Mailroom by Klipy

What it does

Klipy is a zero-admin sales CRM designed for service businesses. It automates client tracking, smart follow-ups, and organizes client knowledge without manual data entry. Klipy integrates with email and automatically populates sales information in one place. It offers features like smart scheduling, unified inbox, Klipy Notetaker for meeting transcription and analysis, and a business card scanner.

Core features

• ✦Automated client tracking
• ✦Smart follow-ups
• ✦Organized client knowledge
• ✦Smart Scheduler
• ✦Unified Inbox
• ✦Klipy Notetaker
• ✦Business Card Scanner

Use cases

• →Service businesses automating sales processes
• →Consultants managing client relationships
• →Teams needing a CRM without manual data entry