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Klipy Review: AI Sales Enablement Software

Klipy helps sales teams and founders manage post-conversation admin. It is designed for organizations that want to maintain CRM data across email, LinkedIn, and messaging apps.

At a glance

Category
Sales
Best for
Account Executives, Founders closing their own deals, Sales Managers, Revenue Operations teams
Pricing
Offers a free plan with 200 tokens per month. Paid tiers include Starter starting at $39 per seat/month, Growth at $89 per seat/month, and Professional at $149 per seat/month.
Key use cases
Post-Meeting Workflow, CRM Data Maintenance, Meeting Preparation, Pipeline Review
Integrations
Gmail, Outlook, Google Meet, Zoom, Microsoft Teams
Official website
klipy.ai
Screenshot of Klipy website

Klipy is an AI sales execution platform that captures interactions from email, meetings, LinkedIn, WhatsApp, and Telegram. It supports the administrative work following a sales call, such as drafting follow-up messages and updating pipeline stages.

Key Features

Multi-Channel Capture

Logs conversations from Gmail, Outlook, LinkedIn, WhatsApp, and Telegram.

Meeting Notetaker

Records and transcribes meetings in 99 languages, generating summaries aligned with sales frameworks such as MEDDIC and Sandler.

AI Follow-up Drafting

Generates draft emails based on conversation context and commitments for user approval.

Unified Inbox

Provides a single view for messaging across LinkedIn, WhatsApp, and email.

Contact Intelligence

Enriches contact profiles using data from over 100 public sources.

Use Cases

Post-Meeting Workflow

Capturing a discovery call to generate a transcribed summary and a drafted follow-up email.

CRM Data Maintenance

Updating deal stages and logging interaction notes in HubSpot or Salesforce.

Meeting Preparation

Assembling pre-meeting briefs that combine previous call summaries, open commitments, and company news.

Pipeline Review

Identifying dormant deals or stakeholder role changes via LinkedIn signals.

Best For

Account ExecutivesFounders closing their own dealsSales ManagersRevenue Operations teams

Integrations

GmailOutlookGoogle MeetZoomMicrosoft TeamsLinkedInWhatsAppHubSpotSalesforceAttioZapier

Pricing

Offers a free plan with 200 tokens per month. Paid tiers include Starter starting at $39 per seat/month, Growth at $89 per seat/month, and Professional at $149 per seat/month.

FAQ

Does Klipy send emails automatically?

No, Klipy drafts the communications based on your conversations, but nothing is sent until you review and approve it.

Which CRMs does Klipy integrate with?

Klipy supports two-way sync with HubSpot, Salesforce, and Attio, which are available on the Growth and Professional plans.

Is there a free version of Klipy?

Yes, there is a free plan that includes 200 tokens per month and one pipeline; it does not require a credit card to start.

Source category: Sales

Source subcategory: Sales Enablement

Categories:

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Klipy Review: AI Sales Enablement & Automation – AI Tools for Business