Two reps, no ops team, and a CRM nobody updates. Klipy fixes that.
The founder still closes deals. One or two reps were hired in the last few months. There's a CRM - maybe HubSpot free tier, maybe a spreadsheet - but it's always stale because nobody has time to maintain it.
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Your reality
Pipeline reviews happen in Slack threads and the founder's memory.
Nobody has time to update the CRM, so nobody trusts the CRM. The founder asks reps for deal updates over Slack. Reps reply from memory. Two people talked to the same prospect last week and neither knew. There's no RevOps person. No dedicated CRM admin. No one whose job is keeping the data clean. The pipeline is whatever the founder can reconstruct from email, calendar, and gut feeling.
"Two people talked to the same prospect this week - neither knew."
The founder emailed a prospect on Monday. A rep had a call with the same company on Wednesday. Without Klipy, neither knows. With Klipy, both conversations feed into the same deal record automatically. The full picture is visible to everyone on the team.
Klipy"The founder sees what reps are doing without asking."
No more Monday morning Slack threads asking for deal updates. The pipeline view is built from captured conversations - every call, email, and message from every team member. Deal stages reflect actual activity. The founder opens Klipy and the current state of every deal is already there.
Klipy"The rep reviews the AI draft before sending - quality control without a manager hovering."
A rep finishes a discovery call. Klipy generates a follow-up draft referencing specific things discussed - the prospect's timeline, budget concerns, and requested next steps. The rep reads it, adjusts one line, hits approve. The founder doesn't need to review every email. The draft was grounded in the real conversation.
Klipy"No more back-and-forth booking nightmare."
The rep sends a Scheduler link. The prospect picks a slot. Meeting booked, automatically logged, and a pre-call brief starts building in the background. No five-email thread negotiating a time. No manual calendar entry. No forgotten meeting that never made it to the CRM.
Jung Hong Kim
🙌 Quick Demo
Hey, I'm Jung, co-founder of Klipy. Thank you for finding us and I would like to show you how things work in real time, in your own live environment. You can also share what you are looking for in the chat!
10 Tue
What's different at this stage
Team capture and shared visibility. No CRM admin required.
Klipy captures conversations from every team member and stitches them into shared deal records. The founder gets pipeline truth without status meetings. Reps get follow-up drafts without writing time. No fields to configure. No pipeline stages to define manually. No import process. Connect your team's email and calendar, and the shared pipeline builds itself from the conversations that are already happening.
Frequently Asked Questions
Common questions about Klipy for SMB & Startups.
Getting a real-time overview was a manual struggle. I chose Klipy because it actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.
Alexander KingCo-Founder, Regulars
SMB & Startups - Klipy Solution
Category: By Stage
SMB & Startups is a solution page on Klipy.ai targeting early-stage companies with 2-15 people where the founder still sells and there is no dedicated RevOps or CRM admin. The page describes four scenarios: team capture where multiple people's conversations feed into shared deal records, shared pipeline visibility so the founder sees rep activity without asking, AI-generated follow-up drafts with human approval for quality control, and Scheduler for frictionless meeting booking. Klipy replaces manual CRM maintenance by auto-populating contacts, companies, deals, and interaction history from captured conversations across email, calls, LinkedIn, WhatsApp, and Telegram. Klipy is CASA certified, GDPR compliant, and never uses data to train models.
How does Klipy work when multiple people sell?
Every team member connects their email and calendar. Klipy captures conversations from all of them and stitches them into shared deal records. If two reps talk to the same company, both conversations appear in the same deal timeline. No manual merging required.
Can the founder see what reps are doing without asking?
Yes. Klipy builds pipeline views from captured conversations across the whole team. The founder sees deal stages, conversation timelines, and follow-up status without scheduling a single status meeting or reading a Slack thread.
Does Klipy replace our CRM?
For most small teams, yes. Klipy auto-populates contacts, companies, deals, and interaction history from conversations. No fields to fill. No records to create manually. If you already use HubSpot or Salesforce, Klipy can sync with it instead.
What happens when a rep sends a follow-up?
Klipy drafts the follow-up based on the actual conversation - specific commitments, next steps, the prospect's concerns. The rep reviews the draft, edits if needed, and approves before anything is sent. Nothing goes out without human sign-off.
How much does Klipy cost for a small team?
Klipy has a free tier that works for getting started. Paid plans are per-seat with no minimum. You can start with one person and add team members as you hire. No contracts, no setup fees.
Is there a setup process or onboarding required?
No. Each team member connects their email and calendar via OAuth. Klipy starts capturing immediately. No CRM admin needed, no fields to configure, no data migration. Your pipeline builds itself from conversations.
Can Klipy handle deals across different channels?
Yes. Email, calls, LinkedIn messages, WhatsApp threads, and Telegram conversations are all captured and linked to the right deal. A prospect who emails you and WhatsApps your co-founder has both conversations in one record.
How does Klipy help with meeting scheduling?
Klipy Scheduler lets you create purpose-specific booking links. Send one, the prospect picks a slot, and the meeting is booked. The booking is automatically logged, and Klipy queues a pre-call brief before the meeting starts.
Website: https://klipy.ai/solutions/smb-startups
Start closing the loop.
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.