Klipy Introduction
Klipy is an AI-powered CRM that automatically organizes sales data from emails and enriches lead information to streamline the sales process.
View MoreWhat 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.
How does Klipy work?
Klipy connects to a user's email account with one click, then automatically extracts and organizes relevant sales information from emails and calendar events into a CRM pipeline. It uses AI to enrich lead data with up-to-date business information, eliminating the need for manual research. The platform provides a shared workspace for sales teams to collaborate, with features like shared notes and real-time updates. Klipy also employs AI to analyze conversations and provide sales insights. The system is designed to capture important information while filtering out irrelevant details, keeping the CRM focused and uncluttered.
Benefits of Klipy
By automating data entry and enrichment, Klipy saves sales teams significant time and reduces administrative burden. The automated organization of deals into a visual pipeline improves deal tracking and forecasting. Team collaboration features enhance coordination on sales efforts. The AI-powered insights can help improve sales strategies and customer interactions. Additionally, Klipy's simple setup and integration with existing email systems mean teams can get up and running quickly without disrupting existing workflows. Overall, Klipy aims to make CRM more accessible and actually useful for growing businesses that may have found traditional CRM systems too cumbersome.
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