Follow-Ups & To-Do Tracking
Klipy now has a built-in to-do system so you can track every deal commitment without leaving the platform.
What's new
- Create to-dos - Add follow-up tasks directly from any deal, contact, or interaction.
- Due dates - Set deadlines to stay on top of commitments.
- Linked context - Every to-do is connected to the deal or contact it belongs to.
- Central task view - See all your pending follow-ups in one place from the sidebar.
Why this matters
Deals don't close themselves. The follow-up is where the work happens - and the most common reason deals stall is a missed commitment. With to-dos inside Klipy, every promise you make in a call or email has a trackable action item attached to it.
No more app-switching
Before this, you'd make a commitment on a call and then have to open a separate task manager to track it. Now it all lives inside Klipy, right next to the conversation context.