Klipy

klipycrm.com ↗

AI sales agent for owner-led firms

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SI Score: 80/100
Pricing: Not confirmed
Free plan: Not confirmed
Sign-up required: Not confirmed

Ask SI about Klipy

Answers use saved listing facts and recorded sources.

Homepage screenshot

SI REVIEWBased on the site's own pages, in a directory managed by people

What it does

Klipy is an AI sales agent for owner-led firms. It connects to email, calendar, meetings, LinkedIn, WhatsApp and Telegram, reads conversations, keeps people, company and deal records current, and drafts follow-ups that the user reviews and sends. A free plan includes 200 AI actions per month, and paid plans start from $39 per seat. Integrations listed include Gmail, Outlook, Google Meet, Zoom, Microsoft Teams, LinkedIn, WhatsApp, HubSpot, Salesforce, Zapier, API and webhooks.

Setup is described as about two minutes to connect email and calendar, with no IT involvement or data migration. Demos are asynchronous: you share how your team sells and Klipy sends a walkthrough built on that workflow. Klipy drafts replies from conversation context; the site states it does not send emails on your behalf. CRM sync with HubSpot and Salesforce is described as bi-directional. The documentation covers setup, connections, notetaker, meetings, imports, billing, tokens and troubleshooting, plus a REST API, webhooks and an MCP server for Claude and ChatGPT. Security notes list CASA certification, GDPR compliance and end-to-end encryption, with SOC 2, ISO 27001 and HIPAA listed as in progress.

Best for

Owner-led sales teamsConsultants and agencies that sell and deliverTeams wanting drafted follow-ups and an auto-updating CRMUsers connecting email, calendar and meeting tools

SI Score

80/100

#1 in Agents & Automation

Based on published information. No hands-on task test.

Method 2.0 · Published source review Assessed Oct 28, 2026Score ceiling for this evidence: 84/100.

Product usefulness 80

Evidence

Klipy uses sales conversations to prepare follow-ups and meeting briefs and keeps a deal-oriented workspace. Its dated native page explicitly presents drafts for review before sending. That human approval boundary supports a complete conversation-to-follow-up workflow for owner-led firms, without accepting claims about additional sales or time saved.

Limits: Source-researched AI assessment reviewed by a separate native AI worker. No hands-on product test or human verification is claimed.

Source links and check dates are in Sources and checks below.

Separate website checks

These checks do not add points to the SI Score. They inspect the website's HTML, not the product in use.

Basic website checks100/100

HTTPS: yes
Homepage answered with HTTP 200
Privacy policy link: found
Terms link: found
Contact or about page: found

We check that these pages exist, not what they say. Ownership and company details are not verified.

Checked Oct 18, 2026.

HTML accessibility checks100/100

Page language set: en
Mobile viewport: yes
Images with a text alternative: 19 of 19
Main heading (h1): yes

Automated checks on the homepage HTML only. This is not a full accessibility audit.

Checked Oct 18, 2026.

Homepage HTML response90/100

First byte after 834 ms
Homepage HTML loaded in 1.1 s
HTML size 431 KB

Measured once from our server. Images, scripts and your own connection are not included.

Checked Oct 18, 2026.

Trackers in homepage HTML64/100

Third-party trackers in the homepage code: Google Tag Manager, Meta Pixel, LinkedIn Insight

Only the homepage HTML is checked. Trackers loaded later by scripts, and what the service does with your data, are not covered.

Checked Oct 18, 2026.

Page date hintsunknown

No copyright year found on the page.

Unknown. The page gives no date we can rely on.

Checked Oct 18, 2026.

Policy links do not verify a company's conduct. An HTML response time is not application speed. Tracker and accessibility checks miss behavior after page load. Copyright dates do not prove product upkeep.

How the SI Score works →

Unconfirmed details may be unassessed, absent from the pages checked or temporarily unreadable. A missing price does not mean the service is free.

Sources and checks

Supporting pages for product usefulness, site facts, prices and separate website checks. Each record keeps its own date. Reading a page does not establish how well the product performs in use.

klipycrm.com/
- Product usefulness evidence
klipy.ai/
- Basic website checks (separate check)Checked Oct 18, 2026
- HTML accessibility checks (separate check)Checked Oct 18, 2026
- Homepage HTML response (separate check)Checked Oct 18, 2026
- Trackers in homepage HTML (separate check)Checked Oct 18, 2026
- Page date hints (separate check)Checked Oct 18, 2026
klipy.ai/legal/privacy
- Basic website checks (separate check)Checked Oct 18, 2026
klipy.ai/legal/terms
- Basic website checks (separate check)Checked Oct 18, 2026

Checks without a source link

PricingUnknownChecked Oct 18, 2026
Free planUnknownChecked Oct 18, 2026
Sign-up requiredUnknownChecked Oct 18, 2026
PlatformsUnknownChecked Oct 18, 2026
APIUnknownChecked Oct 18, 2026
Open sourceUnknownChecked Oct 18, 2026

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