What is Klipy

One hire. Ten jobs. One job left for you.

Klipy is the AI CRO that runs your entire sales operation, the hire every owner pictures and the only one who can't be poached: one AI agent doing the ten jobs, not ten tools to stitch together and not one that drafts and quits. See exactly what it does, job by job.

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The ten jobs

The ten jobs one AI CRO handles

Klipy is delivered as one connected agent, not ten separate tools you have to buy, configure, and check on individually.

Capabilities

What each job runs on

Every call recorded, transcribed, and structured.

Klipy joins your Google Meet, Zoom, and Teams calls automatically.

Every follow-up drafted. You just hit send.

Klipy reads the thread first. The draft comes back in your voice, carrying what the other person said and every commitment you made.

Every sales conversation. One inbox.

Add LinkedIn to the inbox that already has WhatsApp, Telegram, and email.

A CRM that fills itself. You just sell.

People, companies, deals, and pipelines get auto-created and auto-updated from every conversation you have.

Search by what was said. Not who said it.

Ask for the pricing objection someone raised in March and Klipy pulls up the conversation.

Send a link. They pick a slot. Meeting booked.

No more back-and-forth emails finding a time.

Every important conversation captured. Nothing to log.

Email, calls, LinkedIn, WhatsApp - Klipy captures every thread the moment it happens.

Your to-do list writes itself. And cleans itself up.

Klipy extracts commitments from every conversation and tracks them as tasks.

Give Klipy a goal. It figures out the steps.

Klipy takes goals written in plain language, like running a pipeline review, clearing stale tasks, researching an account, or sending follow-ups in bulk.

How it works

Klipy reads, proposes, and waits for your yes.

01

Klipy reads what's already happening

Across your inbox, your calendar, and your CRM, plus any chat thread you've marked as worth tracking. No new place to log anything.

02

It proposes the next move

A drafted follow-up, a suggested next step, a scheduled action, tied to the actual deal it came from, not a generic template.

03

You approve it

Every message to another person waits for your click, on every plan, in every mode. There is no setting that turns that off.

04

The record updates itself

The deal, the contact, the stage: current, without anyone typing it in by hand.

It drafts. You approve. Nothing reaches a prospect without you.

Encrypted in transit and at rest, only summaries stored, PII masking.

CASA Tier 2 · GDPR-aligned · SOC 2 Type II, ISO 27001 & HIPAA in progress

FAQ

The ten jobs, answered.

Is this ten separate tools?

No. Klipy is the AI CRO working from one record of your deals, your inbox, and your calendar. The ten jobs describe what it does, not ten separate products you have to buy, configure, or check on one at a time.

Do I have to set each job up separately?

No. Connect your inbox and calendar once, and every job on this page starts working from that same connection. There's no separate setup screen for the meeting notetaker, another for the CRM administrator, and another for the scheduler. It's one agent doing all ten.

What happens when it gets something wrong?

It drafts. It never sends. Every message Klipy writes waits for your click, on every plan, in every mode, and there's no setting that turns that off. Delete a draft you don't like and it costs you nothing.

Does Klipy replace the people I already have?

No. Klipy is built to make everyone you hire better, not to replace them. It handles the ten jobs that eat an owner's week so the people you do have can spend their time on the parts that actually need a human, and so you hire less desperately when you do hire.

What does Klipy track in LinkedIn, WhatsApp, or Telegram?

Nothing, until you decide it should. Email logs itself automatically once your inbox is connected. A LinkedIn, WhatsApp, or Telegram conversation stays private until you mark that specific chat as one worth tracking; from that point on, Klipy logs it automatically, the same way it logs email. What counts as a work conversation on a personal app is your call, not a default Klipy sets for you.

Do I have to move off my CRM?

No. Klipy reads from what you already run and writes back, over API, webhooks, and MCP. Nothing to migrate, nothing to replace. If a spreadsheet is your system of record today, Klipy works alongside it instead of asking you to switch.

One hire. Ten jobs. One job left for you.

Nothing in the cracks. Everything in order. Every next step decided, waiting on your yes.

Free foreverNo credit card required

Klipy overview

Klipy is the AI CRO, the AI agent that runs your entire sales operation. It is delivered as one connected agent, not ten separate tools you have to buy, configure, and check on individually. Everything runs from the same connection to your inbox, calendar, and deals. The ten jobs below describe what it does; each links to the part of Klipy that does it.

Nine capabilities power the ten jobs, each with its own dedicated page: meeting intelligence for call recording and transcription, follow-up drafts in your voice, Unibox for omnichannel conversation, a self-filling CRM, instant recall search, scheduling with pre-meeting briefs, interaction capture for every thread, task suggestions from conversations, and Plan and Execute for custom workflows written in plain language.

On security and control: data is encrypted in transit and at rest, only summaries are stored, and PII is masked. Klipy holds CASA Tier 2 and GDPR alignment today, with SOC 2 Type II, ISO 27001, and HIPAA in progress.

Every message to another person is drafted, never sent. It waits for your click, on every plan, in every mode, and there is no setting that turns that off. Klipy reads from what you already run and writes back, over API, webhooks, and MCP, so there is nothing to migrate.

Website: https://klipy.ai/product