Klipy
Klipy is an AI-powered sales assistant that watches every conversation across calls, emails, LinkedIn, and WhatsApp, then drafts follow-ups, updates your CRM, and preps every meeting.
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What is Klipy?
Klipy is an AI-powered CRM designed for small and mid-sized businesses, particularly service businesses like agencies, fractional CXOs, consultants, marketing agencies, and founders. It automatically captures and organizes client interactions from email and communication tools into centralized profiles and timelines, eliminating manual data entry. The system syncs with your inbox to capture every lead as it arrives and enriches contact records with data from 100+ sources.
Key features include automated contact and company profile creation from email and meeting interactions, intelligent task management that analyzes conversations and suggests follow-up actions, clear timeline views of all client interactions for team collaboration, and AI assistants that summarize calls, emails, and meetings. Klipy also offers conversation mining to identify buying signals and hints of dissatisfaction, meeting assistants with drag-and-drop functionality, automatic follow-ups, sales coaching, qualification scorecards, LinkedIn profiling, stale deal detection, and a Keep in Touch agent. It includes an embeddable scheduler for meeting bookings directly from your website, an AI-powered lead generation guide based on successful B2B strategies, and a content repurposing system.
Klipy integrates seamlessly with Gmail, Outlook, Google Meet, Microsoft Teams, Zoom, and Cal.com through one-click integrations. It automatically takes notes during virtual meetings, records every interaction including emails, meetings, and LinkedIn messages, and saves contacts with one click via a browser extension. The platform is web-based and offers mobile access, making it ideal for teams who need a simple, automated CRM to manage client relationships and scale operations without the administrative burden of traditional CRMs.
Klipy pricing
Pricing model: Freemium
Klipy offers 4 pricing tiers billed monthly. The Free plan is $0/month with core CRM, task management, scheduling links, 1 email/calendar channel, 1 pipeline, 1 member, and 200 tokens/month - no credit card required. The Starter plan is $39/user/month and includes qualification scorecards, LinkedIn profiling, Keep in Touch agent, 2 channels per user, and up to 5 members. The Growth plan is $89/user/month and adds stale deal detection, API & webhook access, CRM integrations (HubSpot, Attio), 4 channels per user, and unlimited members. The Professional plan is $149/user/month and includes auto org charts, custom playbooks, MCP integration, Salesforce sync, PII masking, audit logs, priority support, and unlimited channels and members. AppSumo also offers lifetime access deals with a 60-day money-back guarantee.
Klipy pros
- Automatically captures interactions without manual data entry
- AI-powered contact and company profile creation from emails and meetings
- Intelligent task management with AI-suggested follow-up actions
- Clear timeline views of all client interactions for team collaboration
- One-click integrations with Gmail, Outlook, Google Meet, Teams, Zoom, Cal.com
- Embeddable scheduler for website meeting bookings
- AI assistants summarize calls, emails, and meetings automatically
- Identifies buying signals and dissatisfaction hints from conversations
- Enriches contact records with data from 100+ sources
- Automatic meeting notes during Google Meet, Teams, and Zoom calls
- Browser extension for one-click contact and lead saving
- Keep in Touch agent for ongoing relationship management
- Qualification scorecards to prioritize valuable leads
- Stale deal detection to keep sales flow active
- Free tier available with no credit card required
- Voice notes and name card scanner with OCR included
- Shared knowledge base and AI general assistant agent
- Mailroom AI semantic router for email management
- AI email summary and sentiment analysis built-in
- CRM integrations with HubSpot and Attio on Growth plan
Klipy cons
- Free tier limited to 200 tokens per month
- Free tier only supports 1 member and 1 pipeline
- Free tier limited to 1 email/calendar channel
- Starter plan capped at 5 members maximum
- API and webhook access only on Growth plan ($89/user/mo)
- Salesforce sync only available on Professional plan ($149/user/mo)
- PII masking and audit logs require Professional plan
- Highest tier at $149/user/mo may be expensive for small teams
- Limited channel access on lower tiers (2 channels on Starter, 4 on Growth)
- No annual pricing discount mentioned, only monthly billing
- 3-person company may indicate limited support resources
- New company founded in 2024 with unproven long-term track record
- Self-serve checkout available but plan structure not clearly surfaced
- Partial API access may limit custom integrations
- Some advanced features like custom playbooks only on Professional
Frequently asked questions about Klipy
What is Klipy?
Klipy is a simple AI-powered CRM that automatically populates, manages, and nurtures your sales pipeline. It integrates with email and communication tools to automatically capture and organize client interactions into centralized profiles and timelines, eliminating manual data entry. The system analyzes conversations to identify buying signals and suggests timely follow-up actions.
Who is Klipy designed for?
Klipy is designed for service businesses including agencies, fractional CXOs, founders, consultants, marketing agencies, and small to mid-sized businesses who need a simple, automated CRM to manage client relationships and scale their operations without the administrative burden of traditional CRMs.
Does Klipy have a free plan?
Yes, Klipy offers a free tier at $0/month with core CRM features, task management, scheduling links, 1 email/calendar channel, 1 pipeline, 1 member, and 200 tokens/month. No credit card is required to start using the free plan.
What integrations does Klipy support?
Klipy offers one-click integrations with Gmail, Outlook, Google Meet, Microsoft Teams, Zoom, and Cal.com. It also supports CRM integrations with HubSpot and Attio on the Growth plan, and Salesforce sync on the Professional plan. A browser extension allows one-click contact saving.
How does Klipy's AI work?
Klipy's AI automatically captures interactions from emails and meetings, enriches contact records with data from 100+ sources, summarizes calls/emails/meetings, evaluates automated insights to spot buying signals and dissatisfaction hints, and provides actionable follow-up recommendations based on customer needs. It also includes AI appointment setting and sentiment analysis.
What is the pricing for Klipy?
Klipy pricing starts at $0/month for the Free plan. Paid plans include Starter at $39/user/month, Growth at $89/user/month, and Professional at $149/user/month. All plans are billed monthly. The cheapest business-usable plan is Starter at $39/mo which supports multiple members and higher token allowance.
Can Klipy automatically take meeting notes?
Yes, Klipy automatically takes notes during virtual meetings on Google Meet, Microsoft Teams, and Zoom. It records every interaction in real time including emails, meetings, and LinkedIn messages, putting administrative tasks on autopilot so you can focus on closing deals.
Does Klipy require a demo to purchase?
No, Klipy's purchase motion is self-serve. A checkout URL is published on the pricing page and no demo is required. You can sign up for the free tier without credit card or purchase paid plans directly through self-serve checkout.
What happens to my data in Klipy?
Klipy automatically builds comprehensive client profiles and timelines by capturing interactions from email and meeting tools. The system keeps data up-to-date with automatic changes that reflect every new interaction. On the Professional plan, PII masking and audit logs are available for enhanced data security.
Can I access Klipy's API?
API and webhook access is available on the Growth plan at $89/user/month. The Growth plan also includes CRM integrations with HubSpot and Attio, stale deal detection, 4 channels per user, and unlimited members. Public API documentation is reachable without an auth wall.