Interactive · Narrated · No install
Try InboxCRM before you install it
Click through the real screens
Each tour runs on a fictional copy of the InboxCRM page, so you learn where every button lives.
Narrated step by step
Your browser reads each step aloud. Mute it and follow the written steps if you prefer.
Nothing reaches WhatsApp
Practice data only. No sign-in, no extension, no messages sent to anyone.
Get started
Sell & organise
- ~5 min · 10 steps
Campaigns: message your opted-in list at a human pace
An InboxCRM campaign sends one message to each person on a list you supply, one by one, with randomised gaps, a typing indicator, hourly and daily caps and quiet hours.
Start the tour - ~4 min · 9 steps
Pipeline: know who's next
The InboxCRM pipeline is a kanban board of WhatsApp chats: each chat is a card you move between stages you name yourself.
Start the tour - ~5 min · 10 steps
Stock manager: always know what you have
The Stock manager keeps a product list with quantities that go down as you sell from a chat and flags items that need reordering.
Start the tour - ~5 min · 10 steps
Order manager: from chat to delivered
The Order manager turns a chat into an order, tracks it through to delivered and updates the Stock manager as it goes.
Start the tour
Messaging
- ~5 min · 10 steps
Quick replies: answer in one click
A quick reply is a saved message — text, image, video, audio or document — you send into the open chat with one click.
Start the tour - ~5 min · 10 steps
Scheduling: write now, send later
InboxCRM schedules messages and status posts from your own WhatsApp; they go out only while Chrome is running with WhatsApp Web open.
Start the tour - ~3 min · 9 steps
Reminders: never forget a follow-up
A reminder is a note-to-self on a chat that shows a desktop notification at the time you choose; it sends nothing to the customer.
Start the tour - ~3 min · 8 steps
Text macros: type less, say more
A text macro is a shortcut such as /price that expands into a full message as you type in the WhatsApp Web message box.
Start the tour - ~2 min · 7 steps
Pinned chats: keep VIPs on top
InboxCRM pinned chats keep chosen conversations stuck to the top of the WhatsApp Web chat list so new messages never bury them.
Start the tour
Automation
- ~5 min · 10 steps
Workflows: a bot that replies for you
A workflow is a chatbot you draw from blocks — trigger, message, condition and wait — that replies from your WhatsApp Web tab.
Start the tour - ~5 min · 10 steps
Auto-attendance: a receptionist that never sleeps
Auto-attendance replies to keywords, first messages and after-hours texts automatically, adding a random delay and a typing indicator.
Start the tour - ~5 min · 10 steps
Follow-up: nudge leads that go quiet
A follow-up rule messages anyone who has stayed in a pipeline stage for a set number of days and stops when they reply. Follow-ups are not paced like campaigns.
Start the tour - ~5 min · 10 steps
AI assistant: better replies, written with you
The AI assistant is optional: with your own API key it drafts or improves a reply inside the chat, and you choose what gets sent.
Start the tour - ~4 min · 9 steps
Orders & deliveries: track every parcel per customer
Orders & deliveries stores each customer's order and courier tracking code and sends them the tracking link in one click.
Start the tour
Customers, data & settings
- ~5 min · 10 steps
Contacts, notes & profiles
InboxCRM keeps your own address book, private notes and a profile per customer, stored locally in your browser.
Start the tour - ~5 min · 10 steps
Chat backup & cloud
Chat backup keeps a local copy of chats and media and can export a ZIP; the optional cloud copy is encrypted on your device and the key stays with you.
Start the tour - ~3 min · 7 steps
Backup & restore your CRM data
Backup & restore puts your CRM data — pipelines, notes, quick replies, schedules — in one JSON file you can restore on another computer.
Start the tour - ~5 min · 10 steps
Reports & the Funnel
Reports show who received each campaign; the funnel turns your pipeline into conversion and revenue figures you can export as CSV.
Start the tour - ~4 min · 10 steps
Settings & privacy
Settings let you blur names, avatars and messages for screen sharing, change the interface language and hide tools you don't use.
Start the tour
FAQ
About the interactive tutorials
How the practice tours work and what they need.
Still unsure? Contact support
Do the InboxCRM tutorials need the extension installed?
No. Every tutorial runs on a fictional copy of the InboxCRM screen inside this web page, so you can click around before installing anything. Nothing you do reaches WhatsApp or a real customer.
Are the tutorials narrated?
Yes, if your browser has a text-to-speech voice. Each step is read aloud by your browser's own speech engine; you can mute it and follow the written steps instead.
Are these the same tutorials that are inside the extension?
Yes. The same guided tours ship in the extension's Tutorials page, so you can repeat them later from inside Chrome with the same practice screens.
Which devices work best?
A desktop or laptop browser. The practice screens copy WhatsApp Web, which is a desktop layout, and InboxCRM itself runs only in desktop Chrome.
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.
- Works with your existing WhatsApp Web account
- CRM records stay on your device
- AI optional, your own key