Klipy is an AI CRO that captures buyers, drafts follow-ups and tracks deals for owner-led firms. Free plan, paid plans from $39 per seat per month.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Klipy is an AI CRO, a single AI agent that runs the sales operation for businesses that sell and deliver at the same time. It captures inbound interest, drafts follow-ups, keeps the CRM current and tracks deals, and it acts only on the user's approval. The company describes it as doing the ten jobs a growing team would otherwise hire for.
The product targets owner-led firms in tech, consulting and agencies, where the person who sells is also the person who delivers. Klipy was founded in August 2024, is headquartered in Delaware, and reports more than 4,300 customers in 64+ countries. Those figures come from the company's own site.
Setup starts by connecting an inbox and calendar. Klipy reads the history, learns the company and its clients, and surfaces ongoing deals to pick up from. The first drafts wait for approval. The company says there is no onboarding call and no data import to schedule first.
Autonomy is set by the user. On day one every draft waits on a yes, and sending on its own is something the user switches on channel by channel. Klipy says it cannot delete records or exceed the scope set for it. Replies and wins feed a learning loop that shapes later messages.
Klipy organizes its work into three motions. Capture reads comments, replies and inbound messages as buyers raising a hand, finds email and phone details, and drafts an opener. Close follows up on deals, flags those going quiet with a drafted save, and briefs the user before calls.
Compound finds lookalikes of a won client, tracks renewals and drafts them before they are due, and keeps won clients warm. A meeting notetaker joins Google Meet, Zoom and Microsoft Teams and transcribes in 99 languages. Every plan includes MCP, API and webhook access for custom agents.
Klipy is an AI CRO, a single AI agent that runs the sales operation for owner-led firms. It captures inbound buyers, drafts follow-ups, flags quiet deals and keeps the CRM current. It acts only on the user's approval.
Klipy has a Free plan at $0 and paid plans at $39 (Starter), $89 (Growth) and $149 (Professional) per seat per month, billed monthly. Extra tokens cost $0.10 each up to a monthly cap the user sets.
Yes. The Free plan is free forever with no credit card. It includes 200 tokens a month, about 100 approved follow-ups, 2 inboxes and 1 seat.
A token is spent when the user approves an action, such as a sent follow-up, a transcribed meeting or a company lookup. Reviewing what Klipy prepares is free, and rejected drafts cost nothing.
Only where the user switches that on. On day one every draft waits for approval. Automatic replies are enabled channel by channel and can be turned off at any time.
Klipy connects to Gmail, Outlook, LinkedIn, WhatsApp, Telegram, Zoom, Google Meet and Microsoft Teams. It syncs with Pipedrive, HubSpot, Attio and Salesforce, and connects to Claude, ChatGPT, Gemini, Zapier and Make.
No. Klipy reads from and writes back to Pipedrive, HubSpot, Attio and Salesforce over API, webhooks and MCP. If a spreadsheet is the system of record, Klipy works alongside it.
Klipy says it is CASA certified and GDPR compliant, with AES-256 encryption listed. SOC 2 Type II, ISO 27001 and HIPAA are in progress. PII masking and audit logs are available on the Professional plan.