Klipy now has a built-in to-do system, so every commitment you make on a call or in an email gets a trackable task right next to the deal it belongs to.
What changed
You can create to-dos from any deal, contact, or interaction inside Klipy. Each task carries a due date and stays linked to the record it came from, so the context travels with it. A central task view in the sidebar shows every pending follow-up in one place.
Who it's for
Owner-sellers who close deals over weeks of back-and-forth and lose the thread when a promised next step slips. If you used to jot commitments in a separate task manager and then forget to check it, this keeps the follow-up beside the conversation.
How to use it
Open any deal, contact, or interaction and add a to-do. Set a due date, and the task links itself to that record. Check the task view in the sidebar to see what's due across every deal.
