Set a personal reminder from a conversation, contact, or Postly post. Choose a local date and time, optionally enable email, and use Upcoming, Overdue, or Completed to review your reminders. You can snooze, edit, complete, or cancel a reminder.
The former Pipeline and Tasks pages have been retired. Existing records are preserved and available through CRM export. New next actions use Reminders.
Team notes remains in core Postly; PostlyCRM keeps internal notes alongside conversations.
Automatic contact collection and requests
Automatic contact collection and requests are on by default for new workspace settings. Owners can turn automation off; existing explicit opt-outs remain respected. Manual entry and requests are also available. Configure specific trigger phrases, request copy, secure forms, and cooldowns under Auto-replies > Contact requests. Clear declines suppress requests, but keyword matching does not understand every conversational context.
Owners can use CRM workspace access to review and enable or disable CRM across workspaces. Disabling releases CRM allocations without buying or cancelling capacity or changing publishing connections.
Platform availability
Threads is not available in Postly CRM. Threads publishing remains available in core Postly. Existing Threads CRM selections no longer use CRM channel capacity.