B2B SaaS founders
Founder, SE, and closer for SaaS. Often the same call.
Klipy is the AI CRO: the agentic CRM for B2B SaaS that tracks your buying committee, logs the eval, and drafts the follow-up.
Trusted by the best rainmakers and sellers
Built for the founder running GTM solo.
No SDR team yet, a technical buying committee to sell to, and a product only you can demo.
- The founder running the whole GTM motion, solo.
- The early sales hire before there's an SDR team.
- The one seller facing a full technical buying committee.
Klipy keeps the record straight and the follow-up moving, so the demo stays yours.
The agentic CRM for SaaS, deal by deal.
The demo gets a record. You don't have to be it.
- Recap of the demo, the ask, the objections
- Every email logs the moment it's connected
- Mark one thread once, Klipy tracks the rest
The recap is ready to review; nothing sends until you say so.
Meridian Health - Q2 Migration Review
Thanks for joining, everyone. Let's jump right in. Sarah, can you walk us through where the compliance review stands?
Sure. Legal needs the SOC 2 report and GDPR documentation before the board meeting on June 12. That's the hard deadline.
And from the ops side, we need to confirm zero-downtime migration. Last year's Salesforce rollout set us back three weeks.
Understood. I'll have the compliance docs over by Friday and we can run the migration in parallel, no downtime on your end.
A buying committee, not one buyer, tracked as one.
- Evaluator, economic buyer, and champion named
- Security questionnaire replies land on the right person
- Nothing buried in a generic inbox
The follow-up gets written. You just click send.
- Drafted in your voice, not a template
- Built from the actual call, not a guess
- You review, you send, always
“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.”
Frequently asked questions
Common questions about Klipy for B2B SaaS Founders.
Do I have to leave the CRM I use?
No. Klipy works as the agentic CRM for SaaS on top of what you already run, reading and writing back to it. Nothing to migrate.
Can my own AI agent read the CRM?
Yes. Klipy runs an MCP server with a deny-by-default consent model, so a connected AI client reads and acts on CRM data only through permissions you grant.
Does this replace my first SE hire?
It replaces the parts eating your week: logging the call, tracking the committee, drafting the follow-up. It doesn't replace the technical demo only you can give.
Does it log my LinkedIn and WhatsApp on its own?
Email logs on its own once connected. Social and messaging stay private until you mark a specific conversation, then Klipy keeps logging that thread on its own.
Does it integrate with HubSpot or Salesforce?
Klipy has a full CRM built in, contacts, companies, deals, and pipelines that update themselves from every conversation, so most teams run on Klipy directly. Two-way sync with an existing CRM like HubSpot or Salesforce is on our roadmap.
Is there a free plan to try it on a real deal?
Yes. The Free plan is $0 a month with 200 actions, up to two inboxes, and one seat, no credit card. It's built to test Klipy on a live deal before you pay.
See how Klipy fits the rest of your workflow.
The demo remembered. The committee tracked. The follow-up already written.
You still click send on every one of them.
Klipy for B2B SaaS Founders
Klipy is the agentic CRM for B2B SaaS founders and early sales hires selling a software product to a technical buying committee. It acts as the AI CRO for founders running GTM solo, before there is an SDR or AE team. Klipy's meeting notetaker records and transcribes demos and technical evaluation calls into shareable recaps; email logs against the right deal automatically once the inbox is connected, and LinkedIn, WhatsApp, and Telegram threads track automatically once a conversation is opted in. Named contact roles (Technical Evaluator, Economic Buyer, Champion) track the buying committee as a group, not a single contact. Klipy drafts follow-ups in the founder's own voice for review; nothing sends without a click. Klipy is CASA Tier 2 compliant and GDPR-aligned.
Built for: B2B SaaS founders / founder-led sales
Related: Product, AI sales agent, Pricing
Do I have to leave the CRM I use?
No. Klipy works as the agentic CRM for SaaS on top of what you already run, reading and writing back to it. Nothing to migrate.
Can my own AI agent read the CRM?
Yes. Klipy runs an MCP server with a deny-by-default consent model, so a connected AI client reads and acts on CRM data only through permissions you grant.
Does this replace my first SE hire?
It replaces the parts eating your week: logging the call, tracking the committee, drafting the follow-up. It doesn't replace the technical demo only you can give.
Does it log my LinkedIn and WhatsApp on its own?
Email logs on its own once connected. Social and messaging stay private until you mark a specific conversation, then Klipy keeps logging that thread on its own.
Does it integrate with HubSpot or Salesforce?
Klipy has a full CRM built in, contacts, companies, deals, and pipelines that update themselves from every conversation, so most teams run on Klipy directly. Two-way sync with an existing CRM like HubSpot or Salesforce is on our roadmap.
Is there a free plan to try it on a real deal?
Yes. The Free plan is $0 a month with 200 actions, up to two inboxes, and one seat, no credit card. It's built to test Klipy on a live deal before you pay.
Website: https://klipy.ai/solutions/b2b-saas