Klipy
Klipy is an AI sales execution platform for B2B revenue teams. Ideal for sales leaders, it helps automate CRM updates and meeting follow-ups to maximize closing efficiency.
January 2nd, 2026
About Klipy
Klipy is an AI sales execution platform that helps B2B revenue teams eliminate manual administrative tasks and focus on closing deals. Ideal for sales leaders and founder-led teams, it provides an autonomous solution for managing complex sales cycles without the burden of constant data entry.
Klipy functions as a digital execution secretary, automatically capturing data from emails, virtual meetings, and LinkedIn conversations to populate CRM timelines instantly. By reducing sales admin work by up to 80%, it ensures that every qualified deal receives consistent follow-up and disciplined pipeline coverage. The platform uses proprietary AI agents to generate prioritized action lists and ready-to-send drafts, resulting in a 70% increase in sales touches per representative. This technical mechanism ensures that revenue teams maintain high-quality CRM hygiene while gaining 40% faster access to reliable in-quarter forecasts.
Secondary context: Beyond simple logging, Klipy offers deep pre-meeting research and profiling to prepare reps for high-stakes interactions. It effectively bridges the gap between various communication channels, including side-channel chats and official emails, creating a unified view of account health and deal progress.
Environment – Cloud-based SaaS
Browser / Automation – Chrome Extension, LinkedIn Integration
Toolchain – Salesforce API, HubSpot Sync, Pipedrive API, Microsoft Dynamics
Core Loops – Autonomous data capture, draft generation, and CRM synchronization
Capabilities – Automated meeting notes, lead enrichment, and revenue intelligence
💰 Pricing
Starter: $29/mo - Entry-level plan per seat billed annually. Includes basic CRM, AI interaction logging, 700 tokens, and scheduling links.
Professional: $59/mo - Popular choice with no seat limits, 6,000 tokens, API access, and Hubspot/Pipedrive sync.
Advanced: $109/mo - Full enterprise suite with 14,000 tokens, Salesforce sync, custom RBAC, and HIPAA compliance.
🌍 Why Choose Klipy?
✅ Reduces administrative burden by 80% with automated logging
✅ Increases sales productivity by generating ready-to-send follow-up drafts
✅ Enhances CRM hygiene through seamless multi-channel data capture
✅ Provides real-time revenue intelligence for accurate forecasting
✅ Popular among digital agencies and growing B2B sales teams
🌐 Discover Klipy and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
Klipy functions as a digital execution secretary, automatically capturing data from emails, virtual meetings, and LinkedIn conversations to populate CRM timelines instantly. By reducing sales admin work by up to 80%, it ensures that every qualified deal receives consistent follow-up and disciplined pipeline coverage. The platform uses proprietary AI agents to generate prioritized action lists and ready-to-send drafts, resulting in a 70% increase in sales touches per representative. This technical mechanism ensures that revenue teams maintain high-quality CRM hygiene while gaining 40% faster access to reliable in-quarter forecasts.
Secondary context: Beyond simple logging, Klipy offers deep pre-meeting research and profiling to prepare reps for high-stakes interactions. It effectively bridges the gap between various communication channels, including side-channel chats and official emails, creating a unified view of account health and deal progress.
Environment – Cloud-based SaaS
Browser / Automation – Chrome Extension, LinkedIn Integration
Toolchain – Salesforce API, HubSpot Sync, Pipedrive API, Microsoft Dynamics
Core Loops – Autonomous data capture, draft generation, and CRM synchronization
Capabilities – Automated meeting notes, lead enrichment, and revenue intelligence
💰 Pricing
Starter: $29/mo - Entry-level plan per seat billed annually. Includes basic CRM, AI interaction logging, 700 tokens, and scheduling links.
Professional: $59/mo - Popular choice with no seat limits, 6,000 tokens, API access, and Hubspot/Pipedrive sync.
Advanced: $109/mo - Full enterprise suite with 14,000 tokens, Salesforce sync, custom RBAC, and HIPAA compliance.
🌍 Why Choose Klipy?
✅ Reduces administrative burden by 80% with automated logging
✅ Increases sales productivity by generating ready-to-send follow-up drafts
✅ Enhances CRM hygiene through seamless multi-channel data capture
✅ Provides real-time revenue intelligence for accurate forecasting
✅ Popular among digital agencies and growing B2B sales teams
🌐 Discover Klipy and thousands of other AI tools on Beyond The AI - your trusted directory for AI solutions.
Key Features
- AI Execution Secretary
- Interaction Logging
- Ready-to-send Email Drafts
- Pre-meeting Research
- Built-in Meeting Bot
- Sales CRM Integration
- Scheduling Links
- Unibox Communication
Use Cases
- Automating CRM data entry for remote sales teams
- Generating AI-powered pre-meeting research briefs
- Managing complex B2B sales pipelines with autonomous agents
Other Features
- API
- Browser Extension
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