ChannelsExternal setup required
Mailbox and messaging provider flows exist in Targeta-side product work, but live provider setup and release evidence are still required before they should be marketed as generally available.
Product
A focused workspace for customer work that should not live in five tools.
Targeta connects the daily surfaces founder-led teams use to answer customers, understand context, assign follow-up, and keep sales motion visible.
Product
The pieces founder/operators need when customer work starts spreading across tools.
Inbox
Run every customer thread from one calm queue.
Targeta brings replies, assignments, internal notes, macros, unread state, mentions, and conversation status into one operator-grade workspace.
Widget
Turn site conversations into accountable team work.
Embedded chat connects visitor messages to the same inbox flow, with customer identity, public timeline, and agent follow-up kept together.
CRM records
Keep customer history attached to the work it creates.
Contacts, customers, companies, leads, duplicate lookup, tasks, conversations, and deal links give teams the context they need before replying.
Sales flow
Move leads and deals without losing the customer story.
Pipelines, stages, leads, deals, tasks, activities, and sales workflow records help founder-led teams follow up after the first conversation.
Tasks
Make next steps visible before they become missed promises.
Task and calendar views create a shared operating rhythm for callbacks, reviews, handoffs, and sales follow-up.
Teams
Give operators control without slowing teams down.
Teams, members, invitations, roles, permissions, settings, and audit-friendly workflows keep access intentional as the business grows.
Visible product
Real surfaces, not abstract diagrams.
Dashboard overview
Review active work and keep the day moving from the product home surface.
Analytics overview
Review operational direction while advanced reporting continues through release evidence.
Roadmap honesty
Targeta separates available workflows from work that still needs release evidence.
Analytics depthOperator review
Reporting and analytics surfaces exist, with additional dashboard evidence still needed before every view is presented as fully released.
Setup and privacy operationsOperator review
Readiness, deletion request, export, and policy workflows are present in product surfaces, with more evidence needed for some operational paths.
Quotes and documentsOperator review
Sales workflow records, quote paths, and document lifecycle controls are available for review, while public workflow proof remains a release checkpoint.
Contact
Join the waitlist or ask whether Targeta fits your current operation.
Send a short note about your team size, current customer channels, and the workflows you want to consolidate.