--- title: Klipy AI Reviews meta_title: 'Klipy AI Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how Klipy AI works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 11 scale: '5' date_modified: '2026-07-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Klipy AI Reviews **Vendor:** Vire KLL Inc. **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 11 ## About Klipy AI Klipy is the AI sales agent for B2B teams who win deals on speed. Every conversation your team has - across email, calls, LinkedIn, WhatsApp, and Telegram - produces a drafted follow-up, an updated CRM record, and a queued next step in minutes. You approve. Nothing reaches a prospect without you. Thousands of sellers use Klipy to make sure they are always first to follow up, every time. ------------------------ Key features: - Your agent drafts it. You hit send. After every conversation, Klipy drafts the follow-up from what was actually said - names, commitments, next steps - and waits for your approval before anything goes out. - Set it in plain language. Tell your agent what to handle in a sentence: "After every meeting, draft a follow-up with next steps." No workflow builder. No flowchart. One instruction runs after every conversation. - CRM updated from the conversation, not from memory. Contact records, deal stages, and activity notes get populated from what was said - not what your rep remembered to type three days later. - Every channel, one agent. Klipy captures conversations across email, calls, LinkedIn, WhatsApp, and Telegram so your agent has the full picture of every deal, not just one channel. - Walk into every call prepared. Before each meeting, your agent pulls contact history, company news, prior conversation notes, and deal context into a brief ready for you to review. - Never let a deal go cold. When a deal goes quiet, your agent surfaces it and drafts a re-engagement before the prospect moves on. - Turn every win into more pipeline. When a deal closes, your agent finds lookalike accounts, researches their context, and drafts personalized outreach so the win generates the next opportunity. Getting started takes two minutes. Connect your email, set your first instruction in plain language, and your agent surfaces its first draft from your next conversation. No implementation. No agency. No setup fee. Free to start, no credit card required. ------------------------ Join thousands of sales teams across 56 countries already using Klipy to respond first, every time. See what your agent can do at klipy.ai ## Klipy AI Pros & Cons **What users like:** - Users value the **organization efficiency** of Klipy AI, greatly enhancing productivity and performance tracking for sales teams. (5 reviews) - Users highlight the **seamless integration** of Klipy AI, enhancing performance tracking and collaboration across tools. (4 reviews) - Users appreciate the **easy lead management** of Klipy AI, streamlining workflows and enhancing team performance remarkably. (3 reviews) - Users appreciate the **task management capabilities** of Klipy AI, enhancing organization and productivity for their fast-paced teams. (3 reviews) - Users value the **efficient customer engagement tools** of Klipy AI, enhancing interactions and improving service personalization. (2 reviews) - Ease of Use (2 reviews) - Easy Customization (2 reviews) - Easy Tracking (2 reviews) - Integration (2 reviews) - Intuitive (2 reviews) **What users dislike:** - Users find the **learning curve steep** with Klipy AI, which may overwhelm new users despite its powerful features. (4 reviews) - Users note that Klipy AI has **slow loading** issues, especially with large datasets, affecting their overall experience. (3 reviews) - Users find Klipy AI **expensive** , especially with add-ons, and report challenges with support and performance on large datasets. (2 reviews) - Users note that Klipy AI has **limited customization** options, which can hinder personalization and user experience. (2 reviews) - Users find the **experience overwhelming** due to the complexity and steep learning curve of Klipy AI features. (2 reviews) - Bugs (1 reviews) - Limited Features (1 reviews) - Missing Features (1 reviews) - Overwhelming Options (1 reviews) ## Klipy AI Reviews ### 1. A Powerful Tool with Room to Grow **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin J. | Director of Campaigns, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Klipy AI?** Easy it is to use. The interface is simple and clean, so even if you're not tech-savvy, you can quickly figure out how everything works. It doesn’t feel complicated or overwhelming. I also loved how customizable it is. You can tweak things like pipelines, fields, and workflows to fit your business needs perfectly. **What do you dislike about Klipy AI?** There is no Cons in Klipy CRM But only The mobile app could have more advanced features to match the desktop experience. **What problems is Klipy AI solving and how is that benefiting you?** We Are using Klipy CRM form one Year and I can confidently say it’s one of the best tools I've used for managing sales The user-friendly interface makes it incredibly easy to navigate even for someone who isn't tech savvy Everything is well-organized so you can find what you need without any hassle What I love most is how customizable it is. You can tweak pipelines, fields, and workflows to fit your business perfectly It feels like the CRM was built to adapt to your needs not the other way around The automation features are a huge time-saver. ### 2. Best Klipy CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Emma J. | Brand manager, Manufacturing, Enterprise (> 1000 emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Klipy AI?** Pros of Klipy CRM is great for helping sales team stay organized and productive. one of the best things is how customizable it is you can really tailor it to fit your business needs. the interface is user-friendly, making it easier to manage leads and customer relationships. it also plays well with other tools, so you can integrate it with your email or marketing platforms, so you can keep track of how your sales team is doing in real time. **What do you dislike about Klipy AI?** Am the flip side, klipy CRM can be a bit tricky to learn, especially if you don't have a tech-savvy team. it offers so many features that it can feel overwhelming at first. the pricing is also something to consider-it can get expensive, especially when you start adding on extra features. some users have mention the system runs slow with large datasets, and it can take a while to get the hand of customizing it lastly, customer support isn't always as quick or helpful as you'd expect for a premium project. **What problems is Klipy AI solving and how is that benefiting you?** Very good deal AI. The product is amazing ### 3. Excellent tool for growing sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Jason R. | Senior Sales Strategist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about Klipy AI?** Klipy CRM makes it incredibly easy to manage and track leads, which is a huge plus for our fast-paced sales team. I love how customizable the pipeline is—it adapts to our workflow, not the other way around. Integrations with Slack and Mailchimp are super helpful too. The reports feature gives us great insights into team performance in real-time. **What do you dislike about Klipy AI?** While the features are powerful, the onboarding process could be smoother. For new users, it can take some time to get used to all the functionality. I’d also like to see more visual options in the dashboard analytics. **What problems is Klipy AI solving and how is that benefiting you?** Klipy CRM is solving the issue of disorganized lead management and inefficient communication within our sales team. It allows us to track leads at every stage of the sales funnel and automate reminders, reducing manual tasks and ensuring no opportunity is missed. ### 4. Streamlined CRM that keeps everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** carla D. | Client Experience Coordinator, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2025 **What do you like best about Klipy AI?** Klipy keeps all our customer data, tasks, and communication in one platform, making it easy for everyone to stay updated. I love how clean and modern the UI feels—nothing feels cluttered. Integration with our calendar and email tools is seamless and keeps things flowing **What do you dislike about Klipy AI?** I wish the reporting tools were a bit more in-depth. Also, sometimes notifications can lag or show up late, especially on mobile. It’s not a dealbreaker, but something to keep an eye on. **What problems is Klipy AI solving and how is that benefiting you?** Klipy CRM is solving the problem of having too many separate tools for customer data, communications, and tasks. It consolidates everything into one platform, reducing the risk of miscommunication and data silos. Review collected by and hosted on G2.com. ### 5. Klipy CRM is mastery tool that help treat customers with utmost interactions that they deserve **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly L. | IT Vendor Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Klipy AI?** Klipy CRM provides the most efficient customer engagement tools like live chats which help us interact freely with customers. Its reporting tool provide very useful performance insights that help us improve our customer engagements. Klipy CRM has live dashboards that makes it easy to monitor how all our engagements are progressing in real time. **What do you dislike about Klipy AI?** There has been no complaints since all features works flawlessly. **What problems is Klipy AI solving and how is that benefiting you?** Klipy CRM has offered us a solid experience in interacting with our customers allowing us to build up our relationships with each and every one of them. It has also made it possible for us to personalize our customer interactions in order to meet their individual needs. ### 6. Klipy CRM to boost your customers satisfaction **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | Anesthesia & Intensive Care, Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Klipy AI?** An agile cloud based CRM which is essential for keeping up with changes within the organization as well as customer demands. Opportunities, quotes and much more can be done in workflows and makes it easier to manage leads **What do you dislike about Klipy AI?** I don’t have any negatives about Klipy CRM. It’s easy to use. **What problems is Klipy AI solving and how is that benefiting you?** I’ve been using Klipy CRM for more than 2 years now and can confirm that this is one the best CRM suites out there if not the best. The ability to create and manage the opportunity with the sales strategy and lifecycle is great. I really like the intuitive design and the updates aren’t in the way of managing opps. ### 7. The most active sales channel is Klipy, CRM that significantly boosts sales. **Rating:** 5.0/5.0 stars **Reviewed by:** Grant M. | Director of Ecommerce, Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2025 **What do you like best about Klipy AI?** Klipy CRM delivers advanced analytics that give us precise information on how to increase sales. Evaluating our sales performances is made simple by the dependable performance reports provided by its sales monitoring and reporting capabilities. Klipy CRM's customer segmentation features enable us to provide our clients with individualized services according to their preferences. **What do you dislike about Klipy AI?** We have not discovered anything to dislike about Klipy CRM **What problems is Klipy AI solving and how is that benefiting you?** Overall, we have had a great experience with Klipy CRM, which has helped us increase sales and foster stronger relationships with our customers. Klipy CRM provides dependable customer engagement tools that have streamlined our customer interactions and accelerated the closing of sales. ### 8. Perfect CRM for Startups: Simple and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Ramanadhan T Thottathil T. | Founder and CEO, Capital Markets, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Klipy AI?** Simple and intuitive interface •Affordable pricing •Focused on essential CRM features •Great integrations (e.g., Outlook) **What do you dislike about Klipy AI?** Limited advanced marketing tools available, which might not work for larger companies. **What problems is Klipy AI solving and how is that benefiting you?** It’s easy to set up, and the integrations with tools like Outlook make managing client relationships seamless. If you’re a startup or a small business looking for a straightforward CRM that just works without unnecessary complexity, I highly recommend Klipy ### 9. Best Klipy CRM Software **Rating:** 5.0/5.0 stars **Reviewed by:** Prathyusha K. | Talent Acquisition , Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Klipy AI?** Highly customizable, User friendly, and great for organizing sales teams. it integrates well with other tool for easy performance tracking. **What do you dislike about Klipy AI?** Can be hard to learn initially with add-ons, slower with large data, and support could be better. **What problems is Klipy AI solving and how is that benefiting you?** All features streamline sales and boost productivity. ### 10. Robust features and seamless integration **Rating:** 5.0/5.0 stars **Reviewed by:** Aastha S. | APAC Sales Lead, Restaurants, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Klipy AI?** Simple UI/UX, smooth and easy to use. Allows to efficiently manage the sale process. **What do you dislike about Klipy AI?** The customization options have certain limitations. **What problems is Klipy AI solving and how is that benefiting you?** Intuitive interface, with a great interface and robust features. Has helped improve sales productivity and customer engagement ### 11. Best Klipy CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Safiya P. | CDW UK Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Klipy AI?** Klipy CRM is highly customizable, user friendly and great for keeping sales teams organized, it integrate well with other tools, making it easy to track performance. **What do you dislike about Klipy AI?** Can be hard to lean at first, pricey with add-ons, and slower with large data. support could be better. **What problems is Klipy AI solving and how is that benefiting you?** Powerful Al features that streamline sales and improve productivity. - [View Klipy AI pricing details and edition comparison](https://www.g2.com/products/klipy-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-15+08%3A02%3A01+-0500&secure%5Bsession_id%5D=b1562227-a840-4ecf-b7be-d71a2ef698bc&secure%5Btoken%5D=de242a0499c4118d584b3514476890f864dd05d9dc692e17f0066c312f920a59&format=llm_user) ## Klipy AI Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Meeting Prep - AI Meeting Assistants** - Agenda Management - Automated Scheduling **Customer Support** - Knowledge Base **Meeting Automation - AI Meeting Assistants** - Automated Note-Taking - Voice Recognition - Action Item Tracking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Meeting Insights - AI Meeting Assistants** - Sentiment Analysis - Personalization - Smart Summaries **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Accessibility - AI Meeting Assistants** - Language Translation - Real-Time Transcription - Accessibility Guidelines Compliance **Platform** - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Agentic AI - AI Meeting Assistants** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Meeting Capture & Retention - AI Meeting Assistants** - Bot Presence - Meeting Moments Management - Audio or Video Recording **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Klipy AI Alternatives - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) - 4.5/5.0 (53,517 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Webex Suite](https://www.g2.com/products/cisco-webex-suite/reviews) - 4.2/5.0 (17,659 reviews)