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The short answer

How to find where your WhatsApp leads drop off without guessing

Count how many chats reach each step, then look for the biggest drop. Most sellers say they lose people on price, but without steps and a count that is a guess. By hand, label every chat with its step and count each label on Friday. With InboxCRM, the pipeline board feeds a funnel report automatically: it shows conversion between stages and revenue from won deals, and you can export the figures as CSV.
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Why InboxCRM fits this

InboxCRM turns your pipeline board into a funnel report with conversion between stages and revenue from won deals.

Add InboxCRM to ChromeFunnel and reports: full guide
The InboxCRM sales funnel report, with conversion between pipeline stagesView full size
The InboxCRM sales funnel report, with conversion between pipeline stages.

Step by step

How to find where your leads drop off without guessing

Two ways to do it. The first needs no extra software.

With WhatsApp alone

  1. 1Give every customer chat one label for its step.
  2. 2Every Friday, count the chats in each label and write the numbers down.
  3. 3Divide each step by the one before it. The lowest result is your weak step.
  4. 4Change one thing at that step and count again next Friday.

With InboxCRM

  1. 1Keep your pipeline board up to date as you chat.
  2. 2Open the funnel from the InboxCRM sidebar.
  3. 3Read the conversion between each pair of stages.
  4. 4Export the figures as CSV if you want to keep a record.
Add InboxCRM to Chrome

What this does not do

  • The report is only as good as the board. Chats you never add to a stage are not counted.
  • InboxCRM runs in desktop Chrome on WhatsApp Web. It does not work in the WhatsApp mobile app.

InboxCRM is an independent product and is not affiliated with, authorized by, endorsed by, or sponsored by WhatsApp or Meta Platforms, Inc. WhatsApp is a trademark of Meta Platforms, Inc.

Common questions

What is a funnel?

A count of how many customers reach each step of a sale, from first message to payment. It shows where people stop.

Do I need to enter numbers by hand?

No. The funnel reads your pipeline board. Deal values you put on cards add up to revenue from won deals.

Can I take the numbers out?

Yes. The funnel and reports can be exported as CSV and opened in any spreadsheet app.

Related how-tos

Turn your WhatsApp inbox into an organised sales workspace

Add the extension, open WhatsApp Web and start organising the chats you already have. No separate CRM to keep in sync.

Add InboxCRM to ChromeExplore features
  • Works with your existing WhatsApp Web account
  • CRM records stay on your device
  • AI optional, your own key