Feature Ideas

Ability to create multiple pipelines with: Pipeline owner & option to make pipeline & deals inside the pipeline private.Increased customization on pipeline stagesMore deal metrics & fields for velocity calculationPipeline automation(Potentially) Pipeline agent -

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.

Creation of Follow-Ups based on call transcript

Would love to save mail templates I always use, e.g. for sending out a proposal, sending my calendar link and so on.

Have the product data...

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.

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.

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

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.

Connect Klipy with different tools via Make.com

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!

Sync followups to calendar for quick access and tracking.

Import contact records from different sources via CSV File

Display deal values in different currencies.