Customer profile and sales CRM

Save any chat as a contact and keep its details beside the conversation.

Steps

1. Open a conversation in WhatsApp Web.
2. Select the CRM button in the chat header to open the profile sidebar.
3. Fill in name, phone, email, birthday, country and company.
4. Pick a stage (Lead, Qualified, Customer or Follow-up) and enter the deal value.
5. Select Save changes.

Tip: Use Save to phone to download a contact card for your phone address book.