Feature

December 19, 2024

Jung-Hong KimJung-Hong KimCo-founder & CEO, Klipy

Notes: rich text notes linked to your deals and contacts

Write rich text notes with headings, lists, and links, then attach them to any deal or contact so everything lives in one place.

Notes: a Notion-like note system inside Klipy

Klipy now includes a built-in note system with a rich text editor. You can write notes with headings, lists, and links and attach them to any deal or contact.

A Notion-like editor inside Klipy lets you write rich text notes and link them to deals and contacts, reachable from the sidebar or any record.

What changed

  • Rich text editor with headings, bold, italic, lists, and links
  • Notes attach to specific deals and contacts
  • Reach notes from the sidebar or any deal or contact page

Klipy now has a built-in note system, so you can write and keep deal notes without bouncing between Notion, Google Docs, and your records.

What changed

The editor handles rich text: headings, bold, italic, lists, and links, much like Notion. You attach a note to a specific deal or contact, and it stays with that profile. Find all your notes from the sidebar, or open them straight from any deal or contact page.

Who it's for

Owner-sellers who keep deal context scattered across documents and tabs. If you prep for calls in one app and store discovery notes in another, this pulls both next to the deal they belong to.

How to use it

Open a deal or contact in Klipy and start a note. Use it for pre-meeting prep, key points from a discovery call, internal strategy on a complex deal, or a reminder about how a contact likes to work. Everything you write links back to that record.

Frequently asked questions

Can I link a note to a specific deal?

Yes. You attach a note to a deal or contact, and it stays with that record for easy reference.

Jung-Hong Kim

About the author

Jung-Hong Kim

Co-founder & CEO, Klipy

Jung-Hong Kim is the co-founder and CEO of Klipy, the AI CRO for owner-led B2B teams. He has spent over 15 years in B2B technology and builds Klipy while running its sales himself, the same owner-seller he builds for who still closes and delivers the work. He writes about sales follow-up, speed-to-lead, and running a founder-led sales motion without an SDR team, grounded in what actually works when the person selling is also the person doing the delivery.

15+ years in B2B technologyCo-founder and CEO of KlipyHKUST alumnus

Notes: a Notion-like note system inside Klipy

Category: Feature. Published: December 19, 2024.

Klipy now includes a built-in note system with a rich text editor. You can write notes with headings, lists, and links and attach them to any deal or contact.

This is a changelog entry from Klipy, the AI CRO. Klipy automatically captures every sales conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles follow-ups, CRM updates, and meeting prep.

Learn more at https://klipy.ai. View all changelog entries at https://klipy.ai/changelog.

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