You're building something. Selling it shouldn't eat your day. Klipy watches every conversation — calls, emails, LinkedIn, WhatsApp — and handles the follow-ups, CRM updates, and meeting prep. You just close.
Engagements
CRM
Cabinet
Trusted by the best rainmakers and sellers








Your day, handled
You didn't go to sales school. Klipy applies Sandler, MEDDIC, and Challenger frameworks to every draft and summary automatically. You send emails that sound like a 10-year closer wrote them.
Your deals live across five apps. Klipy pulls LinkedIn, WhatsApp, Telegram, and email into one inbox. Every conversation tracked, every follow-up surfaced — no tab-switching, nothing lost.
Engagements
CRM
Cabinet

Joey Wilson
Here's the thing about what we're looking for...
Just now

James Winston-Clarke
What I can say about this one is...
Just now
Jimmy Hendrix
I'm looking for someone to help me with my project...
15m

Tina Featherman
Well what I am getting from the team is...
1h

Joey Wilson

Hey! Just wanted to give you a quick heads up before the official RFP drops tomorrow. Don't stress about the "Phase 2" requirements section too much.
Appreciate the heads up, Joey. Is that section still up in the air internally?

Exactly. Procurement insisted we keep it in for "future-proofing," but honestly, the budget for that hasn't even been approved by the board yet. Focus your energy on the core integration piece. That's what matters to the CTO.
Alex Thompson
I totally agree with you on|
You close the call. Klipy already has the summary, the follow-up draft, and the commitments tracked. You approve the draft from your phone while walking to get water.
Engagements
CRM
Cabinet
Good afternoon, Alex
Technical Deep Dive - Apex Solutions
They booked through your Scheduler link five minutes ago. Klipy already enriched their profile, pulled their company context, and queued a pre-call brief for tomorrow.
Engagements
CRM
Cabinet
You're about to hop on a follow-up call. You ask Klipy: "What did I discuss with Sarah at Meridian?" Full context in seconds — across calls, emails, and messages.
Engagements
CRM
Cabinet
Good morning, Alex
No sales manager reviewing your calls. No one telling you what to improve. Ask Klipy to coach you — it pulls your call transcripts, checks framework adherence, and tells you exactly where you lost the deal.
Engagements
CRM
Cabinet
Riviera Consulting — Discovery Call
Amara, thanks for making time. I wanted to understand how your team handles pipeline reporting today.
Honestly, it takes too long. We spend half of Monday just getting the numbers together before we can actually review anything.
Got it. And once you have the numbers, what does the review process look like?
Usually it is just me and the VP going deal by deal. But the data is always stale by the time we look at it.
Go deeper
Your first 200 AI actions are free every month. Connect your email and calendar in two minutes — your first follow-up drafts itself today.
Runs in the background
Link your email and calendar in two minutes. Klipy captures every thread, meeting, LinkedIn message, and WhatsApp conversation in real-time. No BCC forwarding, no browser extension, no manual logging.
Learn moreRe: Annual Licensing Agreement for Redwood Partners
withDavid ChenJust now
Finished
Q4 Strategy Deep-Dive
2h
Re: Onboarding
withtom@acmecorp.io5h
Records, transcribes, extracts action items, and maps the discussion to your sales framework. Shareable summary ready before you close the call window.
Learn moreReferences specific commitments, matches your tone, includes next steps with dates. You review and hit send. Nothing goes out without your approval.
Learn more1 item due today
Re: Renewal Discussion — Addressing Concerns
Send revised proposal to Greenfield Inc
Promises become tasks with deadlines. New conversations update them automatically. Priorities re-sort by urgency across all your deals.
Learn moreI chose Klipy because it looked easy and suited the way i work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.
Phil BouwmanHead of Strategy & Commercialization, Million Circles
Available on demand
Ask Klipy anything about past conversations. It searches every transcript, thread, and DM — returns the exact moment with full context. Seconds, not a 20-minute inbox dig.
Learn moretom.r.sales@gmail.com
Full profile — title, company, LinkedIn, mutual connections — stitched from public data and your conversation history. The full picture before you reach out.
“Find accounts that look like my best closed deals.” Klipy builds a plan and executes it — cross-referencing your pipeline, conversations, and live signals. You review and approve.
Learn moreAnalyze closed-won deals from last 2 quarters
Match active pipeline against winning patterns
Cross-reference recent interactions for engagement signals
Run web search for hiring and funding activity
Generate prioritized account list with next steps
Drop a 30-second voice memo between calls. Klipy transcribes it, extracts action items, and updates the relevant deal. The fastest capture method when you're moving.
Klipy does the work. You just approve it. Your first 200 are free every month — no credit card required.
Your workspace
Your pipeline, your conversations, your calendar, your notes — all in one place, populated from real conversations. Every update happens in real time. Nothing to set up. Nothing lives in a separate tab.
Every update is instant. No sync delays, no stale data. Your team sees what's happening right now.
Every feature has AI at the core — not bolted on. From pipeline suggestions to draft responses, intelligence runs through everything.
CASA certified, GDPR compliant, end-to-end encryption, PII masking. Your sales data stays yours.
Gmail, Outlook, LinkedIn, WhatsApp, HubSpot, Salesforce — Klipy plugs into the tools you already use.

Joey Wilson
Here's the thing about what we're looking for...
Just now

James Winston-Clarke
What I can say about this one is...
Just now
Jimmy Hendrix
I'm looking for someone to help me with my project...
15m

Tina Featherman
Well what I am getting from the team is...
1h
LinkedIn, WhatsApp, and email — all in one view. Klipy triages what needs you, surfaces what's urgent, and lets you reply with AI help without switching tab.
Create booking links for different meeting types. Send one link, they pick a slot, the meeting is booked with prep already queued. No back-and-forth email chains.
Quarterly Review — Acme Corp
Intro Call — Bright Labs
Pipeline Sync — Internal
All your calendars in one view. Klipy flags back-to-back conflicts, suggests open slots when prospects ask, and preps a brief before every meeting automatically.
Every discovery call should qualify on three axes: budget authority, timeline urgency, and technical fit. If two out of three are weak, move to nurture.
For deals above $50k ARR, loop in Solutions Engineering before the second call. Share the pre-call brief with the full account history from Klipy so SE has context without a separate prep meeting.
A workspace for deal strategy and team knowledge — linked to the people and deals that matter. Klipy can write the first draft from your conversations. You refine it.
Sales CRM
Enriched profiles, full conversation history, relationship mapping. Populated from day one.
Org charts, deal history, and relationship signals — built as you sell, no manual entry.
Scorecards, stakeholder maps, and deal context — updated from every conversation.
Developer Tools
Klipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.
Chip RoyceFounder & Principal, Flywheel Advisors
Klipy processes sensitive sales data — prospect communications, deal terms, pricing discussions. We treat that with the seriousness it requires.
End-to-end encryption in transit and at rest. Only summaries stored and visible. No human access to data, and never used to train models.
You approve every AI action before it's sent.
Customers
Countries
Emails Processed Monthly
Meetings Processed Monthly






“I chose Klipy because it looked easy and suited the way I work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant.”
Phil BouwmanHead of Strategy & Commercialization, Million Circles
“It actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.”
Alexander KingCo-Founder, Regulars
“I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its an AI first platform. And second is that it required very low admin overhead. So my team can focus on sales.”
Sunil GulatiSr Director - Sales, TekPioneers
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.