Notion-Like Notes System
Klipy now includes a full-featured note-taking system built right into the platform - perfect for managing details related to deals, contacts, and everything in between.
What's included
- Rich text editor - Write notes with headings, bold, italic, lists, links, and more. Feels just like Notion.
- Linked to deals & contacts - Attach notes directly to specific deals or contact profiles for easy reference.
- Quick access - Find all your notes from the sidebar, or jump to them from any deal or contact page.
Use cases
- Jot down pre-meeting prep notes before a call.
- Record key insights from a discovery conversation.
- Track internal strategy for a complex deal.
- Keep personal reminders about a contact's preferences or context.
Why this matters
Your CRM should be the single source of truth for every deal. With notes inside Klipy, there's no need to bounce between Notion, Google Docs, and your CRM. Everything lives in one place.