What is klipycrm.com?
Klipy is an AI-enhanced Customer Relationship Management (CRM) system specifically built for service businesses seeking to streamline operations and eliminate administrative overhead. It addresses common challenges such as missed follow-ups, lost client context, and time-consuming manual data entry often associated with traditional CRMs or spreadsheet-based methods. By automatically tracking interactions across various communication channels like email and calendars, Klipy creates a unified and reliable source of client information.
The platform functions as a personal assistant for sales activities, ensuring no detail or commitment is overlooked. It organizes client knowledge effectively, allowing businesses to maintain personalized engagement even as they scale. Klipy automates repetitive tasks, freeing up valuable time for service professionals to focus on client relationships and core business activities rather than extensive documentation or system configuration. It integrates with common business tools and aims to provide a seamless setup experience.
Features
- 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.
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.
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.
Helpful for people in the following professions
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