Pipeline Management with Kanban Board
Klipy now includes a visual kanban-style pipeline board for tracking your deals.
What's new
- Drag-and-drop kanban - Move deals between stages with a simple drag. Visualize your entire pipeline at a glance.
- Single pipeline support - Set up your deal stages and start tracking opportunities from first contact to close.
- Deal cards - Each card shows the deal name, value, contact, and last activity date.
- Stage management - Customize your pipeline stages to match your sales process.
How it works
Navigate to the Pipeline view in your Klipy workspace. Create deals, assign them to contacts, and drag them through your stages as they progress. Every email and interaction logged by Klipy is automatically linked to the relevant deal.
Your pipeline stays current because Klipy is already capturing every conversation. No manual updates required.