Additional fields to enhance record keeping processes

User can easily add a record into Klipy from the Linkedin profile by clicking a button embedded into the web version of Linkedin.

Display user's integrated calendar (Google Calendar/Outlook) in the platform and allow scheduling of new events from the app

Bots to attend the meeting and take note for the user automatically - Google Meets, Microsoft Teams, Zoom

Given a meeting recording file (video/audio), the user can upload it and have the transcription and summary of the audio readily available to be edited/enhanced.

To enhance the loading speed of the record pages while keeping the real-time collaboration and updates for optimum user experience.

Ability to show in-app notification for new interaction logged or tasks upcoming to help with task management

Step by step guide through our platform for new users

Form integration to automatically create records from lead generation forms

Users can manage custom filters, sorting, and formulas to create smart lists that can be used for quick decision making.

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.

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