Klipy
In progress
Automation of CRM Data Entries
Data Fields
Additional fields to enhance record keeping processes
6
Linkedin 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.
5
Calendar integration and view
Display user's integrated calendar (Google Calendar/Outlook) in the platform and allow scheduling of new events from the app
3
Meeting Bots Integration
Bots to attend the meeting and take note for the user automatically - Google Meets, Microsoft Teams, Zoom
1
Meeting recording transcription and summary
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.
1
Enhancing user experience
Page Loading Speed Optimization
To enhance the loading speed of the record pages while keeping the real-time collaboration and updates for optimum user experience.
0
Planned
Enhancing user experience
In-App Notification
Ability to show in-app notification for new interaction logged or tasks upcoming to help with task management
3
In-App Onboarding Tour
Step by step guide through our platform for new users
1
Backlog
Automation of CRM Data Entries
Enrich person record by email
3
Cal.com Integration
2
Tally Integration
Form integration to automatically create records from lead generation forms
1
Beehiiv Integration
0
Zapier Integration
0
Make.com Integration
0
Road to higher conversion
CRM - Smart Lists & Views
Users can manage custom filters, sorting, and formulas to create smart lists that can be used for quick decision making.
1
Hey Klipy - 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.
1
Mailroom - Auto Create 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
0
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