How it works

Write it once, run it every week

Four things happen in TaskWhole. Everything else is detail.

1

Build the task

A task is a blueprint, not a to-do. It holds steps and a schedule, and it is never finished — each time it comes due it produces a fresh run for that day.

  • Open a link The step carries the URL, so you never go looking for it.
  • Copy text A line held ready, one click to the clipboard.
  • Pick a variant Three openings, choose one, copy it.
  • A reminder The thing you always forget, sitting there unticked.
app.taskwhole.com/tasks/12/edit
1Open the shortlistLink · docs.google.com
2Copy the intro lineCopy · 1 variant
3Choose an openingCopy group · 3 variants
Date the sheet before closingReminder
2

Connect a mailbox

Your SMTP host, your address, your domain. Credentials are encrypted and never leave the server. Set a daily cap and the app refuses to exceed it.

  • As many mailboxes as you want, on any plan
  • A template can send from several — one is picked at random per send
  • A test button that sends the real message to any address you name
3

Write templates as a sequence

Three kinds. An initial starts a thread. A follow-up belongs to another template and carries a day count. A manual one just sits there to be copied by hand.

  • Any {{variables}} you like, filled at send time
  • Day counts measured from the first message, not the previous one
  • Nothing sends with a variable left empty
4

Send, and then chase on purpose

Sending opens a thread. From then on the thread carries its own state: what went out, whether they replied, and which message is due next.

  • Follow-ups appear as due — you press the button, or you do not
  • Marking a reply drops the rest of the sequence at once
  • Filter to everything due and send them in one pass
  • The extension does all of this from the page you found the lead on

Start free

app.taskwhole.com/sent
[email protected]Agency intro — short · Aug 1day 7 due
[email protected]Agency intro — short · Aug 2replied
[email protected]Follow-up — day 3 · Aug 4day 9 on Aug 10

Questions

Is it really free?
The whole working product is free: tasks with steps and schedules, unlimited mailboxes and templates, sequences, follow-ups, the sending record, the daily email, the board and history. Pro adds two things — reports, and the browser extension — for $5 a month or $45 a year.
Does it send email automatically?
No, and this is deliberate. Follow-ups become due and wait for you to press a button. Nothing goes out while you are asleep, which means nothing can arrive the morning after someone replied by phone.
Whose email address does it send from?
Yours. You connect your own SMTP mailboxes and mail goes out from your domain, so replies land in your inbox and your reputation stays yours. Credentials are encrypted and never leave the server.
How many mailboxes can I connect?
As many as you want, on any plan. Each has a daily cap it refuses to exceed, and a template picks one of its assigned mailboxes at random so volume spreads without you tracking it.
Do I need the extension?
No. Everything can be done from the dashboard. The extension saves the tab switch: it reads the address off the page you found the lead on, fills the variables from text you highlight, and sends from there.
Is this a CRM?
No. There are no deals, stages or forecasts, and there is not going to be. It is a list of repeatable tasks and an honest record of what you sent.
What happens to my data if I stop paying?
You keep everything. Reports and the extension stop; the tasks, mailboxes, templates and the full sending record stay exactly where they were.
Can I use it without sending any email at all?
Yes, and plenty do. A task is any repeatable set of steps — links to open, text to copy, notes to yourself. The email side is optional.

Start with one task

The whole working product is free. Reports and the extension are $5 a month, and only if you want them.

Start free See how it works