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 & AI replies

InboxCRM is a WhatsApp CRM that works right inside WhatsApp Web. Organise every chat into a sales pipeline, add notes and tags, schedule messages, set auto replies and follow-ups, and track orders and stock, all without leaving the conversation. Your CRM data stays on your own device. No WhatsApp Business API. No phone-number migration. No separate CRM tab to keep updated. Install the extension, open WhatsApp Web, and your chats become an organised sales and support workspace. WHY CHOOSE INBOXCRM AS YOUR WHATSAPP CRM? ✔ A complete CRM for WhatsApp Web. Pipeline, contacts, follow-ups, quick replies, scheduling, reports, orders and stock in one install. ✔ Privacy-first. CRM records are saved locally in your browser. We don't store your chats on our servers. ✔ Bring your own AI. Connect OpenRouter, OpenAI, Gemini or Groq for AI reply drafting. You choose the provider and you control the cost. ✔ Responsible automation. Every automated send is paced with conservative limits that are switched on by default. ✔ Easy to learn. A setup wizard plus 18 narrated, click-through tutorials guide you through every feature. ✔ Multilingual. The interface is in English, Spanish and Portuguese (Brazil), and tutorial voice guidance is available in English and Sinhala. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHO THIS WHATSAPP CRM IS FOR • Small businesses and online sellers who sell through WhatsApp • Sales reps and inside-sales teams managing leads in chat • Customer-support agents answering the same questions every day • Freelancers, agencies, coaches and consultants • E-commerce and social-commerce sellers tracking orders, deliveries and product stock • Home-based and market sellers who need to know what's in stock before they promise it • Anyone who has outgrown basic WhatsApp labels but doesn't want an expensive API platform ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ KEY FEATURES 📊 WHATSAPP SALES PIPELINE (KANBAN CRM) • Drag-and-drop kanban boards with custom stages • Add deal values and see every open deal at a glance • Move each lead from Inquiry to Quoted to Paid to Delivered • Funnel reports show where deals stall 👤 CONTACT NOTES, TAGS & CUSTOM FIELDS • Per-contact notes, tags and custom fields • Profile sidebar shows the customer's history the moment you open the chat • Remember sizes, preferences, past orders and promises without a spreadsheet 💬 QUICK REPLIES & WHATSAPP TEMPLATES • Save reply templates with text, images, video, audio and documents • Shared media library for your product photos and files • Text macros and shortcuts so you type less and answer consistently 🤖 AI REPLY ASSISTANT (OPTIONAL) • Draft or improve a WhatsApp reply using the conversation's context • Tone presets: friendly, professional, concise and more • Works with your own key from OpenRouter, OpenAI, Gemini or Groq • AI is only used when you choose to use it ⏰ WHATSAPP MESSAGE SCHEDULER • Schedule WhatsApp messages to go out at the right time, even when you're busy • Appointment centre for bookings and reminders • Scheduled status posts • Quiet hours so messages never go out at night 🔔 FOLLOW-UP REMINDERS & SEQUENCES • Timed follow-up reminders so leads don't go cold • Follow-up sequences for quotes, proposals and unpaid orders ⚡ WHATSAPP AUTO REPLY & CHATBOT BUILDER • Auto-reply rules for common questions such as prices, opening hours and locations • Visual chatbot flow builder to guide customers step by step • Handle routine questions outside working hours 📣 CAMPAIGNS FOR OPTED-IN CUSTOMERS • Send personalised updates to your own customer lists, with {name} personalisation • Optional AI variation, so each message is written a little differently • Built-in sending safety: randomised delays, batch cooldowns, default caps of 40 per hour and 250 per day, per-contact cooldowns, warm-up mode, quiet hours and automatic stop after repeated failures • You can edit safety settings right next to a running or paused campaign 📦 STOCK & INVENTORY MANAGER • Product catalogue with name, SKU, barcode, category, unit, price, cost and photo • Track stock on hand, restocks, returns and stocktakes with a full movement history • Low-stock alerts for each product or as a default • In-stock, low-stock, out-of-stock and archived states • CSV import (with template and SKU-clash checks) and CSV export • Send a product card straight into a WhatsApp chat and record the sale against stock 🚚 ORDER & DELIVERY TRACKING • Record orders per customer with carrier and tracking code • Keep post-sale updates in the same place as the chat 📈 REPORTS & ANALYTICS • Sales funnel and conversion reports • Messaging activity reports • See which pipeline stage loses the most customers 🗂 CHAT ORGANISATION • Custom chat-list tabs and categories • Pinned chats for your priority customers • A sidebar and chat-tools panel inside WhatsApp Web: Chat context, Pipeline, Notes, Replies and Pinned 🔒 PRIVACY BLUR FOR SCREEN SHARING • Blur names, profile photos, chat previews, messages and media with one click • Hover to reveal a single item when you need it • Share your screen, give demos or record tutorials without exposing customer data 🔗 WEBHOOKS & INTEGRATIONS • Send chat events to your own endpoints, dashboards or automation tools 💾 BACKUP & RESTORE • Local backup and restore of your CRM data • Scheduled automatic backups 🎓 GUIDED ONBOARDING & TUTORIALS • First-run wizard: Welcome, AI keys (optional), contact import, done • 18 interactive, click-through tutorials, one for each feature • Real spoken voice guidance in English and Sinhala ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ REAL-WORLD USE CASES • Online clothing store: move buyers through Inquiry, Paid and Shipped, save sizes in notes and send tracking updates from the order record. • Home or market seller: keep stock counts, get warned when a bestseller is running low, and sell from a product card in the chat so stock updates automatically. • Café or food seller: import the product list from a spreadsheet, restock after deliveries and run a monthly stocktake. • Real estate agent: tag leads by budget and area, schedule viewing reminders and follow up after three days of silence. • Clinic or salon: confirm appointments the day before and auto-reply with opening hours and price lists. • Freelancer or agency: track proposals by deal value and see which stage loses the most clients. • Support agent: answer repeat questions with media-rich templates and use AI to soften a difficult reply. • Coach or course creator: send paced, personalised class reminders to opted-in students. • Sales lead running demos: blur all customer data before sharing the screen. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PROBLEMS INBOXCRM SOLVES ✘ Leads buried under new messages → ✔ Pipeline stages, pinned chats and follow-up reminders ✘ "What did this customer order last time?" → ✔ Notes, tags and custom fields inside the chat ✘ Typing the same answer 50 times a day → ✔ Quick replies, macros and AI drafts ✘ Messages sent at the wrong time → ✔ Scheduled messages and quiet hours ✘ Promising items that are sold out → ✔ Live stock counts and low-stock alerts ✘ No idea where sales are lost → ✔ Funnel and conversion reports ✘ Spreadsheet + notes app + WhatsApp → ✔ One organised workspace inside WhatsApp Web ✘ API platforms are too expensive or complex → ✔ Works with the WhatsApp account you already use on WhatsApp Web ✘ Privacy worries about cloud CRMs → ✔ Local-first data storage ✘ A powerful tool nobody knows how to use → ✔ Setup wizard and 18 narrated tutorials ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ HOW TO START USING YOUR WHATSAPP CRM 1. Click "Add to Chrome". 2. Open web.whatsapp.com and log in as usual. 3. Follow the setup wizard. You can add AI keys (optional) and import your contacts. 4. Create your first pipeline and drag your chats into stages. 5. Open any tutorial from the sidebar whenever you need help with a feature. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PRIVACY & DATA • Your CRM data (pipelines, notes, tags, templates, orders and stock) is stored locally in your browser with chrome.storage.local. • We do not sell your data, and we don't collect, store or transmit your chats on our servers. • AI features send conversation text only to the AI provider you connect, and only when you use an AI action. • Error reporting is optional. It never includes chat content, contact data or other personal information. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ RESPONSIBLE USE InboxCRM is built for organising real customer conversations, not for spam. Only message people who have agreed to hear from you, and follow WhatsApp's Terms of Service and the laws that apply to you. Our sending limits lower the risk of account restrictions but can't remove it. You are responsible for how you use automation. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ SUPPORT Questions, feature requests or bug reports? Visit https://inboxcrm.net or contact us through the support link on this page. We read every message and update InboxCRM regularly. If InboxCRM helps your business, please leave a review. It helps other small businesses find the right WhatsApp CRM. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ DISCLAIMER InboxCRM is an independent product by Extino Ltd. It is not affiliated with, authorized, endorsed or sponsored by WhatsApp or Meta Platforms, Inc. WhatsApp is a trademark of Meta Platforms, Inc. All other trademarks belong to their respective owners.