AI Sales Execution Platform for B2B Teams

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The Frontline Sales OS built for Tech Sales

Klipy captures sales interactions, turns them into prioritized next steps, and runs on top of your CRM and tools.

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Mechanism

Turn every conversation into next steps — without changing how you sell

A simple, agentic loop that runs in the background — so deals don't go dark.

Capture

Automatically build a clean account timeline from real-time interactions.

Email and meeting summaries captured automatically

Instant messaging capture (Linkedin, WhatsApp, etc.)

Manual notes and voice-to-interactions

Assign

Turn interactions into clear next steps - assigned, prioritized, and on time.

Self-updating to-dos with priorities and due dates

Follow-ups drafted and ready to send (with approval)

Pre-meeting briefs and post-meeting debriefs

Synchronize

Keep CRM and stakeholders aligned with accurate activity and context.

Synchronize key context back to CRM

Shared visibility for managers and RevOps

Cleaner handoffs and more credible pipeline reviews

And keep more deals moving forward — without more processes

While Capture, Assign, and Synchronize run in the background, you see briefs, drafts, to-dos, and a complete interaction timeline — ready to act on.

Self-updating To-dos

You see next steps that update automatically with owners and due dates — so commitments don't slip between meetings.

Ready-to-send Draft

You get a follow-up draft based on Sandler, MEDDIC, past interaction history and the actual conversation — so every response goes out faster and deals consistently move forward.

Pre-meeting Brief

You always receive a one-page brief with the latest context and open threads — so you show up prepared and run tighter calls.

Interactions Timeline

You work from a social-style feed of every touchpoint with summaries — so context stays centralized and handoffs don't break.

Self-updating To-dos

You see next steps that update automatically with owners and due dates — so commitments don't slip between meetings.

Ready-to-send Draft

You get a follow-up draft based on Sandler, MEDDIC, past interaction history and the actual conversation — so every response goes out faster and deals consistently move forward.

Pre-meeting Brief

You always receive a one-page brief with the latest context and open threads — so you show up prepared and run tighter calls.

Interactions Timeline

You work from a social-style feed of every touchpoint with summaries — so context stays centralized and handoffs don't break.

This is how teams running complex tech sales with Klipy typically see

2.5x

more qualified opportunities worked

32%

more revenue from long-tail accounts

70%

more sales touches per rep

80%

less sales admin

Trusted by 2000+ Industry and Revenue Leaders

Tools

And everything you need to sell faster — without extra admin

The screens above are what you live in day to day. Under the hood, Klipy includes a broad set of capabilities that keep follow-throughs tight, contexts centralized, and multi-channel selling consistent — so you can sell more with less busywork.

Daily Command Center

Start the day with a prioritized view of what to do next across accounts and conversations.

Stale Deal Alerts

Get notified when an opportunity is about to go quiet so outreach happens before momentum is lost.

Account Timeline

See every touchpoint in one chronological feed so any thread can be picked up instantly and handoffs don't break.

Omnichannel Tracking

Track every interaction across email, messages, meetings, and notes in one place. No more juggling multiple tools or losing context.

AI Search (Hey Klipy)

Ask “what's the latest?” and get answers pulled from emails, meetings, messages, and notes. No more scrambling through your inbox and notes.

Interaction Summary

Receive clean, shareable recaps after emails, messages, and meetings without spending time on writing events manually.

Business Card Scanner

Snap a photo of a business card at networking events — Klipy will extract and create the contact instantly.

Unibox

Work email and messages from one place if desired, with focused inbox and AI Copilot assistance for quick read and replies.

Integrations

Integrate with the revenue stack you already own

Klipy connects to your CRM, workflows, and the channels where selling actually happens — so everyone gets execution support without a rip-and-replace.

Security

And first and foremost, security by design.

Klipy's entire system is built with security in mind. We are multi-cloud native, CASA Certified, GDPR compliant, with SOC 2, ISO 27001, and HIPAA in progress.

Nothing Goes Out without your Approval.

Klipy prepares suggestions and drafts for you to review, edit, and send when you approve. You always maintain complete control over your professional reputation.

No Model Training on your data.

We never train AI models on your data. It's processed in a private cloud environment, protected from any third-party access.

Zero Human Access to Private Content.

Automated systems process your data over encrypted channels. No human can ever access the content of your communications.

Enterprise-Grade Security by Design.

Data is protected with end-to-end, enterprise-grade encryption. We are CASA Certified, GDPR compliant, with SOC 2, ISO 27001, and HIPAA in progress.

Turn every conversation into revenue

No credit card required.

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