Feature Ideas

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.

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.

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)

Prompt by Kilpy to associate the notes/transcript/audio of a meeting with a deal. Ability to automatically associate as well.

I need similar mail features that Hubspot currently has. Sending is already possible, but it's quite limited. Interesting would be Mail Signatures Mail Templates I can save, update and re-useI can't write contacts mails if there was no conversation in the past, although they are in the CRMGeneral the UI for mails could be further improved

The ability to select to-dos from the autogenerated list is great. It would be helpful to maintain a link to the original email that caused the to-do to be created in the first place. Thank you!

The ability to have a guest user with limited access to help manage shared emails or designated private messages and help with follow up and updates. They would not have their inbox connected, just access to ones already connected. This would be helpful for folks with virtual assistants, executive assistants, or others who help them with admin work. Thank you and Happy New Year!

add search box to the top of companieswhen making a new company, auto open the company after addingwhen adding a person from the company screen, auto assign that new person to that companymake segmenting of companies work

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.

Connect Klipy with different tools via Make.com

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.)

Sync followups to calendar for quick access and tracking.