> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# New to CRMs? How do I start?

> New to CRM software? Here's what Klipy does, how it differs from traditional CRMs, and how to get up and running in a few minutes.

If you've never used a CRM before — or you tried one and found it too much maintenance — this is the right place to start.

## What Klipy actually does

If you're running your pipeline alone, Klipy is built to be the ops person, CRM admin, and assistant you don't have — not a tool you configure for a team.

Traditional CRMs ask you to log your calls, update deal stages, and fill in fields manually. Klipy works differently. It reads your email, meeting transcripts, and messages, then surfaces what needs your attention and writes the first draft of your next move.

You connect your email once. From that point, Klipy:

* Maps who you're talking to and how often
* Reconstructs the history of each relationship
* Surfaces contacts and deals that need follow-up
* Writes draft emails and action suggestions — waiting for your approval before anything is sent

You approve or edit. Klipy handles the rest.

## What you need to get started

* An email account (Gmail or Outlook)
* A Klipy account — [sign up free at app.klipy.ai](https://app.klipy.ai/sign-up?utm_source=docs)

No credit card required. Klipy's free plan gives you access to the core features to get started.

## Your first five minutes

<Steps>
  <Step title="Create your account">
    Go to [app.klipy.ai/sign-up](https://app.klipy.ai/sign-up?utm_source=docs) and create your account. It takes under a minute.

    <Note>
      You can sign up with any email address, but using your work email gives Klipy better context to research your company, build your messaging profile, and understand who you're selling to. Gmail or personal email works technically, but you'll get less out of the AI features.
    </Note>
  </Step>

  <Step title="Answer two setup questions">
    Klipy asks what language you use with clients and which channels (email, meetings, LinkedIn, etc.) you want it to focus on. These are your personal settings.
  </Step>

  <Step title="Connect your email">
    Click **Connect Gmail** or **Connect Outlook** and authorize access through the standard OAuth pop-up. This is the step that unlocks Klipy.

    Within a few minutes of connecting, Klipy will have processed your email history and populated Klipy with contacts, suggested follow-ups, and draft emails.
  </Step>

  <Step title="Check your approval queue">
    Open the **Drafts** or **To-dos** section. You'll find Klipy's first suggestions based on your email history — follow-ups, re-engagements, or replies to threads that went quiet.

    Read through one. Edit it if you want. Then approve it. Klipy sends it.

    <Note>
      Tokens are only consumed when you accept Klipy's work — generating a draft is free. [Learn how tokens work →](/docs/guides/billing/result-based-pricing)
    </Note>
  </Step>
</Steps>

## Common first questions

<AccordionGroup>
  <Accordion title="Do I have to enter my contacts manually?">
    No. When you connect your email, Klipy imports contacts from your email history automatically. You can also import a CSV if you have an existing contact list from another tool. [How to import contacts →](/docs/faq/csv-import)
  </Accordion>

  <Accordion title="Will Klipy send emails without my approval?">
    Never. Every draft, follow-up, and message Klipy writes sits in your approval queue until you explicitly approve it. Nothing is sent automatically.
  </Accordion>

  <Accordion title="Can I use Klipy without connecting email?">
    You can explore the interface, but Klipy's core value comes from reading your conversations. Without a connected email or calendar, most features won't have data to work with.
  </Accordion>

  <Accordion title="Can I add my team later?">
    Most Klipy accounts are one person. If you bring on help later, you can invite teammates from **Settings → Members** — each person connects their own email and calendar. [How to invite teammates →](/docs/faq/invite-teammates)
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Connect email and calendar" icon="mail" href="/docs/guides/connecting-email-calendar">
    Step-by-step OAuth connection for Gmail and Outlook, including calendar sync.
  </Card>

  <Card title="Billing and tokens" icon="coins" href="/docs/guides/billing/overview">
    Understand how Klipy's token system works and what the free plan includes.
  </Card>
</CardGroup>