Roadmap
Under consideration(11)
- 1
Create contacts from meeting invite response
- 1
Scribe Mail Integration
#Integrations π - 3
Notetaker: Attach to a deal
- 18
Sync Followups to Calendar
#Improvement π - 2
Multi-Language Support (i18n)
#Misc π€· - 1
Notetaker: Auto Archive
- 1
Client Self Due Diligence Form
- 4
Salution column in "people"
#Improvement π#Deal Breaker π#Bug Report π - 8
Pabbly Integration
#Integrations π - 3
Stripe Integration
Planned(10)
- 6
Add multiple contact person per Deal
#Improvement π - 4
File Storage
#Misc π€· - 13
N8N Integration
#Integrations π - 1
Language Support - Malay
#Improvement π - 3
Auto-categorize followups
- 6
Slack Integration
#Deal Breaker π#Integrations π - 2
Multiple Accounts
#Improvement π#Deal Breaker π - 7
CSV Import - v2
#Improvement π - 33
Custom Fields
#Deal Breaker π - 22
Make.com Integration
#Integrations π
In Development(11)
- 6
WhatsApp Personal Messages Integration
- 6
"Keep in touch" Agent
#Improvement π - 33
Saved Search (Delivery by Jul 9th)
#Deal Breaker π - 3
Daily Debrief
#Improvement π - 4
Pre-Meeting Research
#Improvement π - 11
Workflows
#Improvement π#Deal Breaker π - 12
Notification
#Improvement π - 2
Additional Webhook Events
- 4
Suggested Followups v2 : AI & Project priorities
- 12
Multiple Workspaces
#Improvement π#Deal Breaker π
Shipped(32)
- 8
Person - New Unique Identifiers (Delivery by Jun 9th)
#Improvement π#Deal Breaker π - 20
Personal Assistant Agent
#Improvement π - 5
Invite Klipy (for Meetings) "On By Default" option
#Improvement π - 2
Make email synching optional or disabled
#Improvement π - 4
Analytics
#Improvement π - 7
Multi-Pipeline & Deals v2
#Improvement π - 14
Linkedin DM Integration
#Improvement π - 2
Enable Full Transcript Copy for Recorded Meetings
#Improvement π#Deal Breaker π - 2
Scheduling Pre and Post Meeting Buffers
#Improvement π#Deal Breaker π#Bug Report π - 9
Home Page v2
#Styling π¨
Unlikely to build(10)
- 1
Synology Office + Mail API integration.
- 3
KrispCall Integration
#Integrations π - 2
Integrating TidyCal into KlipyCRM to enable smooth and efficient meeting scheduling.
#Deal Breaker π#Integrations π - 2
"Do not Sync" configuration
#Improvement π#Deal Breaker π - 1
Private Emails Vs Public Emails
#Improvement π - 2
RB2B Integration
#Integrations π - 32
SMTP/IMAP Support
#Integrations π - 2
Client Portal
#Misc π€· - 3
HeyReach Integration
#Integrations π - 0
Cal.com Integration
#Integrations π