Klipy vs. Sugar CRM: Why teams use Klipy

Looking for a tool like Sugar CRM, but with more flexibility and accessibility? Klipy's got you covered.

Klipy vs. Sugar CRM

Klipy vs. Sugar CRM

Klipy vs. Sugar CRM

While Sugar CRM is great for visualizing entire customer journey, Klipy lets you streamline and automate all your sales operations with simple, and easy to setup interface and automations.

While Sugar CRM is great for visualizing entire customer journey, Klipy lets you streamline and automate all your sales operations with simple, and easy to setup interface and automations.

While Sugar CRM is great for visualizing entire customer journey, Klipy lets you streamline and automate all your sales operations with simple, and easy to setup interface and automations.

Klipy

Klipy

Klipy

Free Plan

Free Migration

Unlimited Enrichment

Email Integration

Conversation Mining

Built-in Knowledge Base

Auto-Pipeline Update

GenAI Toolkit

Sugar CRM

Sugar CRM

Sugar CRM

Free Plan

Free Migration

Unlimited Enrichment

Email Integration

Conversation Mining

Built-in Knowledge Base

Auto-Pipeline Update

GenAI Toolkit

Comparing Klipy vs. Sugar CRM

Klipy

Sugar CRM

Free Plan

Free Plan

Free Plan

Pricing (USD per seat)

Free, or $30/mth to $45/mth

From $19/mth to $135/mth

Free Migration

Free Migration

Free Migration

Automatic Enrichment

Automatic Enrichment

Automatic Enrichment

Unlimited Enrichment

Unlimited Enrichment

Unlimited Enrichment

Namecard Scanner

Namecard Scanner

Namecard Scanner

Mobile Friendly

Mobile Friendly

Mobile Friendly

Email Integration

Email Integration

Email Integration

Automatic Email Logging

Automatic Email Logging

Automatic Email Logging

Conversation Mining

Conversation Mining

Conversation Mining

Built-in Notion-like Editor

Built-in Notion-like Editor

Built-in Notion-like Editor

Voice Notes (Transcribe)

Voice Notes (Transcribe)

Voice Notes (Transcribe)

Pipeline Management

Pipeline Management

Pipeline Management

Auto-Pipeline Update

Auto-Pipeline Update

Auto-Pipeline Update

Gen AI Toolkit

Gen AI Toolkit

Gen AI Toolkit

Quick Compare

How is Klipy different?

Watch a short speed run video handling brand new inbound lead on Klipy and Hubspot. We want you to choose the best platform for you, even if it's not us.

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CRM, Simplified

We’ve made it so simple, you’ll forget CRMs ever took up your time.

The Old Way

Weeks of onboarding

Complex setup and training

Manual data entry

Dedicated CRM administrators

Missed follow-ups

Unclear next steps

Clunky, overwhelming interface

The New Way

Instant onboarding

10-minute setup

Automated data capture

Self-managing system

Timely follow-up notifications

Clear action steps and tasks

Sleek, intuitive interface

"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

Co-Founder, Tech Horizon Labs

Data

Contact Data Management

Connect

Stop managing sales data manually. One-click email integration is all you need to automate, update, and run your pipeline on autopilot.

Go from clunky spreadsheets to a hands-free pipeline in 1 click.

Integrate with your email stack and switch to a hands-free pipeline.

Eliminate data gaps between your emails and CRM records.

Populate

Update your contacts in real-time while building a complete profile of your leads with advanced data extraction.

Automatically extract lead data the moment you receive an email.

Capture all company contacts when included in an email thread.

Keep your database accurate with real-time data updates.

Enrich

Build a complete database from every interaction. Extract key information from emails and automatically expand your lead profiles.

Improve follow-up accuracy with automatic data enrichment.

Qualify your leads with automated data extraction from 100+ sources.

Refine targeting with data like company size and estimated ARR.

Flow

Deal Flow Management

Prioritize

Focus on what matters. Identify which leads need your immediate attention, which tasks to prioritize, and who to contact next.

View your leads’ complete interaction timelines in a single dashboard.

Detect deals that have stayed on hold for longer than expected.

Identify high-priority deals and the next steps you need to take.

Interact

Handle your sales meetings directly from your CRM system. From scheduling to follow-ups, stay on top of all your interactions.

Schedule, prepare, and follow up on meetings, all from your CRM.

Automatically log meeting information—transcripts and summaries.

Effortlessly capture key outcomes and action points after each meeting.

Extract

Turn interactions into insights. Generate summaries to uncover key conversation points and identify sales opportunities.

Auto-summarize each interaction— calls, emails, and meetings.

Spot dissatisfaction early to resolve issues before losing a deal.

Know who’s ready to say ‘yes’ with automated buying signals

Follow Through

Never miss a task or follow-up ever again. Automatically track your next steps and keep the sales flow active.

Automatically generate tasks based on your lead interactions.

Avoid inbox clutter with automated tags on tasks and follow-ups

Get timely reminders and never drop the ball on a follow-up again.

Collaboration

Team Hub

Bring sales interactions and tasks into one single, shared platform. Break the work silos and facilitate teamwork in real-time.

Record

Log every deal activity and interaction. Make it easy for your team to access and review key insights whenever they need.

Increase transparency with accurate logs of your team’s activities.

Document lead insights and interactions for easy reference later on.

Generate records faster with voice notes in up to 99 languages.

Share

Instantly share key deal information to keep your team in the loop and prevent miscommunication.

Share notes in real-time to keep everyone on the same page.

Centralize important documents and sales information for easy access.

Onboarding a new team member? They'll be up to speed before lunch.

Testimonials

Loved by founders

Discover how Klipy simplifies the sales workflows for countless founders and professionals.

FAQS

Quick
Answers

Quick Answers

Quick Answers

Still have a question?

Ask the founder!

Can I try Klipy before committing to a subscription?

Can I bring my existing contacts over to Klipy?

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

Do you have comparisons to other platforms?

I still have questions, HELP!

Can I try Klipy before committing to a subscription?

Can I bring my existing contacts over to Klipy?

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

Do you have comparisons to other platforms?

I still have questions, HELP!

Can I try Klipy before committing to a subscription?

Can I bring my existing contacts over to Klipy?

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

Do you have comparisons to other platforms?

I still have questions, HELP!

Still have a question?

Ask the founder!

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