Solution for Revenue Operations

Run a Forecast and Pipeline RevOps Can Stand Behind

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Use Klipy’s Execution Platform to turn scattered seller activity into disciplined, trackable workflows and engagement data your forecasts and coverage models can actually trust.

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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

No More Forecasts Built on Incomplete, Wishful CRM Data

Klipy is tuned for RevOps teams running complex B2B motions, auto‑capturing real interactions and follow‑through so pipeline, coverage, and commit reflect reality - not what reps remember to log.

Self-Updating Account & Deal Timelines

One Accurate Story for Every Account, Deal, and Territory

No more stitching history from five tools before a forecast call. Klipy auto‑captures emails, meetings, calls, and chats into a single, live timeline per account and opportunity, then syncs structured summaries back to CRM - so RevOps, managers, and reps all see the same, current narrative in seconds.

30-50%

fewer 'data dispute' minutes in pipeline and forecast reviews

1.5-2.5x

faster ramp to full context for new reps and managers on key books

AI Execution Assistant

Daily Discipline Engine for Every Seller in Your Model

Instead of generic activity goals, Klipy gives each seller a daily, account‑aware to‑do list based on real commitments and risks. It drafts follow‑ups, recaps, and re‑engagements, and surfaces pre‑meeting briefs - so RevOps can standardize execution patterns without adding admin or building brittle custom workflows.

10-20%

lift in pipeline worked with meaningful follow‑through per rep

4-8%

improvement in win rate on existing pipeline through better coverage

Enterprise-Ready by Design

Fits Your RevOps Stack, Controls, and Governance

Klipy plugs into Salesforce, HubSpot, Google Workspace, Microsoft 365, and meeting tools, feeding richer engagement and coverage data into your existing models. With granular permissions, regions, teams, and motions are configured once - so RevOps can scale process changes without breaking tools or overloading IT.

25-40%

improvement in forecast accuracy at rep, region, and company levels

30-60%

reduction in manual hygiene and enforcement time for RevOps and managers

Product & Interface

Your First 30 Minutes: Every Rep Aligned to the Same Plan

No more guessing if reps are really working the right deals. In 30 minutes, each seller clears a prioritized task list driven by real promises, reviews flagged at‑risk opps with next steps, and skims 1‑click briefs for key calls - so RevOps knows the first half hour of every day is spent executing the model you designed.

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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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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