Getting Started with Conflo CRM

1. Install the Chrome Extension {: #install }

Conflo CRM operates natively as a lightweight extension in Chromium-based web browsers (Chrome, Edge, Brave, etc.).

Step 1: Visit the Web Store

Open the Google Chrome Web Store page and search for Conflo CRM or click our direct link to the store page.

Step 2: Add to Chrome

Click the Add to Chrome button. Accept the browser permission dialog (Conflo only requests storage access and script injections restricted to the WhatsApp tab).

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2. Open WhatsApp Web & Launch Sidebar {: #launch }

Once installation finishes, the extension injects itself natively into the official WhatsApp Web tab interface.

Step 3: Access web.whatsapp.com

Navigate to web.whatsapp.com. If the page is already open, reload the tab to allow the extension script to load.

Step 4: Locate the Injected Layout

Once your chats finish syncing, look at the right side of the screen. You will see the secure Conflo CRM sliding panel injected alongside your WhatsApp workspace.

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3. Activating Premium Licensing {: #license }

To register your copy and enable unrestricted exports or custom fields schema profile metadata, activate your premium license key.

Step 5: Retrieve License Key

Locate the license receipt email sent to you after making a purchase on our store page. Copy the alphanumeric key code.

Step 6: Open the Extension Sidebar

Click on the extension icon in the Chrome browser toolbar (located in the top-right Chrome panel). This will open the Conflo CRM sidebar.

Step 7: Access Options Page & Activate

At the top of the extension, click the key icon to go to the extension options page. Paste your license key into the activation field and register your device.

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4. Interface Navigation Overview {: #overview }

Conflo divides its workspace features into four distinct tabs for quick operational access:

• Home: Displays dashboard statistics, total lead distributions, and quick segment filters.
• Profile Card: Manage deal stages, contact email tags, deal values, and notes for the active chat.
• Quick Template: Retrieve custom message replies and dispatch drafts in two clicks.
• Export Panel: Filter, organize columns, and extract contact sheets directly to Excel/CSV.