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

Automatically creating action items and follow-up tasks from important sales conversations.

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

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

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.

Step by step guide through our platform for new users

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

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

Form integration to automatically create records from lead generation forms