Work your sales pipeline directly within Claude, without switching contexts.
Klipy captures your email, meetings, LinkedIn, WhatsApp, and Telegram into one deal timeline, so Claude can pull up any contact, company, or deal, search across every past conversation, and draft the next move in the voice it learns from your sent email.
Claude can also keep the record current for you - create and update deals, log qualification, reassign owners - and draft messages you approve before anything is sent.
Access is scoped to what you grant.
You can use the Klipy connector to:
Prep for a call: "Summarize everything on the Acme deal - recent emails, meetings, and what's still open"
Surface stalled deals: "Show me deals with no activity in the last three weeks, oldest first"
Draft the next move: "Draft a follow-up to David Kim after yesterday's call, in my writing style"
