Roadmap
Under consideration(8)
- 3
Create contacts from meeting invite response
- 9
Notetaker: Attach to a deal
- 20
Sync Followups to Calendar
#Improvement π - 3
Multi-Language Support (i18n)
#Misc π€· - 1
Notetaker: Auto Archive
- 2
Client Self Due Diligence Form
- 5
Salution column in "people"
#Improvement π#Deal Breaker π#Bug Report π - 4
Stripe Integration
Planned(8)
- 10
Add multiple contact person per Deal
#Improvement π - 14
N8N Integration
#Integrations π - 4
Auto-categorize followups
- 8
Slack Integration
#Deal Breaker π#Integrations π - 5
Multiple Accounts
#Improvement π#Deal Breaker π - 7
CSV Import - v2
#Improvement π - 36
Custom Fields
#Deal Breaker π - 22
Make.com Integration
#Integrations π
In Development(12)
- 5
Better Mail Features
#Improvement π#Deal Breaker π#Styling π¨ - 6
File Storage
#Misc π€· - 8
"Keep in touch" Agent
#Improvement π - 35
Saved Search (Delivery by Jul 9th)
#Deal Breaker π - 6
Daily Debrief
#Improvement π - 9
Pre-Meeting Research
#Improvement π - 12
Workflows
#Improvement π#Deal Breaker π - 13
Notification
#Improvement π - 2
Additional Webhook Events
- 4
Suggested Followups v2 : AI & Project priorities
Shipped(34)
- 8
WhatsApp Personal Messages Integration
- 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
Unlikely to build(14)
- 1
Scribe Mail Integration
#Integrations π - 1
Language Support - Malay
#Improvement π - 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
SmartLead integration
- 2
"Do not Sync" configuration
#Improvement π#Deal Breaker π - 1
Private Emails Vs Public Emails
#Improvement π - 2
RB2B Integration
#Integrations π - 9
Pabbly Integration
#Integrations π