Product

Every conversation, captured. Every move, drafted. You just approve.

How Klipy works on your real deals — what runs, when, and why nothing reaches a prospect without your say-so.

Start free Compare plans

2-minute setup, no credit card.

How it works

Capture → Prepare → You approve → Everything stays current.

Capture

Every email, call, LinkedIn DM, and WhatsApp thread — logged the moment it happens. No BCC, no extension, no manual entry.

Prepare

Klipy drafts the follow-up, preps the next meeting, updates the deal, surfaces the next move — in the background, 24/7.

You approve

Your day becomes a queue of yes/no. Review, approve, send. Nothing goes out without you.

Stay current

Pipeline, CRM, notes, calendar — always live, because they're built from real conversations, not self-reported.

Seller Engine

The faster competitor wins. So Klipy never stops.

While you're in back-to-back calls, Klipy drafts the next move on every deal and queues it for your approval — so your reply goes out first, every time.

Home

Search…⌘F

Good morning, Alex

Klipy is recording

Discovery Call — Meridian Health

Started 38 min ago 3 guests

Google Meet

Ask Klipy anything...

9pm, five calls done, three follow-ups unwritten. Open Klipy — all three are drafted and waiting.
Approve, and they're gone.

The daily yes/no

Open Klipy and yesterday is handled, waiting as simple approvals.

Home

Search…⌘F

I need your review

1 item due today

DraftHighTom BeckettToday

Re: Renewal Discussion — Addressing Concerns

SnoozeReview

To-dosMediumNina ParkJun 28

Send revised proposal to Greenfield Inc

SnoozeReview

Follow-ups, drafted

From the real conversation, in your tone, every commitment included, Sandler/MEDDIC/Challenger-aligned.

Home

Search…⌘F

Good morning, Alex

Next up

In 42 minutes

Quarterly Review — Acme Corp

3 guests

BACK-TO-BACK

Intro Call — Bright Labs

3 guests

I need your review5 items to review

Draft Critical Sarah Chen Today

Call summary + next steps for Meridian Health

SnoozeReview

Suggestion High Sarah Chen Tomorrow

Send pricing proposal to Sarah Chen

SnoozeReview

Draft High Daniel Reeves Today

Re: Westbridge Platform RFP — Pricing Clarification

SnoozeReview

Suggestion High Lisa Park Tomorrow

Re-engage dormant deal with Apex Solutions

SnoozeReview

Suggestion Medium Nick Pallanck Mar 10

Schedule technical demo with engineering lead

SubjectRe: Westbridge Platform RFP — Addressing Your Team's Concerns

A Pipeline that updates itself

Contacts, companies, deals, and pipeline created and moved by conversation signals.

$27.5k · 2 deals

$56k · 2 deals

$45k · 1 deal

$109k · 2 deals

$85k · 1 deal

$52k · 1 deal

$15k · 1 deal

Scheduling + pre-meeting briefs

Booking links that log to the deal; a one-page brief before every call.

June 2026

Friday, 26

Hey Klipy

A right hand who's read every deal.

Not a chatbot — a sales advisor that works around the clock. Ask anything, and Hey Klipy researches the account, handles the CRM work, and gives you the right move — checked against your live deal.

Home

Search…⌘F

What's actually separating our wins from our losses this quarter?

Ask Klipy anything…

A renewal you haven't touched in a month, and you're walking in cold. "Hey Klipy, prep me for Meridian."
Seconds later you've got their latest news, the objection they raised last time, and the one move that gets it signed — before you reach the door.

Know any account, instantly

Ask about any company, person, deal, or competitor and Hey Klipy runs live web research (Exa + Google-grounded): news, announcements, social, firmographics. You walk in briefed — and prospect in seconds, not an hour of tabs.

Hey Klipy

Search…⌘F

Call with Nova in 20 minutes and I know nothing about them. Brief me.

Offload the busywork in a sentence

Hand it a goal ("review my pipeline, draft check-ins for the stale deals") and it plans, runs 27 built-in skills, and stages every action for your approval. Or just ask — a voice note logged, a card saved, a reminder set, a draft written.

Hey Klipy

Search…⌘F

4:02

Get the right move, not just an answer

Trained on Sandler, MEDDIC, and Challenger, it checks your question against the live deal and gives the next action that moves it forward.

Hey Klipy

Search…⌘F

Westbridge went dark after I sent the proposal. What's my move?

Recall any detail, just by asking

Klipy remembers every detail from every call, email, and message. Ask anything about anyone — the answer comes back in seconds, with the sources.

Hey Klipy

Search…⌘F

Who did I talk to about the SOC 2 blocker at SaaStr last week?

Delegation

Your A-game — on every deal, even when you're not on.

Teach Klipy a play once, in plain words. It runs on every matching deal, forever — and still waits for your yes.

Home

Search…⌘F

How should I handle referrals after we win a deal?

Describe what you want to delegate…

Draft previewIncomplete

Name

—

Trigger

—

Instruction

—

Record updates

—

Create delegation

You close a deal Friday. By Monday, Klipy's found three lookalike companies and drafted the outreach to each — from a play you taught it once, weeks ago.
A full-time BDR's week of work, done while you were off.

Your A-game on every deal

Teach a play once and it runs on every matching deal, every time — even the proposal you'd have forgotten you sent. Consistency that never depends on your memory.

Delegations

Search…⌘F

What's the one play that wins me the most deals?

A sales team without the headcount

Your playbook runs like a rep who never sleeps and never goes off-script: the coverage of a team, from a team of one.

Delegations

Search…⌘F

What busywork do I keep forgetting when I'm slammed?

Your selling compounds

Turn any win into a play, right from chat; your system gets sharper with every deal you close.

Hey Klipy

Search…⌘F

Where's the easiest revenue I'm leaving on the table?

A sentence, not a workflow

Teach a play in plain words — "after every demo, send the recap and book next steps." No builder, no code. If you can brief a new rep, Klipy can run it.

Delegations

Search…⌘F

After every demo, send the recap and book next steps.

Omnichannel

Your deals run on more than email. So does Klipy.

Your buyers don't keep to your inbox — the reply that decides a deal often lands in a LinkedIn DM or a WhatsApp "you around?" Klipy works every channel you sell on, so nothing slips.

Explore Omnichannel

Gmail

Outlook

Google Meet

Microsoft Teams

Zoom

Google Calendar

The message that closes the deal is a WhatsApp "you around?" — already on the same timeline as the email and the call,
with your reply drafted and waiting.

Nothing slips through the cracks

Klipy captures every conversation (email, calls, LinkedIn, WhatsApp, Telegram), including the informal threads email-only tools go blind on.

Deal / ACME Renewal

Search…⌘F

Re: Annual Licensing Agreement for Redwood Partners

withDavid Chen

Just now

Finished

Q4 Strategy Deep-Dive

Re: Onboarding

withtom@acmecorp.io

Every reply, with the full story

One timeline per deal across every channel, so the next message is never written from memory.

Klipy says...

James raised budget pressure on WhatsApp, Sarah questioned the rollout timeline on LinkedIn, and the Q4 call surfaced a competing renewal quote. So this reply names the budget concern, ties it to the cost of switching now, and reaffirms the timeline — answering what was actually said, not just this inbox.

Context from

WhatsApp · James Hartley

LinkedIn · Sarah Thompson

Call · Q4 Strategy review

Framework applied

Sandler Selling System (Pain Funnel)

Quantify the prospect's pain to create urgency. Let the buyer connect their problems to the cost of inaction.

Objective: Hold the renewal

Surface the budget and timeline doubts raised off-email before they stall the deal.

Tactic: Name the real objection

Lead with James's budget concern, quantify the cost of switching, then reaffirm the date Sarah questioned.

Reply where the deal is happening

Every channel in one focused view, so you answer on the channel it came in on: a LinkedIn reply for LinkedIn, a WhatsApp reply for WhatsApp, in your voice, no tab-hopping. You approve; it sends.

Focused Inbox

Joey Wilson

Here's the thing about what we're looking for...

Just now

James Winston-Clarke

What I can say about this one is...

Just now

Jimmy Hendrix

I'm looking for someone to help me with my project...

15m

Tina Featherman

Well what I am getting from the team is...

Meeting notetaker

Auto-joins Meet / Zoom / Teams, transcribes (99 languages), and summarizes before the call ends.

Integrations

Fits the stack you already run — and the agents you'll add next.

Klipy fills the tools you use and speaks to your AI agents out of the box. No rip-and-replace, no wiring.

Fills your CRM, doesn't replace it

Two-way sync with HubSpot, Attio, Pipedrive. Records stay current with zero manual entry.

Works with your AI agents

An open MCP gateway lets Claude, ChatGPT, Cursor, and the agents you adopt next work with Klipy out of the box. No wiring, no custom code — and every action still waits for your approval.

Build anything else

Zapier, Make, n8n, API & webhooks.

API

Webhook

MCP

Gmail

Outlook

Google Meet

Zoom

MS Teams

HubSpot

Attio

Pipedrive

Zapier

Google Calendar

Slack

Notion

Claude Code

Codex

Gemini Enterprise

MOMore...

See all integrations

Klipy replaces five tools — and the busywork of wiring them together.

Loved by sellers

Real sellers, real results.

“I chose Klipy because it looked easy and suited the way i work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.”

Phil Bouwman

Head of Strategy & Commercialization, Million Circles

“I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.”

Sunil Gulati

Sr Director - Sales, TekPioneers

“Klipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.”

Chip Royce

Founder & Principal, Flywheel Advisors

“Getting a real-time overview was a manual struggle. I chose Klipy because it actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.”

Alexander King

Co-Founder, Regulars

2.3M+

Emails processed every month

Sellers: 2,300+
Countries: 53+
Meeting hours / month: 1,000+

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 I, ISO 27001 & HIPAA in progress

Explore security

Get started

Set up how you sell. Unlock the rest when you connect.

Klipy learns your ICP, frameworks, and plays first — so it works your way from minute one. Connect your inbox whenever you're ready and unlock the rest: your live deals, your contacts, and your next moves, pulled in and drafted for you. You approve everything.

Set up how you sell

Your ICP, your frameworks, your plays. Klipy builds your agent around your business and starts working your way.

Connect your inbox, unlock the rest

Your live deals, your contacts, and the follow-ups that slipped — pulled in automatically.

Approve your next move

Drafted for you, in your voice. Nothing sends without your yes.

See it work on your real deals — in two minutes.

Free to start. No credit card. Connects to your email and calendar in two minutes — your first follow-up drafts itself today.

Start free Compare plans

2-minute setup, no credit card.

Klipy product overview

Klipy is a Proactive Sales Operating System. It works on your real deals through one continuous loop: capture, prepare, you approve, and everything stays current. Klipy captures every email, call, LinkedIn DM, and WhatsApp thread the moment it happens — no BCC, no extension, no manual entry. In the background it prepares the work: it drafts the follow-up, preps the next meeting, updates the deal, and surfaces the next move. Your day becomes a queue of yes/no — you review, approve, and send, and nothing goes out without you. Pipeline, CRM, notes, and calendar stay live because they are built from real conversations rather than self-reported.

The product is organized into four modules. The Seller Engine does the work around the clock: a meeting notetaker that joins Meet, Zoom, and Teams, transcribes in 99 languages, and writes a framework-aligned summary; follow-ups drafted from the real conversation in your tone; a CRM that fills itself from conversation signals; scheduling with pre-meeting briefs; tracked to-dos for every promise; and a daily yes/no approval queue. Hey Klipy is an on-demand assistant that has read every deal — it answers questions with total recall and sources, recommends the move rather than just the facts, and runs Plan & Execute, which plans a request, runs its built-in skills, and stages every action for your approval. Delegation lets you teach a play once in plain language so it runs on every matching deal forever, event-triggered or scheduled, with every drafted action approval-gated. Omnichannel works every channel you sell on — Gmail, Outlook, Meet, Zoom, Teams, LinkedIn, WhatsApp, and Telegram — keeps one deal timeline across them, and drafts replies on the channel each conversation came in on.

Every AI action is supervised and approval-gated: Klipy drafts, you approve, and nothing reaches a prospect without you.

Klipy fits the stack you already run. It fills your CRM rather than replacing it, with two-way sync to HubSpot, Attio, and Pipedrive. An open MCP gateway lets AI agents such as Claude, ChatGPT, and Cursor work with Klipy out of the box, with every action still gated on your approval. Zapier, Make, n8n, an API, and webhooks cover anything else.

On security and control: data is encrypted in transit and at rest, only summaries are stored, and PII is masked. Certification status is stated honestly — CASA Tier 2 and GDPR-aligned today, with SOC 2 Type I, ISO 27001, and HIPAA in progress.

Website: https://klipy.ai/product

Every conversation, captured. Every move, drafted. You just approve.

Capture → Prepare → You approve → Everything stays current.

Capture

Prepare

You approve

Stay current

The faster competitor wins. So Klipy never stops.

9pm, five calls done, three follow-ups unwritten. Open Klipy — all three are drafted and waiting.Approve, and they're gone.

The daily yes/no

I need your review

Follow-ups, drafted

A Pipeline that updates itself

Scheduling + pre-meeting briefs

June 2026

Friday, 26

A right hand who's read every deal.

A renewal you haven't touched in a month, and you're walking in cold. "Hey Klipy, prep me for Meridian."Seconds later you've got their latest news, the objection they raised last time, and the one move that gets it signed — before you reach the door.

Know any account, instantly

Offload the busywork in a sentence

Get the right move, not just an answer

Recall any detail, just by asking

Your A-game — on every deal, even when you're not on.

You close a deal Friday. By Monday, Klipy's found three lookalike companies and drafted the outreach to each — from a play you taught it once, weeks ago.A full-time BDR's week of work, done while you were off.

Your A-game on every deal

A sales team without the headcount

Your selling compounds

A sentence, not a workflow

Your deals run on more than email. So does Klipy.

The message that closes the deal is a WhatsApp "you around?" — already on the same timeline as the email and the call,with your reply drafted and waiting.

Nothing slips through the cracks

Every reply, with the full story

Reply where the deal is happening

Focused Inbox

Meeting notetaker

Fits the stack you already run — and the agents you'll add next.

Real sellers, real results.

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

Set up how you sell. Unlock the rest when you connect.

Set up how you sell

Connect your inbox, unlock the rest

Approve your next move

See it work on your real deals — in two minutes.

Klipy product overview

9pm, five calls done, three follow-ups unwritten. Open Klipy — all three are drafted and waiting.
Approve, and they're gone.

A renewal you haven't touched in a month, and you're walking in cold. "Hey Klipy, prep me for Meridian."
Seconds later you've got their latest news, the objection they raised last time, and the one move that gets it signed — before you reach the door.

You close a deal Friday. By Monday, Klipy's found three lookalike companies and drafted the outreach to each — from a play you taught it once, weeks ago.
A full-time BDR's week of work, done while you were off.

The message that closes the deal is a WhatsApp "you around?" — already on the same timeline as the email and the call,
with your reply drafted and waiting.