For Humans

A CRM that fills itself. You just sell.

People, companies, deals, and pipelines - auto-created and auto-updated from every conversation you have. Filter, sort, manage pipelines. No data entry required. It comes free with Klipy.

Trusted by the best rainmakers and sellers

THLTekpioneersHMCMFlywheelTHLTekpioneersHMCMFlywheel
1.Auto-populated records

Every record built from your conversations.

Contacts, companies, and deals are created and updated as you sell. No manual entry. No imports. No forms to fill. Klipy builds the database from what's actually happening in your pipeline.

2.Enriched from day one

Profiles filled in before you think to look them up.

The moment a new contact appears, Klipy enriches their profile from 100+ sources. Job title, company, LinkedIn, phone number - all there by the time you open the record.

3.Pipelines that move themselves

Deal stages update from conversation signals.

Deals progress through your pipeline based on what's actually said in calls, emails, and messages. Klipy suggests the stage move. You approve it. The board stays current without you dragging cards.

Your Experience

People, companies, and deals - already populated.

People

Every contact auto-created and enriched.

New contacts appear the moment they show up in a conversation. Profiles are enriched from 100+ sources within seconds - job title, company, LinkedIn, phone. The table is always current.

People
All People
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Sorted by Last Interaction
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Person
Last Interaction
Email
Company
Linkedin
Direct Line
Title
Nathan Briggs
Last engaged today
n.briggs@westfield.io
Westfield Corp
in/nathanbriggs
+1 (415) 332-8801
VP of Sales
Clara Montoya
Last engaged today
clara.m@heliosgrp.co
Helios Group
in/claramontoya
+1 (312) 555-0184
Head of Partnerships
Daniel Keane
Last engaged today
dkeane@verilex.com
Verilex Legal
+44 20 7946 0321
Legal Counsel
Mei-Lin Tsao
Last engaged 1d ago
mtsao@peakform.io
Peakform Analytics
in/meilintsao
Rev Ops Lead
Jordan Hale
Last engaged 1d ago
j.hale@stratostech.co
Stratos Tech
in/jordanhale
+1 (628) 441-2209
VP Sales
Yuki Tanaka
Last engaged 1d ago
yuki@luminary.dev
Luminary Inc
Staff Engineer
Andre Visser
Last engaged 1d ago
andre@keystonelg.com
Keystone Logistics
in/andrevisser
+31 20 555 0147
CRO
Sophie Laurent
Last engaged 2d ago
sophie@crestline.vc
Crestline Ventures
in/sophielaurent
+33 1 42 68 5300
Account Executive
Ryan McAllister
Last engaged 2d ago
ryan.m@pinegrove.co
Pinegrove Capital
+1 (917) 553-4420
Director of Ops
Ines Ferreira
Last engaged 2d ago
ines@tidewatergrp.io
Tidewater Group
in/inesferreira
CTO
Leo Hartmann
Last engaged 2d ago
leo@blueshiftlabs.co
Blueshift Labs
in/leohartmann
+49 30 1234 5678
Founder
Amara Osei
Last engaged 2d ago
amara@rivieracsl.com
Riviera Consulting
Consultant
Kevin Cho
Last engaged 3d ago
kevin.cho@axonvc.io
Axon Ventures
in/kevincho
+82 2 555 7890
Partner
Nina Kowalski
Last engaged 3d ago
nina@tridentmedia.co
Trident Media
in/ninakowalski
+1 (646) 998-3341
COO
Hugo Restrepo
Last engaged 3d ago
hugo@verdant.co
Verdant Holdings
+57 1 234 5678
Managing Director
Zara Hadid
Last engaged 3d ago
zara@catalysthq.io
Catalyst HQ
in/zarahadid
Head of Growth
Owen Beckett
Last engaged 6d ago
owen@pinegrove.co
Pinegrove Capital
in/owenbeckett
+1 (212) 555-0199
CEO
Priya Nair
Last engaged 6d ago
priya@orioncompl.io
Orion Compliance
VP Engineering
Tomas Eriksen
Last engaged 6d ago
tomas@nordicinno.se
Nordic Innovations
in/tomaseriksen
+46 8 123 4567
Founder
Layla Khoury
Last engaged 6d ago
layla@mosaicworks.co
Mosaic Works
+971 4 321 6543
Community Lead
Felix Moreau
Last engaged 6d ago
felix@mosaicworks.co
Mosaic Works
in/felixmoreau
Operations
Person Page

Full relationship history on every contact.

Open any contact and see every email, call, meeting, and message across every channel. The complete interaction timeline, deal associations, and enriched profile - all in one view.

People / Sarah Chen
Sarah ChenHead of Partnerships at Meridian Health
Last engaged 2d ago
Activities About Deals

Re: Integration Timeline

with Sarah Chen
2d
Finished

Partnership Sync

5d

Re: Compliance Documentation

with Sarah Chen
1w

LinkedIn conversation

with Sarah Chen
1w

Re: Onboarding Checklist

with Sarah Chen
2w
Company Page

The full account view, built as you sell.

Company records aggregate every interaction across every contact at the org. Deal history, team activity, org details - assembled automatically from conversations.

Companies / Meridian Health
Meridian HealthHealthcare Technology - San Francisco, CA
Last engaged 3d ago
Activities About People

Re: Enterprise Pricing Proposal

with Sarah Chen
1d
Finished

Technical Requirements Review

3d

LinkedIn conversation

with Sarah Chen
5d

Re: Security Questionnaire

with James Park
1w
Finished

Discovery Call

2w
Deal Page

Every touchpoint threaded into the deal.

Open any deal and see the complete interaction history - who said what, when, across which channel. Stage changes, stakeholder activity, and deal context in one place.

Pipelines / Meridian Health - Enterprise
Meridian Health — Enterprise
Technical DDLast engaged 1d ago
Activities Details To-dos

Re: Enterprise Pricing Proposal

with Sarah Chen
1d
Finished

Technical Requirements Review

with Nick Pallanck
3d

LinkedIn conversation

with Sarah Chen
4d

Re: Security & Compliance Questionnaire

with James Park
1w
Finished

Discovery Call

with Sarah Chen
2w

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
Alexander KingCo-Founder, Regulars

Frequently Asked Questions

Common questions about Sales CRM.

Sales CRM by Klipy

Category: For Humans

Klipy Sales CRM is a built-in CRM that auto-populates from every conversation captured by Klipy. It includes People (contacts), Companies (accounts), Deals, and Pipelines. Contact records are auto-created when new people appear in emails, calls, meetings, or messages, and immediately enriched from 100+ data sources with job title, company, LinkedIn, phone, and more. Company pages aggregate all interactions across contacts at the organization level. Deals track through visual pipeline boards with customizable stages. Deal stages update automatically based on conversation signals - Klipy suggests stage moves and the user approves. All records support filtering, sorting, and CSV export. The CRM is included free with every Klipy plan with no limits on record count. For teams already on HubSpot or Salesforce, Klipy syncs data bidirectionally so both systems stay current. Klipy is CASA certified and GDPR compliant.

Related features: Capture, Meet, Follow-up

What does the built-in Sales CRM include?

People, companies, deals, and pipelines - all auto-created and auto-updated from your conversations. You get contact records with enriched profiles, company pages with org-level context, deal cards with stage tracking, and a visual pipeline board. No setup required.

How does Klipy populate the CRM automatically?

Every email, call, meeting, and message Klipy captures creates or updates the relevant contact, company, and deal records. New contacts are enriched from 100+ data sources the moment they appear. Deal stages move based on conversation signals. You never type a name, company, or deal value into the CRM manually.

Can I still create records manually if I want to?

Yes. You can create people, companies, and deals manually at any time. You can also edit any field on any record. The CRM is fully editable - Klipy just removes the need to do it for most records.

Does this replace HubSpot or Salesforce?

For many teams, yes. If your CRM needs are straightforward - tracking contacts, managing deals, running pipelines - the built-in CRM handles it without a separate tool. If you already use HubSpot or Salesforce, Klipy syncs data back to your existing CRM so both stay current.

Can I filter, sort, and export my data?

Yes. People, companies, and deals all support filtering by any field, sorting, and CSV export. You can build lists, segment contacts, and pull reports without leaving Klipy.

How do pipelines work in Klipy?

Pipelines are visual deal boards with customizable stages. Deals move through stages based on conversation signals - Klipy suggests the move, you approve it. You can also drag deals manually. Pipeline views show deal health, estimated values, and close dates at a glance.

How does contact enrichment work?

When a new contact appears in your conversations, Klipy enriches their profile from 100+ public and proprietary data sources. Job title, company, LinkedIn, phone number, and more - filled in automatically. Enrichment happens within seconds of the contact being created.

Is there a limit on how many records I can store?

No artificial limits on contacts, companies, or deals. The CRM grows with your business. Every plan includes unlimited records.

Website: https://klipy.ai/product/sales-crm

Start closing the loop.

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