Klipy
Vire KLL Inc. · Marketing
Klipy is an AI CRM and sales agent for owner-led firms, capturing leads and drafting follow-ups so small teams stop losing deals to silence.
About Klipy
What Is Klipy
Klipy is an AI CRM built for the businesses that sell and deliver at the same time. Instead of a database you have to maintain by hand, it runs the sales operation as one continuous loop: it watches your inbox, calendar, and messages, logs every interaction on its own, and drafts the next move before you ask.
The pitch is blunt. Most small firms don't lose deals to a better competitor. They lose them to silence, because the person who sells is also the person doing the work. So who plugs the gap when nobody has time to follow up? Klipy targets that gap directly. It catches inbound hand-raisers across channels, enriches each contact with a work email and phone, and queues suggested replies for review.
The catch is that Klipy isn't a hands-off autopilot. Nothing leaves your account without approval. Every approved action burns tokens. Free users get 200 tokens a month, roughly 100 approved follow-ups, so the platform rewards people who stay actively involved rather than those who set it and forget it.
Getting Started
- Sign up free with an email, Google, or LinkedIn account. No credit card is required.
- Connect your inboxes. The Free plan covers two, drawn from email, calendar, or messaging.
- Let Klipy scan your existing conversations. It auto-logs interactions and builds contact records with work email and phone details.
- Review the suggestions it drafts, then approve the ones worth sending. Each approval spends tokens from your monthly allowance.
- Track deals in the built-in pipeline, which updates itself as replies come in.
Product Information
A quick look at Klipy's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- Owner-operators of agencies, consultancies, and IT services firms
- Solo sellers going full-time
- Sales leads scaling a small team
Tasks
- Capturing inbound leads
- Follow-up automation
- Keeping the CRM clean
- Meeting prep and notes
Scenarios
- Riding out the feast-or-famine cycle
- Managing a scattered prospect list
- Rescuing quiet deals
- Building a repeatable pipeline from referrals
Key features
Unified Sales Inbox and Capture
Klipy pulls every conversation into one place, covering email, calendar, and messaging channels rather than just your outbox. It detects the buyers already raising a hand, enriches each one with a work email and phone number, and drafts an opener. For firms whose leads arrive through three or four different doors, this replaces the daily scramble to check each one separately.
AI-Drafted Follow-Ups
Rather than sending generic templates, Klipy writes follow-ups from what actually happened in your conversations, then waits for your sign-off. You review each draft, edit or approve, and it sends. Rejections cost nothing, which makes it safe to let Klipy propose more than you'd bother writing yourself. The Free plan covers about 100 approved follow-ups a month.
Agentic Sales CRM
The CRM updates itself. Every email, meeting, and message logs automatically. Pipelines refresh without manual entry. To-dos rewrite themselves as deals move. There's a qualification scorecard, LinkedIn profiling, and company research that pulls in recent news, funding, and hiring signals. Compared with traditional CRMs that live or die on data hygiene, this one removes the upkeep that teams usually skip.
Meeting Notetaker and Briefings
Klipy records your calls, then turns them into briefs you can read before the next one. It flags action items, suggests tasks, and keeps a searchable transcript history, so you can recall what a client said two months ago without digging through notes. The same feature works for solo sellers and for a team that needs one shared record of what was promised.
Token-Based Pricing You Control
Every plan bundles tokens, and each approved action spends from the balance. Reviewing drafts, briefs, and pipeline updates is free. If you don't approve an action, you don't spend anything. Free users get 200 tokens a month, Starter 400 per seat, Growth 1,500 per seat, and Professional 4,000 per seat. It's an unusual model, and it rewards staying hands-on rather than handing over the wheel.
MCP Server and Team Integrations
Klipy ships an MCP server for Claude and ChatGPT, so you can query and act on your pipeline from an AI assistant. On the data side, Growth syncs with HubSpot and Attio, and Professional adds Salesforce. API and webhook access plus custom roles and guest access round out the platform for teams that need to connect Klipy to the rest of their stack.
Pros and cons
Pros
- Approval-first design means nothing sends, logs, or acts without your sign-off, which lowers the risk of an AI mishandling a live deal.
- Auto-logging removes most manual CRM upkeep, so records stay accurate even during your busiest delivery weeks.
- Enrichment finds work email and phone details. That cuts the time between spotting a lead and reaching them.
- The MCP server opens Klipy up to Claude and ChatGPT, useful for teams already living inside an AI assistant.
- Free plan is genuinely usable, with 200 tokens a month and two inboxes, and no credit card is required to start.
Cons
- Token costs per action vary by type, so budgeting follow-up volume takes trial and error before you know your real spend.
- The Free plan caps you at one seat and one pipeline, which rules out team selling until you move to a paid tier.
- Salesforce sync sits behind the $149 Professional plan, so orgs standardised on Salesforce pay the top price for it.
- Some compliance certifications, including SOC 2 Type II, ISO 27001, and HIPAA, are still in progress rather than complete.
Frequently asked questions
Klipy uses AI CRO as an umbrella label for an AI agent that runs the whole sales operation. It captures leads, updates the CRM, and drafts next steps. In practice it behaves like a sales coordinator plus a CRM administrator. It works alongside you rather than replacing you, since it acts only on your approval.
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