Klipy vs. Zoho: Why teams use Klipy
Looking for a tool like Zoho, but with more automations and accessibility? Klipy's got you covered.
Free Plan
Free Migration
Unlimited Enrichment
Email Integration
Conversation Mining
Built-in Knowledge Base
Auto-Pipeline Update
GenAI Toolkit
Free Plan
Free Migration
Unlimited Enrichment
Email Integration
Conversation Mining
Built-in Knowledge Base
Auto-Pipeline Update
GenAI Toolkit
Comparing Klipy vs. Zoho
Klipy
Zoho
Pricing (USD per seat)
Free, or $30/mth to $45/mth
From $14/mth to $65/mth
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.
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.
Learn more
Intergrations
Integrate Klipy with Your Tech Stack
Connect with your favorite tools to sync data and automate your sales operations.
Testimonials
Loved by founders
Discover how Klipy simplifies the sales workflows for countless founders and professionals.
FAQS
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