Learning guide

How to run your sales on WhatsApp

Everything below happens inside WhatsApp Web — no new app to learn, nothing to import. Ten minutes start to finish. Propar only ever reads your chats; it never sends a message on your behalf.

1 Install the extension 2 Open WhatsApp Web 3 Meet the Propar bar 4 Tag your first lead 5 Set a follow-up reminder 6 Add notes to a lead 7 Raise a ticket from a group 8 Read your dashboard 9 Add your team

Install the extension

Download the file, unzip it, and load the folder in Chrome. It takes about a minute and you only do it once.

chrome://extensionsWA

ExtensionsDeveloper mode ●━ ON

Load unpackedPack extensionUpdate

WhatsApp CRM

Turn WhatsApp Web into a team CRM · 1.1+

● On

Download the extension — you get wa-crm-extension.zip.
Double-click the file. You get a folder called wa-crm-extension.
In Chrome, type chrome://extensions in the address bar and press Enter.
Turn on Developer mode with the switch in the top-right corner.
Click Load unpacked and choose the wa-crm-extension folder.

Updating later? Replace the old folder with the new one, then press the Reload (↻) icon on the Propar card. If the version number doesn't change, you picked the old folder.

Open WhatsApp Web

There is no sign-up form. Opening WhatsApp Web creates your workspace on its own — no email, no password, nothing to fill in.

web.whatsapp.comWA

💬 All⏰ Reminders🔖 Follow Up🔥 Warm Lead✅ Closed⏳ Setting up…💾 Lead📊 All leads＋

Aarav MehtaWarm Lead

Built on trust. transparency.

Sales — North Zone

Meera: Is the pricing sheet final?

Rohan DesaiClosed

ok bhai

Ishita Rao

Haan

Farhan QureshiNew

Shared the brochure

~ Aarav

Built on trust, transparency, technology.

4:19 pm

✓ Your dashboard is ready — everything you tag here saves to it automatically.

Nothing to type. Your workspace is tied to this browser. Once you have a few leads, the dashboard offers to add an email so you can open it on your phone too.

Meet the Propar bar

One strip above your chat list. Tabs on the left filter by stage; the right side is your account and the way into the dashboard.

web.whatsapp.comWA

💬 All⏰ Reminders🔖 Follow Up🔥 Warm Lead✅ Closed● Rajnish💾 Lead📊 All leads＋

Aarav MehtaWarm Lead

Built on trust. transparency.

Sales — North Zone

Meera: Is the pricing sheet final?

Rohan DesaiClosed

ok bhai

Ishita Rao

Haan

Farhan QureshiNew

Shared the brochure

~ Aarav

Built on trust, transparency, technology.

4:19 pm

💬 AllEvery chat. Tap any stage tab to see only those leads.

⏰ RemindersFollow-ups you have set. The number is how many are due.

● RajnishGreen means connected — your changes reach the dashboard. Red means they do not.

💾 LeadOpens the lead card for the chat you have open.

📊 All leadsOpens your dashboard, already signed in.

Tag your first lead

Hover any chat in the list. A small bar appears — pick a stage. That is the whole action; it saves to your dashboard within seconds.

web.whatsapp.comWA

💬 All⏰ Reminders🔖 Follow Up🔥 Warm Lead✅ Closed● Rajnish💾 Lead📊 All leads＋

Aarav MehtaWarm Lead

Built on trust. transparency.

Sales — North Zone

Meera: Is the pricing sheet final?

Rohan DesaiClosed

ok bhai

Ishita Rao

Haan

Farhan QureshiNew

Shared the brochure

📋 New🔖 Follow Up🔥 Warm Lead⚡ In Progress✅ Closed

~ Aarav

Send me the floor plan and pricing.

4:22 pm

↑ Hover a chat, then click the stage you want

The stage shows as a coloured pill next to the chat name, so you can read your whole pipeline without leaving WhatsApp. Stage is the only thing you set — there are no scores or temperatures to keep in sync.

Set a follow-up reminder

Open the lead card and pick a time. One tap for the common ones; a date picker if you need something specific.

web.whatsapp.comWA

Aarav MehtaWarm Lead

Remind me to follow up

30 min1 hr3 hrsTomorrow3 daysNext week

⏰ Reminder set for tomorrow, 11:00 am

When it falls due the chat is flagged in WhatsApp and the lead jumps to the top of your dashboard queue, so a follow-up cannot quietly slip.

Add notes to a lead

The lead card holds the phone number, notes, tasks and the full history — shared with everyone on your team, so nobody repeats a conversation.

web.whatsapp.comWA

Aarav Mehta+91 90000 00012

OverviewNotesTasksHistory

Wants a 3BHK under ₹1.4Cr. Site visit booked for Saturday.

📝 Rajnish · Stage changed to “Warm Lead” · today, 4:22 pm

⏰ Rajnish · Reminder set for tomorrow, 11:00 am · today, 4:23 pm

Raise a ticket from a group message

In a WhatsApp group, every incoming message carries a 🎫 Create ticket chip. Use it when somebody asks for something that needs following up.

web.whatsapp.comWA

💬 All⏰ Reminders🔖 Follow Up🔥 Warm Lead✅ Closed● Rajnish💾 Lead📊 All leads＋

Sales — North Zone

46 members · 3 open tickets

Sales — North Zone

Meera: Is the pricing sheet final?

Rohan DesaiClosed

ok bhai

Ishita Rao

Haan

Farhan QureshiNew

Shared the brochure

~ Meera Iyer

Is the Sept pricing sheet final? Client is asking today.🎫 Create ticket

4:19 pm

~ Nikhil Shetty

Any update on the HealthAssure quote?🎫 Create ticket

4:26 pm

↑ The chip only appears in groups, never in personal chats

Propar never replies in the group. A ticket records what was already said and gives it an owner, a priority and a comment thread on your dashboard. Answering is still you, typing in WhatsApp.

Read your dashboard

One sentence, one list. The queue answers a single question — who do I need to talk to right now — and every row says why it is there.

wacrm.propar.in/dashboardWA

3 follow-ups are overdue and 5 people are waiting on a reply.

KNKavya NairReminder was 2 days agoWarm LeadOpen chat

RDRohan DesaiReminder was yesterday, 9:00 amIn ProgressOpen chat

AMAarav MehtaReminder due tomorrow, 11:00 amWarm LeadOpen chat

FQFarhan QureshiNew lead, untouched for 3 daysNewOpen chat

Needs you8overdue, waiting & ticketsWorking on6in progress or warmWon this month21 last month

An empty queue is the goal, not a bug — it says You're all caught up. The page updates on its own as you tag chats in WhatsApp; there is nothing to refresh.

Add your team

Add a person, get a code, send it to them yourself. They enter it and join. Until they do, nothing changes for either of you.

wacrm.propar.in/teamWA

Adding someone here does not give them access, and does not touch their data. It creates a code. Send it to the person yourself, and they enter it to join.

Their name

Priya Nandan

WhatsApp number

+91 90000 00034

Role

Agent

Create invite code

Code for Priya Nandan — send it to her yourself

R7KM-4XQPCopy code

Why a code and not just a number? Anyone can type anyone's phone number. If that were enough to add someone, a stranger could add your number and read your leads. The code goes from you to them directly, so holding it proves you meant to invite them.

That's the whole product

Tag chats as you talk to people, set a reminder when you promise to follow up, and read the queue each morning. Everything else is built on those three habits.

⬇ Download the extension Open my dashboard →