Solution for Consulting

Treat Every Key Client Like Your Only Client

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to turn scattered emails, decks, tenders, and side-channel chats into disciplined follow-through across pursuits, programs, and retainers - so partners grow books of business 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

Never Lose a Mandate, RFP, or Renewal Because Someone Dropped the Thread

Klipy is tuned for seller–doer consulting firms where partners juggle pursuits, delivery, and BD - capturing every interaction across accounts and workstreams, then turning it into concrete next steps so no proposal, SoW, or renewal quietly dies in an inbox.

Self-Updating Account & Deal Timelines

One Clear Narrative for Every Client, Pursuit, and Workstream

No more digging through inboxes, decks, and WhatsApp threads before a client review. Klipy auto-captures emails, meetings, workshops, and side messages into a single, living timeline per client and pursuit - surfacing key moments like RFPs, pitches, proposals, steering committees, and renewal checkpoints for the whole team in seconds.

30-50%

less time reconstructing client history before pitches and QBRs

20-30%

faster handoffs between partners, BD, and engagement leaders

AI Execution Assistant

A Morning Game Plan for Every Partner’s Book of Business

Every morning, Klipy highlights which clients, pursuits, and stakeholders most need you: quiet proposals, stalled RFPs, drifting renewals, or sponsors you haven’t touched. It turns meetings, workshops, and threads into prioritized follow-ups and drafted emails so seller–doers stay on top of BD without late-night admin.

10-20%

lift in win rate on qualified pursuits and RFPs

20-35%

reduction in high-value clients going cold between cycles

Enterprise-Ready by Design

Fits Your CRM, PSA, and Governance - Without More Admin

Klipy plugs into Salesforce, HubSpot, Pipedrive, Google Workspace, Microsoft 365, and meeting tools without forcing partners into new workflows. With enterprise-grade security, access control, and regional data options, IT and Risk can approve it while partners get real BD leverage, not another system to feed.

25-40%

less manual logging across CRM, PSA, and pitch trackers

15-25%

improvement in forecast accuracy for bookings and renewals

Product & Interface

Your First 30 Minutes: On Top of Every Client and Pursuit

No more starting the day scrolling through email, CRM, and pitch decks wondering what’s at risk. In 30 minutes, review Klipy’s prioritized list: 1) hot pursuits and RFPs that need a touch, 2) key accounts with open commitments, 3) renewals and expansions to progress - then send drafted follow-ups and walk into delivery fully caught up.

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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