4.2
Taco ratings
Customers appreciate Klipy for its streamlined automation, modern design, and responsive team. The CRM's AI-powered features, including automated lead capture and follow-up suggestions, have garnered praise. While some users have noted minor issues with data accuracy and login methods, the overall sentiment is positive. With a 4.3 rating and a 60-day money-back guarantee, Klipy is a solid buy for those seeking an automated and simple CRM solution.
AI-powered summary of customer reviews
Verified purchaser
Great CRM Software, But Lacks LinkedIn Integration
I recently tried out a CRM software that had a lot going for it, but ultimately, it just wasn't the right fit for me.
First off, the user interface is amazing—clean, intuitive, and easy to navigate. The enrichment features for companies are also top-notch, providing valuable insights that can really help grow a business.
However, the dealbreaker for me was its lack of integration with LinkedIn. I primarily use LinkedIn to generate leads, and often, I don't have their email addresses. Unfortunately, this CRM requires an email ID to create a contact, which is a major inconvenience for me. I sometimes use phone numbers to reach out to leads, but the system doesn't allow me to create a contact without an email. This limitation made it difficult for me to manage my leads effectively.
The customer support, on the other hand, is excellent. The team is responsive and really helpful, which I appreciate.
Overall, while the software has many strengths, the inability to add LinkedIn contacts without an email ID was a significant drawback for me. I wish the team all the best, but I'll be looking for a CRM that better fits my needs. Thanks.
Jung_Klipy
Feb 27, 2025Hi Mohit,
Few things since you left - we update the system to allow creating contacts with phone instead of email. For Linkedin - we are moving towards native integration instead of Chrome extension.
Thanks for leaving those feedback for us - we are still growing and will keep listening to our users and always ship features that are crucial for them.
Best regards,
Jung
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Verified purchaser
Good idea and good intentions, but some hateful characteristics.
The interface is clean and pleasant, the basic functionalities for contact management are present and also well-implemented, but I am requesting a refund for 2 fundamental reasons:
- they promised integration of personal SMTP, but from the roadmap it is clear that the idea has been abandoned, so it can only be used with Gmail;
- logging into the dashboard is done by entering your email, upon which you receive a link to click for access, which does not arrive for at least twenty seconds; this access method is already annoying for web apps that are accessed occasionally, but for a CRM it is an absurd waste of time and a source of stress (why not use a username and password, maybe with 2FA?!?).
Sometimes it’s the small things that make you lose trust (and customers).
Jung_Klipy
Feb 6, 2025Hey there - first of all, sorry for the SMTP connection.
We tested multiple options to make this happen but we couldn't find one that can deliver full features with privacy protection with the cost we can support.
We instead decided to prioritise developing other channels (e.g. Linkedin / WhatsApp) for now.
For the login part, you can change your login method or add social login (Google or...
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Verified purchaser
CRM aficionado finds best match with Klipy
I have tested dozens of CRMs in different contexts and for different purpose. Never found such a complete solution. You want a true Sales assistant ? Then Klipy is perfect for you. From note taking, to dynamic pipeline management to team assistance and efficient follow ups, Klipy has you covered.
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Verified purchaser
Very cool product and identified the gap of CRM
No brainer if you are looking for simple CRM
joeywslee
Feb 3, 2025Thank you for your review! You're absolutely right about identifying the CRM gap. Traditional CRMs are often too complex and resource-intensive for growing businesses. At Klipy, we're pioneering 'Organization-as-a-Software' - where both humans and AI agents work seamlessly together. Instead of forcing businesses to adapt to rigid CRM systems, we're building a lightweight platform that lets you...
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Verified purchaser
Solid and simple
Klipy is doing great things. The CRM looks great, but what it is really powerful for is automating the companies and people that you need to follow up with, and adding them for you. It works really well, hopefully offering even more fine-tuning and learning from your tone to optimize suggested responses down the road.
Support is helpful and responsive. The roadmap is taking a lot of user feedback to create the best platform.
The integration of iCloud Mail, and more mail providers, is anticipated to be available soon. In the meantime, you can set up mail rules to forward all emails to a new Gmail account that Klipy can access, then authenticate Gmail as an additional sender for your domain.
joeywslee
Feb 3, 2025Thank you for this detailed review! It's wonderful to hear you're finding value in our automated follow-up system and CRM features.
We're actually gearing up for something even bigger - Klipy V2 is launching in Q1, bringing exciting features like Touchpoints, Lead Capture agents, Warm Outreach agent, and major upgrades to Deals and Mailroom.
Thanks for sharing the Gmail forwarding solution...
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