Solution for Sales Leadership

Run a Revenue Engine That Enforces Discipline on Autopilot

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to turn your playbook into daily behavior at scale - so every rep executes the same motion, every deal is properly worked, and your forecast reflects a machine, not just a few heroes.

Start Trial Now Book demo

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 Betting the Quarter on Inconsistent Rep Discipline

Klipy turns your sales process into an automated execution layer - capturing every interaction, driving follow‑ups and multi‑threading for each rep - so deal quality and forecast accuracy no longer depend on who happens to be a hero this quarter.

Self-Updating Account & Deal Timelines

One Objective Deal Story for Coaching and Forecast Calls

No more forecasts built on optimistic stories. Klipy auto‑captures emails, meetings, calls, and chats into a live timeline per account and deal, then syncs structured summaries back to CRM - so you inspect deals, enforce your methodology, and call the number from the same objective, shared reality.

20-35%

improvement in forecast accuracy at team and region level

30-50%

fewer late‑stage surprise push‑outs from pipeline

AI Execution Assistant

Your Playbook, Enforced Quietly Every Day for Every Rep

Klipy converts interactions into prioritized to‑dos, drafts follow‑ups and recaps, and flags idle or single‑threaded deals - nudging reps to multi‑thread and advance next steps on time. Your SOPs stop living in slides or Sharepoint and start running in the background, so discipline no longer depends on constant manager pressure.

10-20%

lift in pipeline with on‑time next steps and multi‑threading

1.5-2x

increase in manager time spent coaching vs. chasing admin

Enterprise-Ready by Design

Standardize How Sales Runs Without Fighting Your Stack

Klipy plugs into Salesforce, HubSpot, Google Workspace, Microsoft 365, and your meeting tools, enforcing consistent execution while writing richer engagement data back to CRM. Role‑based controls and regional configs let you roll out one disciplined motion across teams without breaking ops or IT.

25-40%

improvement in CRM completeness and behavioral signal quality

30-60%

faster deployment of new stages, plays, and SOPs across orgs

Product & Interface

First 30 Minutes: A Team Actually Running Your Playbook

No more guessing who’s really following the process. In the first 30 minutes, reps clear a prioritized, SOP‑aligned task list, revive flagged at‑risk opps, and review briefs for key calls - while you see in CRM and Klipy that the motion you designed is the motion they’re actually running, every day.

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.

Start Trial Now Book demo

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.

Start Trial Now Book Demo