WhatsApp CRM

The WhatsApp CRM That Runs Your Whole Sales Pipeline

The Chat Quotient turns every WhatsApp conversation into a tracked deal — AI-tagged leads, a visual pipeline, follow-up reminders, and revenue forecasts, all inside WhatsApp Web.

Add to Chrome — It's Free See Pricing

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The Chat Quotient 5:43 pm

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The CQ Dashboard

Sales Pipeline This Month

Forecast Value

₹7,50,000

Weighted pipeline

Conversion Rate

50%

Period average

New Leads

In selected range

Tasks Due Today

Action required

Lead Source Breakdown

Unknown 62%

Friend 23%

Insta 15%

Pipeline Funnel

New Inquiry

Qualified

Proposal Sent

Slipping Away flags any lead inactive for 7+ days — before it goes cold for good.

1 click

From chat to tracked deal

AI drafts the lead title, stage, priority, and value straight from the conversation

80%

Of sales need 5+ follow-ups

Task reminders and follow-up alerts keep you in the game until the deal closes

7 days

Before a lead goes cold

Slipping Away flags inactive deals automatically so you re-engage in time

< 1 min

To set up your pipeline

No Business API, no consultants — install the extension and start tracking deals

AI Lead Capture

Turn Any Chat Into a Fully-Formed Deal

Select a WhatsApp conversation and Chat Quotient reads it for you — drafting the lead title, priority, pipeline stage, expected value, and source before you type a single word.

AI drafts the entire lead card straight from the chat history

Deals are auto-tagged Hot, Warm, or Cold based on real buying signals

Turn dozens of chats into deals at once, with a full bulk-creation history log

Add to Chrome — It's Free See how it works

AI Lead Capture

Analyzing chat

This looks great, when can I visit and when is the possession?

The possession is in the next 6 months. Would Saturday or Sunday work for you?

That's great, Sunday works.

Sure, let's meet at 10am, I'll share the location shortly.

Reading chat to suggest details…

Pipeline

Sales Pipeline

Stage

New Inquiry

Lead Title

4BHK Apartment Purchase

Priority

HOT

Expected Value

₹20,00,000

Create Lead

Visual Pipeline

See Every Deal, Move It Forward With a Click

A true Kanban board lives right next to your chats. Drag deals across stages, spot what's stuck, and always know what to work on next.

Sales Pipeline

This Month

New Inquiry

Credit Card Update for IndusInd Bank COLD

+91 22 4406 6666

Inquiry about Caveman Language Tool COLD

Anuj Parashar

Credit Card Bill Payment Reminder COLD

+91 96670 02805

Qualified

Product Photography Inquiry WARM

Geet Kalra

AI-Powered Customer Support App WARM

Shalabh Ji ₹15,00,000

CRED Cash Loan Opportunity WARM

+91 73000 73000 ₹10,00,000

Proposal Sent

ERP Product Development HOT

Nitin Mehandia

Won

Pipeline Settings

Sales Pipeline

Default

Stages (5) Status

New Inquiry 10

Qualified 30

Proposal Sent 60

Won Won (100)

Lost Lost (0)

+ Add Stage

Fully customizable

Rename stages, recolor them, and set your own win/loss status.

Multiple pipelines

Run separate boards for sales, support, or recruitment — switch with one click.

Priority at a glance

Hot, Warm, and Cold badges make it obvious which deals to work next.

Insights Dashboard

Know Your Numbers Without Opening a Spreadsheet

A live dashboard tracks weighted forecast value, conversion rate, and pipeline health — and flags the leads that are quietly slipping away.

Insights

This Month

Forecast Value

₹7,50,000

Weighted pipeline

Conversion Rate

50%

Period average

New Leads

In selected range

Tasks Due Today

Action required

Lead Source Breakdown

Unknown 62%

Friend 23%

Insta 15%

Pipeline Funnel

New Inquiry

Qualified

Proposal Sent

Slipping Away flags any lead inactive for 7+ days — before it goes cold for good.

Forecast & conversion

Weighted pipeline value and period conversion rate, recalculated as deals move.

Lead source breakdown

See at a glance which channels — referrals, ads, organic — are actually converting.

Slipping-away alerts

Leads inactive for 7+ days surface automatically, before they go cold for good.

4BHK Apartment Purchase for Sample Customer

New Inquiry

Qualified

Proposal Sent

Won

Value

INR 20,00,000

Priority

HOT

Close Date

Set Date

ActivityDetailsTasksPeople

Write a quick note...

Save Note

Note Added Today, 07:10 PM

Needed for family.

by Abhishek Sachan

Lead Created Today, 07:10 PM

by Abhishek Sachan

Lead Records

One Record Behind Every Conversation

Every lead gets a dedicated panel — contact details, deal value, notes, tasks, and a timestamped activity log — so any teammate can pick up right where the last one left off.

Assign follow-up tasks with due dates and reminders

Log notes and see a full activity timeline per lead

Review overdue and upcoming tasks across the whole pipeline, not just one chat

Add to Chrome — It's Free See how it works

The Chat Quotient vs. the old way

Feature	The Chat Quotient	Spreadsheets / Legacy CRM
Lives inside WhatsApp Web
Leads created automatically from chats
AI priority tagging (Hot / Warm / Cold)
Visual drag-and-drop pipeline		Only in paid CRMs
Requires the WhatsApp Business API	No	Usually
Setup time	Minutes	Days to weeks

WhatsApp CRM FAQs

No. The Chat Quotient works with the regular WhatsApp Web you already use — no Business API, no separate app, and no waiting on approval from Meta.

Yes. Start from the default sales pipeline or build your own — rename stages, recolor them, and mark any stage as won or lost. You can also run separate pipelines for sales, support, or recruitment.

The AI only reads a conversation when you ask it to — for example, to draft a lead card or summarize a chat. It doesn't run in the background scanning every message.

Yes. Deals, notes, tasks, and activity logs are shared across your team so anyone can pick up a conversation with full context.

The CRM is included in every Chat Quotient plan alongside the AI reply assistant, quick replies, and message scheduler. See the pricing page for current plans.

Your WhatsApp CRM is one click away.

Pipeline, leads, AI agents — all inside WhatsApp.

Install the Chrome extension and turn WhatsApp Web into a full CRM for your business — pipeline, lead records, AI agents, and follow-ups in one place.

Get Started — It's Free