- Product
- Sales CRM
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.
Engagements
CRM
Cabinet
Trusted by the best rainmakers and sellers








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.
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.
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.
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.
Engagements
CRM
Cabinet
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.
Engagements
CRM
Cabinet
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.
Engagements
CRM
Cabinet
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.
Engagements
CRM
Cabinet
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
Part of one product
Works with everything else in Klipy.
Capture
Every email, call, and message captured automatically. CRM records are created and updated from every conversation.
Meet
Meetings recorded, transcribed, and summarized. Action items and deal signals flow directly into the CRM.
Follow-up
Follow-ups drafted from the actual conversation - your tone, their context, every commitment included.
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
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