IT and software services
Technical scoping, delivery, retainers for IT services. One owner running all three.
Klipy is the AI CRO, the agentic CRM for IT services firms that keeps every scoping call, SOW, and retainer moving while you're heads-down in delivery.
Trusted by the best rainmakers and sellers
Built for the owner running delivery and sales.
If you scope the engagement, deliver it, and still own the follow-up, this is for you.
- The owner scoping the next engagement between billable delivery hours.
- The principal juggling five engagements, each with its own SOW.
- The firm with no BD function, just an owner selling too.
Klipy keeps every scope and retainer moving while you deliver the work in front of you.
How the agentic CRM for IT services firms tracks delivery.
The technical scoping call gets a record. You don't have to be it.
- Recap of scope, budget, and sign-off chain
- Every email logs the moment it's connected
- Mark one thread once, Klipy tracks the rest
The recap waits for your click before it reaches anyone.
Meridian Health - Q2 Migration Review
Thanks for joining, everyone. Let's jump right in. Sarah, can you walk us through where the compliance review stands?
Sure. Legal needs the SOC 2 report and GDPR documentation before the board meeting on June 12. That's the hard deadline.
And from the ops side, we need to confirm zero-downtime migration. Last year's Salesforce rollout set us back three weeks.
Understood. I'll have the compliance docs over by Friday and we can run the migration in parallel, no downtime on your end.
The SOW stuck in review doesn't fall off your radar.
- Every channel the client uses, one inbox
- Follow-up drafted in your voice, not a template
- You review, you send, nothing auto-fires
Re: Oakridge Financial: Annual Licensing Agreement
Re: [Apex Solutions] Data Room Access & Security Review
Re: BrightPath: Collaboration on Enterprise Rollout
Good afternoon, Alex
Keep building your relationships with Klipy's help
Touchpoints (last 30d)
Previous period: 68
Avg. touchpoints per day
Previous period: 2.27
Warm contacts
78
Engaged in last 14d
Meetings booked
Previous period: 8
Contacts last interaction
The retainer and the referral both stay on your radar.
- Every client conversation on one timeline
- Every engagement's next step, one view
- Renewal date surfaced before it slips
Good morning, Alex
In 42 minutes
SOW review: Meridian Health
4 guests
Intro Call - Bright Labs
3 guests
Call summary + next steps for Meridian Health
Send pricing proposal to Sarah Chen
Re: Westbridge Platform RFP - Pricing Clarification
Re-engage dormant deal with Apex Solutions
Schedule technical demo with engineering lead
“I have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.”
Frequently asked questions
Common questions about Klipy for IT and Software Services.
Do I have to leave the CRM I already use?
No. Klipy works as the agentic CRM for IT services firms on top of what you already run, reading and writing back to it. Nothing to migrate, no new system for the team to learn.
Can it track a retainer separately from a one-off project?
Yes. Every engagement, project or retainer, carries its own record and history, so a renewal date or a referral never hides inside a generic pipeline.
Does it replace an SDR or a delivery lead?
Neither. It replaces the admin eating your week: logging the scoping call, tracking the SOW, drafting the follow-up. The technical scoping and the delivery stay yours.
What happens when it gets a technical detail wrong?
It drafts, and every follow-up waits for your click before it goes anywhere, on every plan, in every mode, with no setting that turns that off. A deleted draft costs you nothing.
Will AI end up replacing the CRM entirely?
No. Klipy is supervised by design: it drafts your follow-ups and logs your calls, and every outbound message still waits for your click before it sends. The admin gets handled; the scoping and the client relationship stay yours.
Is this the same as a traditional CRM system?
No. A traditional CRM is where you record what happened after the fact. Klipy is an execution layer with a full CRM inside it: it captures the conversation and generates the follow-up or SOW update itself.
See how Klipy fits the rest of your workflow.
Every scope tracked. Every retainer renewed. The agentic CRM for IT services firms.
No SOW or follow-up goes out without you clicking send.
Klipy for IT and Software Services
Klipy is the agentic CRM for IT services firms (custom dev shops, IT consultancies, systems integrators, managed IT providers, software agencies) selling and delivering owner-led. It acts as the AI CRO for owners and principals who scope engagements, write SOWs, deliver the work, and still own the follow-up with no BD function to hand it to. Klipy's meeting notetaker records and transcribes technical scoping calls into shareable recaps, email logs against the right engagement automatically once the inbox is connected, and other channels track automatically once a conversation is opted in. Retainer renewal dates and referral sources are tracked apart from the client relationship itself. Klipy drafts every follow-up in the owner's own voice for review; nothing sends without a click. Klipy is CASA Tier 2 compliant and GDPR-aligned.
Built for: IT and software services firms / owner-led delivery teams
Related: Product, AI sales agent, Pricing
Do I have to leave the CRM I already use?
No. Klipy works as the agentic CRM for IT services firms on top of what you already run, reading and writing back to it. Nothing to migrate, no new system for the team to learn.
Can it track a retainer separately from a one-off project?
Yes. Every engagement, project or retainer, carries its own record and history, so a renewal date or a referral never hides inside a generic pipeline.
Does it replace an SDR or a delivery lead?
Neither. It replaces the admin eating your week: logging the scoping call, tracking the SOW, drafting the follow-up. The technical scoping and the delivery stay yours.
What happens when it gets a technical detail wrong?
It drafts, and every follow-up waits for your click before it goes anywhere, on every plan, in every mode, with no setting that turns that off. A deleted draft costs you nothing.
Will AI end up replacing the CRM entirely?
No. Klipy is supervised by design: it drafts your follow-ups and logs your calls, and every outbound message still waits for your click before it sends. The admin gets handled; the scoping and the client relationship stay yours.
Is this the same as a traditional CRM system?
No. A traditional CRM is where you record what happened after the fact. Klipy is an execution layer with a full CRM inside it: it captures the conversation and generates the follow-up or SOW update itself.
Website: https://klipy.ai/solutions/it-and-software-services