Klipy watches every conversation you have — calls, emails, LinkedIn, WhatsApp — and does the work that comes after. Follow-ups get drafted. Your pipeline stays current. Your next meeting is prepped before you think to ask.
KlipyTrusted by the best rainmakers and sellers
How it works
A continuous cycle that runs behind every call, email, and message you send — so nothing falls through and nothing waits on you.
You have a call, send an email, get a LinkedIn message. Klipy is already listening — every conversation captured the moment it happens, across every channel.
Before you move on, the follow-up is drafted, commitments are tracked, and your to-do list updates itself. Klipy prepares everything — you approve what goes out.
Your team, your pipeline, your CRM — always current. Deal stages move, notes log, context syncs. Never self-reported, always accurate.
Runs in the background
Link your email and calendar in two minutes. Klipy captures every thread, meeting, LinkedIn message, and WhatsApp conversation in real-time. No BCC forwarding, no browser extension, no manual logging.
Learn moreRe: Annual Licensing Agreement for Redwood Partners
withDavid ChenJust now
Finished
Q4 Strategy Deep-Dive
2h
Re: Onboarding
withtom@acmecorp.io5h
Records, transcribes, extracts action items, and maps the discussion to your sales framework. Shareable summary ready before you close the call window.
Learn moreReferences specific commitments, matches your tone, includes next steps with dates. You review and hit send. Nothing goes out without your approval.
Learn more1 item due today
Re: Renewal Discussion — Addressing Concerns
Send revised proposal to Greenfield Inc
Promises become tasks with deadlines. New conversations update them automatically. Priorities re-sort by urgency across all your deals.
Learn moreI 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 GulatiSr Director - Sales, TekPioneers
Available on demand
Ask Klipy anything about past conversations. It searches every transcript, thread, and DM — returns the exact moment with full context. Seconds, not a 20-minute inbox dig.
Learn moretom.r.sales@gmail.com
Full profile — title, company, LinkedIn, mutual connections — stitched from public data and your conversation history. The full picture before you reach out.
Learn more“Find accounts that look like my best closed deals.” Klipy builds a plan and executes it — cross-referencing your pipeline, conversations, and live signals. You review and approve.
Learn moreAnalyze closed-won deals from last 2 quarters
Match active pipeline against winning patterns
Cross-reference recent interactions for engagement signals
Run web search for hiring and funding activity
Generate prioritized account list with next steps
Drop a 30-second voice memo between calls. Klipy transcribes it, extracts action items, and updates the relevant deal. The fastest capture method when you're moving.
Learn moreKlipy does the work. You just approve it. Your first 200 are free every month — no credit card required.
Your workspace
Your pipeline, your conversations, your calendar, your notes — all in one place, populated from real conversations. Every update happens in real time. Nothing to set up. Nothing lives in a separate tab.
Every update is instant. No sync delays, no stale data. Your team sees what's happening right now.
Every feature has AI at the core — not bolted on. From pipeline suggestions to draft responses, intelligence runs through everything.
CASA certified, GDPR compliant, end-to-end encryption, PII masking. Your sales data stays yours.
Gmail, Outlook, LinkedIn, WhatsApp, HubSpot, Salesforce — Klipy plugs into the tools you already use.
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...
1h
LinkedIn, WhatsApp, and email — all in one view. Klipy triages what needs you, surfaces what's urgent, and lets you reply with AI help without switching tab.
Create booking links for different meeting types. Send one link, they pick a slot, the meeting is booked with prep already queued. No back-and-forth email chains.
Quarterly Review — Acme Corp
Intro Call — Bright Labs
Pipeline Sync — Internal
All your calendars in one view. Klipy flags back-to-back conflicts, suggests open slots when prospects ask, and preps a brief before every meeting automatically.
Every discovery call should qualify on three axes: budget authority, timeline urgency, and technical fit. If two out of three are weak, move to nurture.
For deals above $50k ARR, loop in Solutions Engineering before the second call. Share the pre-call brief with the full account history from Klipy so SE has context without a separate prep meeting.
A workspace for deal strategy and team knowledge — linked to the people and deals that matter. Klipy can write the first draft from your conversations. You refine it.
Sales CRM
Enriched profiles, full conversation history, relationship mapping. Populated from day one.
Org charts, deal history, and relationship signals — built as you sell, no manual entry.
Scorecards, stakeholder maps, and deal context — updated from every conversation.
Developer Tools
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 RoyceFounder & Principal, Flywheel Advisors
Sandler. MEDDIC. Challenger.
You learned the methodology — but a full pipeline and 30 emails before lunch means it rarely gets applied. Klipy builds it into every output automatically. You don't think about the framework. It's already there.
Gmail. Google Meet. Outlook. Teams. LinkedIn. WhatsApp. Klipy captures across all of them — so nothing you say, send, or receive falls through the cracks.
Klipy also syncs with HubSpot and Salesforce — so your CRM stays current without manual updates. Zapier, API, and webhooks available for custom workflows.
Klipy processes sensitive sales data — prospect communications, deal terms, pricing discussions. We treat that with the seriousness it requires.
End-to-end encryption in transit and at rest. Only summaries stored and visible. No human access to data, and never used to train models.
You approve every AI action before it's sent.
Customers
Countries
Emails Processed Monthly
Meetings Processed Monthly
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 KingCo-Founder, Regulars
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.
This is the product overview page for Klipy, the Proactive Sales Operating System. It covers all product capabilities organized into three categories.
Capture: Auto-log every email, call, meeting, LinkedIn message, and WhatsApp conversation. Connect once, capture forever. No BCC, no extensions, no manual logging.
Meet: Klipy joins Google Meet, Zoom, and Microsoft Teams calls. Records, transcribes in 99 languages, and produces framework-aligned summaries before you close the call window.
Follow-ups: Drafts built from what was actually said. References commitments, matches your tone, includes next steps with dates. Nothing goes out without your approval.
To-dos: Every promise becomes a tracked task. Priorities shift as conversations continue. New context auto-resolves completed tasks.
Instant Recall: Search any past conversation by what was said, not who said it. Ask Klipy in natural language and get the exact moment with full context.
Contact Intelligence: Every person enriched from 100+ public data sources, combined with full conversation history and relationship mapping.
Plan and Execute: Give Klipy a goal in plain language. It builds a plan and executes - cross-referencing pipeline, conversations, and live signals. You review and approve.
Voice Memos: Record a voice note between calls. Klipy transcribes, extracts action items, and updates the relevant deal.
One connected workspace where pipeline, conversations, calendar, and notes auto-update from real conversations. Surfaces include: Unibox (unified inbox across all channels), Pipelines (self-updating deal boards), Deals (auto-generated scorecards and stakeholder maps), People (enriched contact profiles), Companies (org charts and deal history), Calendar (all calendars with auto-prep), Scheduler (booking links), and Notes (deal strategy workspace). Developer tools: API access and webhooks.
Sandler, MEDDIC, Challenger, and custom methodologies applied to every output - drafts, summaries, and coaching signals.
Email: Gmail, Outlook. Video meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp, Telegram. CRM sync: HubSpot, Salesforce. Custom: Zapier, API, Webhooks.
Klipy works on top of your existing CRM. If you use HubSpot or Salesforce, Klipy syncs captured data back automatically — deal stages, call notes, contact updates. If you don't have a CRM yet, Klipy's built-in Pipelines, Deals, and People views work as a standalone workspace.
Two minutes. Connect your email and calendar via OAuth — no IT involvement, no browser extensions, no BCC forwarding. Klipy starts capturing from the moment you connect. LinkedIn and WhatsApp capture are available through the mobile and desktop apps.
Never. Klipy drafts follow-ups, suggests next steps, and prepares outreach — but nothing reaches a prospect until you review and approve it. You always have the final say on what goes out under your name.
No. Your data is processed in a private cloud environment and is never used to train AI models. Automated systems handle processing over encrypted channels. No human at Klipy can access the content of your conversations.
Yes. Klipy supports Sandler, MEDDIC, Challenger, BANT, and custom frameworks out of the box. Every draft, call summary, and coaching signal is aligned to the methodology you choose — applied automatically without you thinking about it.
Email (Gmail, Outlook), calendar meetings (Google Meet, Zoom, Teams), LinkedIn messages, WhatsApp conversations, and voice memos. Every channel feeds into a single unified timeline per contact and per deal.
You can export all your data at any time. If you cancel, your data is retained for 30 days, then permanently deleted. No lock-in, no hostage data.
Both. Individual sellers get the full capture-assign-synchronize loop from day one. Teams get shared visibility — managers see real-time pipeline truth without asking for updates, and handoffs between reps include full conversation context.
Website: https://klipy.ai/product
