause, edit and resume a campaign at any time. 🛒 ORDERS & DELIVERY TRACKING Turn a conversation into an order. • Create an order draft from the chat in one click — it reads product names, quantities, addresses and payment words, including Sinhala and Singlish. • Move every order from Draft → Confirmed → Packed → Shipped → Delivered. • Cash on delivery, returns, couriers and tracking numbers on every order. • Built-in courier connections in Sri Lanka (Koombiyo, Royal Express) with label printing, and waybill tracking for any other courier. • Courier updates: orders update themselves when a parcel moves, even while your browser was closed. • Quotations, invoices and receipts sent into the chat as an image, or printed on A5; 4 × 6 in packing labels with a tracking QR code. 📦 STOCK & INVENTORY MANAGEMENT Know what you can sell before you promise it. • Product catalogue with SKUs, prices, costs and photos. • Stock moves automatically when an order is confirmed or cancelled. • Low-stock alerts, restocks, returns and stocktakes; CSV import and export. 💰 EXPENSE BOOK A simple money book: tap +, type the amount, pick a category — done. Your currency comes from your business profile. 📈 REPORTS & CHARTS Ten ready-made charts built from what you already record: • Leads and pipeline — stage-to-stage conversion and where leads come from. • Orders and sales — orders over time, sales per week or month, orders by status, paid / to collect / owed, best sellers, and delivered against returned per courier. • Money — money in against money out, and where your money goes. 🔒 PRIVACY BLUR A WhatsApp Web privacy extension built in: blur names, profile photos, message previews and media when you share your screen or record a demo, and reveal any single item when you need it. 🔗 WEBHOOKS, HTTP API & META PIXEL • Webhooks send new messages, pipeline changes and new or changed orders to Google Sheets, n8n, Make, Zapier or your shop system. • An optional HTTP API lets your own systems send a WhatsApp message through your WhatsApp Web — your limits and quiet hours still apply. • Meta Pixel: tell your own Pixel when a Facebook or Instagram ad brings a lead and when that customer buys. The customer's phone number is turned into a code in your browser before it is sent. Off until you switch it on. 💾 BACKUP & RESTORE • One-click backup and restore of all your CRM data, and scheduled automatic backups. • Chat backup: keep a local archive of your WhatsApp Web chats and export it as a ZIP file. • Optional encrypted cloud copy of your chat backup — off until you switch it on. • Import and export rules, workflows and macros as JSON files. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💡 WHO IS IT FOR? If you sell or support customers on WhatsApp and your phone is full of unread chats, InboxCRM gives every conversation a place. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🛠️ GET STARTED IN 2 MINUTES 1. Click "Add to Chrome". 2. Open web.whatsapp.com and link your phone. 3. Sign in, then pick your country and business type — InboxCRM turns on the tools you need and hides the rest. 4. Start your free trial and add your first chat to the pipeline. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💳 PLANS InboxCRM starts with a free trial. After the trial, a paid plan keeps the features on. You need an InboxCRM account (sign-in through Chrome) to use the extension. Current plans and prices are shown in the welcome set-up and in Settings, where you can also manage your subscription. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ❓ FREQUENTLY ASKED QUESTIONS Do I need the WhatsApp Business API? No. InboxCRM works on top of WhatsApp Web, with your normal WhatsApp or WhatsApp Business account. There is no API set-up and no number migration. Does it work with WhatsApp Business? Yes. It works with both WhatsApp and WhatsApp Business, and it can turn your WhatsApp Business labels into pipeline stages. Where is my data stored? Your CRM records are stored in your own browser on your own computer. They leave your device only for features you switch on yourself — see "Privacy & data" below. Can my number get banned? WhatsApp limits automated and bulk messaging. InboxCRM's default limits, delays and quiet hours lower the risk, but no tool can promise your number is safe. Message only people who agreed to hear from you. Does it work on my phone? InboxCRM is a Chrome extension, so it runs on a computer with WhatsApp Web open. Your phone stays linked as usual. Which languages does it support? The interface is available in 13 languages, and you can switch at any time in Settings. Names, notes and messages you typed are always shown exactly as you wrote them. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔐 PRIVACY & DATA • CRM records — pipelines, notes, tags, templates, orders, stock and expenses — are stored with chrome.storage.local on your device. • We do not sell your data. Your chats are not uploaded to our servers unless you switch on the optional encrypted cloud copy of your chat backup. • Data leaves your browser only for features you switch on yourself: webhooks to addresses you enter, courier connections with your own courier account, Telegram alerts to your own bot, Meta Pixel, the HTTP API and the encrypted cloud backup. • Your account is checked with our server to confirm your plan; these checks never include message content. • Error reports contain no message content or contact details. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🛡️ RESPONSIBLE USE InboxCRM is for genuine customer communication. Only message people who have agreed to hear from you, and follow your local privacy laws and WhatsApp's Terms of Service. WhatsApp restricts automated and bulk messaging; the built-in pacing, daily limits and quiet hours reduce the risk of restrictions but cannot remove it. You are responsible for the messages you send. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💬 SUPPORT Questions, help or feature ideas: https://inboxcrm.net — or use the support link on this page. We read every message and use your feedback to improve InboxCRM. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📌 DISCLAIMER InboxCRM is an independent product by Extino Ltd. It is not affiliated with, authorised, endorsed or sponsored by WhatsApp or Meta Platforms, Inc. WhatsApp is a trademark of Meta Platforms, Inc. All other trademarks belong to their owners.