The AI Sales Execution Layer for Complex B2B 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 interaction into next steps — without changing how reps 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 help reps execute consistently — without more processes
While Capture, Assign, and Synchronize run in the background, reps see briefs, drafts, to-dos, and a complete interaction timeline — ready to act on.
Self-updating To-dos
Reps see next steps that update automatically with owners and due dates — so commitments don't slip between meetings.
Ready-to-send Draft
Reps get a follow-up draft based on the conversation — so outreach goes out faster and stays consistent.
Pre-meeting Brief
Reps open a one-page brief with the latest context and open threads — so they show up prepared and run tighter calls.
Interactions Timeline
Reps 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 B2B cycles 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
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