Klipy Features
Klipy is an AI-powered CRM that automatically organizes sales data from emails and enriches lead information to streamline the sales process.
View MoreKey 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
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