Klipy

Klipy positions itself as a straightforward CRM solution designed for seamless integration and efficiency. It connects with your email in one click, automatically updating sales details, much like having a personal assistant organizing your workbench. Ideal for small businesses and startups, it consolidates emails, deals, and tasks into a single platform, resembling a digital Swiss army knife for sales management. Enhanced with AI, it automates mundane processes, freeing up time for creative pursuits. Klipy, praised for its user-centric design, offers a practical alternative to more complex CRMs, ensuring a balance between functionality and simplicity.

Simple Email Integration

With a single click, Klipy connects to your email account, capturing important sales details and streamlining your CRM process, much like a personal assistant organizing your inbox.

Automated CRM Setup

Setting up Klipy takes only 10 minutes, providing a continuously updated sales pipeline. It ensures no valuable conversation detail is lost, acting like an ever-alert digital secretary.

All-In-One Platform

Klipy combines records, deals, tasks, and more into one place, eliminating the chaos of scattered tabs. Visualizing all moving parts of your business becomes as intuitive as glancing at a clean dashboard.

Real-Time Team Collaboration

Klipy enhances teamwork by synchronizing notes and records across the team, ensuring everyone is aligned, akin to a shared digital workspace where everyone is always on the same page.

Secure Data Management

Data security is a top priority with regular audits and certifications, offering peace of mind akin to having a digital vault for your sensitive business information.

Email Integration Simplified: A startup founder effortlessly connects their email to Klipy, automatically capturing key sales signals. This integration ensures no important detail is missed, elevating business growth.

One-Click Sales Automation: A small business owner utilizes Klipy's automatic sales admin feature to streamline operations. With records created automatically, they focus on client relationships and closing deals.

Unified Team Collaboration: A marketing agency leverages Klipy’s collaboration feature to synchronize notes and interactions. This real-time sharing boosts team efficiency and accelerates project delivery.

Centralized Data Management: A consultancy firm employs Klipy's all-in-one platform to store contacts, deals, and notes. This single source of truth eliminates data scatter, enhancing decision-making speed.

Secure, Automated CRM Setup: A tech startup sets up their pipeline in just 10 minutes with Klipy’s security features, ensuring both ease of use and data protection, maintaining client trust.

Step 1: Connect your email to Klipy with a single click.

Step 2: Klipy automatically captures and updates key sales data.

Step 3: Visualize your deals and tasks on a unified platform.

Step 4: Collaborate with your team using shared notes and records.

Step 5: Automate admin tasks to focus on growth and efficiency.

What is Klipy and why should you use it?

Klipy is a simple CRM that integrates email, automating sales data management.

How do you set up Klipy?

Connect your email to Klipy; setup takes only 10 minutes.

Can Klipy track all your sales information?

Yes, Klipy captures and organizes key sales details automatically.

How does Klipy simplify collaboration?

Klipy offers shared notes and real-time updates, enabling team collaboration.

Is Klipy suitable for small businesses?

Yes, Klipy's simplicity and automation benefit small business operations.

Can Klipy work with Gmail and Outlook?

Klipy automatically logs important conversations from Gmail and Outlook.

How secure is your data with Klipy?

Klipy is audited, certified, and prioritizes data security for users.

Does Klipy offer real-time deal visualization?

Yes, Klipy provides an all-in-one platform to visualize deals and tasks.

What makes Klipy different from other CRMs?

Klipy's automation reduces manual entries and streamlines CRM processes.

Can you try Klipy without a credit card?

Yes, Klipy offers full access without requiring a credit card.