Klipy

Our new site is now live! https://buff.ly/4cNxdam

Also, we have significantly upgraded the note editor in the system as part of our UX enhancement and preparation for auto email drafting feature coming within the next 2 quarters. Few main changes: 🎨 More formatting options including font colors and highlights 🖼️ More embedding options including youtube and twitter. ✨ AI Completion and Assistant feature inside the note editor - You can choose from pre-set templates or type your own prompt for your content.

Part 2 of this month's updates We are buffing up on automatic task management for you to keep track of ongoing sales todos. For that, Tasks page is live - simple way to track tasks related to your sales contacts, companies, or deals all in one place.

We added a public roadmap for everyone to see what's up on Klipy 👀

Huxley has been one of our key early adopters that gave us insights to develop features you currently see in our platform. He is also one of the key innovators in east Australia region in AI & Blockchain technology sector - no wonder he gave us his eyes! We are happy to be in this journey together - and thanks again for Huxley!

Release: Last Engagement & Main POC ✨ You can now sort records based on your last engagement. Engagement is captured using the mailroom, which detects sales signals automatically from incoming emails. If the prospect has purchase intent, the interaction will be automatically logged into Klipy and the last engagement will be updated automatically. Also, we've added Main POC (Deal Owner) field to allow sorting and grouping by the assigned salesperson or lead.

Upgrade: Import contacts from recent conversations We've added a date filter to contact imports from emails to prevent stale and old records from being imported.

🪄 Klipy's new hero copy Our vision: Creating a new type of CRM that is super simple to set up and super easy to maintain for smaller teams and companies - our old copy did not reflect this vision. Old vs New - which one do you prefer?

Starting from today, we will be sending out bi-weekly newsletter for product updates to enhance visibility on upcoming developments for our users. Rest assured, you can always simply reply to these emails, or just drop me a message here if you have any feedbacks!