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 details
- Jurisdiction
- State of California
- Built for
- Businesses and teams
- Stated compliance
- GDPR
Compliance as stated in Klipy's own published documentation.
Klipy tech specs
- Works with
- OpenAI / GPT Anthropic / Claude Google / Gemini
- Integrations
- Zapier Make (Integromat) n8n Salesforce HubSpot Google Workspace WhatsApp
Klipy pricing
Free trial- Auto-renewal
- Yes
Verify on the official pricing page.
Start free trialKlipy's key features
-
Captures conversations across email, meetings, LinkedIn, WhatsApp, and Telegram
-
AI drafts follow-ups, updates pipeline, and preps next meetings from conversation context with human approval
-
Bi-directional CRM sync with HubSpot and Salesforce (deals, contacts, activity)
-
Integrations and extensibility via Gmail, Outlook, Google Meet, Zoom, Teams, Zapier, API, and webhooks
-
Security and privacy: end-to-end encryption, PII masking, CASA/GDPR compliance, conversations not used to train models
Klipy use cases
-
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
-
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
-
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
Klipy user reviews
Would you recommend Klipy?
Who is Klipy for?
-
Sales teams
-
Sales managers
-
Customer success teams
-
Revenue operations teams
-
Business development representatives
Klipy FAQ
Is Klipy free?
Not permanently. Klipy gives you a free trial, after which a paid plan is required. Plans include Starter at $39/mo/seat, Growth at $89/mo/seat and Professional at $149/mo/seat.
Is Klipy safe to use?
Klipy states GDPR compliance in its own published documentation.
What are the best alternatives to Klipy?
The closest alternatives to Klipy are Sybill, Salesrobot, Reply.io, Read AI and Jeeva. You can compare them side by side in the alternatives section further down this page.
What does Klipy do with my data?
Klipy states that customer content is not used to train its models. Its privacy policy states that personal data is not sold or shared for marketing purposes. Data may be shared with third-party service providers that help run the product.
Does Klipy auto-renew or offer refunds?
Klipy subscriptions renew automatically until you cancel.
Does Klipy have an API?
Yes. Klipy offers an API, so you can call it from your own applications instead of using the interface directly.
Which AI models does Klipy use?
Klipy is built on OpenAI / GPT, Anthropic / Claude and Google / Gemini. Which models you can reach may depend on your plan.
What does Klipy integrate with?
Klipy connects with Zapier, Make (Integromat), n8n, Salesforce, HubSpot, Google Workspace and WhatsApp.
Compliance, privacy and billing terms are as stated in each product's own published documentation and have not been independently verified by TopAI.tools.
