WhatsApp CRM features
01 · WhatsApp sales pipeline
Drag chats through your own stages on a kanban board and add a deal value to each card. Start with a ready-made Lead → Qualified → Proposal → Won / Lost board or build your own.
InboxCRM · CRM pipeline
02 · Contact context
Per-contact notes, tags and custom fields sit in a profile sidebar beside the conversation — so you remember who they are and what you promised.
03 · Follow-ups & scheduling
Set timed reminders and follow-up sequences for chats that go quiet. Schedule WhatsApp messages, keep appointments organised and plan status posts in advance.
Scheduled messages send from your browser, so keep Chrome running with WhatsApp Web open.
04 · Quick replies & AI
Save your common answers as templates with text, images, video, audio or documents, and drop them into any chat with one click. Text macros expand as you type, and the optional AI assistant can draft or polish a reply.
InboxCRM · Quick replies
05 · Automation
Answer common questions outside working hours with auto-reply rules, or build a simple conversation flow in the visual chatbot builder. Every automated send goes through the same pacing and quiet-hours logic.
InboxCRM · Flow builder
Reports & orders
Your pipeline turns into a sales funnel on its own, and post-sale updates stay attached to the customer — not lost in a spreadsheet.
Sales funnel & reports
There's no funnel to set up. Add chats to your board's stages and InboxCRM charts conversion and deal value automatically. Messaging reports show how your campaigns went, and you can export to Excel.
InboxCRM · Funnel dashboard
Order tracking
Record orders and delivery progress next to the customer's chat, and send a tracking update from a saved template.
All features
InboxCRM groups its tools into three jobs — sell, message and automate. Start with the board and quick replies; the rest is there when you need it.
CRM board, funnel, campaigns and orders to sell. Quick replies, scheduling, statuses, notes, media and contacts to message. Workflows, auto-attendance, follow-ups, reports and backup to automate.
Text, images, video, audio and documents in one click.
Timed reminders and sequences for quiet chats.
Write now, send later. Plus appointments and status posts.
Build a simple chatbot, block by block.
Hide names, avatars, previews and media in one click.
FAQ
Scheduling, follow-ups, quick replies, pipelines and orders.
Still unsure? Contact support
All questionsYes. Pick a chat, write the message and choose a date and time. InboxCRM also has an appointment centre and scheduled status posts. Keep Chrome running with WhatsApp Web open so scheduled messages can be sent on time.
Yes. You can set timed reminders and follow-up sequences based on how long a chat has waited, and get notified about who to contact next.
Yes. Save templates with text, images, video, audio or documents, reuse files from a shared media library, and use text macros that expand as you type. Insert any template into a chat with one click.
Yes. Create drag-and-drop kanban boards with your own stages — for example Lead, Qualified, Proposal, Won and Lost — and add deal values. The boards feed the sales funnel report automatically, so you can see where deals stall.
Yes. You can record orders and delivery status next to the customer's chat and send tracking updates from saved templates, so post-sale conversations stay in one place.
Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.
