Solution for B2B SaaS

Turn Every Customer Touch into Compounding ARR

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to turn messy, multi-channel customer conversations into disciplined follow‑through - so your SaaS team stops leaking pipeline, protects renewals, and scales predictable ARR without drowning in admin.

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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 Scaling Revenue on Top of a Hacky System

Klipy is built for B2B SaaS teams in scaling mode - where PLG signals, inbound, outbound, and customer calls all generate intent, but disciplined follow‑through is manual and inconsistent, and too much ARR quietly dies in inboxes instead of converting or renewing.

Self-Updating Account & Deal Timelines

One Clear Story for Every Customer and Deal

No more hunting through Gmail, Slack, Gong, and CRM to remember what’s going on. Klipy auto‑captures emails, meetings, calls, notes, and key PLG/CS interactions into a single, living timeline for every company, opportunity, and renewal - so anyone can get the full story in seconds.

30-50%

less time spent reconstructing account context across systems

20-30%

faster ramp for new AEs / CSMs on territories and books

AI Execution Assistant

A Daily Game Plan for Every Seller and CSM

Instead of staring at an inbox and CRM board, Klipy starts each day with a prioritized list of the right moves: trials to rescue, POCs to push, exec sponsors to re‑engage, renewals at risk, and follow‑ups already drafted - so reps and CSMs always know what to do next to grow ARR.

10-20%

lift in win rate and upsell conversion from better coverage

15-25%

increase in renewals with clear next steps and multi‑threading

Enterprise-Ready by Design

Fits Your GTM Stack, Security, and Motion

Klipy plugs into Salesforce or HubSpot plus Google Workspace or Microsoft 365, your call/meeting stack, and PLG tools - without changing how reps work. Enterprise‑grade security, SSO, and role‑based access mean RevOps, IT, and Security get clean data and control, not another rogue tool.

25-40%

reduction in manual logging and admin time per rep

20-30%

improvement in CRM data completeness and freshness

Product & Interface

Your First 30 Minutes: Clear ARR Moves, Not Chaos

No more bouncing between inbox, CRM, product dashboards, and Slack just to decide what to do. In your first 30 minutes, Klipy has you: 1) clear yesterday’s promises, 2) act on risky deals and renewals, 3) follow up with high‑intent trials - so you’re caught up and already moving ARR.

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

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