How-to guides · English & සිංහල

Every InboxCRM tool, explained step by step

Pick a tool below for a short how-to guide with a preview of what it looks like. Every guide is written in both English and Sinhala — switch languages with one click on the page.

CRM Pipeline

A Kanban board next to your chats. Every WhatsApp conversation can sit in a stage — Lead, Qualified, Proposal, Won or Lost — so you always know where a deal stands.

Campaigns (Bulk Messaging)

Send one message to many people at once — with safe, human-like delays between each send so your number doesn't get flagged.

Quick Replies

Save messages you send often — text, images, audio, even multi-step sequences — and fire them into any chat with one click.

Scheduling Center

Write a message once, pick a date and time, and InboxCRM sends it for you later — even a birthday greeting or a delivery reminder.

Chatbot Flows

Build a small chatbot by connecting simple blocks — it can greet people, ask questions, and reply on its own, even while you're away.

Sales Funnel Dashboard

There's no funnel to build — it's created automatically from your CRM board. See conversion rate and revenue at a glance.

Auto-Attendance

Automatic replies, like a receptionist: when an incoming message matches your rule (a keyword, outside business hours, a new conversation), the extension answers for you.

Follow-Up Rules

Automations that fire when a chat enters or leaves a CRM stage — for example, message anyone who sits in "Negotiating" for 3 days so no lead goes cold.

Chat Backup

Archives your WhatsApp chats, contacts and media on this computer — nothing is uploaded unless you turn on encrypted cloud backup yourself.

Dashboard

Your WhatsApp toolkit for selling, messaging and automating — here's how everything is doing, and every tool one click away.

Notifications & Reminders

Personal reminders that pop up at a time you choose — "call Maria back at 3pm" — plus automatic birthday reminders for your contacts.

Privacy Blur

One click blurs contact names, avatars and message text across your chat list and header — handy when screen-sharing, recording, or demoing with someone watching.

Menu Features (Show / Hide Tools)

Enable or disable each sidebar tool with a switch — a tidy way to keep the sidebar focused on what you actually use.

Settings

Language, privacy, sending safety, backup and AI assistant — all the extension-wide options live here.

Chat Tools Panel

Open any chat and a small InboxCRM panel slides in on the right — Chat, Pipeline, Notes, Replies and Pinned, all without leaving the conversation.

Turn your WhatsApp inbox into an organised sales workspace

Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.

Add InboxCRM to Chrome Explore features

Works with your existing WhatsApp Web account
CRM records stay on your device
AI optional, your own key