⚡ Lifetime Deal on AppSumo
⚡ Lifetime Deal on AppSumo
⚡ Lifetime Deal on AppSumo
Don’t Be Like Mike: A Story of Chaos and 6-Figure Loss
Do I need a CRM? If you’re an agency owner asking this question, you’re in the right place. Read Mike’s story to decide.
Whether you’re a 3-person agency or a team of 30, growing pains start earlier than you think . Here’s Mike's story - see which parts feel familiar to you.
Whether you’re a 3-person agency or a team of 30, growing pains start earlier than you think . Here’s Mike's story - see which parts feel familiar to you.
You're handling 5+ clients with regular updates
You're handling 5+ clients with regular updates
You have at least one team member helping with client work
You have at least one team member helping with client work
You spend more than an hour a day on admin tasks
You spend more than an hour a day on admin tasks
Growing Your Agency
Without a CRM
Growing Your Agency
Without a CRM
Meet Mike. He owns a digital agency. He started small and scaled quickly. But along the way, he faced some tough—and costly—lessons.
Meet Mike. He owns a digital agency. He started small and scaled quickly. But along the way, he faced some tough—and costly—lessons.
In year one, Mike built a team of 5
In year one, Mike built a team of 5
In year one, Mike built a team of 5
When Data Expands into Clutter
Manual updates
Mike blocked his Fridays for admin—updating contact info and meeting notes across different spreadsheets and tools.
Manual updates
Mike blocked his Fridays for admin—updating contact info and meeting notes across different spreadsheets and tools.
Manual updates
Mike blocked his Fridays for admin—updating contact info and meeting notes across different spreadsheets and tools.
Siloed data
Mike’s team wastes half an hour per meeting prep, searching emails, Slack, and spreadsheets.
Siloed data
Mike’s team wastes half an hour per meeting prep, searching emails, Slack, and spreadsheets.
Siloed data
Mike’s team wastes half an hour per meeting prep, searching emails, Slack, and spreadsheets.
Knowledge loss
A team member quit without transferring the past conversations in their personal email.
Knowledge loss
A team member quit without transferring the past conversations in their personal email.
Knowledge loss
A team member quit without transferring the past conversations in their personal email.
In year three, Mike doubled his team to 10
In year three, Mike doubled his team to 10
In year three, Mike doubled his team to 10
When Miscommunication Becomes the Norm
Overlapping interactions
Multiple team members contacted the same high-ACV client, making the agency look unprofessional.
Overlapping interactions
Multiple team members contacted the same high-ACV client, making the agency look unprofessional.
Overlapping interactions
Multiple team members contacted the same high-ACV client, making the agency look unprofessional.
Conflicting updates
Different team members shared conflicting updates to the same client about the project.
Conflicting updates
Different team members shared conflicting updates to the same client about the project.
Conflicting updates
Different team members shared conflicting updates to the same client about the project.
Lack of coordination
A new team member asked the client for information they had already provided to a previous contact.
Lack of coordination
A new team member asked the client for information they had already provided to a previous contact.
Lack of coordination
A new team member asked the client for information they had already provided to a previous contact.
By year five, Mike’s team grew to 20
By year five, Mike’s team grew to 20
By year five, Mike’s team grew to 20
When Tasks Spiral Out of Control
Missed follow-ups
The team didn’t follow up on a proposal. They lost the client to a competitor with steady communication.
Missed follow-ups
The team didn’t follow up on a proposal. They lost the client to a competitor with steady communication.
Missed follow-ups
The team didn’t follow up on a proposal. They lost the client to a competitor with steady communication.
Missed lead nurturing
Mike’s team couldn’t spot warm leads ready for engagement. This caused a significant drop in the conversion rate.
Missed lead nurturing
Mike’s team couldn’t spot warm leads ready for engagement. This caused a significant drop in the conversion rate.
Missed lead nurturing
Mike’s team couldn’t spot warm leads ready for engagement. This caused a significant drop in the conversion rate.
Missed renewals
Without a system to track client needs and contract timelines, Mike’s agency missed renewals.
Missed renewals
Without a system to track client needs and contract timelines, Mike’s agency missed renewals.
Missed renewals
Without a system to track client needs and contract timelines, Mike’s agency missed renewals.
Signs You’ve Outgrown Basic CRM Tools
Mike’s story is a cautionary tale, based on issues our clients have. The longer you avoid these issues, the higher the risk of losing potential income.
Contact Mismanagement
Your team waste time updating data manually or struggle to track and access client information.
Contact Mismanagement
Your team waste time updating data manually or struggle to track and access client information.
Contact Mismanagement
Your team waste time updating data manually or struggle to track and access client information.
Communication Mismanagement
Your team miscommunicates with clients, eroding their trust and damaging long-term relationships.
Communication Mismanagement
Your team miscommunicates with clients, eroding their trust and damaging long-term relationships.
Communication Mismanagement
Your team miscommunicates with clients, eroding their trust and damaging long-term relationships.
Task Mismanagement
Your team isn’t on top of what clients need and expect, missing important follow-ups and tasks.
Task Mismanagement
Your team isn’t on top of what clients need and expect, missing important follow-ups and tasks.
Task Mismanagement
Your team isn’t on top of what clients need and expect, missing important follow-ups and tasks.
The Power of a Team in the Palm of Your Hands
The Power of a Team
in the Palm of Your Hands
A Single-Source of Truth
A Single-Source of Truth
A Single-Source of Truth
Contact
management
Contact management
Capture leads, meetings, and interactions data automatically. Eliminate manual work. Centralize client intel for quick search and navigation.
Save billable hours on manual data entry.
Access client information instantly.
Never lose critical client data again.
The Interactions Timeline
The Interactions Timeline
The Interactions Timeline
Communication management
Never miss a task or follow-up ever again. Automatically track your next steps and keep the sales flow active.
Everyone knows who’s contacting the client, when, or why
Any team member can pick up conversations where they left off
New hires can engage with clients as if they were there.
Follow-Ups and Next Steps
Follow-Ups and Next Steps
Follow-Ups and Next Steps
Task
management
Task management
Automate follow-ups and next steps. Use AI-generated insights to prioritize tasks based on client intent and needs.
Stay on top of deals with the right action
Know who is ready to become your client
Always take the right action at the right time
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.
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.
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.
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 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
Automatic follow-ups
Clear action steps and signals
Sleek, modern interface
The New Way
Instant onboarding
10-minute setup
Automated data capture
Self-managing system
Automatic follow-ups
Clear action steps and signals
Sleek, modern interface
The New Way
Instant onboarding
10-minute setup
Automated data capture
Self-managing system
Automatic follow-ups
Clear action steps and signals
Sleek, modern interface
Simple 3 step process to setup
Simple 3 step process to setup
Start automating today?
Start automating today?
As your agency grows, Klipy scales without adding extra work.
It automates processes so you can focus on clients and revenue.
As your agency grows, Klipy scales without adding extra work. It automates processes so you can focus on clients and revenue.
Start your trial now