Feature Ideas

Think of this as your personal executive assistant within Klipy. It'll help organize your incoming messages, pull out the important details, suggest what to do next, and even prepare draft responses. Start each day prepared, not overwhelmed!

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.)

Respond to customer emails directly within Klipy's interface, maintaining your workflow without switching between different applications. Keep your communication streamlined and your context intact.

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.

Tailor your sales pipeline to match your unique business process by creating custom deal stages that reflect how you actually sell. Define and organize your sales pipeline exactly the way your team works.

Allow additional options for contact's unique identifier to allow tracking of early stage leads/prospects without email address. Currently considering: Phone Number / Linkedin Unique ID ----- Original Request ----- Title: Create contact records with phone number and name only I do a lot of sales in Latin America where it is very common to do all communications via WhatsApp. Many times, all I have is a WA number and no email. Please create a way to add contacts without an email address. This is something that stops me from using Klipy. With these people, I still have to use Excel to track my conversations, but I bought Klipy to get away from Excel! 😂

Connect Klipy with different tools via Zapier

Connect and extend Klipy with your favorite tools using our comprehensive OpenAPI specification. Build custom integrations, automate workflows, and seamlessly sync data with your existing tech stack.

Sync followups to calendar for quick access and tracking.

Revamp of the homepage for easier and better access to interaction histories, due tasks and quick actions to take.

I often have 2-3 people who are responsible from the clients side for projects. It would be nice to have the option to add them all to a deal. Currently it's only possible to add one person.

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.

Set up webhooks to subscribe to real-time notifications of events happening in Klipy.

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.