All features
Every Feature Designed to
Save You Time
Klipy delivers what service business owners truly need: automatic sales admin, smart follow-ups, and organized client information - without the manual work required for traditional CRMs.
Join 1,100+ business owners already automating
All the CRM essentials,
minus the complexity
Klipy includes everything you'd expect from a sales CRM, streamlined for service businesses.
Contacts
Simple contact organization
Your client information stays updated automatically—no manual entry required.
Pipelines
Visual deal tracking
No complicated stages or confusing workflows—just clarity on what needs attention.
Follow-ups
To-dos that actually get done
Klipy identifies when you promise something to a client and reminds you before you miss it.
Notes
Information at your fingertips
Every detail is automatically organized and instantly searchable when you need it.
Mobile
Full access on the go
Capture voice notes after meetings and stay on top of follow-ups between client visits.
Security
Enterprise-grade protection
Your client data stays private and secure, even as your team grows.
Klipy is an excellent CRM system! It crossed all the boxes of a modern CRM with very time-saving features.
Interactions
Connect once, then let Klipy handle all your client admin work
Your time is better spent serving clients, not logging data. Klipy automatically captures and organizes every interaction so you can focus on what matters.
Managed Email Inbox
Gmail & Outlook Managed Automatically
Connect once, then forget it. No more copy-pasting from emails or forwarding messages to yourself as reminders.
Learn moreManaged Social Inbox
LinkedIn & WhatsApp in One Place
Stop jumping between tabs and apps to find that important message. Everything lands in one organized place.
Automatic Sales Admin
No More Manual Data Entry
No more "I'll update the CRM later" that never happens. Klipy handles everything automatically.
Learn moreConversational Insights
AI-Powered Conversation Analysis
Spot buying signals and red flags you might miss when juggling multiple clients and projects.
Learn moreFollow-ups
Never miss another promise or opportunity again
Stop keeping mental notes or sticky reminders. Klipy tracks every commitment and relationship automatically, so nothing falls through the cracks.
Smart Follow-up
Commitments Extracted Automatically
"I'll send that over tomorrow" is automatically captured and scheduled - simply click follow-up.
Smart Check-in
Relationship Maintenance on Autopilot
Stop losing touch with valuable contacts. Get gentle reminders to reconnect with past clients before they forget you.
Check-in Agent
AI-Powered Message Drafting
Writer's block on follow-ups? Klipy suggests personalized messages based on your conversation history.
Knowledge
Instant access to everything you need to know about your clients
As your client list grows, remembering every detail becomes impossible. Klipy becomes your second brain, organizing client knowledge that's instantly accessible when you need it.
Unified Timeline
Complete Client History in One View
See the full story with any client—no more digging through email chains or notes from six months ago.
Voice Notes
Capture Insights On The Go
Speak your thoughts after a meeting while walking to your car—they'll be transcribed and organized automatically.
Company Enrichment
Automatic Client Research
Walk into every meeting prepared with the latest company news and changes—without spending hours Googling.
And So Much More...
Powerful tools that complete your client management experience
Smart Scheduler
End scheduling hassles
End the email ping-pong of scheduling. Let clients book time that works for both of you.
Virtual Meeting Assistant
AI-powered meeting notes
Your meetings automatically recorded, transcribed, and analyzed for action items.
Unified Inbox
All messages in one place
One place to see and respond to all client messages—no more tab-switching.
Business Card Scanner
Instant contact capture
Snap a photo of a business card at networking events—contact created instantly.
Smart Notifications
Focus on what matters
Only get interrupted when something truly needs your attention.
Team Collaboration
Share with your team
Share the important client insights while keeping private conversations private.
Works With Your Critical Touchpoints
Klipy seamlessly integrates with the tools service businesses rely on daily
See all integrations
Building What Service Businesses Actually Need
Have a feature you'd love to see? View our roadmap and vote on what we should build next.
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.