Let's stop losing deals to forgotten follow-ups today.

Klipy helps B2B agencies and consultancies automatically track hundreds of relationships and deals simultaneously without wasting thousands or months on something that can be delegated to AI today.

30-days Refund Guarantee

klipy, your Sales Operations Manager

No new habits to force. No new discipline to train. Klipy silently processes your ongoing client communications and tells you exactly what to do next.

What you get:

Within first 10 minutes onboarding, Klipy starts to automatically:

Build and maintain full client communications history

Emails, DMs, virtual meetings, social signals, and more - automatically filtered, tagged, and summarized into one timeline per contact

Qualify your deals and suggest pipeline updates

Based on your qualification framework, Klipy will update the qualification scorecards and suggest pipeline updates based on the latest interactions

Tell you which accounts need attention and how to follow up

Klipy will extract follow-up actions from your communications and prepare message drafts and reminders for you to review and execute

Show you what wins and loses deals

Once you close a deal, Klipy will deep dive into the deal activities to find out what went right and what went wrong

All of which used to require wasting hours of manual work from you and your team.

Pricing based on results:

Same features for all tiers, unlimited seats, unlimited records. Pay based on number of communication channels you want Klipy to fully manage - email or social.

Starter, for freelance or founder-led sales

$49/month per team

1 klipy-managed comms channel

Growth, for scaling teams

$129/month per team

3 klipy-managed comms channels

+$29/month per additional managed channel

Professional, for maturing teams

$299/month per team

10 klipy-managed comms channels

+$29/month per additional managed channel

See full pricing & add-ons

Plus everything you expect from a simple sales CRM with AI

We hope you are not paying thousands just for these

Contacts

Simple contact organization

Pipelines

Visual deal tracking

Follow-ups

To-dos that actually get done

Managed Email Inbox

Emails made easy for your team

Managed Likedin Inbox

Focused inbox for LinkedIn Sales

Notes & Memos

Any sized details organized

Scheduler Links

Book meetings with clients

Meeting Assistant

AI meeting notes and transcripts

Business Card Scanner

Instant contact capture

Analytics

Measure and improve your sales

Mobile

Quick access from your phone

Integrations & Webhooks

Connect to your favorite tools

"Klipy is my go-to CRM for clients. The old guard (you know who they are) are expensive and difficult to use. Other new CRMs just try to duplicate at a lower price."

A

Chip Royce

Founder & Principal, Flywheel Advisors

"I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first CRM. 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."

A

Sunil Gulati

Sr Director - Sales, TekPioneers

"The automation features are exceptional - from lead capture to follow-up reminders, everything flows seamlessly. We've cut our lead management time by half since implementing Klipy."

A

Frederic Sune

Founder & Owner, WP Expert

"It's a very simple and smart CRM anyone could think about. Overall, I love the team and the CRM. They are incredibly professional and responsive. Already, Klipy AI has blown my mind. I have already started recommending this CRM to my friends."

A

Monzurul Hasan

Business Lead, WebnWell

How it works

We have interactive demo prepared for you on desktop browser

What service business owners say about us

Simple pricing, built for growth

Klipy charges one flat fee for your entire team. You only pay more when you add new channels that bring in business - not when you add people who are yet to help grow your business.

Starter

$49/month per team

Perfect for solo consultants and new businesses, or simply trying out

  • Includes 1 Managed Inbox
  • 320 Meeting minutes/month
Start Now

Growth

$129/month per team

Ideal for growing service businesses with additional touchpoints to cover

  • Includes 3 Managed Inboxes
  • 1,500 Meeting minutes/month
Start Now

Professional

$299/month per team

For more mature, multi-channel service businesses

  • Includes 10 Managed Inboxes
  • 7,000 Meeting minutes/month
Start Now
See full pricing
They're quick to respond and quick to implement suggestions. It's clear that Jung and Joey want to make this app the absolute best that it can be and solve their customers CRM related pain points. Keep up the great work!
Tom Jensen
Owner, Anchored Media

Frequently Asked Questions

Unlike traditional CRMs, Klipy is fully automated. Once your team connects their sales channels, everything is filtered, summarized, and organized by AI. No manual data entry means no adoption hurdles. Team members see only high-level insights while maintaining privacy of individual communications.

The Peace of Mind

You've Been Missing

Sleep better knowing nothing is falling through the cracks. Every follow-up, every detail, all managed automatically.

30-day money-back guarantee. No questions asked.