Skip to content

The short answer

How to follow up on WhatsApp without forgetting anyone

Put the reminder on the chat, not in your head. WhatsApp sorts chats by the newest message and never tells you to write back, so a promise like "I'll reply Thursday" sinks down the list. The free fix is to mark the chat as unread and add it to a list you check each morning. The faster fix is a reminder on the chat: you pick the day and time, your computer shows an alert, and you write the message yourself.
Add InboxCRM to Chrome

Not ready to install? Try reminders on a practice screen.

Why InboxCRM fits this

InboxCRM puts a reminder on the chat and alerts you on your desktop. It sends nothing to the customer.

Add InboxCRM to ChromeReminders: full guide
The reminders page in InboxCRM, with a reminder set on a chatView full size
The reminders page in InboxCRM, with a reminder set on a chat.

Step by step

How to follow up with customers without forgetting anyone

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

With WhatsApp alone

  1. 1When you promise a reply, mark the chat as unread at once.
  2. 2Create a WhatsApp list called "Waiting on me" and add the chat.
  3. 3Pin your three most important open chats. Three is WhatsApp's limit.
  4. 4Check the list every morning before you open new chats.

With InboxCRM

  1. 1Open the chat and add a reminder from the chat-tools panel.
  2. 2Choose the day and the time.
  3. 3When the time comes, a desktop notification tells you who to write to.
  4. 4Open the chat, write the message and send it yourself.
Add InboxCRM to Chrome

What this does not do

  • A reminder is a note to yourself. It does not message the customer.
  • InboxCRM also has follow-up rules that message a contact after a set number of days in a stage. WhatsApp's terms restrict automated messaging, so read the responsible automation page before you use them.
  • 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

Does the customer get anything when I set a reminder?

No. A reminder is a note-to-self on a chat. It shows a desktop notification at the time you choose and sends nothing to the customer.

Can WhatsApp itself remind me to reply?

Not for a single chat. You can mark a chat as unread, pin up to three chats and group chats into lists, but none of these alert you at a time you set.

How soon should I follow up?

It depends on the sale. A common rhythm is a light check after about three days, a second one after a week, and a polite offer to close the enquiry after two weeks.

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