Feature Ideas

Can we introduce churn categories to understand whether churn is driven by product, price, or internal operations? In our case, they could be: • ROI: The partner feels the fee isn’t justified by the revenue or visit frequency generated. • Friction: Staff found it difficult to mention at the counter, or it didn’t fit their workflow. • Adoption: Not enough guests scanned the QR code or joined during the live period. • Features: Required integrations (e.g. specific POS) or advanced B2B/API functionality. • Competitor: Moved to a marketplace, legacy loyalty provider, or back to paper cards. • Closure: Location permanently shut down or new ownership resetting the tech stack. • Technical: Bugs or Wallet delivery friction caused frustration. Would love your thoughts on implementing this.

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.

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

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.

Import contact records from different sources via CSV File

Display deal values in different currencies.

It will be good to have multiple workspaces under the same account. I have 2-3 different companies and I want to centralize the CRM.

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

Connect Klipy with different tools via N8N

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