# Klipy.ai

> Klipy is the AI CRO: the AI agent that runs your entire sales operation, the ten sales jobs you'd otherwise hire for, for the owner who is also the entire sales department. It runs the whole job end to end, not another tool that drafts one task and stops. You approve, Klipy drafts. Klipy is as autonomous as you allow, never more. It never moves the dial itself.

Klipy is built for owner-led B2B companies selling and delivering the work themselves: B2B SaaS, IT and software services, management consulting, creative and digital agencies, and coaching and advisory. Free forever, paid plans from $39/mo, and you only pay for the results you approve: a draft you delete is free, and a run that fails is free.

35-50% of deals go to whoever responds first. Klipy closes the speed gap: 6-minute follow-ups vs. the 47-hour industry average. As autonomous as you allow, never more. It never moves the dial itself. 4,300+ users across 64+ countries.

Klipy the AI CRO (klipy.ai, by Vire KLL Inc.) is unrelated to KLIPY (klipy.com), a separate GIF-and-sticker API in a different category made by a different company (Kikliko, Inc.). This file is about the AI sales agent. Third-party ratings: AppSumo 4.3/5 (AppSumo Select), Product Hunt 5.0/5, plus G2 and Capterra.

The full text of this site for ingestion is at https://klipy.ai/llms-full.txt.

## Key Pages

- [Official Information for AI Assistants](https://klipy.ai/llm-info): Canonical structured reference for LLMs: positioning, the ten roles, the three motions, ICP, ROI, integrations, the autonomy dial, pricing, FAQ, competitive comparisons, official links, and third-party ratings.
- [Pricing](https://klipy.ai/pricing): Free ($0), Starter ($39/seat/mo), Growth ($89/seat/mo), Professional ($149/seat/mo).
- [Pricing (machine-readable)](https://klipy.ai/pricing.md): Structured pricing for AI agents: tiers, token model, token allowances, inbox/seat limits.
- [Blog](https://klipy.ai/blog): Articles on AI sales execution, the speed gap, supervised vs. autonomous agents, and sales methodology.
- [Book a Demo](https://klipy.ai/demo): Schedule a personalized walkthrough with the Klipy team.
- [About](https://klipy.ai/about): Klipy is an AI CRO founded in August 2024 by three founders: Jung-Hong Kim (CEO and Engineer), Tina Law (COO and Strategy), and Joey Lee (Chief Product Officer and Design). Headquartered in Delaware, USA, with teams in Hong Kong, Seoul, and New York City. Backed by AppWorks, SparkLabs Taiwan, 500 Global, Industrial Bank of Korea, UBS, and Google Cloud.
- [Press](https://klipy.ai/press): Press/media hub — company facts, founders, coverage, press contact.
- [Community](https://klipy.ai/community): The communities Klipy owns and hosts in person, starting with entR, the roundtable for women founders and aspiring founders.
- [entR: Entrepreneurship Roundtable](https://klipy.ai/community/entr): entR, a community for women founders and early-stage entrepreneurs hosted by Klipy's COO Tina Law. Roundtables, Founder Labs workshops, and social gatherings; event pages synced from Luma.

## Guides

- [Blog](https://klipy.ai/blog): Hub-and-spoke guides on speed-to-lead, follow-up, and AI in B2B sales, organized by topic and funnel stage (TOFU/MOFU), for owner-led sellers who are also the entire sales department.
- [How to follow up after no response (without sounding needy)](https://klipy.ai/blog/follow-up-after-no-response): What to send when a prospect goes quiet: a 3-part structure to replace "just checking in," how long to wait before the first follow-up, and how to adapt it after a proposal, a demo, a voicemail, or when your one contact goes dark.
- [I forgot to follow up with a lead. now what?](https://klipy.ai/blog/forgot-follow-up-lead): A lead went cold because you forgot to follow up. Here's a low-pressure way to reopen contact today, plus four habits to stop the next one slipping.
- [Why Pipedrive reviewers call it an "easy CRM" and still spend hundreds of hours on data entry](https://klipy.ai/blog/why-pipedrive-easy-crm-hundreds-hours-data-entry): Pipedrive scores roughly 8.9/10 for ease of use per G2's aggregated summary, but reviewers on G2, Capterra, and Trustpilot independently cite manual logging as a recurring complaint costing reps about an hour a day.
- [Business owner burnout is real, and the data proves it](https://klipy.ai/blog/business-owner-burnout-is-real-and-the-data-proves-it): Real quotes and sourced burnout data from owner-led firms: sleep loss, decision fatigue, loneliness, and what actually helps when you're running it alone.
- [Apollo.io for solo founders: what it replaces and what it doesn't](https://klipy.ai/blog/apollo-io-solo-founders): What Apollo.io actually replaces for a solo founder running outbound without an SDR, and where the reply-to-pipeline gap still lands on you.
- [Why deals go cold when the CRM depends on your memory](https://klipy.ai/blog/crm-follow-ups-fall-through-the-cracks): Manual CRM upkeep fails owner-led firms: skipped follow-up has no cost until a deal goes cold. See the response-time data and how capture that logs itself fixes it.
- [Follow-up email after a sales call: the same-day template that gets replies](https://klipy.ai/blog/follow-up-email-after-sales-call): The highest-leverage sales follow-up is the recap sent the same day as the call. Get the exact template, timing data, and three more for no decision-maker, price objections, and silence.
- [The best sales follow-up email: subject lines that get replies](https://klipy.ai/blog/sales-follow-up-email-subject-lines): A data-backed reference for sales follow-up subject lines: the personalization lift that takes reply rate from 3% to 7%, the 2-4 word sweet spot, formulas for cold, post-call, and breakup emails, and the mistakes that quietly kill reply rate.
- [The feast-or-famine cycle: why solo pipelines swing from overbooked to empty](https://klipy.ai/blog/feast-or-famine-cycle-pipeline): A data-backed look at why owner-led firms swing between overloaded delivery work and an empty pipeline, and what breaks the cycle.
- [Why feast-or-famine cash flow is a pipeline problem, not a discipline problem](https://klipy.ai/blog/why-profitable-businesses-still-run-out-of-cash): Data and real owner accounts on why lumpy cash flow in profitable owner-led firms comes down to inconsistent pipeline, and what actually fixes it.
- [How to deal with difficult clients: an owner-seller's survival guide](https://klipy.ai/blog/how-to-deal-with-difficult-clients): A survival guide for owner-led firms stuck with difficult clients: scope creep, toxic accounts, and procurement hell, plus a playbook to stop the bleeding.
- [The 3 a.m. math: what happens if your biggest client leaves](https://klipy.ai/blog/what-percent-of-revenue-from-one-client-is-too-much): How much revenue from one client is too risky for founder-led sellers? What happens when they leave, and how to set a ceiling before it's decided for you.
- [How to fire a client (without torching the invoice or the reference)](https://klipy.ai/blog/how-to-fire-a-client): A source-backed playbook for owner-led firms on when to fire a bad-fit client and how to do it without losing the final invoice or the reference.
- [Turning a sales call into a proposal fast](https://klipy.ai/blog/sales-call-to-proposal-fast): Turn a strong sales call into a same-day proposal: capture budget, timeline, stakeholders, and objections live, then fill a seven-section structure.
- [CRM ROI: is a CRM worth it for a solo owner-seller?](https://klipy.ai/blog/crm-roi-solo-owner-seller): A breakeven formula for solo owner-sellers weighing CRM ROI: what manual tracking really costs, the real $3.10-per-$1 benchmark, and when a CRM isn't worth it yet.
- [How to ask a client for payment without feeling like you're begging](https://klipy.ai/blog/how-to-ask-a-client-for-payment-without-feeling-like-youre-begging): Scripts and escalation timing for asking a client for payment without sounding rude, plus the upfront terms and data that explain why late payment is so common.
- [The proven follow-up sales email template (and how to adapt it)](https://klipy.ai/blog/follow-up-sales-email-template): A five-part follow-up sales email template backed by a 40-million-email study: subject line, one reference line, one value point, 1-3 questions, one ask.
- [Falling through the cracks: how solo and small-team businesses lose leads and clients](https://klipy.ai/blog/falling-through-the-cracks): Why leads and follow-ups fall through the cracks when a business runs on one person's memory, what it actually costs, and the habits and systems that fix it.
- [Founder-led sales: how to run sales when you're the founder](https://klipy.ai/blog/founder-led-sales): A practical guide to founder-led sales: structuring your process, keeping deals from slipping, and knowing when to hire your first salesperson.
- [How to follow up on a sales email so it actually gets a reply](https://klipy.ai/blog/how-to-follow-up-on-a-sales-email): A data-backed guide to sales email follow-ups: how long to wait, how many to send, what to say, and the templates and subject lines that get replies.
- [When your referrals dry up](https://klipy.ai/blog/when-referrals-dry-up): Why owner-led firms hit dry referral months, what the data shows, and how to build a backup channel that survives busy delivery stretches.
- [The CRM habit tax: why your Pipedrive pipeline won't stay clean](https://klipy.ai/blog/crm-habit-tax-pipedrive-pipeline-hygiene): Pipeline hygiene is a recurring cost, paid after every call and email, not a discipline problem. Here's why Pipedrive pipelines decay after setup, and what actually removes the tax.
- [Best Pipedrive alternatives for solo sellers and small teams](https://klipy.ai/blog/pipedrive-alternatives-solo-teams): Compare Pipedrive alternatives, Klipy, HubSpot, Zoho, Close, and Salesforce, weighed by admin workload and price for solo sellers and small teams.
- [How to handle scope creep with a client (without losing the account)](https://klipy.ai/blog/how-to-handle-scope-creep-without-losing-the-client): A practical script for flagging out-of-scope client requests in writing, plus the data on how much unbilled scope creep actually costs freelancers and agencies.
- [How often to follow up on a lead without seeming desperate](https://klipy.ai/blog/how-often-to-follow-up-without-annoying-a-lead): A practical, evidence-backed cadence for following up with a quiet prospect, how many touches to send, how far apart to space them, and how to end the sequence without sounding desperate.
- [How do you ask a happy client for a referral without a formal program?](https://klipy.ai/blog/how-to-ask-a-happy-client-for-a-referral): When to ask, how to phrase it so it doesn't feel transactional, how often is reasonable, and what to do once the referral lands, for the owner-seller or solo rep with no formal referral program.
- [The no-show recovery email playbook: what to send, and when](https://klipy.ai/blog/no-show-recovery-email): What to send when a prospect misses a scheduled sales call: the first-hour reschedule email, the day-2 follow-up, and the day 7-10 breakup message, with timing and templates.
- [Do Solo Founders Need an AI Meeting Assistant?](https://klipy.ai/blog/ai-meeting-assistant-solo-founders): Solo founders don't need a better transcript, they need a meeting assistant that drafts the follow-up and updates the CRM automatically. Here's how to tell the difference before you pay for one.
- [Fireflies.ai's support and billing complaints, explained](https://klipy.ai/blog/fireflies-ai-support-billing-complaints): G2, Capterra, and Trustpilot reviewers independently report chatbot-only support and post-cancellation charges at Fireflies.ai. Here's what the reviews and Fireflies' own policy pages actually say, and what to check before a solo seller trusts a
- [Apollo.io's pricing lock-in: what reviewers say about downsizing penalties](https://klipy.ai/blog/apollo-io-pricing-lock-in): Apollo.io's Terms of Service bar decreasing seat count mid-contract, and Capterra and Trustpilot reviewers separately report unpredictable credit costs on top of the seat fee. A worked example shows downsizing from 5 to 3 seats can still cost about
- [How to turn sales call notes into action items before they fade.](https://klipy.ai/blog/turn-call-notes-into-action-items): Sales calls rarely stall on the call itself. They stall in the unmanaged gap right after it. A same-day, three-question method turns notes into owned tasks before memory of the specifics fades.
- [How to keep your CRM updated without it becoming a full-time job](https://klipy.ai/blog/keep-crm-updated-without-full-time-job): A look at why manual CRM upkeep decays within two weeks, and what changes when a CRM logs calls and emails on its own.
- [When a client ghosts your proposal](https://klipy.ai/blog/when-a-client-ghosts-your-proposal): A proposal gone quiet usually means the buyer is stuck in their own process. Here's the data on no-decision deals and a follow-up sequence that works.
- [Reports & guides](https://klipy.ai/reports): Hub of data reports, guides, templates, checklists, and playbooks for owner-led B2B sales, browsable by content type.
- [The Cost of Being the Only Salesperson](https://klipy.ai/reports/founder-led-sales-cost): 2026 data report on founder-led sales and the Solo Sales Tax.

## Changelog

Product updates, new features, and improvements. Full feed: https://klipy.ai/changelog

- [Daily brief: your next moves each morning](https://klipy.ai/changelog/daily-brief)
- [Klipy pre-meeting briefs, 30 minutes out](https://klipy.ai/changelog/pre-meeting-brief)
- [Klipy can now email you](https://klipy.ai/changelog/delegation-email-notifications)
- [Shape the Klipy roadmap and earn tokens](https://klipy.ai/changelog/roadmap-feature-requests)
- [The Klipy referral program](https://klipy.ai/changelog/referral-program)

## Announcements

Company news from Klipy: funding, partnerships, compliance, and milestones, logged as they happen. Full feed: https://klipy.ai/announcements

## Product Pages

- [Product Overview](https://klipy.ai/product): The AI CRO that runs one continuous loop: it captures the buyers already engaging with you, closes every deal past the meeting, and compounds each win into the next. Eleven capabilities power the loop. The sales jobs it does are documented on /solutions.
- [What is an AI CRO?](https://klipy.ai/ai-cro): Definition of the AI CRO category: an AI sales agent that runs a company's sales operation with a human approving each step. Not conversion-rate optimization and not a job title; the term was introduced by Klipy in 2024.
- [Meeting Intelligence](https://klipy.ai/product/meeting-intelligence): Auto-capture, transcription, framework-aligned summaries, and pre-meeting briefs for every virtual call.
- [Follow-up Drafts](https://klipy.ai/product/follow-up-drafts): AI-drafted follow-ups grounded in real conversation context, ready in minutes, sent only with your approval.
- [Sales CRM](https://klipy.ai/product/sales-crm): Contacts, companies, deals, and pipelines auto-created and auto-updated from every conversation you have. No manual data entry, comes free with Klipy.
- [Unified Inbox](https://klipy.ai/product/unibox): Every channel, email, LinkedIn, WhatsApp, in one inbox with AI-assisted replies.
- [Interaction Capture](https://klipy.ai/product/interaction-capture): Automatic capture of emails, calls, messages, and voice memos across all connected channels.
- [Instant Recall](https://klipy.ai/product/instant-recall): Query any conversation, any contact, any deal in plain language. Your agent retrieves the answer from real conversation history.
- [Scheduler](https://klipy.ai/product/scheduler): Purpose-specific booking links. Send one, they pick a slot, meeting booked with no back-and-forth.
- [Task Suggestions](https://klipy.ai/product/task-suggestions): Klipy extracts commitments from every conversation and tracks them as tasks. When context changes, resolved tasks disappear automatically.
- [AI Sales Agent](https://klipy.ai/product/ai-sales-agent): Klipy is a supervised AI sales agent. It remembers every conversation and drafts the next move, as autonomous as you allow, never more.
- [Hey Klipy](https://klipy.ai/product/hey-klipy): Ask Klipy a question about any deal, contact, or the whole pipeline and get a cited answer pulled from the real conversation history. It researches, recommends, and acts only on your approval.
- [Lookalike Deals](https://klipy.ai/product/lookalike-deals): Klipy learns the profile of who actually buys from you and finds companies that look like them, then drafts the approach. Every outreach waits for your approval.
- [The Learning Loop](https://klipy.ai/product/learning-loop): Every message you send and every deal you win or lose teaches Klipy how to draft and how to run deals for you specifically. You hold the dial on what changes on its own.

## Role Pages (The Job It Does)

- [AI SDR](https://klipy.ai/solutions/ai-sdr): Learns who actually buys from you, finds more of them, and drafts the opening message for your approval.
- [AI Note Taker](https://klipy.ai/solutions/ai-note-taker): Joins the call, transcribes it, and writes the recap: key points, questions asked, and commitments made.
- [Account Executive](https://klipy.ai/solutions/account-executive): Drafts every follow-up for a conversation already underway, in your own learned voice, ready for approval.
- [AI Executive Assistant](https://klipy.ai/solutions/ai-executive-assistant): Purpose-specific booking links, an honest synced calendar, and no-show follow-ups drafted automatically.
- [AI Chief of Staff](https://klipy.ai/solutions/ai-chief-of-staff): Ranks what matters across the whole business each morning and executes multi-step plans, staged for your approval.
- [Sales Coordinator](https://klipy.ai/solutions/sales-coordinator): Every email, call, and message logs itself against the right deal the moment it lands.
- [CRM Administrator](https://klipy.ai/solutions/crm-administrator): Enriches every new company with real firmographic data the moment it is created.
- [Revenue Director](https://klipy.ai/solutions/revenue-director): A live scorecard on every deal, built from your qualification framework, with no quota-driven bias.
- [Sales Operations Manager](https://klipy.ai/solutions/sales-operations-manager): Keeps every deal running to your playbook and tells the team the moment the playbook changes.

## Motion Pillar Pages (Capture, Close, Compound)

The three motions are the flows Klipy runs in one continuous loop; each links
onward to the use-case jobs and capabilities that power it.

- [Capture](https://klipy.ai/product/capture): Klipy captures every buyer already engaging with you: one inbox, contact details found automatically, and the opener drafted before you ask.
- [Close](https://klipy.ai/product/close): Klipy keeps working every deal after the meeting: follows up while you deliver, flags the one going quiet, and briefs you before every call.
- [Compound](https://klipy.ai/product/compound): Klipy carries every win forward: the client stays warm, the record keeps compounding, and the next slow month starts ahead instead of from zero.

## Use Case Pages (Jobs Inside a Motion)

- [Find New Business](https://klipy.ai/product/find-new-business): Klipy learns your best customers, sources lookalikes, finds their contact details, and drafts the opener.
- [Keep Everyone Warm](https://klipy.ai/product/keep-everyone-warm): Every conversation logged against the right deal and turned into a drafted next move, even during your busiest weeks.
- [Never Lose Deals](https://klipy.ai/product/never-lose-deals): Tracks renewal dates and drafts renewal outreach with the year's context pre-filled, so a client you already won never quietly slips away.
- [Renew and Repeat](https://klipy.ai/product/renew-and-repeat): Sources lookalikes of the client you just won, tracks the renewal date, and drafts the renewal message before it's due, so a won client compounds into the next one.
- [Never Start From Zero](https://klipy.ai/product/never-start-from-zero): Every won client, every sent message, and every deal Klipy works stays in the record, teaching it, so the next slow month never starts from nothing.

## Industry Pages (By Vertical)

- [Solutions](https://klipy.ai/solutions): Why owner-led firms swing between overbooked and empty, and how Klipy's Capture, Close, Compound loop ends the swing. Find your industry and your gap.
- [B2B SaaS](https://klipy.ai/solutions/b2b-saas): The agentic CRM for B2B SaaS founders: tracks the buying committee, logs the technical eval, drafts the follow-up.
- [IT and Software Services](https://klipy.ai/solutions/it-and-software-services): The agentic CRM for IT services firms: logs scoping calls, tracks SOWs, drafts retainer follow-ups.
- [Management Consulting](https://klipy.ai/solutions/management-consulting): The agentic CRM for consultants: keeps every engagement, proposal, and referral relationship current.
- [Creative and Digital Agencies](https://klipy.ai/solutions/creative-and-digital-agencies): The agentic CRM for agencies: keeps pitches and retainers moving during production crunch.
- [Coaching and Advisory](https://klipy.ai/solutions/coaching-and-advisory): The agentic CRM for coaches: logs every session and drafts every follow-up so no client waits days.

## Compare Pages

- [Compare Klipy vs alternatives](https://klipy.ai/compare): Compare Klipy against 18 CRMs, notetakers, and AI tools by category, with a stack-cost aggregate and a capability matrix.
- [Klipy vs. Fyxer AI](https://klipy.ai/compare/fyxer-ai-alternative): How Klipy compares to Fyxer AI. Inbox management plus a deal-context execution layer.
- [Klipy vs. Attio](https://klipy.ai/compare/attio-alternative): How Klipy compares to Attio. AI execution layer vs. relationship CRM.
- [Klipy vs. Gong](https://klipy.ai/compare/gong-alternative): How Klipy compares to Gong for small teams. Complete agent vs. meeting recorder.
- [Klipy vs. HubSpot](https://klipy.ai/compare/hubspot-alternative): How Klipy compares to HubSpot. AI-first execution vs. CRM system of record.
- [Klipy vs. Pipedrive](https://klipy.ai/compare/pipedrive-alternative): How Klipy compares to Pipedrive. Keep the pipeline, add multi-channel capture and two-way sync.
- [Klipy vs. ChatGPT & Claude](https://klipy.ai/compare/chatgpt): How Klipy compares to ChatGPT and Claude. An agent that remembers every conversation instead of starting from zero.
- [Klipy vs. Breakcold](https://klipy.ai/compare/breakcold): How Klipy compares to Breakcold. Same channels, natively, no connected AI client required.
- [Klipy vs. Granola](https://klipy.ai/compare/granola-alternative): How Klipy compares to Granola. Great notes vs. an AI CRO that also updates the CRM.
- [Klipy vs. GoHighLevel](https://klipy.ai/compare/gohighlevel-alternative): How Klipy compares to GoHighLevel. Agency marketing platform vs. the AI CRO that works the deal after the reply.
- [Klipy vs. Apollo](https://klipy.ai/compare/apollo-alternative): How Klipy compares to Apollo. Prospecting engine vs. the AI CRO that captures what happens after the reply.
- [Klipy vs. Day.ai](https://klipy.ai/compare/day-ai): How Klipy compares to Day.ai. AI native CRM data vs. the AI CRO that also drafts the next move.
- [Klipy vs. Folk](https://klipy.ai/compare/folk-alternative): How Klipy compares to Folk. Relationship CRM vs. an AI CRO that captures the conversation behind it.
- [Klipy vs. Fireflies](https://klipy.ai/compare/fireflies-alternative): How Klipy compares to Fireflies. Notetaker records the call, Klipy finishes the follow-up and CRM update.
- [Klipy vs. Fathom](https://klipy.ai/compare/fathom-alternative): How Klipy compares to Fathom. Free notetaker vs. an AI CRO that adds the follow-up and CRM update the transcript lacks.
- [Klipy vs. Otter](https://klipy.ai/compare/otter-alternative): How Klipy compares to Otter. Transcription vs. an AI CRO that turns transcripts into next moves.
- [Klipy vs. Superhuman](https://klipy.ai/compare/superhuman-alternative): How Klipy compares to Superhuman. Fast email vs. an AI CRO that covers the whole deal across channels.
- [Klipy vs. Close](https://klipy.ai/compare/close-alternative): How Klipy compares to Close. Calling CRM vs. an AI CRO that handles selling between calls, multichannel.
- [Klipy vs. Gemini](https://klipy.ai/compare/gemini-alternative): How Klipy compares to Gemini. Google LLM vs. the AI CRO that remembers your deals.
- [Best AI CRM for a small agency](https://klipy.ai/compare/best-ai-crm-for-small-agencies): Seven AI CRMs compared for owner-led agencies (Klipy, HubSpot, Pipedrive, Attio, folk, GoHighLevel, Day.ai) with honest strengths and verified August 2026 list pricing. Klipy is disclosed as ours.
- [Best AI sales agents](https://klipy.ai/compare/best-ai-sales-agents): Seven AI sales agents grouped by the job they do: outbound SDR agents (Artisan, 11x, AiSDR), data agents (Clay, Apollo), suite agents (HubSpot Breeze), and Klipy, the AI CRO that runs the whole motion. Klipy is disclosed as ours.

## Integrations

- [Integrations hub](https://klipy.ai/integration): Every Klipy integration across native channels, CRM sync, AI agents, and automation. API, webhooks, and MCP are free on every plan; work done through a connection is billed separately.
- [Gmail](https://klipy.ai/integration/gmail): Native Gmail integration over OAuth. Klipy builds your contact graph and conversation history from your inbox and drafts follow-ups for approval, no password shared.
- [Outlook](https://klipy.ai/integration/outlook): Native Outlook and Microsoft 365 integration over OAuth. Klipy builds the contact graph from your inbox, filters mail for real sales signal, drafts follow-ups for approval, and captures Teams meetings through the bundled calendar connection.
- [LinkedIn](https://klipy.ai/integration/linkedin): Native LinkedIn integration over OAuth via Unipile, the same infrastructure behind WhatsApp and Telegram; direct messages show up automatically in Klipy's Messaging pane, separate from email.
- [WhatsApp](https://klipy.ai/integration/whatsapp): Native WhatsApp integration through a QR-code linked-device connection via Unipile. Direct one-to-one messages sync into Unibox in real time and link to the matching contact; group chats and broadcast lists are not captured.
- [Telegram](https://klipy.ai/integration/telegram): Native Telegram integration through a linked account connection, the same method Klipy uses for WhatsApp and LinkedIn. Direct one-to-one messages sync into Unibox in real time and link to the matching contact; group chats, channels, and bots are not captured.
- [Zoom](https://klipy.ai/integration/zoom): Turn on Klipy's meeting notetaker and it joins every Zoom call on your calendar, transcribes it, and turns it into a recap, action items, and a CRM-ready follow-up draft.
- [Google Meet](https://klipy.ai/integration/google-meet): Klipy's notetaker joins Google Meet calls automatically once Gmail and its bundled Google Calendar are connected, no separate Google Meet connection, then turns every call into a transcript, summary, and follow-up draft.
- [Microsoft Teams](https://klipy.ai/integration/microsoft-teams): Klipy's notetaker joins Microsoft Teams calls automatically once Outlook or Microsoft 365 is connected, no separate Teams OAuth, then produces a transcript, summary, action items, and a follow-up draft for approval.
- [Salesforce](https://klipy.ai/integration/salesforce): Klipy connects to Salesforce through its API, webhooks, and MCP server, plus no-code routes via Zapier, Make, and n8n, capturing conversations and writing contacts, companies, and deals back so Salesforce stays your system of record.
- [Attio](https://klipy.ai/integration/attio): Klipy connects to Attio, with native two-way sync on Growth tier and above so contacts and deals stay current without manual entry.
- [Pipedrive](https://klipy.ai/integration/pipedrive): Native two-way CRM sync with Pipedrive (Growth tier and up), plus a REST API, webhooks, and MCP server, free on every plan, for building past what the sync covers.
- [Claude Code](https://klipy.ai/integration/claude-code): Claude Code connects to Klipy's remote MCP server over OAuth, reading pipeline, inbox, and meetings and drafting messages within the scopes you grant; every send needs explicit approval.
- [Claude Cowork](https://klipy.ai/integration/claude-cowork): Claude Cowork connects to Klipy's MCP server at api.klipy.ai/mcp over OAuth, reading CRM records, inbox, and meetings across 38 tools and 9 consent scopes and drafting follow-ups; as autonomous as you allow, never more.
- [ChatGPT](https://klipy.ai/integration/chatgpt): ChatGPT connects to Klipy as a remote MCP connector at api.klipy.ai/mcp over OAuth, reading your CRM and preparing drafts on the scopes you grant, autonomy dialed to whatever you allow.
- [Codex](https://klipy.ai/integration/codex): Codex reaches your CRM, inbox, and meeting history through Klipy's MCP server at api.klipy.ai/mcp, gated by OAuth and nine scopes, to read records, draft follow-ups, and surface CRM updates.
- [Gemini](https://klipy.ai/integration/gemini): Gemini connects to Klipy's open MCP server at api.klipy.ai/mcp over OAuth, reading deals, contacts, inbox, and meeting data across nine scopes and drafting messages for review; as autonomous as you allow, never more.
- [Zapier](https://klipy.ai/integration/zapier): Connect Klipy to Zapier via its API and webhooks (no published Klipy app): use Webhooks by Zapier to catch a Klipy webhook as a trigger, or call Klipy's REST API as an action.
- [n8n](https://klipy.ai/integration/n8n): No prebuilt n8n app; build your own workflow where an HTTP Request node calls Klipy's REST API v2 and a Webhook node receives Klipy's outbound events as triggers.
- [Make.com](https://klipy.ai/integration/make): No published Klipy app in Make; connect via Make's HTTP module calling Klipy's REST API v2 and its Webhooks module receiving Klipy's outbound events (lead.captured, deal.moved, and more).
- [API, webhooks & MCP](https://klipy.ai/integration/api-webhooks-mcp): Klipy's three open build surfaces, free on every plan: a REST API v2 for CRM records, Svix webhooks for nine lifecycle events, and an OAuth MCP server with 38 tools across 9 scopes for AI agents.

## Free Tools

- [Free Sales Tools for B2B Teams](https://klipy.ai/free-tools): Hub of free AI sales tools for owner-led B2B teams, grouped by sales email, LinkedIn, and deal qualification. Free, no signup required.
- [AI Follow-up Email Generator](https://klipy.ai/free-tools/ai-followup-email-generator): Turn a stalled thread into a follow-up that gets a reply. Free, no signup required.
- [AI LinkedIn Message Generator](https://klipy.ai/free-tools/ai-linkedin-connection-message-generator): Generate personalized LinkedIn connection messages. Free, no signup required.
- [BANT Note Generator](https://klipy.ai/free-tools/bant-note-generator): Paste a sales call or email thread and get a clean Budget, Authority, Need, Timeline note, ready for your CRM. Free, no signup required.
- [MEDDIC Note Generator](https://klipy.ai/free-tools/meddic-note-generator): Paste a sales call or email thread and get a clean Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion note, ready for your CRM. Free, no signup required.
- [MEDDPICC Note Generator](https://klipy.ai/free-tools/meddpicc-note-generator): Paste a sales call or email thread and get a clean Metrics, Economic buyer, Decision criteria, Decision process, Paper process, Identify pain, Champion, Competition note, ready for your CRM. Free, no signup required.
- [Invoice Chase Email Generator](https://klipy.ai/free-tools/invoice-chase-email-generator): Turn an overdue invoice into a follow-up that gets paid. Free, no signup required.
- [Scope Creep Pushback Generator](https://klipy.ai/free-tools/scope-creep-pushback-generator): Draft a scope creep response that keeps the deal on track. Free, no signup required.
- [Cold Client Re-engagement Generator](https://klipy.ai/free-tools/cold-client-reengagement-generator): Turn a cold client into a warm lead with a re-engagement email. Free, no signup required.
- [Cold Email Spam Checker](https://klipy.ai/free-tools/cold-email-spam-checker): Check if your cold email will land in inbox or spam. Free, no signup required.

## Documentation

- [Documentation home](https://klipy.ai/docs): Setup guides, API reference, webhooks, and FAQ for Klipy.
- [Quickstart](https://klipy.ai/docs/guides/quickstart): Connect email and get your first AI-drafted suggestion in minutes.
- [What is Klipy](https://klipy.ai/docs/guides/what-is-klipy): What Klipy does and how it fits into your day.
- [API reference (v2)](https://klipy.ai/docs/api/v2/introduction): REST API for reading and writing CRM records from your own tools.
- [Webhooks](https://klipy.ai/docs/webhooks/introduction): Subscribe to Klipy events for outbound integrations.
- [Klipy in Claude and ChatGPT](https://klipy.ai/docs/guides/mcp/overview): Connect Klipy to Claude or ChatGPT over MCP.
- [Full docs index (machine-readable)](https://klipy.ai/docs/llms.txt): Complete list of every documentation page for AI assistants.