Feature

September 9, 2024

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

Kanban sales pipeline board in Klipy

A visual drag-and-drop pipeline board for tracking deals from first contact to close.

Pipeline management with a kanban board

Klipy now includes a drag-and-drop kanban pipeline board where you move deals between stages, see each deal's value and last activity on its card, and customize the stages to your process.

Klipy adds a visual kanban pipeline. Drag deals from first contact to close, read value, contact, and last activity off each card, and customize your stages. Because Klipy logs every email and interaction, the board stays current with no manual entry.

What changed

  • Drag-and-drop kanban board for a single pipeline
  • Deal cards show name, value, contact, and last activity date
  • Stages are customizable to match your sales process
  • The board stays current because Klipy already logs every interaction

What changed

Klipy now has a visual pipeline board. Drag deals between stages to move them from first contact to close, and see the whole pipeline at a glance. Each deal card shows the deal name, its value, the contact, and the last activity date, and you can customize the stages to match how you sell.

Who it's for

Owner-sellers running a single pipeline who want to see where every opportunity stands without opening each record. If your deal stages currently live in a spreadsheet or in your head, this gives them one board.

How to use it

Open the Pipeline view in your Klipy workspace, create deals, and assign them to contacts. Drag each deal through your stages as it progresses. Because Klipy already logs every email and interaction, the board stays current on its own, so you never update it by hand.

Frequently asked questions

Where do I find the pipeline board in Klipy?

Open the Pipeline view in your Klipy workspace, then create deals and drag them through your stages.

Do I have to update the pipeline manually?

No. Klipy already logs every email and interaction, so the board stays current on its own.

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

Pipeline management with a kanban board

Category: Feature. Published: September 9, 2024.

Klipy now includes a drag-and-drop kanban pipeline board where you move deals between stages, see each deal's value and last activity on its card, and customize the stages to your process.

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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