Klipy
Klipy is an AI-powered CRM that automatically organizes sales data from emails and enriches lead information to streamline the sales process.
Visit Website
https://useklipy.com/
Product Information
Updated:28/08/2024
What is Klipy
Klipy is a simple, automated customer relationship management (CRM) platform designed for growing businesses, especially founder-led sales teams, fractional executives, and consultancies. It integrates directly with email systems like Gmail and Outlook to automatically populate and organize sales data without manual entry. Klipy aims to simplify CRM and make it actually work for sales teams by reducing administrative overhead and providing AI-enhanced insights.
Key Features of Klipy
Klipy is an AI-powered CRM platform that automatically populates sales information from email, providing a simple and efficient way to manage customer relationships. It offers features like automatic data enrichment, team collaboration, email integration, and secure data handling. Klipy is designed for growing businesses, especially founder-led sales teams, fractional CXOs, and consultancies.
Automatic CRM Population: Connects to email and automatically populates sales information, eliminating manual data entry.
Team Collaboration: Enables selling as a team with shared notes, interactions, and real-time updates for all team members.
Lead Enrichment: Automatically fills in critical information about leads with up-to-date business data.
Email Integration: Seamlessly integrates with Gmail and Outlook, logging important conversations automatically.
Secure Data Handling: Prioritizes data security with industry-leading third-party standards and certifications.
Use Cases of Klipy
Founder-led Sales: Helps founders manage multiple roles efficiently by automating CRM tasks and providing clear deal visibility.
Fractional CXO Management: Enables fractional executives to focus on audience engagement while automating backend CRM processes.
Consultancy Deal Management: Assists consultancies in managing various deals, regardless of size or duration, in a centralized system.
Small Team Collaboration: Facilitates seamless collaboration for small teams with shared CRM data and real-time updates.
Pros
Easy setup and integration with email systems
Automatic data population saves time and reduces manual entry errors
Suitable for various business sizes and roles
Offers a free plan for very small teams
Cons
Limited to 3 seats in the free plan
May have a learning curve for users accustomed to traditional CRM systems
Primarily focused on email integration, which may not suit all business models
How to Use Klipy
Sign up for a Klipy account: Go to the Klipy website and click 'Start for free' to create a free account. No credit card is required.
Connect your email account: Once logged in, connect your Gmail or Outlook email account to Klipy with one click. This allows Klipy to automatically import your contacts and conversations.
Let Klipy populate your CRM: Klipy will automatically scan your emails and populate your CRM with contacts, companies, and deal information. No manual data entry required.
View your sales pipeline: Go to the Pipeline view to see all your deals visualized in stages. Drag and drop deals between stages as they progress.
Access contact and company information: Click on any contact or company to view enriched information that Klipy has automatically gathered, including business details and interaction history.
Collaborate with your team: Invite team members to your Klipy account. You can share notes, interactions, and records in real-time.
Use AI sales tools: Leverage Klipy's AI-powered features to get insights and recommendations to help close deals faster.
Monitor your sales performance: Use Klipy's reporting features to track key metrics and analyze your sales performance over time.
Klipy FAQs
Klipy is an AI-powered CRM (Customer Relationship Management) platform that automatically populates sales information from email and organizes deal flows. It connects to email accounts to create a full-scale CRM pipeline with minimal manual setup.
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