Marketing and Communication

Reach customers and manage conversations from one place

Plan campaigns, send messages, coordinate social content and keep customer conversations connected to your CRM. Most marketing modules are included on Ultimate.

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Campaign workspace

Email campaignSegmented · Scheduled
SMS reminderAppointment follow-up
Social calendarDrafts awaiting approval

Bring customer conversations together

Manage supported email, SMS and social conversations from one shared inbox so teams can respond with greater context.

  • Multi-channel conversations
  • Contact matching
  • Conversation assignment
  • Internal notes where enabled
  • Templates and status
  • Search and communication history
  • Response reporting

Create campaigns that stay connected to your customer data

Build email campaigns, segment recipients and review engagement without maintaining a separate customer database.

  • Campaign builder and templates
  • Segments and scheduling
  • Automated sequences
  • Personalization
  • Open and click tracking
  • Unsubscribe management
  • Delivery reporting
  • A/B testing where enabled

Reach customers through timely messages

Send SMS through Ultimate campaigns or Professional+ automations. Usage is billed separately. Organizations must follow applicable consent, privacy, anti-spam and opt-out requirements.

  • Two-way and bulk SMS
  • Message templates
  • Scheduled and workflow-triggered messages
  • Appointment reminders
  • Opt-out management
  • Delivery status
  • Usage-based billing

Plan and publish social content from one calendar

Create, schedule and manage posts across supported social platforms while coordinating approvals and campaign activity.

  • Social calendar
  • Draft posts and media uploads
  • Scheduling and multi-platform publishing
  • Approval workflow where enabled
  • Engagement overview where enabled
  • Campaign labels and performance reporting

Keep calls connected to customer records

Use call center capabilities on Ultimate to make, receive and track customer calls. Usage-based provider charges may apply.

  • Call logs
  • Inbound ticket creation
  • Consent and recording notices where required

Make it easier to request and monitor reviews

Send review requests, monitor supported review sources and track reputation activity from one dashboard.

  • Review requests
  • Automated follow-up
  • Review monitoring
  • Response workflow
  • Rating trends
  • Reputation reporting

Capture interest from booking pages and forms

Use public booking pages and forms to collect leads and reservations. Booking is included on Standard and above; campaign landing experiences are part of Ultimate marketing modules.

  • Public booking pages
  • Form submissions
  • Lead capture into CRM
  • Confirmation and reminder messages

Frequently asked questions

Are messaging fees included in the subscription?

No. SMS, email campaign delivery and calling usage are not included in the subscription. See the pricing page for details.

Can I send marketing messages to any contact?

No. Organizations must follow applicable consent, privacy, anti-spam and opt-out requirements.

Which social networks are supported?

Facebook, Instagram, LinkedIn, and X (Twitter) are currently supported on Ultimate.

Can forms create CRM contacts automatically?

Supported forms can be configured to create or update contact and lead records, depending on the workflow.

Turn every conversation into a better customer experience

Connect campaigns, messages, appointments and customer history with Taskploy.

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