WA Lead Pilot — WhatsApp CRM & Contact Manager
A lightweight CRM overlay for WhatsApp Web to tag, organize, and manage contacts with pipeline tracking and data export.


Description
WA Lead Pilot is a lightweight CRM overlay that integrates directly into WhatsApp Web. It enables you to tag, organize, and manage your WhatsApp contacts without leaving the interface or switching to another tool. Whether you are a freelancer following up with prospects, a small team handling client conversations, or an agency tracking leads at scale, this extension transforms WhatsApp into a structured sales channel. All data is stored locally on your device using Chrome's built-in storage, ensuring that no messages are read, stored, or transmitted to external servers. It is a note-taking overlay that does not scrape or collect WhatsApp data, making it privacy-first.
How It Works
- Open WhatsApp Web and click the floating CRM button to reveal a side panel. From there, you can search, filter, and manage all your tagged contacts. Hover over any chat in your contact list and click the tag button to label them instantly. Add notes, set follow-up reminders, and move contacts through your sales pipeline - all from one place.
Contact Management
- Tag any WhatsApp chat with one click - no need to save the number first. Add notes, phone, email, and company information to each contact. Search and filter contacts by name, tag, or pipeline stage. Colored tag dots appear on your chat list so you can identify contacts at a glance.
Sales Pipeline
- Visual funnel with stages: New, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost. Move contacts through stages as deals progress. The pipeline view groups all contacts by their current stage, giving you a clear overview of your sales process.
Tags and Labels
- Pre-built tags include Hot Lead, Warm Lead, Cold Lead, Customer, VIP, Follow Up, Not Interested, and New Contact. With the Pro plan, you can create unlimited custom tags with your own colors and emoji. The quick-tag popup lets you label contacts without opening the panel, saving time.
Follow-Up Reminders
- Set a follow-up date on any contact. You will receive Chrome notifications when it is time to reach out, ensuring you never forget to follow up on a warm lead.
Export Your Data
- One-click CSV export includes all contact data, tags, and notes. JSON export is available for developer integrations on the Pro plan. Your data is never locked in - you can export it anytime.
Dashboard and Stats
- View total contacts, weekly additions, and pending follow-ups. A visual breakdown shows contacts by tag, and a recent activity timeline keeps you updated on changes.
Free vs Pro
- The free plan includes up to 50 contacts, 3 tags, and a 3-stage pipeline. Upgrade to Pro for unlimited contacts, unlimited custom tags, the full 7-stage pipeline, email and company fields, and JSON export.
WA Lead Pilot is designed for people who use WhatsApp for business and need a better way to stay organized. Install it, open WhatsApp Web, and start tagging.