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 – Pipeline, Scheduler & Auto Reply for WhatsApp Web Turn WhatsApp Web into an organised customer relationship management workspace with InboxCRM. Manage customer conversations, track sales opportunities, schedule messages, automate routine responses, and organise orders and inventory directly alongside your chats. InboxCRM works with your existing WhatsApp Web session without requiring the WhatsApp Business API or phone-number migration. Your CRM records are stored locally in your browser, giving you control over your business information. ✨ WHY CHOOSE INBOXCRM? ✔ All-in-one workspace – Manage contacts, sales pipelines, follow-ups, messaging, orders, and inventory together. ✔ Local-first storage – Your CRM records remain in your browser rather than being stored on our servers. ✔ Optional AI assistance – Connect your preferred supported AI provider to draft and improve customer replies. ✔ Responsible automation – Built-in sending limits, quiet hours, and cooldowns help you manage automated communication. ✔ Guided experience – A setup wizard and 18 interactive tutorials make it easier to explore the available tools. ✔ Multilingual interface – Available in English, Spanish, and Portuguese (Brazil), with tutorial voice guidance in English and Sinhala. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🚀 KEY FEATURES 📊 SALES PIPELINE & DEAL MANAGEMENT Organise customer enquiries and sales opportunities using a visual Kanban board. • Create and customise pipeline stages. • Drag and drop conversations between stages. • Record deal values and monitor active opportunities. • Review funnel and conversion reports to understand sales progress. 👤 CONTACT MANAGEMENT Keep important customer details accessible while chatting. • Add personal notes, tags, and custom fields. • View customer information in the conversation sidebar. • Record preferences, order details, and previous commitments. • Organise conversations without relying on separate spreadsheets. 💬 QUICK REPLIES & MESSAGE TEMPLATES Respond consistently with reusable content. • Create text and media-rich reply templates. • Save images, videos, audio, and documents. • Organise commonly used files in a media library. • Use shortcuts and text macros to prepare responses faster. 🤖 AI REPLY ASSISTANT Get optional assistance when composing customer messages. • Generate or improve replies using relevant conversation context. • Choose writing styles such as friendly, professional, or concise. • Connect OpenRouter, OpenAI, Gemini, or Groq using your own API key. • AI-assisted drafting is initiated by the user when needed. ⏰ MESSAGE SCHEDULER & APPOINTMENTS Plan communications and reminders ahead of time. • Schedule outgoing messages. • Manage appointment bookings and reminders. • Prepare scheduled status updates. • Configure quiet hours for automated messaging. 🔔 FOLLOW-UP MANAGEMENT Stay organised when conversations need further attention. • Create timed follow-up reminders. • Configure follow-up sequences for enquiries, quotations, and pending orders. • Keep track of conversations that need another response. ⚡ AUTO REPLY & CHATBOT BUILDER Handle common enquiries with configurable automation. • Create automatic responses for frequently asked questions. • Build guided conversation flows using a visual editor. • Configure responses for routine enquiries and messages received outside working hours. 📣 CUSTOMER CAMPAIGNS Communicate with customers who have agreed to receive your messages. • Prepare personalised updates for your customer lists. • Use contact-specific placeholders, including names. • Optionally generate message variations with AI. • Manage sending with configurable delays, cooldowns, quiet hours, and batch limits. • Default safeguards include limits of 40 messages per hour and 250 per day, per-contact cooldowns, warm-up mode, and automatic stopping after repeated failures. • Adjust campaign settings when managing active or paused campaigns. 📦 STOCK & INVENTORY MANAGEMENT Manage products and stock records from the same workspace. • Create a product catalogue with SKUs, barcodes, categories, prices, costs, and images. • Record stock movements, restocks, returns, and stocktakes. • Configure low-stock alerts and view product availability. • Import and export inventory using CSV files. • Share product cards in conversations and record sales against inventory. 🚚 ORDERS & DELIVERY TRACKING Keep customer order information connected to conversations. • Create and manage customer orders. • Record delivery carriers and tracking references. • Access order details while communicating with customers. 📈 REPORTS & ANALYTICS Understand your sales and messaging activity. • Review sales pipeline and conversion reports. • Monitor messaging activity. • Identify stages where opportunities may be delayed or lost. 🗂 CHAT ORGANISATION Customise how you work with conversations. • Create chat categories and custom list tabs. • Pin important conversations. • Access conversation context, pipeline details, notes, and reply tools through integrated panels. 🔒 PRIVACY BLUR Protect information when presenting or sharing your screen. • Blur contact names, profile pictures, message previews, and media. • Reveal individual items when needed. • Reduce accidental exposure of customer information during demonstrations and recordings. 🔗 WEBHOOKS & INTEGRATIONS Connect supported conversation events to your own endpoints and automation workflows. 💾 BACKUP & RESTORE Maintain copies of your locally stored CRM information. • Create and restore local backups. • Configure scheduled automatic backups. 🎓 INTERACTIVE TUTORIALS Explore the features through guided onboarding. • First-run setup wizard. • 18 interactive, click-through tutorials. • Spoken tutorial instructions in English and Sinhala. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💡 A WORKSPACE FOR CUSTOMER COMMUNICATION InboxCRM brings sales organisation, customer information, routine communication, and order management into WhatsApp Web. Whether you're tracking an enquiry, preparing a follow-up, checking product availability, or finding a previous customer note, relevant tools are available alongside the conversation. It is designed for individuals and teams who communicate with customers through WhatsApp and want a more structured workflow. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🛠️ GETTING STARTED 1. Install InboxCRM using "Add to Chrome". 2. Open web.whatsapp.com and sign in to your account. 3. Complete the guided setup. 4. Configure your pipeline, contacts, and preferred messaging tools. 5. Explore the interactive tutorials whenever you need assistance. AI configuration is optional. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔐 PRIVACY & DATA HANDLING InboxCRM follows a local-first approach to CRM data storage. • CRM records, including pipelines, notes, tags, templates, orders, and inventory, are stored using chrome.storage.local. • We do not sell your data or collect, store, or transmit your chats on our servers. • When you initiate an AI action, relevant conversation text is sent to your selected AI provider to process the request. • Optional error reporting does not include message content, contact information, or other personal information. • Local backup and restore tools help you manage your CRM records. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🛡️ RESPONSIBLE USE InboxCRM is intended for legitimate customer communication and relationship management. Only send messages to recipients who have agreed to receive them. Follow applicable privacy laws and WhatsApp's Terms of Service. Automated messaging includes configurable pacing and safety limits. These safeguards do not guarantee protection from account restrictions. Users remain responsible for their messaging activities. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 💬 SUPPORT & FEEDBACK For questions, technical assistance, or feature suggestions, visit: [https://inboxcrm.net](https://inboxcrm.net) You can also use the support link provided on this store page. We welcome feedback and use it to improve InboxCRM. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📌 DISCLAIMER InboxCRM is an independent product developed 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 are the property of their respective owners.