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WhatsApp CRM for small business

One WhatsApp CRM, many ways to sell

InboxCRM suits businesses that have outgrown chat labels but don't want an API platform. See the problem each team faces, the workflow they set up and what changes.
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Use cases

Built for businesses that sell on WhatsApp

InboxCRM suits small businesses, sales reps, support agents, freelancers and online sellers who have outgrown chat labels but don't want an API platform. Here's how different teams use it.

  • Online stores

    Problem
    Buyers ask about sizes, pay, then wait for shipping news — all in one long thread.
    Workflow
    Move each buyer from Inquiry to Paid to Shipped, store sizes in notes, send tracking from the order record.
    Benefit
    Every order has a status, and no buyer is left asking “where's my parcel?”.
    • Pipeline
    • Notes
    • Orders
    • Quick replies

  • Real estate agents

    Problem
    Dozens of enquiries with different budgets, areas and viewing dates.
    Workflow
    Tag leads by budget and area, schedule viewing reminders, and follow up automatically after three quiet days.
    Benefit
    You know which buyer wants what, and nobody goes cold after a viewing.
    • Tags
    • Scheduling
    • Follow-up sequences

  • Clinics & salons

    Problem
    No-shows, and the front desk answering “what are your hours?” all day.
    Workflow
    Confirm appointments the day before and let auto-replies answer opening hours and price-list questions.
    Benefit
    Fewer missed bookings and fewer repetitive messages for your staff.
    • Appointment centre
    • Auto-replies
    • Templates

  • Freelancers & agencies

    Problem
    Proposals go out, but it's unclear which ones are still alive.
    Workflow
    Track proposals by deal value on a board and review the funnel to see which stage loses the most clients.
    Benefit
    A clear view of your pipeline value and where to tighten your pitch.
    • Deal values
    • Funnel reports

  • Customer support

    Problem
    Repeat questions and the occasional tense conversation.
    Workflow
    Answer common questions with media-rich templates and use AI to soften a difficult reply before sending.
    Benefit
    Faster, more consistent answers — in a calm tone.
    • Quick replies
    • AI assistant
    • Tone presets

  • Coaches & course creators

    Problem
    Reminding students about sessions one message at a time.
    Workflow
    Send a class reminder to opted-in students with their names personalised, paced by the sending limits.
    Benefit
    Everyone gets the reminder without you copying and pasting for an hour.
    • Campaigns
    • {name} personalisation
    • Sending limits

  • Sales professionals

    Problem
    Screen-sharing a pipeline review exposes every customer's name and messages.
    Workflow
    Turn on privacy blur before the meeting, walk through the board, then switch it off afterwards.
    Benefit
    Demo and review your pipeline without showing customer data.
    • Privacy blur
    • CRM board

  • Small businesses on WhatsApp

    Problem
    You've outgrown chat labels, but an API platform feels like too much.
    Workflow
    Run pipeline, follow-ups, templates, reports and orders from one extension — in English, Spanish or Portuguese.
    Benefit
    CRM structure without a new inbox, a number migration or a second tool to update.
    • All-in-one
    • EN · ES · PT-BR

The problem

WhatsApp is where you sell. It just wasn't built to run a pipeline.

Most small businesses end up juggling WhatsApp, a spreadsheet and a notes app. Somewhere between the three, leads and promises slip through.

  • Leads sink under new messages

    A hot lead from this morning is twenty chats down by lunch, and nobody remembers to reply.

  • Follow-ups live in your head

    “I'll get back to you Thursday” is easy to promise and easy to forget.

  • Customer context is scattered

    Sizes, budgets and past orders sit in a notes app, a spreadsheet and your memory.

  • The same answers, all day

    Prices, opening hours, delivery times — typed again for every new person who asks.

  • Spreadsheets drift out of date

    The sheet says “Proposal sent”. The chat says the customer already paid.

  • No idea where sales stall

    Without stages or reports, you can't tell whether leads drop off at price, proposal or payment.

InboxCRM puts the pipeline, the notes and the reminders right beside the chat — so nothing depends on memory.

No API · No migration · No new inbox

Keep the WhatsApp you know. Add the CRM you've been missing.

Add to Chrome

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