Feature
WhatsApp CRM: manage leads from chats, ads and forms
Leads arrive from WhatsApp chats, ad forms, comments and your digital card. ClickCard collects them in a single lead inbox so you can see who needs a reply, who is a real prospect and who has bought.
Best fit
Sales follow-up after an enquiry, Agencies passing leads to clients, Teams that need to see what is waiting
Updated
2026-10-24
Status
Approved
Why it helps
Use this page to understand the practical business value before setting up a ClickCard profile.
One list instead of leads scattered across phones and spreadsheets.
A status for every lead, so follow-up is never guesswork.
Leads sync to other tools when you need them in a wider CRM.
Included features
Unified inbox for WhatsApp, Instant Form, comment and DM leads
Lead status, notes and assignment
Filter and export
Sync to Zapier, Make, Pabbly, HubSpot or Zoho Flow
Follow-up reminders
Contacts built from conversations
Use cases
Sales follow-up after an enquiry
Agencies passing leads to clients
Teams that need to see what is waiting
Recommended setup
- Connect WhatsApp and, if you use them, your Meta lead forms.
- Open the Unified Inbox and set a status on each new lead.
- Assign leads to teammates and schedule follow-up reminders.
- Export or sync the list when you need it elsewhere.
Quality tips
Keep statuses few and clear: new, contacted, interested, won, lost.
Review leads with no status at the end of each day.
Frequently asked questions
Yes. You can export and also sync leads to tools such as Zapier, Make, Pabbly, HubSpot and Zoho Flow.
Yes. You can schedule a WhatsApp follow-up to a contact at a set time.
Related ClickCard resources
Run WhatsApp bulk messaging and a chatbot from one dashboard
Connect your own WhatsApp Business number, send approved template campaigns, answer customers in a shared inbox and let a chatbot handle the routine questions.
Create your free account