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