Klipy

Klipy: An Actually Automatic, Simple CRM for Service Businesses

Klipy is a zero-admin, AI-enhanced sales CRM designed for service-based businesses. It automates client management across interactions, follow-ups, and knowledge management, eliminating manual data entry and messy spreadsheets. Built for post-COVID realities, Klipy claims to help teams track every interaction, remember every detail, and suggest the next best move, all while integrating with common communication channels and critical productivity tools.

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What it is

• A unified, AI-powered CRM that automates customer management, reduces data-entry overhead, and provides a single source of truth for client interactions.
• Focused on service businesses that need to manage follow-ups, client context, and multiple communication channels without technical complexity.
• Designed to scale with growing teams and multiple touchpoints, while offering straightforward setup and onboarding.

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Core Problems It Solves

• Eliminates reliance on scattered spreadsheets and disjointed data across HubSpot and other tools.
• Reduces the time wasted on documenting client interactions and managing data entry.
• Maintains context and follow-up discipline across multiple channels (email, messaging, meetings) without manual tracking.

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How It Works

1. Connect your primary communication channels (Gmail/Outlook, calendar, etc.).
2. Klipy runs in the background, organizing all client communications automatically with no ongoing training or configuration.
3. Use the AI-assisted features to manage interactions, follow-ups, and client knowledge, ensuring timely and personalized engagement.

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Key Capabilities

• AI Personal Assistant that summarizes interactions and suggests next steps
• Unified Inbox to see and respond to all client messages in one place
• Automated Follow-ups to maintain consistent communication
• Knowledge Management to keep track of client details and history
• Meeting transcription and action-item extraction via Klipy Notetaker
• Business Card Scanner to quickly convert networking contacts into CRM entries
• Smart Scheduler to streamline appointment booking

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Integrations & Connectivity

• Gmail Marketing & Communication
• Google Meet, Zoom (Marketing & Communication)
• Microsoft Outlook & Teams (Marketing & Communication)
• Zapier, Webhooks API (Utilities & Productivity)
• LinkedIn coming soon; WhatsApp coming soon

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Pricing Tiers

• Starter: $49/month per team
• Includes 1 Managed Inbox and 320 Meeting minutes/month
• Growth: $129/month per team
• Includes 3 Managed Inboxes and 1,500 Meeting minutes/month
• Professional: $239/month per team
• Includes 10 Managed Inboxes and 7,000 Meeting minutes/month

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Why Use Klipy

• It aims to be more than a CRM: a personal assistant that automates, prioritizes, and guides activities to grow service businesses.
• Emphasizes “no data entry” and “single source of truth” to reduce organizational chaos.
• Provides transparent customer support, guided onboarding, and a public roadmap with open voting on features.

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Safety & Security Considerations

• Data is centralized across connected channels; ensure compliance with internal privacy policies and client consent when storing communications.

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Core Features

• AI-powered personal assistant for client management
• Automated, cross-channel interactions tracking
• Single source of truth for client data and history
• Automated follow-ups to maintain consistent engagement
• Knowledge base organization for all clients
• Klipy Notetaker: meeting transcription and action-item extraction
• Business Card Scanner for rapid contact capture
• Smart Scheduler for easy appointment booking
• Unified Inbox across all connected channels
• Setup in minutes with no ongoing configuration required
• Integrations with Gmail, Google Meet, Zoom, Outlook, Teams, Zapier, Webhooks API
• Transparent pricing and 30-day money-back guarantee

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How to Get Started

• Connect your email and calendar in minutes.
• Let Klipy automate your client communications and data organization.
• Start saving hours and improving follow-up discipline from day one.

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Quick Reference

• Target: Service-focused businesses seeking automation over traditional CRMs.
• Benefit: Reduced data entry, better follow-up, centralized client knowledge, and AI-assisted decision making.

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##Disclaimer

• This tool advertises an automated CRM experience and AI-driven insights. Verify compliance with your organization’s data policies prior to deployment.