Turn WhatsApp Web into a proper sales pipeline. Track leads, follow-ups, and close more deals — without leaving WhatsApp.
You run ads. You get 50–200 WhatsApp leads a month. You have zero system to track them.
You forget who said what. Leads go cold. Follow-ups happen when you remember, not when they should. Ad money goes to waste.
Pipezy fixes this without making you leave WhatsApp or learn a new app.
- Freelancers getting client inquiries on WhatsApp
- Agency owners managing multiple leads across campaigns
- Coaches & consultants doing discovery calls from WhatsApp DMs
- Indian SMB sales teams where WhatsApp is the primary sales channel
- Anyone who says "I'll follow up later" and then forgets
Step 1 — Download the extension
git clone https://github.com/tanujrajputdev/pipezy.gitStep 2 — Load it in Chrome
- Open Chrome → go to
chrome://extensions - Toggle on Developer mode (top right)
- Click Load unpacked → select the
whatsapp-crm-extension/folder
Step 3 — Open WhatsApp Web Go to web.whatsapp.com, open any chat — the Pipezy sidebar appears on the right automatically.
No account. No signup. No backend. Works instantly.
| Feature | What it does |
|---|---|
| Pipeline sidebar | Appears on every chat automatically |
| Lead stages | Just In → In Touch → Pitched → Bargaining → Client → Ghosted |
| Custom stages | Rename, add, delete stages to match your workflow |
| Notes per contact | Saved locally, persists after refresh |
| Overdue alerts | Red warning if no follow-up in 48 hours |
| Popup dashboard | Total leads, conversion rate, pipeline breakdown by stage |
| Badge counter | Extension icon shows overdue lead count at a glance |
| Feature | What it does |
|---|---|
| Summarise Conversation | One-line brief on where this lead stands right now |
| Suggest Reply | Best next WhatsApp message based on stage + conversation |
Powered by Claude Haiku (Anthropic). Fast, cheap, accurate for sales context. You use your own API key — zero cost to you beyond your actual API usage (~₹0.02–0.05 per request).
Pipezy uses the Anthropic Claude API. To enable AI features:
- Get a free API key at console.anthropic.com
- Click the Pipezy icon in your Chrome toolbar
- Go to the Settings tab
- Paste your key → click Save Key
That's it. The AI buttons in the sidebar will activate immediately.
Model used:
claude-haiku-4-5— chosen for speed and low cost. Each summary or reply suggestion costs less than ₹0.05.
WhatsApp data is sensitive. Here's exactly what Pipezy does and doesn't do:
What stays on your device:
- All lead data (names, stages, notes) is stored in Chrome's local storage
- Your Anthropic API key is stored only in your browser
- Nothing is sent to any Pipezy server — because there is no Pipezy server
What leaves your device (only if you use AI features):
- The last ~12 messages of the open chat are sent to Anthropic's API
- This only happens when you click "Summarise" or "Suggest Reply"
- It uses your own API key, billed to your own Anthropic account
What Pipezy never does:
- Does not read your chats in the background
- Does not send data to any third-party server
- Does not require login or account creation
- Does not modify, send, or delete any WhatsApp messages
Open source: Every line of code is in this repo. You can read exactly what runs in your browser.
whatsapp-crm-extension/
├── manifest.json # Extension config (Manifest V3)
├── content.js # Entry point, chat change detection
├── sidebar.js # Sidebar UI + AI calls
├── sidebar.css # Sidebar styles
├── background.js # Service worker, overdue badge
├── popup/
│ ├── popup.html # Extension popup
│ ├── popup.js # Dashboard + settings logic
│ └── popup.css # Popup styles
├── utils/
│ ├── storage.js # Chrome storage wrapper
│ └── dom.js # WhatsApp Web DOM selectors
└── icons/
├── icon16.png
├── icon48.png
└── icon128.png
- Pipeline sidebar on WhatsApp Web
- Lead stage tracking with custom stages
- Notes per contact
- Overdue follow-up alerts (48h)
- Popup dashboard with conversion rate
- AI conversation summary (BYOK)
- AI reply suggestions (BYOK)
- CSV export — download all leads as a spreadsheet
- Supabase sync — leads sync across devices
- Team access — multiple users, shared pipeline
- Reminder system — set follow-up time for a lead
- Quick filters — view only overdue, won, or a specific stage
- Firefox support
- Multi-pipeline support (separate pipelines per campaign)
- Analytics — reply time, stage conversion rates
- Zapier / webhook integration
| Problem | Fix |
|---|---|
| Sidebar doesn't appear | WhatsApp loads async — wait 2–3 seconds or refresh the page |
| Phone number not detected | Works on direct chats only, not groups |
| AI buttons do nothing | Add your Anthropic API key in the Settings tab |
| Data lost after update | Data is in Chrome local storage — reinstalling the extension clears it |
| Extension breaks after WhatsApp update | Update the selectors in utils/dom.js — this is the only thing that breaks periodically |
PRs are welcome. A few things worth knowing:
utils/dom.jsis the most fragile file — WhatsApp changes its DOM selectors every few months. If the sidebar stops detecting chats, start here.- No build step — vanilla JS, no bundler, no dependencies. Edit and reload.
- To test: make changes → go to
chrome://extensions→ click the reload icon on Pipezy → refresh WhatsApp Web.
MIT — use it, fork it, build on it, sell a product with it. Just don't claim you built it from scratch.
If Pipezy saved you even one lost lead, it's worth a star.
⭐ Star this repo — it helps others find it and keeps the project going.
Built for the WhatsApp-first sales world.