Never forget a follow-up again
Write notes your whole team can see, set a reminder for yourself, or queue the follow-up message now so it goes out on its own at the right time, by WhatsApp or email.
Good intentions get lost between conversations
"I’ll call her on Thursday." "He asked for the price list after the 15th." Promises like these live in someone’s head or on a sticky note, and when they are missed, so is the sale.
Peikly keeps them on the contact, where they cannot be forgotten.
Right where you work
Open the contact or the chat
Notes and tasks are on every contact’s profile and in the WhatsApp chat header.
Write it down or schedule it
Add a note, or choose a reminder, a WhatsApp follow-up or an email follow-up and pick the time.
Let Peikly handle the rest
You get a heads-up before it is due, and follow-up messages are sent automatically.
Small habits, big difference
Team notes
Call summaries and context on every contact, timestamped and signed, searchable and pinnable.
Reminders
A note to yourself that arrives as a notification, linking straight to the contact's chat.
Scheduled WhatsApp follow-ups
Queue an approved template message to one contact now; it is sent at the time you choose.
Scheduled email follow-ups
The same for email, using your email templates.
A heads-up before it is due
Choose how early you want to be reminded, from 10 minutes to 2 days, or mute it.
On your calendar
Every reminder and follow-up also appears on the Peikly calendar, next to your campaigns and posts.
Availability
Contact notes are part of every Peikly plan. Reminders and scheduled follow-ups use the scheduler, included in selected plans. See our pricing for details.
Notes, Tasks and Reminders: frequently asked questions
Who can see my notes?
Everyone who can access the contact can read its notes. You can edit or delete your own notes, and a company administrator can edit or delete any note.
What happens if a follow-up cannot be sent?
It is marked as failed with the reason, for example a contact without a WhatsApp number. Fix it and reschedule it from the calendar.
Should I use this to message many contacts?
No. Follow-ups are for one contact at a time. For many contacts, use a WhatsApp or email campaign.
Works well with
Contact Management
One contact list for every channel, with full history, smart filters, bulk actions and easy import.
Conversation Analyzer
AI reads your WhatsApp and email conversations, saves the key facts as notes and turns requests into follow-ups.
Customer Potential Checker
Every contact scored Hot, Warm or Cold from real engagement, so your team calls the right people first.
Ready to bring your marketing into one place?
Create your Peikly account in minutes and connect your first channel today.