Tool name:
Klipy
Tool category: 🔖
• Customer relationship management and deal tracking
• Cold email and sequences
• Automation and smart agents
• Productivity and scheduling
• Business and operations management
️ What does this tool offer? ✏
Klipy offers a comprehensive solution for managing complex B2B sales using artificial intelligence, converting unstructured conversations into immediate action items, drafts, and ready-to-send messages to ensure that every qualified customer is followed up on until the deal is closed or confirmed. The platform relies on three main functions: Capture to collect emails, meetings, and chats and convert them into an organized schedule; Assign to convert interactions into priorities, follow-up tasks, and ready-to-send drafts; and Synchronize to enter organized data into company systems to improve reviews, training, and forecasts.
Klipy provides an easy-to-use interface that allows representatives to track their daily tasks, review drafts, view summaries before meetings, and track all touchpoints in a central calendar, with a focus on data security in accordance with enterprise encryption standards and compliance with CASA, GDPR, SOC 2, and ISO 27001, without human access to communication content.
What does it actually offer based on user experience? ⭐
Results show that Klipy helps sales teams increase qualified opportunity productivity by up to 2.5x, increase revenue from long-term accounts by 32%, achieve 70% more sales interactions per rep, and reduce administrative tasks by 80%. The platform provides organized and rapid customer follow-up, helping team leaders and managers to manage teams efficiently and enabling account representatives to increase revenue without getting bogged down in administrative work, with accurate data to support operations and reporting.
Does it include automation? 🤖
Yes, Klipy relies heavily on AI automation, automatically generating daily tasks, ready-made message drafts, and customer follow-up tasks, as well as organizing and entering data into existing CRM systems, reducing manual work, improving forecast accuracy, and reducing onboarding time for new employees.
Pricing model: 💰
Klipy offers flexible monthly and annual plans that scale with your team size and company growth stage, with a 7-day free trial and the ability to cancel anytime without a long-term contract. Monthly and annual plans start at $29 per user when billed annually and include different tiers depending on your team's needs.
🆓 Free plan details:
The platform offers a 7-day free trial, allowing you to test the basic sales management features, with the option to cancel at any time before moving to paid plans.
Paid plan details: 💳
Starter Plan: Starting at $29 per user/month when billed annually, supports up to 5 seats, one email and social channel per user, one pipeline, and 700 AI tokens per month, and includes features such as CRM management, AI secretary for execution, interaction recording, ready-to-send messages, pre-meeting research, meeting bot, and task and project management.
Professional Plan: Starting at $59 per user/month when billed annually, with unlimited seats, 5 channels per user, multiple pipelines, and 6,000 AI tokens per month, includes all Starter features plus customer follow-up agent, ready-to-send DMs, old deal discovery, customer email lookup, pre-meeting analysis, API and Webhooks integration, synchronization with HubSpot/Pipedrive, Klipy logo removal, and priority support with custom training when subscribing annually.
Advanced Plan: Starts at $109 per user/month when billed annually, with unlimited channels, multiple pipelines, 14,000 AI tokens per month, MCP integration, personal information masking and HIPAA, custom roles and permissions, customer portal, sync with Salesforce/Dynamics, N8N integration for one project per month, and priority support and personal training with annual subscription.
Enterprise Plan: Designed for complex deployments, with custom pricing, unlimited seats and channels, unlimited AI tokens, advanced features such as SSO/SAML, custom integrations, private deployment, audit log, staging area, priority support, personal training, shared Slack channel, dedicated account manager, and technical advisor.
How to access the tool: 🧭
The Klipy platform can be accessed via a browser. Register an account directly to use the basic functions, or subscribe to any of the paid plans to access advanced features and fully manage your sales teams.
Trial link or official website: 🔗
https://klipy.ai/pricing