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.
Campaign workspace
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 supported one-to-one or bulk messages, automate reminders and keep communication history connected to customer records. Organizations must follow applicable consent, privacy, anti-spam and opt-out requirements. WhatsApp availability depends on provider and geography.
- 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 supported business phone and voice capabilities to make, receive and track customer calls. Confirm available features such as routing, recording, voicemail, missed-call automation and AI voice assistance before publication of specific claims.
- Call logs
- Inbound and outbound calling where enabled
- 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
Turn interest into measurable action
Create forms, surveys, landing pages, websites and sales funnels that capture information directly into Taskploy.
- Form and survey builders
- Landing and website pages
- Funnel steps
- Custom domains where enabled
- Lead capture and thank-you pages
- Tracking and conversion reporting
Frequently asked questions
Are messaging fees included in the subscription?
Email, SMS, WhatsApp, phone and AI services include separate usage-based charges. The pricing page explains rates and billing.
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.
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.