Klipy is the Seller's OS that automatically detects signals from your calls, emails, and messages - then handles the follow-ups, CRM updates, and meeting prep. You just sell.
Trusted by the best rainmakers and sellers
After every call: a follow-up to write, a CRM to update, notes to file, a next meeting to prep.
And your deal doesn't live in one place — it's scattered across calls, email threads, LinkedIn DMs, and WhatsApp side-channels. None of that is selling. All of it is required. Klipy handles it so you don't.
I chose Klipy because it looked easy and suited the way i work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.
Phil BouwmanHead of Strategy & Commercialization, Million Circles
Whether you need context, a draft, or a status check - talk to Klipy like you'd talk to a teammate - or your personal assistant.
Sandler. MEDDIC. Challenger.
You learned the methodology — but a full pipeline and 30 emails before lunch means it rarely gets applied. Klipy builds it into every output automatically. You don't think about the framework. It's already there.
Your day's already packed. Klipy knows that.
While you were offline, it captured every conversation, updated every deal, and drafted every follow-up. Open Klipy, and it's all waiting — organized into simple approvals. Yes, no, next.
In the time it takes to finish your coffee, yesterday is handled and today is ready.
Good afternoon, Alex
In 42 minutes
Quarterly Review — Acme Corp
3 guests
Intro Call — Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP — Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.
Sunil GulatiSr Director - Sales, TekPioneers
From the moment a conversation starts to the moment the next one is prepped. Built for real sellers.
What runs in the background, in real-time
Every email, call, meeting, LinkedIn message, and WhatsApp thread - captured automatically. Nothing to log.
Learn moreRe: Annual Licensing Agreement for Redwood Partners
withDavid ChenJust now
Finished
Q4 Strategy Deep-Dive
2h
Re: Onboarding
withtom@acmecorp.io5h
Every call recorded, transcribed, and broken into action items. Framework-aligned summary ready before the call window closes. Nothing to watch back.
Learn moreEvery follow-up built from the actual conversation — your tone, their context, every commitment included. Nothing to write from scratch.
Learn moreEvery promise you make becomes a tracked task — prioritized, deadline-aware, updated as conversations continue. Nothing to write down. Nothing to forget.
Learn more1 item due today
Re: Renewal Discussion — Addressing Concerns
Send revised proposal to Greenfield Inc
Gmail. Google Meet. Outlook. Teams. LinkedIn. WhatsApp. Klipy captures across all of them — so nothing you say, send, or receive falls through the cracks.
Klipy does the work. You just approve it. Your first 200 are free every month — no credit card required.
Ready when you need it
"Who mentioned their kid's starting college?" Search by what they shared, not their name. Relationships live in the details you almost forgot.
Learn morePull up anyone. Enriched profiles from 100+ sources, full interaction history, and relationship mapping across every channel. The full picture before you reach out.
Learn more"Find accounts that look like my best closed deals." Klipy builds a plan, runs it autonomously — cross-referencing your pipeline, interactions, and live web signals.
Learn moreDrop a voice memo after any meeting — while the context is still fresh. Let Klipy figure out the next steps, or hold the context for later. Klipy remembers for you.
Learn moreKlipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.
Chip RoyceFounder & Principal, Flywheel Advisors
Your pipeline, your conversations, your calendar, your notes — one workspace, single source of truth, always in sync. Every update happens in real time. Nothing lives in a separate tab.
KlipyEvery update is instant. No sync delays, no stale pipeline data. Your team always sees what's happening right now.
Every feature is built with AI at the core — not bolted on. From pipeline suggestions to draft responses, intelligence runs through everything.
CASA certified, GDPR compliant, end-to-end encryption, PII masking. Your sales data stays yours.
Gmail, Outlook, LinkedIn, WhatsApp, HubSpot, Salesforce — Klipy plugs into the tools you already use.
Joey Wilson
Here's the thing about what we're looking for...
Just now
James Winston-Clarke
What I can say about this one is...
Just now
Jimmy Hendrix
I'm looking for someone to help me with my project...
15m
Tina Featherman
Well what I am getting from the team is...
1h
Every channel in one inbox. Flag what matters, mute the rest, reply with AI — without switching tabs.
Purpose-specific booking links. Send one, they pick a slot, meeting booked. No back-and-forth.
Quarterly Review — Acme Corp
Intro Call — Bright Labs
Pipeline Sync — Internal
All your calendars in one view. Ask Klipy to suggest a slot or book it right from the conversation.
Every discovery call should qualify on three axes: budget authority, timeline urgency, and technical fit. If two out of three are weak, move to nurture.
For deals above $50k ARR, loop in Solutions Engineering before the second call. Share the pre-call brief with the full account history from Klipy so SE has context without a separate prep meeting.
A workspace for deal insights and team knowledge — linked to the contacts and deals that matter.
Sales CRM
Every contact, every touchpoint, every conversation — stitched into one living profile automatically.
Full company view with org charts, deal history, and relationship signals — built as you sell.
Auto-generated scorecards, stakeholder maps, and deal updates — from every interaction.
Developer Tools
Getting a real-time overview was a manual struggle. I chose Klipy because it actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.
Alexander KingCo-Founder, Regulars
Sellers don't lose deals because they forgot to update a field. They lose them because their tools steal hours from actual selling.
We built Klipy for the way sellers actually work — fast, in conversation, across channels. It handles the rest. You just sell.
Klipy processes sensitive sales data — prospect communications, deal terms, pricing discussions. We treat that with the seriousness it requires.
End-to-end encryption in transit and at rest. Only summaries stored and visible. No human access to data, and never used to train models.
You approve every AI action before it's sent.
Customers
Countries
Emails Processed Monthly
Meetings Processed Monthly
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.
Klipy is an AI sales workspace that captures every conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles the work that comes after. Follow-ups get drafted. The pipeline stays current. The next meeting is prepped before the seller thinks to ask. Every AI action that reaches a prospect is drafted, not sent - the human always approves.
Runs in the background: Capture (auto-log every email, call, meeting, and message), Meet (record, transcribe in 99 languages, and summarize every meeting), Follow-ups (draft professional, framework-aligned follow-up emails from real conversation context), To-dos (surface deal-critical tasks and auto-resolve completed ones).
Available when you need it: Pre-meeting Briefs (auto-assembled one-pager before every call), Contact Intelligence (enriched profiles from 100+ data sources), Plan and Execute (autonomous assistant for deal prioritization and day planning), Voice Memos (capture action items and context between meetings).
One connected workspace where pipeline, conversations, calendar, and notes auto-update from real conversations. Surfaces include: Unibox (unified inbox across all channels), Pipelines (self-updating deal boards), Deals (auto-generated scorecards and stakeholder maps), People (unified contact profiles), Companies (org charts and deal history), Calendar (all calendars in one view with auto-prep), Scheduler (booking links), and Notes.
Sandler, MEDDIC, Challenger, and custom methodologies applied to every output automatically - drafts, summaries, and coaching signals.
Email: Gmail, Outlook. Video meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp, Telegram. CRM sync: HubSpot, Salesforce, Attio. Calendar: Google Calendar, Microsoft Calendar. Custom: Zapier, API, Webhooks.
Account Executives, Founders closing their own deals, Sales Managers, Sales Leadership (CRO/VP), and Revenue Operations teams.
Drafted not sent: every outbound AI action requires human approval. Multi-channel capture: email, meetings, LinkedIn, WhatsApp - all automatic. One workspace: pipeline, inbox, calendar, contacts, deals, and notes - all connected. Framework-native: Sandler, MEDDIC, Challenger built into every output. Just ask: natural language interface for any sales workflow need.
Starter: $39/month/seat. Professional: $89/month/seat. Advanced: $149/month/seat. Enterprise: contact sales.
2,000+ customers across 56 countries. 2.3M+ emails processed monthly. 800+ hours of meetings processed monthly.
Website: https://klipy.ai
