Solution for Individuals

Run a Personal Pipeline That Feels Enterprise-Grade

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to get the power of a full sales stack - CRM, assistant, and ops - without buying or maintaining a CRM.

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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

Never Lose a Deal Just Because You’re Only One Person

Klipy is built for solo sellers and independents who want big‑company discipline - auto‑logging, follow‑ups, and deal visibility - without paying for or babysitting a traditional CRM.

Self-Updating Account & Deal Timelines

Know Exactly Where Every Deal Stands in One Glance

Stop digging through old emails and DMs to remember what was said. Klipy auto‑captures your emails, meetings, and messages and stitches them into a single, living timeline for every client and deal - so you always see the full story without touching a CRM.

3-5x

faster prep before client calls

50-70%

less time spent hunting through inboxes, spreadsheets and notes

AI Execution Assistant

A Daily Game Plan So You Never Drop the Ball

Instead of starting from an empty inbox, Klipy gives you a prioritized list of who to follow up with and why. It turns every call and message into concrete next steps and drafts your emails for you - so you stay on top of every opportunity without late‑night admin.

25-40%

more timely follow‑ups sent per week

10-20%

lift in win rate from fewer “went quiet” deals

Enterprise-Ready by Design

Enterprise-Grade Discipline Without an Expensive CRM

Klipy gives you the essentials of a serious revenue stack - auto‑logging, timelines, tasking, and deal health - without forcing you into Salesforce, HubSpot, or complex setup. Work from your own email and calendar while Klipy quietly acts as your personal sales ops engine.

0 hours

per week spent on manual CRM updates (yes that's right)

2-3x

more deals with complete history and clear next steps

Product & Interface

Your First 30 Minutes: Every Promise, Contact, and Deal in Order

No more bouncing between inboxes, notes apps, and spreadsheets to remember who needs you. Open Klipy, scan your daily brief, review a few timelines, and send the key follow‑ups it’s already drafted - by minute 30, you’re fully caught up and already moving deals forward.

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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