Every customer, every channel, one profile
Peikly keeps your contacts in one list shared by WhatsApp, email, campaigns and automations. Open any contact to see everything that has happened with them, in order.
Customer details scattered across phones, inboxes and spreadsheets
One colleague has the WhatsApp chat, another the email thread, and the spreadsheet is out of date. Nobody sees the whole picture, and customers have to repeat themselves.
In Peikly every message, campaign and change is recorded on the contact, for the whole team.
Up and running in minutes
Bring your contacts in
Import a CSV or Excel file, add contacts by hand, or let them arrive from your store and automations.
Organise them
Tag, filter and update contacts one by one or in bulk.
Work from one profile
Each contact’s profile shows their details, timeline, notes, tasks and lead score.
Built for teams that talk to customers every day
Easy import
Upload CSV or Excel, preview every row, fix problems inline and catch duplicates before anything is saved.
Number check on import
WhatsApp numbers are checked as you import, so numbers that look unreachable stand out before you send to them.
Full timeline
Emails sent, opened and clicked, WhatsApp messages delivered and read, notes, automation steps and changes, by day.
Tags and filters
Find exactly who you need by tag, status, language, city, lead score and more.
Bulk actions
Tag, re-status, change language or type, or reset WhatsApp status for many contacts at once.
Contacts dashboard
Totals, new and updated contacts over 30 days, lead sources, countries and the share of reachable contacts.
Availability
Contact management is part of every Peikly plan; the number of contacts and some tools, such as import and advanced reports, depend on your plan. See our pricing for details.
Contact Management: frequently asked questions
Can I import my existing contacts?
Yes. Download the template, fill it in or map your own file, and upload a CSV, XLS or XLSX file. Every row is checked and previewed before it is saved.
What happens to duplicates?
Duplicate detection checks WhatsApp numbers and email addresses against your existing contacts during import, so you do not end up with two profiles for one customer.
Can different team members see different contacts?
Yes. A company administrator can restrict a user to the contacts assigned to them.
Works well with
Notes, Tasks and Reminders
Notes on every contact, reminders when it is time to follow up, and messages scheduled to send themselves.
Customer Potential Checker
Every contact scored Hot, Warm or Cold from real engagement, so your team calls the right people first.
Team Roles and Access
Invite your team, give each person the right role and decide exactly which contacts and tools they can use.
Ready to bring your marketing into one place?
Create your Peikly account in minutes and connect your first channel today.