Managing and tracking sales can be overwhelming. Klipy makes it easier.
Klipy is an AI-powered CRM designed to simplify your sales process. It captures interactions, manages sales data, and provides actionable insights to help close deals faster. Imagine a tool that syncs with your inbox, captures leads, and enriches contact records from over 100 sources. With Klipy, you get AI-driven insights that identify buying signals and opportunities, keeping your data up-to-date in real-time. It integrates seamlessly with platforms like Gmail, Google Meet, and Zoom, automating note-taking during meetings. By reducing repetitive tasks, Klipy enhances productivity and helps build better customer relationships. Ready to streamline your sales? Discover more about Klipy here. For more details, visit the product page on AppSumo.

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Table of Contents
ToggleIntroduction To Klipy
Welcome to the world of Klipy, an AI-powered CRM designed to simplify and enhance your sales process. This tool captures interactions, manages sales data, and provides actionable insights to help close deals faster.
What Is Klipy?
Klipy is a customer relationship management (CRM) software powered by artificial intelligence. It automates the sales process by capturing and managing data from various interactions. The CRM enriches contact records with data from over 100 sources, ensuring your information is up-to-date and comprehensive.
Purpose Of Klipy
The main purpose of Klipy is to streamline and automate the sales process. It syncs with your inbox to capture leads without manual entry, manages sales meetings, and schedules follow-ups. With AI-driven insights, Klipy identifies buying signals and sales opportunities, helping you prioritize leads and identify next steps effectively.
Main Features Of Klipy
- Automatically capture and manage sales data.
- Sync with inbox to capture leads without manual entry.
- Enrich contact records with data from over 100 sources.
- AI-driven insights to identify buying signals and sales opportunities.
- Manage sales meetings and schedule follow-ups within the CRM.
- Track deals and follow-up actions.
- AI assistants to analyze interactions and provide next steps.
- Seamless integrations with Gmail, Google Meet, Microsoft Teams, Outlook, Zoom, and more.
- Automatic note-taking during virtual meetings.
- Browser extension for auto-importing data.
Benefits Of Using Klipy
- Automates data entry and sales management.
- Provides AI-driven insights to prioritize leads and identify next steps.
- Keeps data up-to-date with real-time changes.
- Enhances productivity by reducing repetitive administrative tasks.
- Helps build better relationships with enriched contact data.
- Offers actionable follow-up recommendations based on customer needs.
Pricing Details
License Tier | Price | Details |
---|---|---|
License Tier 1 | $59 (originally $320) | 3 seats, 1 sales email account, 250 record enrichments/month, 10,000 contacts, 500 AI agent automation credits/month, 320 meeting recording minutes/month. |
License Tier 2 | $159 (originally $1,060) | 10 seats, 3 sales email accounts, 1,000 record enrichments/month, unlimited contacts, 2,500 AI agent automation credits/month, 1,500 meeting recording minutes/month. |
License Tier 3 | $339 (originally $4,260) | 30 seats, 10 sales email accounts, 3,000 record enrichments/month, unlimited contacts, unlimited AI agent automation credits/month, 7,000 meeting recording minutes/month. |
Refund Or Return Policies
- 60-day money-back guarantee.
- Lifetime access to Klipy.
- Ability to upgrade or downgrade between 3 license tiers within 60 days of purchase.
- Only available for new Klipy users without existing accounts.

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Key Features Of Klipy
Klipy offers a range of features designed to automate your sales process and enhance productivity. Let’s dive into the key features that make Klipy an essential tool for managing sales and customer relationships.
Klipy boasts a user-friendly interface that simplifies navigation and usage. The dashboard is intuitive, with clearly labeled sections for capturing sales data, managing contacts, and tracking deals. This ensures that even beginners can quickly get started without a steep learning curve.
The CRM is equipped with advanced editing tools to help you manage and update sales data efficiently. You can easily modify contact records, update deal statuses, and schedule follow-ups. The automated note-taking feature during virtual meetings ensures that all critical information is captured without manual effort.
With Klipy, teams can collaborate in real-time. The platform allows multiple users to access and update sales data concurrently. This ensures that everyone is on the same page and can make informed decisions based on the most recent information.
Klipy offers seamless cloud integration with popular tools like Gmail, Google Meet, Microsoft Teams, Outlook, and Zoom. This integration ensures that all your communications and meetings are automatically synced with the CRM. It helps in maintaining an up-to-date record of interactions and follow-ups.
The platform includes a variety of templates and design resources to help you streamline your sales process. From email templates to meeting agendas, Klipy provides ready-to-use resources that save time and ensure consistency across your communications.
Here is a quick overview of the main features:
Feature | Description |
---|---|
User-Friendly Interface | Easy to navigate dashboard with clearly labeled sections. |
Advanced Editing Tools | Modify records, update statuses, and schedule follow-ups effortlessly. |
Real-Time Collaboration | Allows multiple users to access and update data simultaneously. |
Cloud Integration | Seamless sync with Gmail, Google Meet, Teams, Outlook, and Zoom. |
Templates and Design Resources | Pre-made templates for emails and meeting agendas. |
User-friendly Interface
The user-friendly interface of Klipy ensures a seamless experience for managing sales and tracking interactions. Designed to be intuitive and easy to navigate, Klipy allows users to focus on what matters most – closing deals.
Ease Of Navigation
Klipy offers an intuitive navigation system that minimizes the learning curve. The interface is clean and well-organized, allowing users to access various features with ease. Whether you’re managing contacts, scheduling meetings, or analyzing sales data, everything is just a few clicks away.
An easy-to-use menu and quick access toolbar enhance the overall user experience. Users can swiftly switch between different sections, ensuring that no time is wasted in finding the necessary information.
Customizable Workspace
Klipy provides a customizable workspace that caters to individual preferences. Users can tailor their dashboard to display the most relevant data and tools. This feature ensures that the information you need is always at your fingertips.
The flexible layout allows users to rearrange widgets, add new components, and hide unnecessary elements. This customization enhances productivity by creating a personalized and efficient working environment.
Intuitive Design
The intuitive design of Klipy ensures that even non-tech-savvy users can easily operate the CRM. The interface is visually appealing with a clear layout and straightforward instructions. Users can quickly understand how to use different features without extensive training.
The design also incorporates helpful tooltips and guides that provide additional information and tips. This makes it easier for users to explore and utilize all the functionalities of Klipy effectively.
Feature | Benefit |
---|---|
Ease of Navigation | Quick access to features, reduces time spent searching for tools. |
Customizable Workspace | Personalized dashboard, enhanced productivity. |
Intuitive Design | Easy to use, no extensive training required. |
By combining ease of navigation, a customizable workspace, and an intuitive design, Klipy ensures a user-friendly experience. This allows sales teams to focus on their core activities, boosting efficiency and productivity.
Advanced Editing Tools
Klipy offers a range of advanced editing tools designed to help users manage and track sales with ease. These tools provide precision, support multiple formats, and include automated enhancements to streamline the sales process. Let’s explore each of these features in detail.
Precision Editing
Klipy ensures that every piece of data is accurate and up-to-date. The platform automatically captures and manages sales data, reducing the need for manual entry. This precision editing feature allows users to focus on closing deals rather than data management.
- Automated data capture from sales interactions.
- Sync with inbox to import leads seamlessly.
- Enrich contact records from over 100 sources.
Multi-format Support
With Klipy, users can handle data in various formats. This feature ensures that no matter the format, all sales data is integrated and managed efficiently.
Supported Formats | Description |
---|---|
Email Integration | Sync with Gmail, Outlook, and other email services. |
Meeting Integration | Integrate with Google Meet, Microsoft Teams, Zoom. |
Automated Enhancements
The AI-driven insights in Klipy provide automated enhancements to help identify buying signals and sales opportunities. These enhancements are designed to optimize the sales process and improve productivity.
- AI assistants analyze interactions for actionable insights.
- Automatic note-taking during virtual meetings.
- AI-driven recommendations for follow-up actions.
These tools not only save time but also ensure that users are always a step ahead in their sales process.
Real-time Collaboration
Real-time collaboration is essential for effective teamwork. Klipy excels in this area, offering features that streamline the collaborative process. Whether you’re editing a document together, giving instant feedback, or managing team activities, Klipy makes it seamless and efficient.
Collaborative Editing
One of Klipy’s standout features is collaborative editing. Multiple users can work on the same document simultaneously. This feature eliminates the need for back-and-forth emails. Changes are visible in real-time, ensuring everyone is on the same page.
With automatic note-taking during virtual meetings, team members can focus on discussions without worrying about missing details. This ensures that all important points are captured and can be reviewed later.
Instant Feedback
Klipy enables instant feedback, allowing team members to comment on documents and tasks. This feature fosters quick decision-making and enhances productivity. Feedback is visible immediately, which helps in resolving issues without delay.
The integrated AI-driven insights provide actionable recommendations. This helps in identifying buying signals and sales opportunities faster. By receiving instant, data-driven feedback, teams can prioritize leads and next steps efficiently.
Team Management Features
Effective team management is crucial for any CRM. Klipy offers robust team management features to streamline operations. You can manage sales meetings and schedule follow-ups directly within the CRM. This ensures that no meeting or follow-up action is missed.
Klipy integrates seamlessly with popular tools like Gmail, Google Meet, Microsoft Teams, Outlook, and Zoom. This integration ensures all team activities are synchronized and tracked in one place. Additionally, the browser extension allows for auto-importing data, saving time on manual entries.
Feature | Description |
---|---|
Collaborative Editing | Multiple users can edit documents simultaneously with real-time updates. |
Instant Feedback | Immediate comments and suggestions on documents and tasks. |
Team Management | Manage meetings, follow-ups, and integrate with other tools. |
By leveraging these features, Klipy enhances team collaboration, making it easier to manage and track sales activities. This results in a more organized workflow and faster deal closures.
Cloud Integration
Embracing the power of the cloud, Klipy offers a range of features designed to simplify sales management. The cloud integration ensures seamless file storage, cross-device accessibility, and robust data security.
Seamless File Storage
Klipy utilizes cloud technology to provide seamless file storage. Sales teams can store and manage files effortlessly. No more worrying about losing important documents. Everything is stored securely in the cloud, accessible at any time.
With automatic syncing, all updates are reflected in real-time. This means all team members have access to the latest version of any document. This feature eliminates the need for manual file transfers, saving valuable time and reducing errors.
Cross-device Accessibility
One of the standout features of Klipy’s cloud integration is cross-device accessibility. Sales data and documents are accessible from any device connected to the internet. Whether you’re using a laptop, tablet, or smartphone, you can access your CRM data with ease.
This flexibility ensures that sales teams can work from anywhere. It’s especially useful for remote work scenarios and on-the-go sales activities. With Klipy, your office is wherever you need it to be.
Data Security
Data security is a top priority with Klipy. The platform uses advanced encryption to protect your sales data. This means that all your information is safe from unauthorized access.
Klipy also includes regular security updates to keep your data protected against new threats. This ensures that your sales data remains confidential and secure at all times. With Klipy, you can trust that your critical business information is in good hands.
Templates And Design Resources
Klipy offers a variety of templates and design resources to enhance your sales process. These resources help you streamline your workflow and make your sales interactions more professional and effective.
Wide Range Of Templates
Klipy provides a wide range of templates for different sales needs. You can use these templates to create proposals, follow-up emails, and meeting summaries. Each template is designed to save you time and ensure consistency in your communication.
Template Type | Purpose |
---|---|
Email Templates | For sending follow-up emails. |
Proposal Templates | To create detailed proposals. |
Meeting Summary Templates | For summarizing meeting points. |
Professional Design Elements
Professional design elements are crucial for making a lasting impression. Klipy includes various design elements that you can incorporate into your templates. These elements include:
- Custom headers and footers
- Branding options
- Graphics and icons
These elements ensure that your documents and communications are visually appealing and aligned with your brand identity.
Customization Options
Customization is key to making your communications stand out. Klipy offers extensive customization options that allow you to tailor templates to your specific needs. These options include:
- Editable text fields
- Adjustable layouts
- Customizable color schemes
With these features, you can ensure that every piece of communication reflects your unique style and meets your business needs.
Pricing And Affordability
When choosing a CRM, pricing and affordability are crucial factors. Klipy offers a range of pricing plans to suit different business needs. Let’s explore the details.
Subscription Plans
License Tier | Price | Seats | Email Accounts | Record Enrichments/Month | Contacts | AI Agent Automation Credits/Month | Meeting Recording Minutes/Month |
---|---|---|---|---|---|---|---|
License Tier 1 | $59 (originally $320) | 3 | 1 | 250 | 10,000 | 500 | 320 |
License Tier 2 | $159 (originally $1,060) | 10 | 3 | 1,000 | Unlimited | 2,500 | 1,500 |
License Tier 3 | $339 (originally $4,260) | 30 | 10 | 3,000 | Unlimited | Unlimited | 7,000 |
Free Vs. Paid Features
Klipy offers both free and paid features. The free version includes basic CRM functionalities, while the paid tiers unlock advanced features.
- Free Features: Basic data capture, lead management, and contact management.
- Paid Features: Advanced AI insights, enriched contact records, automatic note-taking, and more.
With the paid tiers, you gain access to more seats, additional email accounts, and higher monthly limits for record enrichments and AI agent automation credits.
Value For Money
Klipy provides great value for money. The automation of data entry and sales management saves time and reduces errors. The AI-driven insights help prioritize leads and identify next steps. This increases productivity and enhances relationships with enriched contact data.
Each license tier is designed to offer a cost-effective solution for different business sizes. The 60-day money-back guarantee ensures you can try Klipy risk-free. You also get lifetime access and the ability to upgrade or downgrade within 60 days of purchase.
Pros And Cons Of Klipy
Klipy is an AI-powered CRM that automates and streamlines the sales process. It’s designed to help sales teams capture interactions, manage data, and close deals faster. While Klipy offers many advantages, there are also some areas that could be improved. Let’s explore the pros and cons of using Klipy.
Advantages Of Using Klipy
- Automated Data Entry: Klipy automatically captures and manages sales data, saving time and reducing manual entry errors.
- AI-Driven Insights: The platform uses AI to identify buying signals and sales opportunities, helping prioritize leads.
- Seamless Integration: Klipy integrates with Gmail, Google Meet, Microsoft Teams, Outlook, Zoom, and more for a smooth workflow.
- Real-Time Updates: Keeps data up-to-date with real-time changes, ensuring accurate information.
- Enriched Contact Records: Data from over 100 sources enriches contact records, enabling better relationship management.
- Productivity Enhancement: Reduces repetitive administrative tasks, allowing the sales team to focus on core activities.
- Follow-Up Recommendations: Provides actionable follow-up recommendations based on customer needs and interactions.
Areas For Improvement
- Learning Curve: New users may experience a learning curve when first using the platform.
- Customization Options: Some users may find the customization options limited for specific business needs.
- Price Point: The pricing might be a concern for smaller teams or startups.
- Integration Scope: While integration is seamless, expanding the number of supported apps could be beneficial.
Understanding the pros and cons of Klipy can help determine if it is the right CRM solution for your sales team. While it offers many powerful features, considering the areas for improvement is essential for making an informed decision.

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Ideal Users And Scenarios
Klipy is an AI-powered CRM that automates sales processes. It captures interactions, manages sales data, and provides actionable insights. It’s designed to help close deals faster and more efficiently. This section explores the ideal users and scenarios for Klipy.
Who Can Benefit From Klipy?
Klipy is ideal for various professionals and organizations. Here are some key users who can benefit the most:
- Sales Teams: Automate data entry and manage leads efficiently.
- Small Businesses: Keep track of interactions and manage customer relationships.
- Freelancers: Simplify client management and follow-ups.
- Marketing Teams: Gain insights on buying signals and sales opportunities.
Best Use Cases
Klipy is versatile and can be used in various scenarios. Below are some of the best use cases:
Scenario | Benefits |
---|---|
Lead Management | Automatically capture and sync leads from your inbox. No manual entry needed. |
Sales Meetings | Schedule and manage meetings within the CRM. Get automatic note-taking during virtual meetings. |
Contact Enrichment | Enrich contact records with data from over 100 sources. Build better relationships with enriched data. |
Deal Tracking | Track deals and follow-up actions. Ensure no opportunity is missed. |
AI-Driven Insights | AI assistants analyze interactions and provide actionable next steps. |
Frequently Asked Questions
What Is Klipy?
Klipy is a versatile software tool designed for seamless content management and organization. It offers a user-friendly interface and powerful features.
How Does Klipy Improve Productivity?
Klipy enhances productivity by centralizing content, making it easily accessible and manageable. It streamlines workflows and saves time.
Can Klipy Handle Multimedia Content?
Yes, Klipy supports various multimedia content types, including images, videos, and audio files. It ensures smooth integration and management.
Is Klipy Suitable For Teams?
Absolutely, Klipy is designed for collaborative work environments. It provides features for team collaboration and project management.
Conclusion
Klipy simplifies managing and tracking sales with its AI-powered features. Automate data entry, enrich contacts, and get actionable insights. Increase productivity by reducing repetitive tasks. Ready to streamline your sales process? Try Klipy now. Learn more about Klipy here.