MD Correspondence — A WhatsApp CRM in One HTML File

Track every contact, every deal, and every WhatsApp conversation — with no server, no subscription, and no setup.

If you're chasing leads, clients, or collaborators across WhatsApp and a messy notes app, this is the fix. Correspondence is a full contact + pipeline manager that lives in a single HTML file. Open it in any browser and you're working — no login, no install, no monthly bill.

What's inside

• Dashboard — see your total contacts, pipeline breakdown, and recent activity at a glance
• Contacts — a searchable, filterable list with tags, notes, and activity history for everyone you talk to
• Pipeline — a drag-and-drop kanban board (Lead → Contacted → Qualified → Negotiating → Won/Lost)
• Message templates — save your go-to messages once, reuse them everywhere, with auto-fill for name, company, and business name
• One-tap WhatsApp — open any contact straight into a WhatsApp chat with your message already typed in
• CSV export — your contact list, out the door any time you want it
• Private by default — your data is saved to your own browser, not to someone else's server

Who it's for

Freelancers, small studios, coaches, consultants, and creators who run client and collaborator relationships mostly over WhatsApp, and want them organized without paying for — or learning — a bloated CRM built for sales teams ten times their size.

Read this before you buy: how the WhatsApp part actually works

Being straight with you, because it matters: this tool uses WhatsApp's own click-to-chat links. Tapping "Open in WhatsApp" launches WhatsApp Web or your WhatsApp app with the contact's number and your message already typed in — you tap send yourself, same as always.

That's genuinely useful, and it's also the honest limit of it:

• ✅ Works instantly, no approval process, no API keys, no risk to your WhatsApp number
• ✅ Every contact, note, and template stays organized in one place
• ❌ It can't read replies, auto-send, or send in bulk
• ❌ It won't log delivery or read receipts
• ❌ No cross-device sync — your data lives in the browser you use it in

If you need automated replies or bulk messaging, you're looking for Meta's official WhatsApp Business Platform, which is a different (and much bigger) project involving business verification and a backend server. This tool is for people who want their contacts and conversations organized, not automated.

Requirements

• Any modern browser (Chrome, Safari, Edge, Firefox) — desktop or mobile
• WhatsApp installed or WhatsApp Web signed in, to actually send messages
• That's it. No account, no internet connection required except to open WhatsApp itself.

FAQ

Do I need a Meta Business account or API key? No — none of that. It works the moment you open the file.

Can I use this on my phone? Yes, the layout adapts to mobile browsers.

Will my contacts sync between my laptop and phone? Not automatically — data is saved locally to the browser you're using. Use the CSV export if you need to move it.

Can I edit the pipeline stages or templates? Templates: yes, fully — add, edit, delete anytime. Pipeline stages are fixed in this version.

Is this a WhatsApp Business API integration? No — see the section above. It's click-to-chat, not the official automated API.