Klipy is an AI-powered platform that simplifies sales processes, automatically capturing interactions and managing sales data. While it may require some initial adjustment to its automated approach, its efficient lead nurturing and comprehensive client history tools enhance customer relationships.
Klipy Specifications
AI-Integrated CRM Solution
Account Management Software
CRM for Startups
Small Business CRM Software
What Is Klipy?
Klipy is an AI-powered customer relationship management (CRM) platform designed to help B2B businesses automate and streamline sales processes. It captures client interactions across multiple channels, enriches contact data, and delivers AI-driven insights for smarter lead follow-ups. By minimizing manual data entry, Klipy enables sales teams to focus on nurturing relationships and closing deals faster, making it an efficient solution for agencies, consultancies, and growing teams.
Klipy Pricing
Klipy offers tiered pricing plans based on team size and managed inboxes, focusing on paying for business growth rather than per seat.
- Starter: $49/month/team
- Growth: $129/month/team
- Professional: $299/month/team
Disclaimer: The pricing is subject to change.
Klipy Integrations
The software supports integration with multiple systems and platforms, such as:
- Gmail
- Google Meet
- Zoom
- Instantly
- Microsoft Outlook
- Microsoft Teams
- Zapier
Who Is Klipy For?
Klipy CRM is ideal for professionals across a wide range of industries, including:
- Digital agencies
- Small businesses
- Service-based businesses
Is Klipy Right For You?
If you are a small or medium business looking for an easy-to-use CRM with automation and integration features, Klipy may be a strong fit. It excels in lead management and workflow automation, making sales tracking simpler and more efficient. For companies requiring extensive customization, it might fall short, but its value lies in simplicity and scalability.
Still doubtful if Klipy software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Klipy Features
This feature connects directly with Gmail and Outlook accounts, transforming the inbox into a fully integrated CRM hub. Emails are automatically sorted, linked to the appropriate contacts, and stored in the system, eliminating the need for manual input, copy-pasting, or reminders.
See How It WorksThis feature removes the need for manual CRM data entry by automatically generating new contact records from incoming emails. It captures relevant company information, begins conversation tracking, and keeps the contact database consistently up to date.
See How It WorksThis feature employs AI to analyze email content, summarize lengthy threads, and flag messages requiring immediate attention. It helps identify buying signals, uncover potential concerns, and streamline follow-up actions with greater precision.
See How It WorksThis feature facilitates internal collaboration by enabling shared access to relevant client insights, while maintaining privacy for sensitive communications. It ensures that all team members operate with consistent, accurate information to support coordinated efforts.
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