Feature Ideas

Integrating KlipyCRM with KrispCall can significantly enhance customer relationship management by automating and streamlining communication processes. It enables automatic creation and updating of contact profiles in KlipyCRM based on calls made via KrispCall, while also setting follow-up reminders and tracking leads through the sales pipeline. By syncing call logs and notes with customer profiles, teams can access a complete history of interactions, improving response times and service quality. Additionally, insights from KrispCall interactions, such as call frequency and sentiment, can help with lead scoring, allowing businesses to prioritize high-value opportunities. The integration also enables seamless multi-channel communication tracking, providing a unified view of customer engagement for better decision-making and reporting.

Organize and categorize your contacts with flexible, color-coded tags. Create a visual system that helps you instantly identify contact segments and build powerful filters for targeted actions.

Bring your valuable business data with you and maintain full control over how you organize your customer information. Create and manage custom fields to track the specific data points that matter most to your business.

Unified inbox to manage original conversations on email (Gmail/Outlook) and other communication touchpoints we are planning to add in the future. ----- Original Request ----- Team, we need a basic email inbox (similar to INBOX in hubspot) that you can do basic operations from Klipy inetrface. Problem is that unable to see the open emails in the mailbox while i can see recent interactions, but we have more than 100 clients and going through interactions is lots of steps. Even a basic inbox view with ability to go through open emails will be a great help where u can do basic things like setup follow up or deals. Even if it does not load attachment its fine (infact that will help as it will reduce data confidentiality concerns etc.)

It will be good to have multiple workspaces under the same account. I have 2-3 different companies and I want to centralize the CRM.

A straightforward way to keep a specific Slack channel updated when deals are added or their stages change. For inspiration, check this.

Hello👋 It would be great to have a simple way to set email notifications for follow-up due dates. I was surprised that I did not receive any notification about the due date a follow up I set. Currently, these follow-ups are only useful when working with the Klipy app daily; otherwise, it's easy to forget them. I hope this is coming soon, otherwise I will need to add the follow-ups to another platform to make sure I am not missing them. Love! 💚

Dear KlipyCRM Team, I would like to request that we integrate TidyCal (https://tidycal.com) into KlipyCRM. This tool offers a streamlined and user-friendly approach to meeting scheduling, similar to what Cal.com and Calendly provide. Incorporating TidyCal, we can enhance our scheduling capabilities and significantly improve our users’ experience by reducing the friction associated with booking meetings. Thank you for considering this integration. I am confident that it will add substantial value to our platform and look forward to discussing the potential implementation details at your earliest convenience. Best regards, Imran Hossain

Hello I want to ask if we can have an addiotional column in "Peoples". Currently there is no column for salution (Mr./Ms./Mrs.) which is really important for custom E-Mails (especially in German).

Some basics missing in the data: Unique IDs for contacts. Necessary for several cases, such as integrating into other software or sharing contactsHow to address someone. If the CRM is used as database for client data, such as email marketing, an absolute must-have. Mr, Mrs, Not specified...I cant use the CRM client data for email marketing currently.

The recent interactions page is the quickest way I can add deals into the pipeline and review all the interactions at the end of the day The current UI is a small box on the right of the dashboard and does not have an infinite scroll capability Suggestion to have a search box so that we can look for keywords and identify those emails OR have a filter function for "Interactions within the last 24hours" "Interactions this week:" etc

User can set shared email addresses to be assigned to reps or teammates to centralize the email communication from unified inbox for the business unit.

Send as an email once a year to clients and kindly ask them to see if all info is correct - especially useful for the financial sector that requires regular DD for compliance.

Connect Klipy to sales inboxes hosted in email providers that only support SMTP/IMAP connection.

Build and save powerful contact filters that automatically update as your database grows. Create dynamic lists of contacts that help you make data-driven decisions and execute targeted marketing campaigns with precision.