Creative and digital agencies
Agency project work that eats the month you meant to sell.
Klipy is the AI CRO, the agentic CRM for agencies that keeps pitches and retainers moving even when the whole team is heads-down in production.
Trusted by the best rainmakers and sellers
Built for the founder who's also new business.
If selling and delivering compete for the same hours on your calendar, this is for you.
- The creative director running the pitch and the schedule.
- The founder whose new business comes from finished work.
- The account lead juggling five retainers and one pitch.
- The producer keeping billable hours honest against the pipeline.
Klipy keeps the pitch and the retainers moving, so a busy sprint doesn't cost the next one.
The agentic CRM for agencies, scenario by scenario.
The pitch that lands mid-sprint doesn't sit unread till Monday.
- Logged the moment it arrives, automatically
- No inquiry ages out during production
- Visible whether anyone has time or not
Every draft still waits for a click before it goes out.
Re: Oakridge Financial: Annual Licensing Agreement
Re: [Apex Solutions] Data Room Access & Security Review
Re: BrightPath: Collaboration on Enterprise Rollout
The check-in follow-up gets written, twenty minutes or not.
- Recap shared with the whole account team
- Scope changes caught, not lost in notes
- Draft ready between takes, not at 9pm
Retainers and pitches both tracked, not just remembered.
- Lost pitches tagged by reason, not guesswork
- Patterns visible across months, not gut feel
- Daily brief when production swallows the week
I need your review
1 item due today
Re: Renewal Discussion: Addressing Concerns
Send revised proposal to Greenfield Inc
No agency needs five subscriptions for one job.
71%
cheaper than stitching the stack yourself
Frequently asked questions
Common questions about Klipy for Creative and Digital Agencies.
Is this a real CRM, or just an inbox?
It's the agentic CRM for agencies, built from the ground up. Pitches, retainers, and referrals move through a real pipeline with history and next steps, not a shared inbox pretending to be one.
Does my team have to check another tool?
No. Klipy reads from the inbox, calendar, and CRM you already run and writes back to them, so your team never opens a new app between briefs.
Can it separate retainer renewals from new pitches?
Yes. Retainer work and new-business pitches move through the pipeline as what they are, each with its own history and next step, so a renewal never hides in the same list as a cold pitch.
What if the whole team is buried in a sprint?
That's exactly the week this is built for. Nothing gets logged, drafted, or tracked less thoroughly because the team is heads-down. A daily brief flags what needs attention the moment anyone has five minutes.
Is there a free plan to start with?
Yes. Free is $0 a month with 200 actions, up to two inboxes, and one seat, no card. Paid tiers start at $39 a seat a month and add unlimited inboxes.
Does it replace HubSpot or Pipedrive, or work alongside them?
Klipy works as your CRM out of the box, so pitches, retainers, and clients all live in it and update themselves from your conversations. If your team already runs HubSpot or Pipedrive, two-way sync with it is on our roadmap.
See how Klipy fits the rest of your workflow.
The sprint that ate your selling time won't cost the pitch.
Nothing goes out without your approval first.
Klipy for Creative and Digital Agencies
Creative and Digital Agencies is a solution page on Klipy.ai targeting agency founders, creative directors, account leads, and producers whose selling time is squeezed by billable delivery work. Klipy works as the agentic CRM for agencies: it logs inbound pitch requests and referral introductions automatically, records and recaps client check-in calls, drafts follow-ups in the account team's learned voice, and tracks retainer renewals and pitch outcomes through a structured pipeline with loss-reason categories. A daily brief surfaces what needs attention during fully-booked production weeks. No verified agency testimonial exists yet, so the page substitutes a capability-led proof point: building the equivalent stack of point tools costs about 71% more than Klipy across the same jobs. Every draft waits for human review and approval before it sends. Klipy is CASA Tier 2 compliant and GDPR-aligned.
Built for: Creative and digital agencies
Related: Product, AI sales agent, Pricing
Is this a real CRM, or just an inbox?
It's the agentic CRM for agencies, built from the ground up. Pitches, retainers, and referrals move through a real pipeline with history and next steps, not a shared inbox pretending to be one.
Does my team have to check another tool?
No. Klipy reads from the inbox, calendar, and CRM you already run and writes back to them, so your team never opens a new app between briefs.
Can it separate retainer renewals from new pitches?
Yes. Retainer work and new-business pitches move through the pipeline as what they are, each with its own history and next step, so a renewal never hides in the same list as a cold pitch.
What if the whole team is buried in a sprint?
That's exactly the week this is built for. Nothing gets logged, drafted, or tracked less thoroughly because the team is heads-down. A daily brief flags what needs attention the moment anyone has five minutes.
Is there a free plan to start with?
Yes. Free is $0 a month with 200 actions, up to two inboxes, and one seat, no card. Paid tiers start at $39 a seat a month and add unlimited inboxes.
Does it replace HubSpot or Pipedrive, or work alongside them?
Klipy works as your CRM out of the box, so pitches, retainers, and clients all live in it and update themselves from your conversations. If your team already runs HubSpot or Pipedrive, two-way sync with it is on our roadmap.
Website: https://klipy.ai/solutions/creative-and-digital-agencies