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Personal CRM

The Personal CRM for People Who Hate Manual Data Entry

Your relationships are your most valuable asset. Stop treating them like data entry chores. Klipy is the intelligent rolodex that builds itself, automatically capturing every contact and conversation so you can focus on building relationships, not filling out forms.

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Briefing 2000+ Industry Leaders in Legal, Finance, Consulting, and Startups

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The CRM Tax: More Time Logging, Less Time Connecting

  • Your Challenge #1

    Every new contact is a new chore: copy, paste, tag, update.

  • Your Challenge #2

    You spend hours on manual data entry instead of on the phone or in meetings.

So your CRM is always out of date and you can't trust it

Introducing Your Automatic Memory: A Self-Updating Rolodex

  • How It Works #1

    It automatically creates a rich profile for every person you interact with.

  • How It Works #2

    And builds a complete, searchable timeline of every interaction.

  • How It Works #3

    Giving you a 360-degree view of every relationship.

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With ZERO manual data entry

Based on your conversations in

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Klipy will build the 4 Core Routines that gives you control.

Your Perfect Memory:
AI Rolodex

Klipy automatically unifies every email, message, meeting, and note into a perfectly timelined, private database of your professional world.

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Your Action Center:
Never Drop the Ball

Then Klipy analyzes your summaries to flag critical tasks, promises, and requests, and suggests your next strategic move.

Your Unfair Advantage:
The Pre-Meeting Brief

Before any important call, Klipy sends you a concise briefing with a summary of past conversations and a checklist of pending promises, replacing last-minute anxiety with calm confidence.

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Start Ahead of the Curve:
The Daily Debrief

Start and end your day with a scannable recap of your schedule and urgent tasks, ensuring you are always in control and moving your most important relationships forward.

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Our Customers Say

My CRM is Finally a Source of Truth, Not a Source of Chores

And the longer you work with me, the more personalized I will become

That deep partnership is built on an unbreakable foundation of trust based on on three simple, non-negotiable principles.

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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.

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Stop Managing Information. Start Leading Conversations.

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