Roadmap
Under consideration(15)
- 3
Custom Fields
#Improvement 👍 - 3
Notetaker: Attach to a deal
- 4
Invite Klipy (for Meetings) "On By Default" option
#Improvement 👍 - 18
Sync Followups to Calendar
#Improvement 👍 - 8
Warm Outreach
#Improvement 👍 - 2
Multi-Language Support (i18n)
#Misc 🤷 - 2
File Storage
#Misc 🤷 - 1
Notetaker: Auto Archive
- 1
Client Self Due Diligence Form
- 1
Add simple shared file library + link to followups
Planned(15)
- 13
N8N Integration
#Integrations 🔗 - 6
WhatsApp Personal Messages Integration
- 16
Unified Inbox
#Improvement 👍#Deal Breaker 💔#Integrations 🔗 - 1
Mail Templates
#Improvement 👍#Deal Breaker 💔 - 3
Suggested Followups v2 : AI & Project priorities
- 2
Auto-categorize followups
- 2
Recent interactions : view improvements
- 6
"Keep in touch" Agent
#Improvement 👍 - 2
Multiple Accounts
#Improvement 👍#Deal Breaker 💔 - 2
Automate leads import from webforms, social, website
#Improvement 👍
In Development(9)
- 18
Personal Assistant Agent
#Improvement 👍 - 33
Saved Search (Delivery by Jun 9th)
#Deal Breaker 💔 - 36
Tags v1 (Segments) (Delivery by Jun 9th)
#Deal Breaker 💔 - 2
Enable Full Transcript Copy for Recorded Meetings
#Improvement 👍#Deal Breaker 💔 - 4
Analytics
#Improvement 👍 - 12
Notification
#Improvement 👍 - 2
Additional Webhook Events
- 12
Multiple Workspaces
#Improvement 👍#Deal Breaker 💔 - 8
Person - New Unique Identifiers (Delivery by Jun 9th)
#Improvement 👍#Deal Breaker 💔
Shipped(23)
- 7
Multi-Pipeline & Deals v2 (Delivery by Jun 9th)
#Improvement 👍 - 14
Linkedin DM Integration (Delivery by Jun 9th)
#Improvement 👍 - 2
Scheduling Pre and Post Meeting Buffers
#Improvement 👍#Deal Breaker 💔#Bug Report 🐛 - 9
Home Page v2
#Styling 🎨 - 23
Zapier Integration
#Integrations 🔗 - 1
Shared Inboxes
- 20
Reply Emails in Klipy
#Deal Breaker 💔 - 4
Instantly Integration
#Integrations 🔗 - 9
Deal Stage Statistics
#Improvement 👍 - 7
Filter Deals by Assignee
#Improvement 👍
Unlikely to build(8)
- 1
Synology Office + Mail API integration.
- 2
Integrating TidyCal into KlipyCRM to enable smooth and efficient meeting scheduling.
#Deal Breaker 💔#Integrations 🔗 - 2
"Do not Sync" configuration
#Improvement 👍#Deal Breaker 💔 - 1
Private Emails Vs Public Emails
#Improvement 👍 - 32
SMTP/IMAP Support
#Integrations 🔗 - 2
Client Portal
#Misc 🤷 - 3
HeyReach Integration
#Integrations 🔗 - 0
Cal.com Integration
#Integrations 🔗