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Mailroom by Klipy

Mailroom by Klipy

An AI-powered automated sales CRM designed specifically for service-based businesses to streamline customer management and track client interactions efficiently.

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AI CRMAI Sales AssistantAI Meeting AssistantAI Email AssistantAI Note TakerAI SalesAI CalendarAI Lead Generation

About Mailroom by Klipy

Klipy is an intuitive, zero-admin sales CRM built for service providers. It automates client tracking, enables intelligent follow-ups, and consolidates client information without manual entry. Seamlessly integrating with email, Klipy automatically updates sales data in one unified platform. Key features include smart scheduling, a centralized inbox, Klipy Notetaker for meeting transcription and insights, and a business card scanner to capture contacts effortlessly.

How to Use

Connect your Gmail or Outlook email and calendar to Klipy. The system operates in the background, automatically organizing communications without any setup. No training required, making onboarding quick and simple.

Features

  • Automated follow-up scheduling
  • Business card scanning technology
  • Unified inbox for all messages
  • Centralized client information storage
  • Klipy Notetaker for meeting transcription
  • Automatic client activity tracking
  • Smart scheduling assistant

Use Cases

  • Managing client relationships for consultants
  • Streamlining sales for service teams
  • Automating client follow-ups in small businesses
  • Simplifying contact management for solo entrepreneurs

Best For

Service-oriented businessesIndependent consultantsSales teams seeking automationSmall business ownersClient relationship managers

Pros

  • 30-day satisfaction guarantee
  • Integrates smoothly with Gmail, Outlook, and Zoom
  • Leverages AI for intelligent insights and organization
  • Unlimited user seats with flexible channel-based pricing
  • Fully automated CRM requiring minimal setup

Cons

  • AI may occasionally produce minor inaccuracies
  • Some integrations are still in development
  • Costs can increase with additional managed inboxes

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Starter Plan

$49/month per team

Ideal for solo consultants and startups, includes 1 Managed Inbox and 320 meeting minutes monthly.

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Most Popular

Growth Plan

$129/month per team

Suitable for expanding service businesses, offering 3 Managed Inboxes and 1,500 meeting minutes per month.

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Professional Plan

$239/month per team

Designed for established businesses with multiple channels, providing 10 Managed Inboxes and 7,000 meeting minutes monthly.

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Additional Managed Inboxes

$29/month each

Add more inboxes to your plan for expanded communication monitoring.

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Pay-Per-Use Meeting Minutes

$0.02 per minute

Purchase additional meeting minutes as needed on a pay-as-you-go basis.

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FAQs

Is Klipy suitable for team adoption?
Yes, Klipy is fully automated. Once your team connects their communication channels, AI handles organization and updates, reducing manual effort and ensuring easy adoption.
What if the AI makes mistakes or sends inappropriate messages?
Klipy never sends messages automatically. It provides suggestions for review, and your team retains full control over all client communications.
Does Klipy's pricing get expensive like other CRMs?
No. Our flat-rate pricing covers your entire team. Additional costs only apply for extra managed inboxes, not for adding users.
How quickly can I set up Klipy?
Setup typically takes under 5 minutes. Simply connect your email and calendar, and Klipy begins automating your client interactions immediately.
What is a Managed Inbox?
A Managed Inbox refers to any communication source Klipy monitors, such as email accounts and calendars. Each usually corresponds to a team member’s primary client contact channel.
Is the 30-day guarantee a free trial?
No, you pay upfront. If you're unsatisfied within 30 days, request a refund, and we will return your payment without questions.
How can I add more Managed Inboxes?
To add inboxes, go to your account settings, select 'Add Inbox,' and follow the connection steps. Additional inboxes cost $29/month each.