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Click any feature from the sidebar to see its tutorial, video guide, and step-by-step instructions.
WhatsApp Bulk Message Sender — Send Thousands of Messages
Send personalized WhatsApp bulk messages to thousands of contacts safely. Import via CSV, groups, labels, tabs, or Kanban. Dynamic variables, smart pause, campaign reports, and the exclusive Skip Bulk Message feature.
What is WhatsApp Bulk Messaging?
Send personalized messages to thousands of contacts at once. Import from CSV files, WhatsApp groups, labels, custom tabs, or Kanban boards. Use dynamic variables (@firstname, @lastname) so every message feels personal. Set min/max delay intervals to mimic natural behavior and protect your account from bans.
Key Features
- CSV Upload & Import Contacts
- Dynamic Variables (@firstname, @lastname)
- Smart Pause Intervals (Anti-Ban)
- Campaign Reports & History
- 8 Message Types (Image, Video, Polls, List)
- Schedule Broadcast (Date & Time)
- Skip Bulk — Organize Without Sending
- Post-Send Actions (Add to Group/Tab/CRM)
How to Send Bulk Messages
- Open Mass Sending from the header toolbar
- Click New Campaign — choose CSV, Groups, Labels, Tabs, or Kanban
- Create or select a message template with dynamic variables
- Set Min/Max Delay between messages (30-60 seconds recommended)
- Optionally schedule the broadcast for a future date
- Hit Start Campaign and monitor progress in the dashboard
How many messages can I send per day?
Can I send images, videos, and documents?
Will my WhatsApp get banned?
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Custom Tabs — Organize Contacts Like a Pro
Create unlimited custom tabs to categorize and manage your WhatsApp chats. Add individual chats, groups, or labeled contacts into any tab — Hot Leads, VIP Clients, Support — all 100% synced.
What are Custom Tabs?
Tabs let you create custom categories for your WhatsApp chats. Create "Hot Leads", "Support", "VIP Clients" — add contacts by clicking or via labels and groups. Unlimited tabs with unlimited contacts in each.
Key Features
- Unlimited Custom Tabs
- Add Chats, Groups & Labels
- 100% Contact Sync
- Custom Categories
- Tab Bar in WhatsApp Web
- Works with Bulk Messaging & Follow-Up
How to Create Tabs
- Click Manage Tab icon in the header
- Click + New Tab and give it a name
- Add contacts — individual chats, entire groups, or labeled contacts
- Switch tabs to view filtered contact lists instantly
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Labels — Tag & Categorize Contacts
Use up to 20 WhatsApp labels to tag contacts. Labels integrate with tabs, Kanban boards, bulk messaging, and follow-up automation for seamless workflow.
What are WhatsApp Labels?
Tag contacts with categories like "New Lead", "Follow Up", "Paid Customer". Lion CRM extends this with 20 labels that integrate with tabs, Kanban, bulk messaging, and follow-up triggers.
Key Features
- Up to 20 Custom Labels
- Integrates with Tabs & Kanban
- Use in Bulk Messaging Campaigns
- Follow-Up Automation Triggers
- Label-based Contact Filtering
- Manage from Kanban Menu Bar
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Kanban CRM Board — Visual Sales Pipeline
Visualize your sales pipeline with drag-and-drop Kanban boards. Create multiple CRM boards, custom stages, multi-currency analytics (50+ currencies), and export reports to CSV/PDF.
What is the Kanban Board?
A visual pipeline where you drag and drop contacts between stages. Create boards for different projects, define stages like Lead → Qualified → Proposal → Closed. Built-in analytics dashboard with multi-currency support.
Key Features
- Drag & Drop Interface
- Multiple CRM Boards
- Custom Pipeline Stages
- Multi-Currency Analytics (50+ currencies)
- Dark & Light Mode
- Export to CSV / PDF
How to Set Up
- Switch to Kanban CRM View from the menu
- Click New CRM to create a board
- Add custom stages to match your sales process
- Drag contacts between stages as deals progress
- Use Analytics to track performance and export reports
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Message Templates — Create Once, Use Everywhere
Create reusable message templates with 8 types — Text, Image/Video, Documents, Audio, Contacts, Polls, Lists, Products. Use for chats, groups, labels, Kanban, bulk messaging, or quick replies with dynamic variables.
8 Template Types
- Message Only
- Message + Image / Video
- Message + Documents
- Message + Audio
- Message + Contacts
- Message + Polls
- Message + List
- Message + Product
How to Create Templates
- Go to Templates from the header
- Click + New Template
- Choose purpose (Chat, Group, Bulk, Quick Reply) and type
- Write your message with @firstname, @lastname variables
- Save — template is now available across all features
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Quick Reply — Respond in Seconds
Access templates directly at the bottom of every chat. One click sends the response instantly. New edit-before-send feature lets you modify templates before sending.
Key Features
- One-Click Access from Chat Screen
- In-Chat Toolbar
- All 8 Media Types Supported
- Edit Before Sending (v3.0)
- Create from Template or Chat
- Dynamic Variables
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Chatbot Flow Builder — No-Code Automation
Create automated WhatsApp chatbot flows with drag-and-drop. Keyword triggers, 13+ action blocks, typing indicator, smart delays, Wait for Input validation. No WhatsApp Business API needed!
How It Works
Set keyword triggers (e.g., "Hi", "Price", "Help"), build multi-step flows with 13+ actions. Add typing indicators, configure smart delays, auto-assign CRM labels and tabs. Test with built-in chat simulator before going live.
Key Features
- Keyword & Message Triggers
- 13+ Action Blocks
- Typing Indicator (Human-Like)
- Wait for Input — Ask, Validate (v3.1)
- CRM, Label & Tab Actions
- No WhatsApp Business API Required
How to Create
- Open Chatbot Flows from the header
- Click Create New Flow
- Set a keyword trigger (e.g., 'Hi')
- Add actions — typing indicator, text response, options, media
- Test with simulator, then activate
Do I need WhatsApp Business API?
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp AI Bot — Auto Reply with ChatGPT, Gemini & DeepSeek
Integrate ChatGPT, Gemini, or DeepSeek AI directly into WhatsApp. The AI Bot can auto-reply to messages, update tabs automatically, and schedule meetings — context-aware intelligent conversations.
Key Features
- ChatGPT / Gemini / DeepSeek Support
- Context-Aware Intelligent Replies
- Auto Update Tabs Based on Conversation
- Schedule Meetings Automatically
- Custom AI Prompts for Your Business
- Works with Your Own API Key
How to Set Up
- Go to Profile Settings
- Enter your AI API Key (ChatGPT, Gemini, or DeepSeek)
- Click Validate to confirm
- Enable AI Bot toggle
- Customize AI prompts for your business
Do I need to pay for AI separately?
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Follow-Up Automation — Never Miss a Lead
Set up automated follow-up sequences triggered by funnel activity — On Enter, On Leave, or After Time. Works with Labels, Custom Tabs, Groups, and Kanban. Personalized messages with dynamic variables.
3 Powerful Triggers
- On Enter — When contact enters a funnel
- On Leave — When contact leaves a funnel
- After Time — Delayed follow-up
- Works with Labels, Tabs, Groups, Kanban
- Personalized with @firstname variables
- Unlimited Follow-Up Sequences
How to Set Up
- Open Follow-Up from the header
- Click Create New Follow-Up and name it
- Choose your funnel — Labels, Custom Tabs, Groups, or Kanban
- Select a trigger — On Enter, On Leave, or After Time
- Write your follow-up message with @firstname variable
- Activate and let Lion CRM handle the rest
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp AI Chat Toolbar — Translate, Summarize & Tone Change
Communicate smarter with Lion CRM's powerful AI Chat Toolbar. Type in any language and instantly translate, summarize, fix grammar, or change tone. Plus transcribe and translate voice notes to your local language!
Toolbar Features
- Suggest — AI message suggestions
- Spelling — Fix grammar & spelling
- Translate — Convert to any language
- Summarize — Condense long messages
- Friendly & Formal Tone
- Audio Transcribe & Translate Voice Notes
Keyboard Shortcuts
- Alt + 3 = Translate
- Alt + 6 = Friendly tone
- Alt + 7 = Formal tone
- Alt + Enter = Send message
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp AI Integration — Insert API Key & Enable AI
Set up AI-powered capabilities in Lion CRM by entering your API key from ChatGPT, Gemini, or DeepSeek. Unlock smart replies, message suggestions, content generation, chat toolbar, and AI bot.
Supported AI Providers
- OpenAI ChatGPT
- Google Gemini
- DeepSeek AI
How to Set Up
- Go to Profile Settings in Lion CRM
- Enter your AI API Key
- Click Validate to confirm the key works
- Enable AI Tools toggle
- AI features are now active across the entire CRM
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp CRM Button — Profile, Notes, Reminders, Appointments
Access 7 powerful features in one click — the CRM Button sits at the top of every chat. Manage Profile, Notes, Tabs, Reminders, Appointments, Income & Expenses per contact. Track revenue with 50+ currencies and schedule meetings with Google Meet links.
7 Features Inside CRM Button
- Profile — View & edit contact details
- Notes — Add meeting notes (AI regen)
- Reminders — Follow-up reminders with pop-ups
- Appointments — Schedule + Google Meet link
- Income — Track earnings (50+ currencies)
- Expenses — Log costs per contact
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Smart Calendar & To-Do Task Manager
View all reminders, appointments, and tasks in one visual calendar. Day, Week, or Month view with smart scheduling. Create to-do tasks and track your daily workflow — all inside WhatsApp CRM.
Key Features
- Visual Calendar — Day, Week, Month view
- All Appointments in One Place
- Reminder Notifications
- To-Do Task Manager
- Track Meetings, Calls & Deadlines
- Smart Reminders Before Events
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Bulk Number Validator — Filter Invalid Numbers
Validate WhatsApp numbers in bulk before sending campaigns. Upload CSV, see Valid/Invalid in real-time, download only valid numbers. Protect your account from bans caused by sending to non-WhatsApp numbers.
Key Features
- CSV Upload — Validate thousands of numbers
- Real-time Valid / Invalid / Pending count
- Download Valid Numbers Only
- Pause & Resume Campaigns
- Campaign History
- Ban Protection
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Status Automation — Post & Schedule from PC
Post WhatsApp status directly from your PC/laptop — text, image, or video. Custom background colors, schedule for specific date/time, and enable auto-repost every 24 hours so your status never expires.
Key Features
- Text Status with Custom Background Colors
- Image & Video Status Upload
- Schedule Status (Date & Time)
- Auto Repost Every 24 Hours
- AI Regenerate Message
- Status History & Pending
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Webhooks — Connect to Zapier, Sheets, Pabbly & N8N
Build powerful automated workflows without writing code. Connect Lion CRM to Zapier, Google Sheets, Pabbly, N8N, Make, Bitrix24 and 1000+ apps with 12+ event triggers.
12+ Webhook Event Triggers
- Quick Reply, Appointments, Reminders
- Contact Profile updates
- Notes — Added or deleted
- Income & Expenses logged
- Kanban / CRM card moved
- Labels, Custom Tabs & Messages
How to Set Up
- Get a webhook URL from Zapier, Pabbly, N8N, or webhook.site
- Open Webhooks in Lion CRM settings
- Paste your URL and select event triggers
- Activate — data flows automatically via POST requests
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp CRM API — Send Messages Programmatically
Unlock the full power of Lion CRM with the REST API. Generate API tokens, send text, images, videos, locations, and contact cards programmatically using Postman or any HTTP client.
API Endpoints
- POST /send-text
- POST /send-media
- POST /send-location
- POST /send-contact
- Queue Polling — incoming messages
- Webhook Integration
How to Use
- Go to API settings → Generate API Token
- Enable API Access and Queue Polling
- Configure Postman with variables and webhook URL
- Send API requests — text, images, videos, locations, contacts
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.
WhatsApp Message Scheduling & Multi-Agent Chat Transfer
Schedule WhatsApp messages for specific dates and times. Use Multi-Agent Chat Transfer to hand off conversations between team members seamlessly. Also includes Custom Signature for professional communication.
Key Features
- Schedule Messages for Exact Date & Time
- Schedule Bulk Broadcast Campaigns
- Multi-Agent Chat Transfer
- Seamless Team Handoff
- Custom Signature — Append to Messages
Try Lion CRM Free for 7 Days!
Install from Chrome Web Store and start your free trial today.