Klipy AI-Powered CRM Review: Streamlining Sales Management

An in-depth look at how Klipy's AI-driven CRM simplifies and automates sales processes for businesses.

Key Aspects

  • AI integration
  • sales automation
  • user interface
  • pricing plans
  • customer support
  • security features
  • scalability

Tags

CRMAI technologysales automationbusiness solutionreview

Klipy Pricing Information

Free Plan

Klipy offers a free plan designed for very small teams. This plan includes shared & private CRM, sales AI toolkits, and up to 3 seats. It's a great way to start using Klipy without any financial commitment.

To get started with the free plan, simply visit the Klipy website and sign up. No credit card is required to begin using the free tier of services.

Starter Plan

For growing teams, Klipy offers a Starter plan at $30 per seat per month, billed annually. This plan includes priority access to new features, full CRM automation, no seat limits, and priority support.

The Starter plan is ideal for teams looking to scale their operations with advanced CRM capabilities and enhanced support.

Enterprise Plan

Klipy's Enterprise plan is tailored for large organizations. This plan includes custom & fine-tuned models, enterprise integration, private deployment, and custom billing. To learn more about the Enterprise plan, interested parties can contact Klipy's sales team directly.

Klipy Features

Auto CRM

Klipy's Auto CRM feature automatically enriches, logs, and organizes all your deal flows. With just one click, Klipy connects with your email and populates everything you need to know about your sales, all in one place.

This feature is designed to save time and ensure that no detail is missed from your most important conversations that could seal the deal.

Visualize Deals

Klipy allows you to visualize all your leads and prospects in one place. This feature eliminates the need to jump through hoops to figure out where your deals are at, providing a clear and concise overview of your sales pipeline.

Setup in Seconds

Setting up Klipy is quick and easy. Simply connect your email account, and Klipy will handle the rest, instantly converting your mailbox into a full-scale CRM pipeline. This streamlined setup process ensures you can start benefiting from Klipy's features almost immediately.

Klipy Compatibility

Email Integration

Klipy is built to work seamlessly with both Gmail and Outlook. This compatibility allows users to automatically log their important conversations from these widely used email platforms, keeping the parts that matter and filtering out the rest.

Security

Keeping client data secure is a top priority for Klipy. The platform is audited and certified on industry-leading third-party standards, ensuring that your data is handled with the utmost care and security.

Klipy Customer Service Details

Support Options

Klipy offers community support for its free plan users. For the Starter and Enterprise plans, users receive priority support, ensuring that any issues or questions are addressed promptly.

Additionally, Klipy encourages users with questions to reach out directly to the founder for personalized assistance.

Contact Information

To contact Klipy for support or sales inquiries, visit their website for direct links to their support channels and sales team. This direct access facilitates quick resolution of queries and smooth onboarding for new users.