Klipy
Automated sales CRM for service businesses with AI-enhanced customer management and client interaction tracking.
Tags:Customer Service Document Processing Sales & Marketing Task & Project MgtAI Calendar AI CRM AI Email Assistant AI Lead Generation AI Meeting Assistant AI Note Taker AI Sales AI Sales AssistantWhat is Klipy?
Klipy is a zero-admin sales CRM designed for service businesses. It automates client tracking, smart follow-ups, and organizes client knowledge without manual data entry. Klipy integrates with email and automatically populates sales information in one place. It offers features like smart scheduling, unified inbox, Klipy Notetaker for meeting transcription and analysis, and a business card scanner.
How to use Klipy?
Connect your business email (Gmail/Outlook) and calendar to Klipy. The system then works silently in the background, organizing client communications automatically. No training or configuration is required.
Klipy’s Core Features
Automated client tracking Smart follow-ups Organized client knowledge Smart Scheduler Unified Inbox Klipy Notetaker Business Card Scanner
Klipy’s Use Cases
- Service businesses automating sales processes
- Consultants managing client relationships
- Teams needing a CRM without manual data entry
