Organize Conversations
Use smart tabs to instantly categorize and filter conversations based on what matters.
The WhatsApp CRM your team will actually use
Turn WhatsApp into your sales engine
Capture leads, automate follow-ups and manage your entire pipeline - right inside WhatsApp Web. No new app to learn, no migration.
✓ Works on Chrome, Edge & Brave · ✓ 2-minute setup · ✓ No credit card
Features
Stay on top of every conversation
Categorize, filter and manage all your WhatsApp chats from one clean, tabbed inbox - so nothing important ever slips through.
Focus on Unread
Quickly access all unread messages and never miss an important conversation.
Track Unsaved Chats
View all unsaved conversations in one place and decide what to save.
One to One Chats
Filter and manage your personal conversations effortlessly.
Group Conversations
Access and manage all group chats from a dedicated tab.
Easy Tab Management
Add, remove, or reorder tabs to customize your workflow your way.
Stay Organized, Work Smarter
Manage your conversations with smart filters and save time every day.
How it works
Get started in minutes
No migration, no IT project. Install the extension and you are live on the same WhatsApp Web you already use every day.
Step 01
Add to Chrome
Install the WorkFlow CRM extension from the link we send you. The whole setup takes less than two minutes.
Step 02
Open WhatsApp Web
Scan the QR code as usual. WorkFlow CRM layers neatly on top of WhatsApp Web - nothing to migrate.
Step 03
Connect your contacts
Auto-capture incoming leads or import an existing list. Tag, segment and organize them in seconds.
Step 04
Automate & close
Set up pipelines, automations and follow-ups, then watch deals move forward on autopilot.
Built for closers
Your whole pipeline, without leaving the chat
Stop switching between tabs. WorkFlow CRM brings deals, notes, reminders and automations into the conversation so nothing slips through the cracks.
- See deal stage, tags and history beside every chat
- Schedule reminders so you never forget a follow-up
- Save and reuse your best-performing message templates
- Hand off conversations to teammates in one click
FAQ
Frequently asked questions
Everything you need to know before you install WorkFlow CRM.
Is my data safe? Does WorkFlow CRM read my chats?
Absolutely not. WorkFlow CRM does not transmit, store, or process your WhatsApp messages on any server. All your data stays locally on your own device. We have no access to your conversations whatsoever.
How does the 3-day free trial work?
Install the extension, activate your free trial - no credit card required. You get full access to every feature for 3 days. After that, choose the plan that fits your business size. Cancel any time, no questions asked.
Can my whole team use WorkFlow CRM together?
Yes. WorkFlow CRM supports multiple agents, each on their own WhatsApp number. The Team Service feature lets you transfer live chats between agents in one click - perfect for sales, support, and technical teams working together.
I'm not technical. Is it hard to set up?
Not at all. WorkFlow CRM is designed for business owners and sales agents - not developers. Install the Chrome extension, open WhatsApp Web, and all the features appear automatically. Most users are fully set up in under 10 minutes.
Free to start - no credit card
Ready to turn WhatsApp into your sales engine?
Join thousands of teams closing more deals on WhatsApp. Install in two minutes - free to start.