Engage
Receive and respond to supported DMs, comments, replies, and reviews while preserving the platform and source-post context.
DMs, comments and reviews Automatic contact capture Contactable leads
Customer conversations,turned into contactable leads.
Respond to supported direct messages, comments, replies, and reviews. Capture the email address or phone number customers choose to share, preserve the relevant conversation, and continue the relationship through exports, Zapier, Make, webhooks, and CRM tools.
WhatsApp phone captureAutomatic email requestsEmail and phone detectionTeam notesContact exportsCRM integrations
DMs, comments & reviews
Engage from one place
Phone from WhatsApp
Available by default
Automatic email capture
Request the missing detail
Contactable leads
Ready to export
Zapier, Make & CRM
Continue the workflow
Engagement plus lightweight CRM
A focused workflow from first message to contactable lead.
Postly keeps the conversation inside Postly CRM and makes the resulting customer data useful outside it.
Capture
Use the phone identity supplied by WhatsApp and politely request a missing email or phone number during the conversation.
Continue
Export contact and message context or send a new contactable lead to Zapier, Make, webhooks, and CRM tools.
Contact capture workflow
Collect the contact details that make a social conversation useful.
The product does not depend on social profile URLs as the primary CRM value. It focuses on the email address and phone number the customer knowingly provides.
1
Identify the customer
Create or match the platform contact from the stable user identity returned by the connected platform.
2
Use what the platform supplies
WhatsApp supplies the phone identity. Other platforms normally begin as platform-only contacts.
3
Request missing details
Automatically or manually ask for an email, phone number, or secure contact-form submission at an appropriate point.
4
Detect details in the chat
Validate and save email addresses and phone numbers shared in private conversation, with source and consent history.
5
Make the lead portable
Expose contactable leads for CSV export and external tools with the relevant source message and conversation link.
Phone captured
WhatsApp supplied +1 415 555 0148
Email missing
Automatic request can be triggered after the first useful exchange.
Email detected
jane@example.com was shared in the private chat.
Contactable lead
Name, phone, email, source message, platform, and conversation link.
External workflow
Send the normalized lead to Zapier, Make, webhook, or CRM.
Capability-based platform support
One product direction, adapted to what each platform permits.
The UI only shows actions supported by the connected platform, account type, permissions, messaging window, and available API access.
Direct messages
Phone identity available; request and capture email.
Page messages and comments
Capture email or phone when the customer shares it privately.
DMs, comments and replies
Move public enquiries to private contact capture where supported.
X
DMs, replies and mentions
Use supported API actions and collect portable details in conversation.
Bluesky
Replies, mentions and supported chat
Keep the durable platform identity and request contact details when useful.
Supported comments and replies
Do not depend on profile enrichment; capture details the person provides.
Google Business Profile
Reviews
Reply publicly and direct the reviewer to a secure private contact channel.
Postly CRM 2.0
View pricing The focused feature set for conversations and contactable leads.
Respond, capture the customer details that matter, preserve the source conversation, and hand the lead to the next system.
Customer Conversations & CRM
Manage supported direct messages, comments, replies, and reviews, then turn useful conversations into contactable leads.
Feature 01
Unified Conversation Inbox
Bring supported customer conversations from connected platforms into one searchable workspace.
Feature 02
Direct Messages
Read and reply to supported private conversations without switching between social platforms.
Feature 03
Comments and Replies
View and respond to supported comments and replies with the original post and thread context available.
Feature 04
Review Management
Monitor and reply to supported customer reviews, including Google Business Profile reviews where permissions allow.
Feature 05
WhatsApp Contact Capture
Use the phone identity supplied by WhatsApp Business conversations and request the missing customer email when needed.
Feature 06
Automatic Email Request
Politely request a contact email automatically at the configured point in a qualifying conversation.
Feature 07
Manual Contact Request
Request an email address, phone number, or both from the reply composer using editable saved messages.
Feature 08
Email and Phone Detection
Detect valid email addresses and phone numbers shared in private conversations and save them to the customer contact.
Feature 09
Secure Contact Form
Send a secure Postly contact form when a platform cannot safely collect contact details inside the public conversation.
Feature 10
Contact Status
See whether a customer is platform-only, missing contact details, contact requested, contactable, exported, or handled.
Feature 11
Potential Lead Detection
Flag pricing, demo, purchase, availability, quote, and service enquiries as potential leads for review.
Feature 12
Contactable Leads
Separate conversations that contain a valid email address or phone number and are ready for follow-up or export.
Feature 13
Customer Contact Panel
View the customer name, platform identity, email, phone, capture source, consent state, and conversation dates beside the thread.
Feature 14
Conversation History
Keep the inbound and outbound interaction history required to understand the customer request and continue the conversation.
Feature 15
Team Notes Integration
Send a conversation summary and direct conversation link to Postly Team notes instead of creating a second assignment system.
Feature 16
Contact and Conversation Export
Export contact details with the relevant source message, platform, connected account, dates, and Postly conversation link.
Feature 17
Zapier, Make and Webhooks
Send new contactable leads and lead updates to Zapier, Make, CRMs, and other external tools through normalized events.
Feature 18
Platform Capability Controls
Only show reply, private reply, public reply, review, moderation, and contact-capture actions supported by each platform and connection.
Feature 19
Conversation Search and Filters
Search by customer name, email, phone, username, or message text and filter by platform, account, type, contact status, and date.
Feature 20
Engagement and Lead Analytics
Track conversations received, responses sent, unanswered items, response time, contact details captured, exports, and contactable leads by platform.
Feature 21
Use the customer data after the social conversation.
Every export and integration should use one simple structure: Contact + relevant message context + source platform + Postly conversation link.
CSV export
Export name, email, phone, platform, source message, dates, contact status, and Postly conversation link.
Zapier
Trigger workflows when a potential lead becomes contactable or when captured contact data changes.
Make
Use the same normalized contact and source-message payload as Zapier.
Signed webhooks
Send contactable-lead, contact-updated, review, and conversion events to external systems.
CRM tools
Create or update contacts by email, phone, or stored external CRM ID without matching by name alone.
Team notes
Share the customer, source message, contact status, and direct conversation link with existing team collaboration.
Measure engagement and contact capture—not a bloated sales pipeline.
DMs received
Comments and reviews
Responses sent
Average response time
Contact details captured
Contactable leads
Leads exported
Notify users when the conversation needs action.
Keep alerts focused on new interactions, potential leads, captured contact details, unanswered conversations, exports, and integration failures.
Conversation alerts
New DMs, comments, reviews, and unanswered interactions.
Lead alerts
Potential lead detected or email and phone details captured.
Workflow alerts
Export completed, webhook failed, or external integration needs attention.
Guides
Postly CRM guides
Learn about platform connections, contact capture, private and public replies, exports, and integrations.
Customer conversations & CRM
Respond in Postly. Capture the customer. Continue the relationship.
Use Postly CRM to manage supported conversations and turn customers who share an email address or phone number into portable, export-ready leads.