Solution for SMB & Startups

Grow Beyond Hero Sales Without Drowning in Process

Ask your Favorite AI to Summarize this Guide

Use Klipy’s Execution Platform to give your team big‑company sales discipline - without hiring a full ops function or locking yourself into a heavy 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

Stop Running a Growing Business on Memory and Goodwill

Klipy is built for owner‑led and growing teams where a few people hold all the customer context, everyone wears multiple hats, and past CRM attempts fizzled because nobody had time to keep it updated - so you get real structure without adding headcount.

Self-Updating Account & Deal Timelines

One Clear Customer Story, No Matter Who Picks Up the Thread

Instead of deals living in a founder’s inbox or one salesperson’s head, Klipy auto‑captures emails, meetings, and messages into a single timeline for each customer and deal. Anyone can open it and see what was said, promised, and decided - so handoffs are smooth, even with blurry roles.

50-70%

faster ramp for new or reassigned owners

2-3x

fewer deals stalled when a key person is away

AI Execution Assistant

A Daily Plan That Protects Revenue While Everyone Multitasks

When people juggle sales, delivery, and ops, follow‑up is first to slip. Klipy turns every call and thread into concrete next steps, then surfaces a prioritized list of who needs attention today and drafts the messages - so revenue work happens even on your busiest days.

30-40%

more timely follow‑ups per person, without longer hours

10-15%

lift in win rate from fewer “we just forgot” losses

Enterprise-Ready by Design

Get Enterprise-Level Discipline - With or Without a CRM

You can start with Klipy alone and skip a full CRM while you’re still lean. If you’ve already “tried a CRM and failed,” Klipy fixes the missing layer - auto‑logging interactions, surfacing next steps, and feeding clean data - so when you’re ready to scale, systems and execution grow together.

extra hours spent chasing people to “update the system”

3-5x

more opportunities with real history and clear next steps that instantly makes sense

Product & Interface

Your First 30 Minutes: From Reactive Scramble to a Clear Revenue List

No more asking “What’s on fire today?” or hunting through everyone’s inbox. In your first 30 minutes with Klipy, you review a shared daily brief, scan key account timelines, and send the high‑impact follow‑ups already drafted - so the whole team starts aligned instead of reactive.

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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