Klipy
Klipy is an AI CRM and executive assistant for relationship-focused professionals. Ideal for founders and agencies, it automates CRM data entry by syncing email and calendars.
January 7th, 2026
About Klipy
Klipy is an AI tool designed to eliminate the friction of manual CRM management for relationship-driven professionals. By operating as a Zero-Admin CRM and Executive Assistant, it automatically constructs unified client timelines by syncing directly with Gmail, Microsoft Outlook, and Google Calendar. This architectural approach ensures that founders, investors, and agencies never lose track of a conversation or deal status due to neglected data entry.
The platform leverages an advanced AI extraction engine to identify buying signals and action items from email threads and meeting transcripts without manual tagging. Klipy integrates natively with Zoom, Microsoft Teams, and Google Meet to provide real-time transcription and post-meeting briefs. For contact management, it uses automated record enrichment to pull data from over 100 external sources, ensuring contact profiles are populated with accurate professional information automatically.
Environment – Web / Cloud
Browser / Automation – Chrome / Edge
Toolchain – Google Workspace / Microsoft 365
Core Loops – Automated Sync / AI Extraction / Enrichment
Capabilities – Meeting Summarization / Buying Signal Detection / Pipeline Management
💰 Pricing
Starter: $39/seat/mo (billed monthly) — Max 5 seats, 1 email + 1 social/seat, single pipeline, 700 AI tokens/mo, basic CRM + AI tools, standard support.
Professional (most popular): $89/seat/mo (billed monthly) — Unlimited seats, 5 channels/seat, multiple pipelines, 6,000 AI tokens/mo, everything in Starter + advanced automation, integrations, priority support.
Advanced: $149/seat/mo (billed monthly) — Unlimited seats & channels, 14,000 AI tokens/mo, everything in Professional + enterprise-grade security, more integrations, custom N8N.
Enterprise: Custom (billed annually) — Unlimited everything, everything in Advanced + SSO, private deployment, dedicated support. Contact sales.
🌍 Why Choose Klipy?
✅ Automated timeline building from email and calendar sync
✅ AI-driven extraction of buying signals and action items
✅ Contact enrichment from over 100 professional data sources
✅ Native integration with primary meeting and email platforms
✅ Popular among founders and relationship-focused agencies
🌐 Discover Klipy and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
The platform leverages an advanced AI extraction engine to identify buying signals and action items from email threads and meeting transcripts without manual tagging. Klipy integrates natively with Zoom, Microsoft Teams, and Google Meet to provide real-time transcription and post-meeting briefs. For contact management, it uses automated record enrichment to pull data from over 100 external sources, ensuring contact profiles are populated with accurate professional information automatically.
Environment – Web / Cloud
Browser / Automation – Chrome / Edge
Toolchain – Google Workspace / Microsoft 365
Core Loops – Automated Sync / AI Extraction / Enrichment
Capabilities – Meeting Summarization / Buying Signal Detection / Pipeline Management
💰 Pricing
Starter: $39/seat/mo (billed monthly) — Max 5 seats, 1 email + 1 social/seat, single pipeline, 700 AI tokens/mo, basic CRM + AI tools, standard support.
Professional (most popular): $89/seat/mo (billed monthly) — Unlimited seats, 5 channels/seat, multiple pipelines, 6,000 AI tokens/mo, everything in Starter + advanced automation, integrations, priority support.
Advanced: $149/seat/mo (billed monthly) — Unlimited seats & channels, 14,000 AI tokens/mo, everything in Professional + enterprise-grade security, more integrations, custom N8N.
Enterprise: Custom (billed annually) — Unlimited everything, everything in Advanced + SSO, private deployment, dedicated support. Contact sales.
🌍 Why Choose Klipy?
✅ Automated timeline building from email and calendar sync
✅ AI-driven extraction of buying signals and action items
✅ Contact enrichment from over 100 professional data sources
✅ Native integration with primary meeting and email platforms
✅ Popular among founders and relationship-focused agencies
🌐 Discover Klipy and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
Who is using Klipy?
Founders Sales Teams Agency Owners Venture Capitalists Account Managers
Key Features
- Zero-Admin CRM Sync
- Automated Record Enrichment
- AI Meeting Summarization
- Unified Client Timelines
- Buying Signal Extraction
- Pre-meeting Briefs
- Bi-directional Calendar Sync
- Action Item Identification
Use Cases
- Automating CRM updates for founder-led sales
- Creating AI-powered meeting briefs for investment firms
- Managing client communication timelines for marketing agencies
Loading reviews...
