What is Klipy?
Klipy is an AI sales execution platform that captures conversations across email, meetings, LinkedIn, WhatsApp, and Telegram. It drafts follow-ups, updates CRM records, and prepares next-meeting briefs from real conversation context, with human approval required before any outbound messages.
Klipy syncs bi-directionally with HubSpot and Salesforce and integrates with Gmail, Outlook, Google Meet, Zoom, Microsoft Teams, LinkedIn, WhatsApp, Zapier, API, and webhooks. The platform provides meeting intelligence, automated follow-up generation, task management, and pipeline updates to reduce CRM administration and maintain deal accuracy.
Account executives, sales managers, revenue operations teams, and founders can use Klipy to streamline sales workflows, centralize activity data, and improve response times. Security features include end-to-end encryption, PII masking, and controls that prevent conversations from being used to train models; SOC 2 and ISO 27001 compliance are in progress.
Klipy pricing Free trial
Verify on the official pricing page.
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Klipy's key features
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Captures conversations across email, meetings, LinkedIn, WhatsApp, and Telegram
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AI drafts follow-ups, updates pipeline, and preps next meetings from conversation context with human approval
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Bi-directional CRM sync with HubSpot and Salesforce (deals, contacts, activity)
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Integrations and extensibility via Gmail, Outlook, Google Meet, Zoom, Teams, Zapier, API, and webhooks
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Security and privacy: end-to-end encryption, PII masking, CASA/GDPR compliance, conversations not used to train models
Klipy use cases
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Automatically generate personalized follow-ups and meeting briefs from multichannel conversations (email, meetings, LinkedIn, WhatsApp, Telegram) using Klipy’s AI drafts, present suggested messages for human approval, and send encrypted outreach with PII masking to ensure compliance
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Automatically sync conversation summaries, contact updates and pipeline movements to HubSpot or Salesforce with Klipy’s bidirectional CRM integration, auto-create tasks and trigger workflow actions while preserving human oversight and encrypted storage
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Enable sales managers to surface meeting intelligence and coach reps by aggregating transcripts, key decision points, action items and sentiment into searchable briefs with suggested next steps in Klipy for reps to review, edit and approve before outreach
Who is it for?
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Sales teams
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Sales managers
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Customer success teams
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Revenue operations teams
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Business development representatives
