Mailroom by Klipy

Hey Klipy v2 Goes GA — Gemini + Claude, 47+ SkillsThe follow-up is drafted. The CRM is updated. You didn't do any of it.The follow-up is drafted. The CRM is updated. You didn't do any of it.Klipy is the Seller's OS that automatically detects signals from your calls, emails, and messages - then handles the follow-ups, CRM updates, and meeting prep. You just sell.Start for freeBook demoCall just endedMeeting in 15 minDeal gone quietNew lead bookedKlipySearch...⌘KHomeGood evening, AlexAsk Klipy anything...I need your review3 new items Draft High Sarah Chen TodayCall summary + next steps for Meridian Health SnoozeReview Suggestion High Sarah Chen TomorrowSend pricing proposal to Sarah Chen SnoozeReview Suggestion Medium Nick Pallanck Mar 10Schedule technical demo with their engineering lead SnoozeReviewTrusted by the best rainmakers and sellersYou're good at selling. You're drowning in everything around it. And everyone seems to ignore this.After every call: a follow-up to write, a CRM to update, notes to file, a next meeting to prep.And your deal doesn't live in one place — it's scattered across calls, email threads, LinkedIn DMs, and WhatsApp side-channels. None of that is selling. All of it is required. Klipy handles it so you don't.I chose Klipy because it looked easy and suited the way i work. Having my PA as a platform is making me save approx 1 - 1.5hrs per day + saving the expense of a virtual assistant. Looking forward to what's coming next.Phil BouwmanHead of Strategy & Commercialization, Million CirclesJust ask. Klipy does the rest.Whether you need context, a draft, or a status check - talk to Klipy like you'd talk to a teammate - or your personal assistant.“What did Sarah say about...”Get instant answers from calls, emails, and messages. No digging through threads or CRM notes.“Prep me for my 10AM tomorrow”“Draft a follow-up to...”“Any deals need attention?”“Plan my day”“Who did I talk to about...”You learned the framework in a workshop. Klipy applies it to everything you send.Sandler. MEDDIC. Challenger.You learned the methodology — but a full pipeline and 30 emails before lunch means it rarely gets applied. Klipy builds it into every output automatically. You don't think about the framework. It's already there.Review DraftMediumWas it helpful?Fromme@westbridge.ioToDaniel ReevesSubjectRe: Westbridge Platform RFP — Addressing Your Team's ConcernsSignature AppliedSendKlipy says...Daniel has gone quiet after initial RFP engagement. His team flagged migration vs. ROI concerns. Prior calls revealed pain around manual reporting and fragmented tools.Framework appliedSandler Selling System (Pain Funnel)Quantify the prospect's pain to create urgency. Let the buyer connect their problems to the cost of inaction.Objective: Re-engage Stalled DealAcknowledge hesitation, reframe around stated pain, propose a low-commitment next step.Tactic: Pain Quantification + Micro-CommitmentReference specific pain points, attach a concrete cost, offer a small next step to re-engage.Five minutes. Fully caught up. Coffee still hot — Your Daily Game Plan.Your day's already packed. Klipy knows that.While you were offline, it captured every conversation, updated every deal, and drafted every follow-up. Open Klipy, and it's all waiting — organized into simple approvals. Yes, no, next.In the time it takes to finish your coffee, yesterday is handled and today is ready.Good evening, AlexNext upIn 42 minutesQuarterly Review — Acme Corp 3 guestsBACK-TO-BACKIntro Call — Bright Labs 3 guestsI need your review5 items to review Draft Critical Sarah Chen TodayCall summary + next steps for Meridian Health SnoozeReview Suggestion High Sarah Chen TomorrowSend pricing proposal to Sarah Chen SnoozeReview Draft High Daniel Reeves TodayRe: Westbridge Platform RFP — Pricing Clarification SnoozeReview Suggestion High Lisa Park TomorrowRe-engage dormant deal with Apex Solutions SnoozeReview Suggestion Medium Nick Pallanck Mar 10Schedule technical demo with engineering lead SnoozeReviewI have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.Sunil GulatiSr Director - Sales, TekPioneersOne platform. The entire post-conversation workflow.From the moment a conversation starts to the moment the next one is prepped. Built for real sellers.What runs in the background, in real-timeCaptureEvery email, call, meeting, LinkedIn message, and WhatsApp thread - captured automatically. Nothing to log.Learn more Re: Annual Licensing Agreement for Redwood PartnerswithDavid ChenJust nowSee moreView full recordShow all 11 related eventsFinishedQ4 Strategy Deep-Dive2hSee moreView full recordWatchRe: Onboardingwithtom@acmecorp.io5hSee moreView full recordShow all 18 related eventsMeetEvery call recorded, transcribed, and broken into action items. Framework-aligned summary ready before the call window closes. Nothing to watch back.Learn more Klipy NotetakerJDJohn DoeSCSarah ChenTRTom RiveraFollow-upEvery follow-up built from the actual conversation — your tone, their context, every commitment included. Nothing to write from scratch.Learn more Fromme@westbridge.ioToDaniel ReevesSubjectRe: Westbridge Platform RFP — Addressing Your Team's ConcernsTo-doEvery promise you make becomes a tracked task — prioritized, deadline-aware, updated as conversations continue. Nothing to write down. Nothing to forget.Learn more I need your review1 item due todayDraftHighTom BeckettTodayRe: Renewal Discussion — Addressing ConcernsSnoozeReviewTo-dosMediumNina ParkMar 29Send revised proposal to Greenfield IncSnoozeReviewEvery channel you sell in. Already connected.Gmail. Google Meet. Outlook. Teams. LinkedIn. WhatsApp. Klipy captures across all of them — so nothing you say, send, or receive falls through the cracks.See it working in minutesKlipy does the work. You just approve it. Your first 200 are free every month — no credit card required.Start for freeBook DemoReady when you need itInstant Recall"Who mentioned their kid's starting college?" Search by what they shared, not their name. Relationships live in the details you almost forgot.Learn more Who mentioned their kid's starting college recently?EnrichmentPull up anyone. Enriched profiles from 100+ sources, full interaction history, and relationship mapping across every channel. The full picture before you reach out.Learn more tom.r.sales@gmail.comNametom.r.sales@gmail.comJob title—Company—Emailtom.r.sales@gmail.comDirect Line—LinkedIn—Plan & Execute"Find accounts that look like my best closed deals." Klipy builds a plan, runs it autonomously — cross-referencing your pipeline, interactions, and live web signals.Learn more Strategic Account Planning0/5Analyze closed-won deals from last 2 quartersMatch active pipeline against winning patternsCross-reference recent interactions for engagement signalsRun web search for hiring and funding activityGenerate prioritized account list with next stepsVoiceDrop a voice memo after any meeting — while the context is still fresh. Let Klipy figure out the next steps, or hold the context for later. Klipy remembers for you.Learn more Recording voice memoREC0:47Klipy is unique in that they've embraced the unified inbox for team selling and understand that B2B prospect communication can happen in a variety of ways, not just email or phone.Chip RoyceFounder & Principal, Flywheel AdvisorsAnd where everything gets connectedYour pipeline, your conversations, your calendar, your notes — one workspace, single source of truth, always in sync. Every update happens in real time. Nothing lives in a separate tab.KlipySearch...⌘KPipelines / DealsSorted by Close dateFilterLead$27.5k · 2 dealsNovaTech Series BLast engaged 2d agoMarcus Webb$18kNovaTech12dBasecamp LogisticsLast engaged 1w agoDerek Holt$9.5kBasecamp8dDiscovery$56k · 2 dealsCloudtier MigrationLast engaged todayPriya Anand$32kCloudtier5dHelios ExpansionLast engaged todayClara Montoya$24kHelios Group3dDemo$45k · 1 dealBrightPath EduLast engaged 1d agoLisa Martinez$45kBrightPath6dProposal$109k · 2 dealsMeridian HealthLast engaged todaySarah Chen$68kMeridian2dStratos PlatformLast engaged 2d agoJordan Hale$41kStratos Tech4dProcurement$85k · 1 dealOakridge FinancialLast engaged todayTom Rivera$85kOakridge1dClosed Won$52k · 1 dealVerilex Legal SaaSClosed 2w agoDaniel Keane$52kVerilex14dClosed Lost$15k · 1 dealRiviera ConsultingLost 3w agoAmara Osei$15kRiviera21dReal-TimeEvery update is instant. No sync delays, no stale pipeline data. Your team always sees what's happening right now.AI-NativeEvery feature is built with AI at the core — not bolted on. From pipeline suggestions to draft responses, intelligence runs through everything.SecureCASA certified, GDPR compliant, end-to-end encryption, PII masking. Your sales data stays yours.ConnectedGmail, Outlook, LinkedIn, WhatsApp, HubSpot, Salesforce — Klipy plugs into the tools you already use.Focused InboxJoey WilsonHere's the thing about what we're looking for...Just nowJames Winston-ClarkeWhat I can say about this one is...Just nowJimmy HendrixI'm looking for someone to help me with my project...15mTina FeathermanWell what I am getting from the team is...1hUniboxEvery channel in one inbox. Flag what matters, mute the rest, reply with AI — without switching tabs.March 2026FrSaSu27281678131415202122272829345Friday, 2709:3010:0010:3011:0011:3012:0012:3013:00SchedulerPurpose-specific booking links. Send one, they pick a slot, meeting booked. No back-and-forth.Next upKlipy is recordingQuarterly Review — Acme Corp8:30 PM - 9:30 PM 3 guestsalex@company.comBACK-TO-BACKIntro Call — Bright Labs9:30 PM - 10:00 PM 2 guestsalex@brightlabs.io30 MIN GAPPipeline Sync — Internal10:30 PM - 11:00 PM 4 guestsalex.w@internal.coCalendarAll your calendars in one view. Ask Klipy to suggest a slot or book it right from the conversation.SalesPlaybooksEnterprise Sales PlaybookEvery discovery call should qualify on three axes: budget authority, timeline urgency, and technical fit. If two out of three are weak, move to nurture.For deals above $50k ARR, loop in Solutions Engineering before the second call. Share the pre-call brief with the full account history from Klipy so SE has context without a separate prep meeting.Klipy is writing...NotesA workspace for deal insights and team knowledge — linked to the contacts and deals that matter.Sales CRMCompaniesPeopleNotesPeopleEvery contact, every touchpoint, every conversation — stitched into one living profile automatically.PipelinesCompaniesPeopleCompaniesFull company view with org charts, deal history, and relationship signals — built as you sell.AnalyticsPipelinesCompaniesDealsAuto-generated scorecards, stakeholder maps, and deal updates — from every interaction.Developer ToolsAPI AccessWebhooksGetting a real-time overview was a manual struggle. I chose Klipy because it actually breaks down those walls and lets the whole team share one collective pulse. It has completely transformed our flow by cutting out manual reporting and status meetings.Alexander KingCo-Founder, RegularsYou don't need a better system. You need the system to go away.Sellers don't lose deals because they forgot to update a field. They lose them because their tools steal hours from actual selling.We built Klipy for the way sellers actually work — fast, in conversation, across channels. It handles the rest. You just sell.Account ExecutivesYou know how to sell. Your problem is the three hours a day spent logging calls, prepping for meetings, and updating your CRM instead of being in conversation. Klipy removes that overhead entirely. You sell. It handles the rest.Founders closing their own dealsSales ManagersYour conversations are yours. Period.Klipy processes sensitive sales data — prospect communications, deal terms, pricing discussions. We treat that with the seriousness it requires.End-to-end encryption in transit and at rest. Only summaries stored and visible. No human access to data, and never used to train models.You approve every AI action before it's sent.2,000+Customers56+Countries2.3M+Emails Processed Monthly800+ hoursMeetings Processed MonthlyCASAAESGDPRSOC 2ISOHIPAAStart closing the loop.Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.Start for freeBook DemoKlipy - The Proactive Sales Operating SystemKlipy is an AI sales workspace that captures every conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles the work that comes after. Follow-ups get drafted. The pipeline stays current. The next meeting is prepped before the seller thinks to ask. Every AI action that reaches a prospect is drafted, not sent - the human always approves.Core CapabilitiesRuns in the background: Capture (auto-log every email, call, meeting, and message), Meet (record, transcribe in 99 languages, and summarize every meeting), Follow-ups (draft professional, framework-aligned follow-up emails from real conversation context), To-dos (surface deal-critical tasks and auto-resolve completed ones).Available when you need it: Pre-meeting Briefs (auto-assembled one-pager before every call), Contact Intelligence (enriched profiles from 100+ data sources), Plan and Execute (autonomous assistant for deal prioritization and day planning), Voice Memos (capture action items and context between meetings).WorkspaceOne connected workspace where pipeline, conversations, calendar, and notes auto-update from real conversations. Surfaces include: Unibox (unified inbox across all channels), Pipelines (self-updating deal boards), Deals (auto-generated scorecards and stakeholder maps), People (unified contact profiles), Companies (org charts and deal history), Calendar (all calendars in one view with auto-prep), Scheduler (booking links), and Notes.Sales FrameworksSandler, MEDDIC, Challenger, and custom methodologies applied to every output automatically - drafts, summaries, and coaching signals.IntegrationsEmail: Gmail, Outlook. Video meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp, Telegram. CRM sync: HubSpot, Salesforce, Attio. Calendar: Google Calendar, Microsoft Calendar. Custom: Zapier, API, Webhooks.Ideal ForAccount Executives, Founders closing their own deals, Sales Managers, Sales Leadership (CRO/VP), and Revenue Operations teams.Key DifferentiatorsDrafted not sent: every outbound AI action requires human approval. Multi-channel capture: email, meetings, LinkedIn, WhatsApp - all automatic. One workspace: pipeline, inbox, calendar, contacts, deals, and notes - all connected. Framework-native: Sandler, MEDDIC, Challenger built into every output. Just ask: natural language interface for any sales workflow need.PricingStarter: $39/month/seat. Professional: $89/month/seat. Advanced: $149/month/seat. Enterprise: contact sales.Traction2,000+ customers across 56 countries. 2.3M+ emails processed monthly. 800+ hours of meetings processed monthly.Website: https://klipy.ai --- You only pay when Klipy delivers.Klipy drafts follow-ups, preps your meetings, and updates your pipeline from every conversation. Review what it made. Approve what's worth sending. You only spend tokens when you say yes.FreeTry it on a live dealForever free$0Per seat/monthStart for freeNo credit card requiredUsage1 member1 email/calendar200 tokens / month1 pipelineStarterFor solo sellers getting seriousStarting at$39Per seat/month, billed monthlyContinue with StarterUsageUp to 5 members2 channels per user400 tokens per user/month1 pipelineMost popularGrowthFor teams that sell togetherStarting at$89Per seat/month, billed monthlyContinue with Growthor Book demoUsageUnlimited members4 channels per user1,500 tokens per user/monthUnlimited pipelinesProfessionalFor orgs running complex cyclesStarting at$149Per seat/month, billed monthlyContinue with Professionalor Book demoUsageUnlimited membersUnlimited channels4,000 tokens per user/monthUnlimited pipelinesTrusted by the best rainmakers and sellersHow tokens workKlipy prepares everything for free. You only spend a token when you approve an action.See everything firstDrafts, briefs, follow-ups, pipeline updates — Klipy generates them from your conversations. All free to review.Approve what worksToken cost varies by action — drafts, meeting recordings, and enrichments each have their own rate. If you don't approve it, you don't spend anything.Always in controlNothing goes out without your sign-off. You decide what gets sent, what gets logged, what gets acted on.KlipySearch...⌘KHomeTokens remaining1,500Klipy is recordingDiscovery Call — Meridian HealthStarted 47 min ago 3 guests Google MeetCompare plansFreeStarterGrowthProfessionalUsageMembersYourself onlyUp to 5UnlimitedUnlimitedChannels1 email/calendar2 per user4 per userUnlimitedIncluded Tokens200 per month400 per user/month1,500 per user/month4,000 per user/monthPipelines11UnlimitedUnlimitedRecordsUnlimitedUnlimitedUnlimitedUnlimitedCore FeaturesSales CRMTask ManagementUniboxEmail onlyScheduling LinksBusiness Card ScannerNotes & Voice MemosFile CabinetImportExportAI & Agent FeaturesInteraction Auto-LoggingMeeting NotetakerSelf-Updating To-dosFollow-upsEmail onlyContact DetailsCompany ResearchBasic+ Recent News+ Recent Fundraising+ Recent HiringWork Email & PhoneQualification ScorecardLinkedin ProfilingKeep In TouchStale Deal DetectionAuto Org ChartCustom PlaybooksMCP IntegrationTeam ManagementInvite MembersCustom RolesGuest AccessIntegrationsAPI and webhook accessAttio IntegrationHubspot IntegrationSalesforce IntegrationSecuritySSOAdmin RolesPII MaskingAudit LogsHIPAA ComplianceSupportSelf-service & AI CS AgentChat & Email SupportOnboarding TrainingPriority SupportDedicated Success ManagerCustom Terms*Uptime SLA*Frequently Asked QuestionsCan't find what you're looking for? Reach out to our support team and we'll get back to you within hours.What are tokens and how do they work?Is there really a free plan?What happens when free users run out of tokens?What happens when paid users run out of tokens?Can I earn free tokens?How many tokens does each action cost?Can I upgrade or downgrade my plan anytime?What counts as a 'channel'?Is there a limit on team members?What features are included in all plans?What additional features do paid plans unlock?Do you integrate with my existing CRM?Is my data secure?Does Klipy send emails or messages on my behalf automatically?What meeting platforms does Klipy support?What is pay-per-use and how do I control it?Do you offer annual billing?Can I get a demo before signing up?Start closing the loop.Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.Start for freeBook DemoKlipy PricingKlipy uses result-based pricing powered by tokens. AI actions like drafts, meeting recordings, and enrichment are generated for free — tokens are only consumed when the user explicitly approves an action. Nothing is ever charged without approval.How Tokens WorkTokens are Klipy's usage currency. Different actions cost different amounts: drafts cost 2 tokens, meeting recordings cost 10 tokens per hour, enrichment varies by depth. Users always see the cost before approving. Rejected actions cost nothing.PlansFree: $0/month — 200 tokens/month, 1 email/calendar channel, 1 pipeline, 1 member. No credit card required.Starter: $39/month/seat — 400 tokens/user/month, 2 channels per user, up to 5 members. Adds qualification scorecards, LinkedIn profiling, and Keep in Touch agent.Growth: $89/month/seat — 1,500 tokens/user/month, 4 channels per user, unlimited members. Adds stale deal detection, API/webhook access, and CRM integrations (Attio, HubSpot).Professional: $149/month/seat — 4,000 tokens/user/month, unlimited channels, unlimited members. Adds auto org charts, custom playbooks, MCP integration, Salesforce sync, PII masking, audit logs, and priority support.Pay-Per-UseAvailable on paid plans. When included tokens run out, additional tokens cost $0.03 each. Can be disabled anytime in account settings.Earn Free TokensAll users can earn bonus tokens by submitting a testimonial, referring a friend, or posting about Klipy on LinkedIn or X.Features Included on All PlansCore CRM, task management, scheduling links, business card scanner, notes and voice memos, interaction auto-logging, meeting notetaker, self-updating to-dos, ready-to-send drafts, contact enrichment, and company research.IntegrationsEmail: Gmail, Outlook. Meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp, Telegram. CRM: HubSpot (Growth+), Salesforce (Professional). Custom: Zapier, API, Webhooks.SecurityCASA certified, GDPR compliant, end-to-end encryption, PII masking. SOC 2, ISO 27001, and HIPAA certifications in progress. Data never used to train models. Every AI action requires explicit user approval.What are tokens and how do they work?Tokens are Klipy's result-based pricing unit. Klipy generates drafts, follow-ups, meeting briefs, and pipeline updates from your conversations — all free to see. Tokens are only consumed when you explicitly approve an action. If you reject it, nothing is spent. Different actions cost different amounts — for example, drafts cost 2 tokens, meeting recordings cost 10 tokens per hour, and enrichment costs vary by type.Is there really a free plan?Yes. The Free plan includes 200 tokens per month, 1 email/calendar channel, and 1 pipeline — no credit card required. It's designed so you can try Klipy on a live deal before committing.What happens when free users run out of tokens?Klipy continues to capture your conversations, update your CRM, and generate suggestions — you just won't be able to approve new AI actions until you get more tokens. You can earn free tokens by submitting a testimonial, referring a friend or colleague, or posting about Klipy on LinkedIn or X. Otherwise, your tokens reset at the start of your next billing cycle.What happens when paid users run out of tokens?Paid plans include pay-per-use by default. Once your included tokens are used, additional tokens are charged at $0.03 each. You can disable pay-per-use in your settings if you'd prefer to stop there — and you can always earn free tokens through testimonials, referrals, or social posts, just like free users.Can I earn free tokens?Yes — on any plan. Submit a testimonial, refer a friend or colleague to Klipy, or share a post about Klipy on LinkedIn or X. Each earns you bonus tokens added to your balance immediately. It's available to both free and paid users.How many tokens does each action cost?It depends on the action. Drafts (follow-ups, emails) cost 2 tokens. Meeting recordings cost 10 tokens per hour. Enrichment actions vary based on the data source and depth. The key principle: you always see the token cost before approving, and nothing is charged until you say yes.Can I upgrade or downgrade my plan anytime?Yes. You can change your plan at any time from your account settings. Upgrades take effect immediately. Downgrades apply at the start of your next billing cycle.What counts as a 'channel'?A channel is an email account, calendar, or messaging account (LinkedIn, WhatsApp, Telegram) you connect to Klipy. Each connected account counts as one channel. The Free plan includes 1, Starter includes 2 per user, Growth includes 4 per user, and Professional has unlimited channels.Is there a limit on team members?The Free plan is for 1 member. Starter supports up to 5. Growth and Professional both include unlimited members — you only pay per seat.What features are included in all plans?Every plan — including Free — gets access to the core CRM, task management, scheduling links, business card scanner, notes and voice memos, interaction auto-logging, meeting notetaker, self-updating to-dos, ready-to-send drafts, contact enrichment, and company research.What additional features do paid plans unlock?Starter adds qualification scorecards, LinkedIn profiling, and the Keep in Touch agent. Growth adds stale deal detection, API/webhook access, and CRM integrations (Attio, HubSpot). Professional adds auto org charts, custom playbooks, MCP integration, Salesforce sync, PII masking, audit logs, and priority support.Do you integrate with my existing CRM?Growth plans include Attio and HubSpot integration. Professional adds Salesforce. All integrations are two-way sync — contacts, companies, deals, and activities stay in sync automatically.Is my data secure?Klipy is CASA certified and GDPR compliant, with SOC 2, ISO 27001, and HIPAA certifications in progress. All data is encrypted in transit and at rest. Your data is never used to train models. Every AI action requires your explicit approval before anything is sent.Does Klipy send emails or messages on my behalf automatically?Never. Klipy drafts follow-ups and messages, but nothing is sent until you approve it. You're always in control of what goes out. This is core to how Klipy works — and why the token model exists.What meeting platforms does Klipy support?Klipy's meeting notetaker works with Google Meet, Zoom, and Microsoft Teams. It automatically joins your meetings, transcribes them in 99 languages, and generates framework-aligned summaries and action items.What is pay-per-use and how do I control it?Pay-per-use is available on paid plans. When your included tokens run out, additional actions are charged at $0.03 per token so you're never blocked. You can disable this anytime in your account settings — once disabled, Klipy stops charging for overages and you can earn free tokens or wait for your next cycle.Do you offer annual billing?Annual billing is coming soon. Currently all plans are billed monthly. When annual billing launches, it will include a discount compared to monthly pricing.Can I get a demo before signing up?Of course. You can book a demo with our team at any time. But we'd also recommend just starting with the Free plan — it takes two minutes to connect your email, and you'll see Klipy working on your actual conversations immediately.Website: https://klipy.ai/pricing --- Meet the industry's first Proactive Sales Operating SystemKlipy is the Proactive Sales Operating System that sits on top of your sales processes and CRM to turn every email, meeting, and message into disciplined follow-through and reliable revenue data.We help frontline salespeople in complex technology sales teams lift win rates, protect pipeline, and make forecasts they can stand behind.Read Klipy Manifesto Our VisionWe architect time, balance, and meaning for everyone in the world.We exist to protect the people building the future from being consumed by the work of building it - so work enhances life instead of devouring it.By reimagining how technology and design shape our daily workflows, we turn chaotic, reactive operations into calm, proactive systems that safeguard time, attention, and humanity while still driving meaningful results.Read Klipy Manifesto Leadership & EcosystemCombining the diligence of the East with the innovation of the West.Backed byLocationsGlobal by DesignKlipy is built as a global company from day one, with teams in Hong Kong, Seoul, and New York. Being close to enterprise and consulting customers across Asia and North America keeps us aligned with how real, multi-region revenue organizations actually operate.Hong Kong181 Queen's Road CentralSheung WanHong Kong23 Luard RoadWan ChaiHong KongContact salesSouth KoreaRemote First TeamSeoulSouth KoreaNorth AmericaRemote First TeamNew YorkUnited StatesAbout KlipyKlipy is the Proactive Sales Operating System built to turn every email, meeting, and message into disciplined follow-through and reliable revenue data. It helps frontline salespeople in complex technology sales teams lift win rates, protect pipeline, and make forecasts they can stand behind.Company InformationLegal entity: VIRE TECHNOLOGY SOLUTIONS LIMITED. Founded: 2024. Website: https://klipy.aiVisionWe architect time, balance, and meaning for everyone in the world. We exist to protect the people building the future from being consumed by the work of building it - so work enhances life instead of devouring it.LeadershipJung-Hong Kim: CEO and Engineer. Tina Law: COO and Strategy. Joey Lee: Chief Product Officer and Design.Backed ByAppWorks, Google Cloud for Startups, Microsoft for Startups (Azure).LocationsHong Kong (HQ): 181 Queen's Road Central, Sheung Wan and 23 Luard Road, Wan Chai. Seoul, South Korea: remote-first team. New York, United States: remote-first team.Traction2,000+ customers across 56 countries. 2.3M+ emails processed monthly. 800+ hours of meetings processed monthly.Website: https://klipy.ai/about --- See Klipy working on your pipelineA twenty-minute call. We show you Klipy handling your actual workflow — follow-ups drafted, CRM updated, next call prepped. You decide if it fits. Trusted by the best rainmakers and sellersI have been a longtime Salesforce user and there are a few things that really make Klipy stand out. First, its a AI first platform. And second is that it required very low admin overhead. - So my team can focus on sales and drumming up new business instead of spending hours maintaining data in CRM.Sunil GulatiSr Director - Sales, TekPioneersTrusted by sellers who closeKlipy captures, drafts, and preps across every channel your team sells in — automatically.2,000+Sellers running their pipeline on Klipy2.3M+Emails processed every month800+Hours of meetings captured monthlyWhat happens when you bookA focused conversation with someone who knows the product inside out. No scripts, no slides, no pressure.Your workflow, not a generic tourTell us how you sell. We show Klipy handling your actual day — meetings, follow-ups, pipeline updates.Live product walkthroughSee Klipy process a real conversation and surface the follow-up, the CRM update, and the prep for next time.Honest Q&AAsk anything. Integrations, security, pricing, how it compares to what you use today. Real answers.Twenty minutes, fully preparedShort call. We've already looked at your team and your workflow before we get on.Questions before you start?Most sellers start free and figure it out in minutes. The demo is here if you want a guided walkthrough first.Start for freeOr book a demoCan I try Klipy without booking a demo?How long is the demo?Who will I speak with?What happens after the demo?Does Klipy send emails on my behalf?Is my data secure?What tools does Klipy connect to?Will Klipy work alongside my existing CRM?How much does Klipy cost?How quickly can my team get started?Start closing the loop.Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.Start for freeBook DemoBook a Demo with KlipyA twenty-minute call where Klipy is shown working on your actual workflow — follow-ups drafted, CRM updated, next call prepped. No slide deck, no generic walkthrough. You see Klipy handling your pipeline and decide if it fits.What to ExpectDuration: 20 minutes. Focus: your workflow, your deals, your channels. You speak with a Klipy product specialist or the founder, depending on team size. Your setup is reviewed before the call so no time is wasted.After the DemoYou decide. Start free immediately or take time to think. No follow-up sequence, no pressure. You can also skip the demo entirely — sign up free in two minutes, connect your email and calendar, and see Klipy working on your real conversations immediately.What Klipy DoesKlipy is an AI sales execution platform that captures every conversation across email, meetings, LinkedIn, WhatsApp, and Telegram, then handles the work that comes after. Follow-ups get drafted from real conversation context. The pipeline stays current. The next meeting is prepped before you think to ask. Every AI action requires human approval before anything is sent.IntegrationsEmail: Gmail, Outlook. Meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp. CRM: HubSpot, Salesforce. Custom: Zapier, API, Webhooks.PricingFree to start with 200 AI actions per month. Paid plans from $39/month per seat. Every plan includes the core workspace — CRM, meeting intelligence, follow-up drafts, task management, and scheduling. Advanced features like qualification scorecards, CRM integrations, and custom playbooks unlock on paid tiers.SecurityCASA certified, GDPR compliant, end-to-end encryption, PII masking. SOC 2, ISO 27001, and HIPAA in progress. Conversations are never used to train models. No human ever sees your data.Can I try Klipy without booking a demo?Yes. Start free right now — no credit card, no approval needed. Connect your email and calendar in two minutes. The demo is for teams that want a guided walkthrough first.How long is the demo?Twenty minutes. We focus on your workflow, not a slide deck.Who will I speak with?A Klipy product specialist or the founder, depending on your team size. We review your setup before the call so we don't waste your time.What happens after the demo?You decide. Start free immediately, or take time to think. No follow-up sequence, no pressure.Does Klipy send emails on my behalf?No. Klipy drafts follow-ups from your actual conversations — your tone, their context, commitments included. You review, edit, and hit send. Nothing goes out without your approval.Is my data secure?CASA certified, GDPR compliant, end-to-end encryption, PII masking. SOC 2, ISO 27001, and HIPAA in progress. Your conversations are never used to train models. No human ever sees your data.What tools does Klipy connect to?Gmail, Outlook, Google Meet, Zoom, Teams, LinkedIn, WhatsApp. CRM sync with HubSpot and Salesforce. Plus Zapier, API, and webhooks for everything else.Will Klipy work alongside my existing CRM?Yes. Klipy syncs bi-directionally with HubSpot and Salesforce — deals, contacts, and activity data stay current in both systems. If you don't have a CRM, Klipy is a complete workspace on its own.How much does Klipy cost?Free to start with 200 AI actions per month. Paid plans from $39/month per seat. Every plan includes the core workspace — CRM, meeting intelligence, follow-up drafts, task management, and scheduling. Advanced features like qualification scorecards, CRM integrations, and custom playbooks unlock on paid tiers.How quickly can my team get started?Two minutes to connect your email and calendar. Klipy starts capturing from your first conversation. No IT involvement, no configuration, no data migration.Website: https://klipy.ai/demo