How are small teams keeping WhatsApp customer data before it reaches the CRM?
A lot of small businesses seem to have the same problem: clients contact them directly on WhatsApp, conversations happen there, groups are created, follow-ups are discussed, but none of that data really ends up anywhere useful.
Then after a few months, you have customer history, leads, names, group members, and conversations sitting inside WhatsApp, but nothing structured to analyze, back up, or move into a CRM.
I built a Chrome extension for WhatsApp Web to help export this kind of data into files, mostly for teams that use WhatsApp as a messy pre-CRM layer.
The idea is not to replace a CRM, but to make sure the data is not trapped inside chats forever.
Curious how others here deal with this. Do you manually copy WhatsApp leads into your CRM, use a shared inbox, export periodically, or just leave everything inside WhatsApp?
I’ll add the link in the comments in case anyone wants to try it.
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