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The short answer

How to remember customer details on WhatsApp without scrolling up the chat

Write the detail down once, in a place that sits next to the chat. Sizes, budgets and past orders are usually spread across a long thread, a notes app and your memory, so you end up asking again. With WhatsApp alone, star the message that holds the detail. With InboxCRM, each customer has a profile beside the open chat: private notes, tags and your own custom fields, all visible while you type your reply.
Add InboxCRM to Chrome

Not ready to install? Try notes and contact profile on a practice screen.

Why InboxCRM fits this

InboxCRM keeps notes, tags and custom fields in a panel beside the open chat.

Add InboxCRM to ChromeNotes and contact profile: full guide

See it working before you install

The notes and contact profile tutorial runs on a practice copy of WhatsApp Web in your browser. Nothing is installed and no real customer is messaged.

Open the practice screen

Step by step

How to remember customer details without scrolling up the chat

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

With WhatsApp alone

  1. 1When a customer gives a size, an address or a budget, star that message.
  2. 2Open the starred messages in that chat when you need it again.
  3. 3For regular customers, save the key detail in the contact's name, for example "Nimal - size 42".
  4. 4Before you ask a question, check the starred messages first.

With InboxCRM

  1. 1Open the chat. The chat-tools panel slides in beside it.
  2. 2Write a private note with what the customer told you.
  3. 3Add tags you can read at a glance, such as budget or area.
  4. 4Create custom fields for the things your trade always needs, such as a size or a grade.
Add InboxCRM to Chrome

What this does not do

  • Notes are stored in your own browser. They do not appear on your phone.
  • 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

Can the customer see my notes?

No. Notes are private and are stored locally in your browser. Nothing changes on the customer's side.

What is a custom field?

A field you define yourself for a detail you record for every customer, such as a shoe size, a grade or a delivery area.

What happens to my notes if I change computer?

Export a backup file from InboxCRM and restore it on the new computer. Without a backup, notes stay on the old device.

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