Feature Ideas

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.

Not the most important feature, but it would very handy to be able to configure it so that the "Invite Klipy" toggle is on by default and we can manually turn it off when we do not want Klipy to be there.

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).

Ability to add PDF's to a person, company or deal

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.

Connect Klipy with different tools via Make.com

Upgrade of our Mailroom Agent - 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. Ask the PA questions about ongoing conversation, suggestions on priority.

Sync followups to calendar for quick access and tracking.

Import contact records from different sources via CSV File

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.)

Display deal values in different currencies.

Export contact records from Klipy as CSV file to utilize in other tools

Connect Klipy with different tools via N8N