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.
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
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."
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."
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."
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."
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
Perfect for solo consultants and new businesses, or simply trying out
- Includes 1 Managed Inbox
- 320 Meeting minutes/month
Growth
Ideal for growing service businesses with additional touchpoints to cover
- Includes 3 Managed Inboxes
- 1,500 Meeting minutes/month
Professional
For more mature, multi-channel service businesses
- Includes 10 Managed Inboxes
- 7,000 Meeting minutes/month
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!
Frequently Asked Questions
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.