Klipy
In progress
Deals - Custom Deal Stages
26
CRM - Smart Lists, Views, and CSV Exports
Users can manage custom filters, sorting, and formulas to create smart lists that can be used for quick decision making.
25
OpenAPI Integration
21
Klipy Chrome Extension - Add person record from Linkedin
User can easily add a record into Klipy from the Linkedin profile by clicking a button embedded into the web version of Linkedin.
in 9 days
18
Zapier Integration
17
Planned
CRM records - Segments (Tags)
13
Warm Outreach Sequence
12
✉️
Email Sending
11
Make.com Integration
10
Auto Draft Replies
Upon setup of key products and target ICPs, mailroom can generate a draft replies to key inbound emails together with an action item to facilitate prompt re-engagement with leads and prospects
8
N8N Integration
3
Backlog
Additional Email Provider Integration
Klipy currently only supports API based email systems (Gmail & Microsoft o365). Adding functionality to connect additional email providers such as Zoho & Yahoo through SMTP/IMAP.
27
Pre-Meeting Research
Given a scheduled meeting in the future, Klipy will generate a high level overview of the context of the meeting and a research of participants and their businesses based on up to date information on the web.
16
Followup - Snooze
11
CRM - Related Files
Having pics / docs under records
9
Client Portal
9
AI Search - Interactions
Search for meeting notes - For discovery and Prototype testing with this user. e.g. Ask Klipy to "find all clients that mentioned Hubspot over last 2 months."
6
i18n
Platform support in different languages
6
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