Question 1

What is Klipy?

Accepted Answer

Klipy is a simple, lightweight CRM built for early stage businesses that are in their scaling phase. We use combination of different integrations and AI systems to provide out-of-the-box solution for businesses that need robust sales tracking and highly personalized engagement with their clients without having to add additional headcount or overhead on sales operations.

Question 2

Is Klipy useful and helpful for my small business?

Accepted Answer

Klipy is designed for ease of use and strong automation, making it a great fit for small teams. Shared records and auto logging helps increase visibility into your pipeline without adding additional workload on top of the busywork of agencies.

Question 3

Can Klipy help me make sure I don't forget to follow up with important clients and partners?

Accepted Answer

Of course - we don't want anything falling through the cracks especially since we fully understand how much effort goes into creating leads and prospects for growing businesses. Klipy will extract action items from important conversations and save them as to do tasks for you to never forget about follow ups.

Question 4

How much is Klipy actually automating the manual entries compared to other CRMs in the market?

Accepted Answer

Klipy is smart enough to determine whether the email is sent from a real person and is requesting for your follow-up actions. Emails from systems, bots, or anything unrelated to your sales will not be recorded. Instead, all the relevant contacts, their company, and the key interactions with them that contains purchase intents will be logged automatically - so that even the records inside the CRM are focused and important for you to follow through.

Question 5

What type of support does Klipy offer?

Accepted Answer

There are multiple ways to get help and support from us.  We regularly send out newsletters and checkin emails to your account you signed up with. You can simply reply that email or just email us at jung@klipy.ai to get instant help.   You can also send us feedbacks inside the app - the feedback button is on the top right corner of our app.   Alternatively, you can also send us feedback on https://feedback.klipy.ai page.  We are currently in progress with live chat support and few other ways to make it as easy as possible to get you help before it is too late, so stay tuned and let us know if you need anything else.

Question 6

Can I try Klipy before committing to a subscription?

Accepted Answer

Absolutely! We offer a free trial so you can experience firsthand how Klipy works. Sign up today to start your trial and see the difference Klipy can make.

Question 7

How secure is my data with Klipy?

Accepted Answer

At Klipy, we prioritize the security and privacy of your data. Our platform employs advanced encryption protocols, regular security audits, and compliance with industry standards such as CASA, OWASP, and SOC to ensure that your sensitive information is protected at all times.

Question 8

How long will it take for me to fully onboard and start using Klipy?

Accepted Answer

Once you sign up and choose your plan, you will be guided through our onboarding which takes about 5 minutes.  After the onboarding, you should already have your integrations ready and your recent contacts imported so that you can start right away!

Question 9

Does Klipy offer Startup discount program?

Accepted Answer

We are preparing something for startups so that we can share the growth journey together. Feel free to book a short session with us so that we can understand your situation and provide arrangements for you if we can.

Question 10

Does Klipy offer Affiliate program so that I can refer this to my clients as well?

Accepted Answer

Klipy offers case based affiliate program for fractionals and agencies. For example, we recently had collaborations on co-branded whitepaper, social media shoutouts, or webinars with one of our key users. Feel free to book a short session with us so that we can understand your situation and provide arrangements for you if we can.

Finally,

an actual

simple

CRM

With just 1 click, Klipy connects with your email and automatically populates everything you need to know about your sales. All in one place.

With just 1 click, Klipy connects with your email and automatically populates everything you need to know about your sales. All in one place.

With just 1 click, Klipy connects with your email and automatically populates everything you need to know about your sales. All in one place.

"This AI-enhanced CRM streamlines our customer management beyond basic spreadsheets. It automates processes, enabling us to focus on delivering AI consulting and innovation. Great for innovators seeking efficiency"

Huxley Peckham

10 minutes to set up, lifetime of up-to-date pipeline.

10 minutes to set up, lifetime of up-to-date pipeline.

10 minutes to set up, lifetime of up-to-date pipeline.

All-in-one clarity with a hassle-free single source of truth.

All-in-one clarity with a hassle-free single source of truth.

All-in-one clarity with a hassle-free single source of truth.

And so much more...

Win as a Team

Enrich critical information about your Leads

Built for teams that use Gmail or Outlook

Built to Secure

How is Klipy different?

More from our blog

We want you to choose the best platform for you, even if it's not us.

The Definitive Guide to Understanding CRM

Small Business CRM Checklist (2024 Edition)

Simple CRM for Small Businesses: What You Need to Know

Loved by Pioneers

Nikhil K C

Co-Founder at Tivazo

"Before using Klipy, I struggled with manual imports to my CRM, which was time-consuming and often frustrating. With Klipy, all contacts and descriptions are seamlessly pulled into the system, making it an incredibly efficient tool."

Rudolf Jantos

Fractional CMO

"Great team behind the product. its been developed with direct user feedback. A must try alternative and better to hubspot CRM"

Managing Partner

at AMCOE

Loved by Pioneers

Nikhil K C

Co-Founder at Tivazo

"Before using Klipy, I struggled with manual imports to my CRM, which was time-consuming and often frustrating. With Klipy, all contacts and descriptions are seamlessly pulled into the system, making it an incredibly efficient tool."

Rudolf Jantos

Fractional CMO

"Great team behind the product. its been developed with direct user feedback. A must try alternative and better to hubspot CRM"

Managing Partner

at AMCOE

Loved by Pioneers

Nikhil K C

Co-Founder at Tivazo

"Before using Klipy, I struggled with manual imports to my CRM, which was time-consuming and often frustrating. With Klipy, all contacts and descriptions are seamlessly pulled into the system, making it an incredibly efficient tool."

Rudolf Jantos

Fractional CMO

"Great team behind the product. its been developed with direct user feedback. A must try alternative and better to hubspot CRM"

Managing Partner

at AMCOE

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