Klipy
Klipy simplifies CRM for growing businesses, making it easier to close deals and manage customer relationships.
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Product Information
Updated:Aug 28, 2024
What is Klipy
Streamline your sales process with Klipy, an AI-powered CRM that integrates with email systems to automate sales data organization and lead enrichment.
Key Features of Klipy
Klipy automates CRM tasks, provides AI-driven insights, and ensures data security to help sales teams focus on growth.
AI-Driven CRM Automation
Klipy's AI automatically populates sales information from email, reducing manual data entry and errors.
Email Integration
Klipy seamlessly integrates with Gmail and Outlook to log important conversations and populate the CRM.
Team Collaboration
Klipy enables selling teams to work together with shared notes, interactions, and real-time updates.
Use Cases of Klipy
Founder-led Sales: Automate CRM tasks to streamline sales processes and focus on growth.
Fractional CXO Management: Leverage AI-driven insights to focus on high-impact tasks.
Consultancy Deal Management: Manage multiple deals in a centralized system for better visibility.
Pros and Cons of Klipy
Pros
- Easy setup and integration with email systems
- Automated CRM data population saves time and reduces errors
Cons
- Limited 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
- 1
Sign up for a Klipy account to get started
- 2
Connect your email account to automate CRM population
- 3
Use Klipy's AI-powered tools to get insights and close deals faster
Klipy
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