Solution for Sales Managers

Turn Your Team into Consistent Closers, Not Coin Flips

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to give every rep a clear daily plan, clean deal history, and built‑in follow‑through - so you coach on strategy, not chase updates, and your whole team starts performing closer to your best rep without more tools or nagging.

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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

No More Guessing Which Reps and Deals Need You Most

Klipy is built for frontline sales managers who own the number week‑to‑week - where pipeline looks fine in CRM, but real execution is uneven, follow‑ups are manual, and you’re stuck between updating deals, nagging for hygiene, and trying to coach with half the picture.

Self-Updating Account & Deal Timelines

Instant Deal Truth for Every Rep on Your Team

No more 1:1s spent asking “what actually happened here?” Klipy auto‑captures your reps’ emails, calls, meetings, and notes into clear timelines per account and opportunity, so you see what was said, who’s engaged, and which commitments are open - before you even open your coaching doc.

30-40%

less manager time spent reconstructing deal context

15-25%

more coaching time spent on strategy vs status updates

AI Execution Assistant

A Daily Playbook for Every Rep on Your Team

Instead of hoping reps "work the list," Klipy gives each one a prioritized plan: who to follow up, which deals are going quiet, which execs to re‑engage, with drafts ready in their voice - so basic discipline is enforced by the system, and your coaching lifts performance instead of plugging leaks.

8-15%

lift in team-wide win rate on existing pipeline

20-30%

reduction in stalled deals with no meaningful touch in 14+ days

Enterprise-Ready by Design

Works with Your CRM and Rules - Without More Admin

Klipy connects to Salesforce or HubSpot, your email, calendar, and meeting tools, then writes clean activity, notes, and engagement signals back - so reps aren’t double‑logging and you still get the data RevOps and leadership need, with permissions that match your territories and teams.

25-40%

improvement in CRM activity completeness for your team

20-30%

less time reps spend on logging vs selling each week

Product & Interface

Your Team’s First 30 Minutes: Clear Priorities, Not Fire Drills

No more mornings chasing "what’s happening with these deals?" In 30 minutes, Klipy has each rep: 1) clear yesterday’s promises, 2) hit at‑risk and idle deals, 3) prep for key calls - while you see which reps and accounts need your coaching, without digging across tabs and spreadsheets.

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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