CRM Assistant · Chrome extension, our own tool

Gmail and WhatsApp Web, linked to our CRM

A Chrome extension that links Gmail and WhatsApp Web to the WebFootprint CRM. It drafts email replies with AI, turns emails or selected text into CRM tasks, and logs business WhatsApp chats on the right client.

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The brief

Client conversations happen in Gmail and WhatsApp, but tasks and client history live in the CRM. The team needed to act on an email without retyping it. Business WhatsApp conversations also had to reach client records without copying them by hand.

What we did

A Reply tab that drafts a Gmail reply from the open email and a short instruction, then inserts it into Gmail
A Task tab that turns an email or any selected text into a CRM task with project, assignee and urgency
A scheduled WhatsApp Web sync that reads recent chats while you are away and logs business-relevant messages on the matching contact
Chat badges, a right-click menu and a picker on WhatsApp Web to include, exclude or link chats to a client and project
Settings with a connection test, per-user API keys (stored hashed in the CRM) and a sync log

The picture at the top is an illustration based on the real screens below.

The result

Built between January and October 2026 and now at version 1.7.0. By design it never sends a WhatsApp message: prepared replies only fill the message box for a person to check and send.

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