Klipy
Klipy is an AI-powered sales OS that automatically captures and manages all sales conversations across multiple channels, updates CRM, drafts follow-ups, and prepares meeting briefs to eliminate administrative work.
https://klipy.ai/directories/product-hunt?ref=producthunt
Product Information
Updated:Mar 16, 2026
What is Klipy
Klipy is an autonomous AI Executive Secretary designed to streamline sales operations and eliminate administrative work for professionals. It acts as a comprehensive sales operating system that integrates with email, WhatsApp, LinkedIn, calls, and other communication channels to create a unified workspace for managing customer relationships and sales processes. Launched in 2024, Klipy combines CRM capabilities with AI-powered automation to help sales professionals focus on closing deals rather than manual data entry and follow-up tasks.
Key Features of Klipy
Klipy is an AI-powered sales operating system that automates sales administrative tasks by capturing and processing conversations across multiple channels (email, WhatsApp, LinkedIn, calls). It automatically handles CRM updates, meeting summaries, follow-ups, and meeting preparations, while providing AI-assisted features like conversation search, contact enrichment, and sales coaching. The platform integrates seamlessly with existing workflows and tools to reduce manual data entry and streamline sales processes.
Unified Communication Hub: Centralizes all communications from LinkedIn, WhatsApp, email, and calls into one inbox with automatic capture and organization
Automated Meeting Intelligence: Records, transcribes, and extracts action items from calls while generating structured summaries and follow-ups before the call ends
AI-Powered Follow-ups: Automatically drafts contextual follow-up messages based on actual conversation content while matching your tone and including relevant next steps
Smart Task Management: Automatically converts commitments into tracked tasks and updates priorities based on ongoing conversations
Use Cases of Klipy
Solo Entrepreneurs: Helps founders and solo business owners manage sales processes efficiently without dedicated sales staff by automating administrative tasks
Sales Teams: Enables sales teams to track and manage multiple deals across various communication channels while maintaining consistent follow-ups
New Sales Representatives: Provides coaching and framework implementation for inexperienced sales staff by applying professional sales methodologies automatically
Pros
Quick setup time (under 4 minutes)
Significant time savings (1-1.5 hours per day)
Strong security features with multiple certifications
No manual data entry required
Cons
Limited to 200 AI actions in free tier
Relatively new product still adding features
How to Use Klipy
Sign up and Connect Accounts: Sign up for Klipy and connect your email (Gmail/Outlook) and calendar in under 4 minutes. No credit card required for the free tier which includes 200 AI actions per month.
Enable Communication Channels: Link your communication channels like LinkedIn, WhatsApp, and Telegram to have all conversations captured in one unified inbox (Unibox feature).
Set Up Calendar Integration: Allow Klipy to sync with your calendar so it can automatically join calls, record meetings, and prepare pre-meeting briefs with enriched contact information.
Start Using Automated Features: Begin using core features like automated meeting summaries, follow-up drafts, and task tracking which happen automatically after each conversation.
Utilize Voice Notes: Record quick voice memos between calls that Klipy will transcribe and convert into structured action items.
Access Conversation History: Use the Instant Recall feature to search past conversations across all channels by asking Klipy questions about previous interactions.
Review AI Suggestions: Check and approve AI-generated follow-ups, meeting summaries, and task suggestions before they're sent or implemented.
Set Up Booking Links: Create custom booking links through the Scheduler feature to streamline meeting scheduling with prospects.
Monitor Pipeline: Track deals, relationships, and company information through the automatically populated CRM features without manual data entry.
Request AI Assistance: Ask Klipy for help with specific tasks like finding similar accounts or getting sales coaching by analyzing your call transcripts.
Klipy FAQs
Klipy is an AI-powered sales operating system that automatically captures and manages sales conversations across multiple channels including email, WhatsApp, LinkedIn, and calls. It handles follow-ups, CRM updates, and meeting prep automatically while integrating sales frameworks like Sandler, MEDDIC, and Challenger.
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