Solution for Account Executives

Sell Like Your Best Days, Every Day

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to turn every email, call, and meeting into clear next steps - so you stay on top of deals, multi‑thread the right accounts, and hit your number without living in CRM or drowning in follow‑ups.

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7 days free trial. Cancel anytime.

Teams running complex B2B cycles with Klipy typically see

2.5x

more qualified opportunities worked

32%

more revenue from long-tail accounts

70%

more sales touches per rep

80%

less sales admin

Trusted by 2000+ Industry and Revenue Leaders

The Execution Platform

Stop Losing Deals to Missed Follow-Ups and Hidden Stakeholders

Klipy keeps you ahead of your deals by auto‑capturing every interaction, surfacing who matters, and turning it all into a daily, prioritized to‑do list. You work smarter on the right accounts, keep momentum between meetings, and close more without adding more hours.

Self-Updating Account & Deal Timelines

Walk Into Every Call Knowing Exactly What’s Happened

Klipy automatically pulls in emails, meetings, calls, and notes into a single timeline per account and opportunity. You see who said what, when, and why in seconds - so you can pick up any deal instantly, prep faster for every call, and never ask a customer to repeat themselves.

30-50%

less time spent digging through inboxes, notes, and CRM

20-30%

faster ramp to full productivity on new territories and accounts

AI Execution Assistant

Your Daily List of Money-Making Moves

Klipy turns every interaction into a prioritized task list - follow‑ups to send, champions to re‑engage, stakeholders to add, next steps to confirm. It drafts emails and recaps for you, then flags idle or single‑threaded deals - so you spend your time selling, not remembering what to do next.

15-25%

increase in opps with clear next steps and active engagement

10-20%

lift in win rate from better coverage and consistent follow‑through

Enterprise-Ready by Design

More Time Selling, Less Time Updating Systems

Klipy lives in your inbox, calendar, and meeting tools, then syncs clean summaries and activity back to CRM for you. You keep your focus in email and calls while your pipeline stays up to date - so managers get the visibility they want without you wasting hours on manual admin.

25-40%

reduction in time spent on manual CRM updates

2-4

more selling hours per week reclaimed from admin work

Product & Interface

Your First 30 Minutes: Deals in Motion, Not Just Inbox Chaos

Start your day with a ranked list of the highest‑impact moves: hot accounts to touch, stalled opps to revive, new stakeholders to loop in, and follow‑ups already drafted. In 30 minutes, your pipeline is moving, key deals are covered, and you know exactly what to do next to hit your number.

Explore Full Platform

Self-updating To-dos

Reps see next steps that update automatically with owners and due dates — so commitments don't slip between meetings.

Ready-to-send Draft

Reps get a follow-up draft based on the conversation — so outreach goes out faster and stays consistent.

Pre-meeting Brief

Reps open a one-page brief with the latest context and open threads — so they show up prepared and run tighter calls.

Interactions Timeline

Reps work from a social-style feed of every touchpoint with summaries — so context stays centralized and handoffs don't break.

Self-updating To-dos

Reps see next steps that update automatically with owners and due dates — so commitments don't slip between meetings.

Ready-to-send Draft

Reps get a follow-up draft based on the conversation — so outreach goes out faster and stays consistent.

Pre-meeting Brief

Reps open a one-page brief with the latest context and open threads — so they show up prepared and run tighter calls.

Interactions Timeline

Reps work from a social-style feed of every touchpoint with summaries — so context stays centralized and handoffs don't break.

Simple Setup

5 minutes to start. Fully automatic after.

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7 days free trial. Cancel anytime.

Connect channels

Reps connect email, calendar, and where they message customers. Klipy plugs into their existing and future conversations.

Import recent interactions

Klipy pulls recent threads, finds active accounts and prospects, and cleans them - instant context with no manual work.

🎉 Auto-capture everything

From then on, Klipy quietly captures emails, meetings, and messages and keeps organized timelines up to date while reps sell.

Security

First and foremost, security by design.

Klipy's entire system is built with security in mind. We are multi-cloud native, CASA Certified, GDPR compliant, with SOC 2, ISO 27001, and HIPAA in progress.

Nothing Goes Out without your Approval.

Klipy prepares suggestions and drafts for you to review, edit, and send when you approve. You always maintain complete control over your professional reputation.

No Model Training on your data.

We never train AI models on your data. It's processed in a private cloud environment, protected from any third-party access.

Zero Human Access to Private Content.

Automated systems process your data over encrypted channels. No human can ever access the content of your communications.

Enterprise-Grade Security by Design.

Data is protected with end-to-end, enterprise-grade encryption. We are CASA Certified, GDPR compliant, with SOC 2, ISO 27001, and HIPAA in progress.

Automated sales execution and discipline platform for modern businesses

Try for free for 7 days, cancel anytime.

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