Knowledge

From Who Are You Again? to Great to Reconnect!

Your second brain for client relationships. Remember every detail without the mental overload.

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

Join 1,100+ business owners already automating

CRM, Simplified

We've made it so simple, you'll forget CRMs ever took up your time.

The Old Way

  • The pre-call panic

    Frantically searching emails before a call to remember what you last discussed

  • Memory gaps

    "Did they prefer morning meetings? What was their assistant's name again?"

  • Team disconnection

    Different employees interact with the same client without knowing what others have said

The New Way

  • Total recall

    Every interaction, preference, and detail available instantly when needed

  • Team alignment

    Everyone approaches clients with the same understanding of history and needs

  • Consistent service

    New team members quickly understand how you operate with clients

  • Smooth handoffs

    Any team member can pick up where another left off, even months later

  • Business asset

    Client knowledge belongs to your company, not just individual employees

Feature Showcase

How Klipy Becomes Your Second Brain

Unified Timeline

Complete Client History in One View

See the complete history with any client in one chronological view—emails, meetings, calls, notes, and commitments all in one place.

Unified Timeline

Voice Notes

Capture Insights On The Go

After a client meeting, simply record a quick voice memo. Klipy transcribes it, attaches it to the right contact, and makes it searchable for later.

Voice Notes

Company Enrichment

Automatic Client Research

Klipy automatically researches client organizations, pulling in company size, industry, news, and key information so you're always prepared.

Company Enrichment

Simple Setup

Knowledge Management Made Simple

Get started with Klipy in just a few simple steps and start saving time immediately

1

Connect your communication channels

Link your email, calendar, and meeting platforms

2

Klipy builds client profiles

Information is automatically gathered and organized by contact and company

3

Access anywhere, anytime

Get complete client context on desktop or mobile when you need it

Testimonials

What service business owners say about us

FAQ

Addressing Your Concerns

Unlike traditional CRMs, Klipy builds your knowledge base automatically. There are no fields to fill out or records to update manually.

Klipy protects privacy while enabling collaboration. Original messages remain private, while key insights and summaries can be shared selectively.

Klipy can import your existing contact records, notes, and history. It then enriches this information automatically as new interactions occur.

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.