Klipy VS klipycrm.com

Klipy Pricing

klipycrm.com Pricing

Klipy

• Contact Data Management: Efficiently organizes and enriches contact information.
• Deal Flow Management: Streamlines the sales process from start to finish.
• Email admin assistant: Automates email management and responses.
• Interaction auto-summary: Automatically summarizes interactions for quick review.
• Meeting assistant: Provides support for scheduling and managing meetings.
• Auto-detect follow-up actions: Identifies and suggests necessary follow-up tasks.

klipycrm.com

• Interactions Tracking: Automatically manages communication channels for a single source of truth.
• Automatic Follow-ups: Ensures consistent communication with prospects and clients without mental overhead.
• Client Knowledge Organization: Organizes client information to maintain attentiveness.
• Smart Scheduler: Allows clients to book meetings easily, avoiding email back-and-forth.
• Unified Inbox: Consolidates client messages from various channels into one interface.
• Klipy Notetaker: Automatically records, transcribes, and analyzes meetings for action items.
• Business Card Scanner: Instantly creates contacts by scanning business cards.
• AI Conversation Insights: Provides analysis and insights from client communications.
• Company Data Enrichment: Automatically enhances contact records with company information.

Klipy Use Cases

• Streamlining sales workflows for founders.
• Automating administrative tasks for fractional CXOs.
• Managing deals of all sizes for agencies.
• Improving contact management for small teams.
• Enhancing sales team productivity with AI-driven features.

klipycrm.com Use Cases

• Automating CRM data entry for service businesses.
• Managing client interactions across email, calendar, and meeting platforms.
• Ensuring timely and consistent follow-ups with prospects and clients.
• Organizing and accessing comprehensive client information efficiently.
• Streamlining meeting scheduling processes.
• Recording, transcribing, and summarizing client meetings.
• Reducing administrative workload for sales teams and consultants.
• Centralizing client communication into a unified view.

Klipy FAQs

• What is Klipy?

  Klipy is clarified as an AI-powered CRM that automates sales workflows.
• Can Klipy help me remember to follow up with important leads?

  Yes, Klipy has an auto-detect follow up actions.
• What type of support does Klipy offer?

  Klipy offers in-app feedback, email support, and priority support based on the subscription plan.
• How secure is my data with Klipy?

  Klipy provides security features such as SSO, SAML, private/hybrid deployment, IP whitelisting, and audit logs, depending on the plan.
• Can I try Klipy before committing to a subscription?

  Yes, Klipy offers a free trial for users to test the platform before subscribing.

klipycrm.com FAQs

• Will my team actually use this CRM?

  Yes, Klipy is fully automated. Once your team connects their sales channels, everything is filtered, summarized, and organized by AI. No manual data entry means no adoption hurdles.
• What if the AI makes mistakes or sends something inappropriate?

  Klipy never sends anything automatically. We prepare suggestions and drafts for your review and approval. You always maintain complete control over client communications.
• How long does setup take?

  Setup takes minutes. Simply connect your business email (Gmail/Outlook) and calendar, and Klipy starts working silently in the background.
• What channels can Klipy manage?

  Klipy integrates with Gmail, Google Meet, Zoom, Instantly, Microsoft Outlook, Microsoft Teams, Zapier, and Webhooks. LinkedIn and WhatsApp integrations are planned.