Klipy

An AI sales agent that captures inbound buyer signals, logs interactions, drafts outreach and follow-ups, and maintains CRM records to prevent pipeline gaps when the same people sell and deliver. It is for founders, owner-operators and lean revenue teams in small to mid-size B2B firms in technology, consulting and agencies, including sales and marketing roles. It is delivered as SaaS with approval-based automation where the agent proposes actions and the user approves before sending, with free and paid tiers.

Key features

• Sales CRM
• Task management
• Unibox email inbox
• Scheduling links
• Business card scanner
• Notes and voice memos
• File cabinet
• Interaction auto-logging
• Meeting notetaker and transcription
• Self-updating to-dos
• Automated follow-ups
• Contact details enrichment
• Company research
• Work email and phone finder
• Qualification scorecard
• LinkedIn profiling
• Keep in touch automation
• Stale deal detection
• Auto org chart
• Custom playbooks
• MCP integration
• CRM integrations (HubSpot, Salesforce, Attio)
• API and webhook access