Feature

All Features/Managed Email Inbox

Connect Once, Then Let Klipy Handle Your Email Admin

Stop manually logging emails into your CRM. Klipy's Gmail and Outlook integration automatically creates contacts, documents conversations, and builds your client database without data entry.

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Key Features

Key Features

Connect Once, Then Let Klipy Handle Your Email Admin

Connect and forget

Secure OAuth integration with Gmail and Outlook

Automatic contact creation

New contacts added to your CRM when they email you

Every email logged

Business correspondence automatically documented in contact timelines

Smart filtering

Business communications separated from personal content

Complete email history

Access your full email archive directly within your CRM

Step-by-Step Guide

How It Works

Setting up Klipy's email integration takes just minutes and delivers instant value.

1

Connect your email

Secure OAuth connection to Gmail or Outlook (2-minute setup)

2

Select what to track

Choose to exclude personal domains or communication types

3

Email data syncs automatically

Real-time synchronization keeps your CRM up to date

4

Access complete context

View the full communication history whenever you access a contact

Business Impact

Business Impact

Save 5+ Hours Weekly

End the manual copying of emails into your CRM. Focus on client work, not administrative tasks.

Never Lose Client Context

Every conversation is automatically attached to the right contact record. New team members instantly see the complete history.

Respond Faster to Clients

With all previous conversations at your fingertips, provide more thoughtful, informed responses in less time.

FAQ

Common Questions

No. Klipy intelligently filters business communications and lets you exclude personal domains.

Import email history from the last 30 days up to 7 years, depending on your needs.

Currently, Klipy supports Gmail (Google Workspace) and Outlook (Microsoft 365).

Klipy uses end-to-end encryption and is GDPR and SOC 2 compliant, with customizable team privacy controls and sharing settings.

Yes, including team addresses like info@ or support@ for complete team email management.

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.