Feature Ideas

Klipy will perform basic pre-meeting research based on: Company details based on web search if meeting participant has corporate email address (company domain). Recent interactions with the meeting participantsOngoing deals (whether deal exists, which stage it is at) And compile this into an email sent to you based on schedule you specify (e.g. 2 hours before meeting)

Klipy will send daily debrief at your designated schedule (e.g. 9AM weekdays) that includes: Brief summary of interactions from yesterday (or 1 business day before).Urgent or imminent follow-up tasksUrgent suggestions to reviewToday's meeting schedule (as of the moment of daily debrief) Into your inbox every day, so that you can organize your day before you get to your desk in the morning.

Connect Klipy with different tools via Make.com

There could be a features to categorize automatically the followups by user pre-defined types (simple AI or default/suggested categories when crating the suggested followup). Add a view of followups per followup category >> This really helps with task management and topic planning.

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.

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 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.

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

Get notified on important topics and issues to follow up. Opt-in to get email notifications on: Daily debriefWeekly recapFollowup remindersAnd more to come...