WhatsApp CRM for Teams – Leads, Sales & Messenger

WhatsApp CRM for Teams – Leads, Sales & Messenger helps businesses organize customer conversations, leads, follow-ups, sales activity, invoices and payments directly beside supported web conversations. Instead of managing customer information across spreadsheets, notes and separate tools, the extension provides a simple CRM workspace while your team continues working from WhatsApp Web, Messenger or Meta Business Suite. It is designed for freelancers, small businesses and sales teams that need a practical customer relationship management system without leaving their daily messaging workflow. CRM & Customer Management Create and maintain customer profiles with the information your team needs during a conversation. • Customer name and contact details • Lead status and priority • Customer notes and summaries • Searchable customer records • Sales progress tracking • Customer history Lead & Sales Management Organize leads from the first conversation through the sales process. Keep track of new leads, active opportunities, customers and completed sales using clear lead stages and customer statuses. This makes the extension useful as a lightweight WhatsApp CRM and sales pipeline for teams that handle customer conversations throughout the day. Products & Services Create reusable products, services, packages and subscription items, then assign them to customer records when needed. This helps sales teams keep customer requirements and purchased services connected to the CRM record. Invoices & Payments Create professional PDF invoices without leaving the customer workflow. Invoice tools can include: • Customer and company details • Products and services • Quantity and price • Discounts and taxes • Delivery charges • Partial payments • Paid and outstanding balances • Invoice history Payment tracking helps you see what has been collected and what is still due. Follow-up Reminders Schedule customer follow-ups with a date, time and note. Chrome notifications can remind you before a scheduled follow-up so important opportunities are easier to manage. Follow-up history also helps your team understand previous actions taken with a customer. Subscription & Renewal Tracking Businesses that sell recurring services can keep subscription information connected to the customer record. Track details such as: • Start date • Renewal date • Expiry date • Previous payment • Next payment • Subscription status Team CRM & Synchronization BDSocialLead supports workflows where team members work from different devices or messaging accounts while sharing CRM information through supported synchronization features. Depending on the selected plan and configuration, teams can use Google Sheets synchronization or Cloud/Team Sync to keep customer information available across their workspace. This makes it possible to use the extension as a shared CRM for sales teams instead of keeping important customer information on only one computer. Google Sheets Integration Google Sheets synchronization is optional. When enabled, supported CRM data can be synchronized with a Google Sheet configured by the user or organization. This can be useful for reporting, backup and collaborative workflows. Web CRM Workspace Supported plans can also work with the BDSocialLead web workspace, giving businesses a centralized place to view and manage CRM information outside the conversation sidebar. The web workspace is designed to complement the browser extension rather than replace the messaging workflow. Free & Paid Plans A free plan is available for users who want to try the local CRM workflow. Additional plans provide expanded limits and features for individual professionals, teams and larger organizations. Some synchronization, team and advanced business features may require a paid plan. Secure paid checkout is handled through Paddle. Privacy & Data Control BDSocialLead follows a local-first approach for supported CRM functionality. CRM information used only in local mode is stored in the browser. Google Sheets synchronization is optional and is used only when the user enables and configures that feature. If Cloud or Team Sync is enabled, the CRM information required for that feature may be transmitted to the BDSocialLead service so authorized workspace members can access shared records. Licensing and account services exchange only the information required to provide access, synchronization and account functionality. We do not sell customer data or use CRM information for advertising. Please review the BDSocialLead privacy policy for complete information about data handling and optional cloud features. Supported Web Platforms The extension currently provides CRM functionality alongside: • WhatsApp Web • Facebook Messenger • Meta Business Suite Availability of individual features may depend on the supported platform and plan. Why Use WhatsApp CRM for Teams? BDSocialLead is designed to reduce the amount of switching between conversations, spreadsheets, invoice tools and reminder applications. From the same CRM workflow, you can manage customer records, leads, sales information, follow-ups, invoices, payments, subscriptions and supported team synchronization. Whether you work independently or manage a sales team, the goal is simple: keep customer information organized while your team continues working from the conversations they already use. Independent Product Notice BDSocialLead is an independent productivity and CRM tool. It is not affiliated with, endorsed by or sponsored by Meta Platforms, Inc. WhatsApp, Facebook and Messenger are trademarks of their respective owners.