I see your app is inspired in Attio (at least they look like) which I consider very good. Do you have plans do add features like - emails, automations and file management? - also, any plans to integrate with Google Workspace (for gmail for example, sometimes is just simpler to use the CRM within the email)
A: Thanks for asking about WhatsApp integration! While we receive this request frequently, there are some practical considerations to keep in mind.
WhatsApp integration would require using their Business API, which: - Requires a separate WhatsApp Business API account - Often has a low return on investment for most users - Comes with additional costs and setup complexity
I need to store and easily access 450 customers names, address, phone, and notes about their purchases. I do consulting and need to keep updated notes after I speak to each customer. I do NOT need a funnel or reminders or Ai adding names to my database, I will add each after my consultations. Initially I can add 450 customers from an Excel sheet (is this possible)? then I’d like to add notes to customers files as they purchase. Is this software suitable for what I need? Thank you
It seems that you need something extremely simple to just manage basic customer information. While our software can handle these tasks, I believe I should be transparent and suggest that for your specific needs, Attio's free version might be a better fit, as it would help you handle these basic requirements without unnecessary cost.
Q: Question around email providers and plug-ins for ingestion of contacts and leads
Hi there, I use Outlook to centralize different email accounts including a gmail, yahoo, and Mac.com, and outlook - is the email ingestion specific to account/email provider Or since centralized in Outlook, can ingest all of these accounts regardless of email provider? I’ve been trying to centralize all my contacts and their emails across multiple email providers Thank you
Our integration with Microsoft only works with Microsoft email accounts (O365, Hotmail, Exchange). Even though you can read and manage your Gmail, Yahoo, and Mac.com emails through Outlook, this specific integration won't work with those non-Microsoft accounts.
Q: Features
Hey,
I see your app is inspired in Attio (at least they look like) which I consider very good. Do you have plans do add features like
- emails, automations and file management?
- also, any plans to integrate with Google Workspace (for gmail for example, sometimes is just simpler to use the CRM within the email)
Thank you
Jung_Klipy
Jan 7, 2025A: Thanks for your question! Let me clarify our current features and upcoming plans:
Currently Available Features:
- Google Workspace integration is fully supported
- Email integration is already available
Coming This Month:
- Email sending capabilities
- Automation features
Future Development:
- File management is in our backlog, but not yet scheduled
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Q: Whatsapp Integration
Are there any plans to integrate WhatsApp? It's widely used in South America and Europe, and I believe it's quite popular in Asia as well.
Good luck with the launch.
Thank you!
Jung_Klipy
Jan 7, 2025A: Thanks for asking about WhatsApp integration! While we receive this request frequently, there are some practical considerations to keep in mind.
WhatsApp integration would require using their Business API, which:
- Requires a separate WhatsApp Business API account
- Often has a low return on investment for most users
- Comes with additional costs and setup complexity
For these reasons, we're...
Share Klipy
Q: CRM needed only
I need to store and easily access 450 customers names, address, phone, and notes about their purchases.
I do consulting and need to keep updated notes after I speak to each customer.
I do NOT need a funnel or reminders or Ai adding names to my database, I will add each after my consultations.
Initially I can add 450 customers from an Excel sheet (is this possible)?
then I’d like to add notes to customers files as they purchase.
Is this software suitable for what I need?
Thank you
Jung_Klipy
Jan 6, 2025A: Hi Debbie,
It seems that you need something extremely simple to just manage basic customer information. While our software can handle these tasks, I believe I should be transparent and suggest that for your specific needs, Attio's free version might be a better fit, as it would help you handle these basic requirements without unnecessary cost.
However, I would love to know if there are any...
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Q: summary language
Can the email summary and follow-up task output language have Traditional Chinese options?
Jung_Klipy
Dec 30, 2024A: Hi there,
Unfortunately we do not support chinese language at the moment because most of the AI models have unreliable performance regarding chinese language.
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Q: Question around email providers and plug-ins for ingestion of contacts and leads
Hi there, I use Outlook to centralize different email accounts including a gmail, yahoo, and Mac.com, and outlook - is the email ingestion specific to account/email provider Or since centralized in Outlook, can ingest all of these accounts regardless of email provider? I’ve been trying to centralize all my contacts and their emails across multiple email providers
Thank you
Jung_Klipy
Dec 27, 2024A: Hi there,
Our integration with Microsoft only works with Microsoft email accounts (O365, Hotmail, Exchange). Even though you can read and manage your Gmail, Yahoo, and Mac.com emails through Outlook, this specific integration won't work with those non-Microsoft accounts.
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Also have you thought about a feature where you can plug in Calendar meetings and retroactively pull contacts from previously booked meetings?
You can always let us know about feature suggestions via our roadmap at https://feedback.klipy.ai !