To manage leads on WhatsApp Web, add the free WA CRM Chrome extension: open a chat, click Save to CRM to capture the lead, set its stage and a follow-up reminder, and it syncs to your pipeline and Google Sheets. This turns WhatsApp Web into a trackable sales pipeline without any spreadsheets or the Business API.
Step 1 — Add WA CRM to Chrome and open WhatsApp Web. A lead panel appears alongside your chats.
Step 2 — Open a chat and click Save to CRM. The contact name and number are auto-detected; add a stage (e.g. Warm Lead), a temperature/score and a note.
Step 3 — Set a reminder so you follow up at the right time; you get a desktop alert when it is due.
Step 4 — Filter your chat list by stage (Follow-up, Warm, Closed) to work your pipeline, and let everything sync to Google Sheets for reporting.
Related
Yes. WA CRM lets you set a reminder on any chat and shows a desktop notification when it is due, so no follow-up is missed.
Yes, on WA CRM’s team plans managers see every rep’s pipeline and the shared activity history for each lead.
Pricing
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