Main product in the IntentifyX ecosystem
The CRM for sales reps on WhatsApp Web
Manage customers, orders, reminders, and message templates without leaving the chat. WhatsX Business is a Chrome side panel that turns WhatsApp Web into your sales tool.
What does WhatsX Business do?
A CRM that lives inside WhatsApp Web. Open a chat and the panel detects the contact, pulling up their profile, pending orders, notes, and purchase history — all in one click.
Client profiles in the side panel
Each contact has a name, phone, tags (VIP, client, lead), notes, and a purchase history. All editable without leaving the chat.
Orders and sales
Log orders with product, amount, payment method, and delivery date. Track status (pending / paid / cancelled) directly from the client profile.
Reminders with notifications
Set reminders with an alarm. Chrome notifies you at the exact moment and you can open the WhatsApp chat straight from the notification.
Templates that insert themselves
Store frequent messages by category (sales, support, service). One click and the template types itself into the WhatsApp Web composer.
All data is stored on your device (IndexedDB). No server upload required for the CRM. Your IntentifyX account is optional — only needed for extra plans and support.
Features
Built for anyone who sells and supports customers every day on WhatsApp Web.
Full client profile
Name, phone, VIP/client/lead tags, carousel notes, and a full purchase log. The panel auto-detects the active contact so you're never looking for the right file.
Sales pipeline Kanban
Visual board with stages: Lead → Contacted → Proposal → Closed → Lost. Drag cards between columns and export the pipeline to CSV or Excel.
Order management
Global orders table with status filters. Log product, quantity, amount, payment method, and delivery date. Export everything to CSV/Excel in one click.
Reminders with alarms
Set reminders with 1h, 3h, 24h presets or a custom date. Chrome fires the notification and, if the contact has a number, you can open the WhatsApp chat directly from it.
Templates that type into the chat
Categorize frequent messages under sales, support, or service. One click pastes the text into the WhatsApp Web composer. Up to 8 templates on the free plan.
Client list with search
Search any client by name or phone, switch profiles without closing the conversation, and export your entire base to CSV or Excel at any time.
Local data, no mandatory server
The CRM lives in IndexedDB in your Chrome. Optionally sync via Chrome Sync. Your IntentifyX account handles plans and support — it does not store your client data.
Plans & Pricing
IntentifyX platform plans; this site’s product focus is WhatsX Business on WhatsApp Web.
How it works
Four steps and your sales CRM is live inside WhatsApp Web.
Install WhatsX Business
Add the extension from the Chrome Web Store. Free to start — no payment or card required.
Open WhatsApp Web
Go to web.whatsapp.com. WhatsX auto-detects the open chat and pulls up that client's profile immediately.
Manage from the side panel
Open the panel with the extension icon. Log orders, set reminders, write notes, and use templates — all without leaving the chat.
Track your sales pipeline
Open the Kanban board from Settings and move your prospects through stages: Lead, Contacted, Proposal, Closed, or Lost.
Quick start
How the panel works in practice, step by step.
The panel detects the active chat
When you open a conversation on WhatsApp Web, the side panel automatically identifies the contact's name and phone number. If they already have a profile in your CRM, it loads instantly.
Create or edit a client profile
Assign tags (VIP, client, lead), write notes in the carousel, and log past purchases. The profile is saved locally in your Chrome.
Log an order during the conversation
Log an order during the conversation
From the profile tap 'New order': fill in product, amount, payment method, and delivery date. The order appears in the global table and in the client's history.
Create a template and use it in the chat
Create a template and use it in the chat
In the Templates tab save frequent messages (quote, confirmation, follow-up). Select one and the text types itself into the WhatsApp Web composer.
Schedule a reminder with an alarm
Schedule a reminder with an alarm
From the profile or Reminders tab choose 1h, 3h, 24h or a custom date. Chrome will notify you at that moment and you can open the chat directly from the notification.
Move the lead in the pipeline
Move the lead in the pipeline
Open the Kanban board from Settings, drag the client card to the right stage, and export the pipeline to CSV or Excel whenever you need it.
Privacy & data
Your clients and orders are stored on your device, not on our servers.
Local data (IndexedDB)
The full CRM — clients, orders, notes, reminders — lives in your Chrome. No one else can access it without your permission.
No automatic message sending
WhatsX Business never sends messages on its own. Templates prepare the text but you decide when to press Enter.
Optional Chrome Sync backup
Optionally enable Chrome Sync to recover your client base on another device. Opt-in, not required.
Optional IntentifyX account
The CRM works without an account. The IntentifyX account is for future plans and support — it does not store your client data.
For more information, see our policies:
Ready to organize your WhatsApp sales?
Install WhatsX Business from the Chrome Web Store, open web.whatsapp.com and the panel will appear right next to every conversation — no extra setup needed.