Trusted by the best rainmakers and sellers
Klipy drafts follow-ups, preps your meetings, and updates your pipeline from every conversation. Review what it made. Approve what's worth sending. You only spend tokens when you say yes.
Trusted by the best rainmakers and sellers
Klipy prepares everything for free. You only spend a token when you approve an action.
Drafts, briefs, follow-ups, pipeline updates — Klipy generates them from your conversations. All free to review.
Token cost varies by action — drafts, meeting recordings, and enrichments each have their own rate. If you don't approve it, you don't spend anything.
Nothing goes out without your sign-off. You decide what gets sent, what gets logged, what gets acted on.
KlipyDiscovery Call — Meridian Health
| Free | Starter | Growth | Professional | |
|---|---|---|---|---|
| Usage | ||||
| Members | Yourself only | Up to 5 | Unlimited | Unlimited |
| Channels | 1 email/calendar | 2 per user | 4 per user | Unlimited |
| Included Tokens | 200 per month | 400 per user/month | 1,500 per user/month | 4,000 per user/month |
| Pipelines | 1 | 1 | Unlimited | Unlimited |
| Records | Unlimited | Unlimited | Unlimited | Unlimited |
| Core Features | ||||
| Sales CRM | ||||
| Task Management | ||||
| Unibox | Email only | |||
| Scheduling Links | ||||
| Business Card Scanner | ||||
| Notes & Voice Memos | ||||
| File Cabinet | ||||
| Import | ||||
| Export | ||||
| AI & Agent Features | ||||
| Interaction Auto-Logging | ||||
| Meeting Notetaker | ||||
| Self-Updating To-dos | ||||
| Follow-ups | Email only | |||
| Contact Details | ||||
| Company Research | Basic | + Recent News | + Recent Fundraising | + Recent Hiring |
| Work Email & Phone | ||||
| Qualification Scorecard | ||||
| Linkedin Profiling | ||||
| Keep In Touch | ||||
| Stale Deal Detection | ||||
| Auto Org Chart | ||||
| Custom Playbooks | ||||
| MCP Integration | ||||
| Team Management | ||||
| Invite Members | ||||
| Custom Roles | ||||
| Guest Access | ||||
| Integrations | ||||
| API and webhook access | ||||
| Attio Integration | ||||
| Hubspot Integration | ||||
| Salesforce Integration | ||||
| Security | ||||
| SSO | ||||
| Admin Roles | ||||
| PII Masking | ||||
| Audit Logs | ||||
| HIPAA Compliance | ||||
| Support | ||||
| Self-service & AI CS Agent | ||||
| Chat & Email Support | ||||
| Onboarding Training | ||||
| Priority Support | ||||
| Dedicated Success Manager | ||||
| Custom Terms* | ||||
| Uptime SLA* |
Can't find what you're looking for? Reach out to our support team and we'll get back to you within hours.
Free to start. No credit card. Connects to your email and calendar in two minutes. Your first follow-up drafts itself today.
Klipy uses result-based pricing powered by tokens. AI actions like drafts, meeting recordings, and enrichment are generated for free — tokens are only consumed when the user explicitly approves an action. Nothing is ever charged without approval.
Tokens are Klipy's usage currency. Different actions cost different amounts: drafts cost 2 tokens, meeting recordings cost 10 tokens per hour, enrichment varies by depth. Users always see the cost before approving. Rejected actions cost nothing.
Free: $0/month — 200 tokens/month, 1 email/calendar channel, 1 pipeline, 1 member. No credit card required.
Starter: $39/month/seat — 400 tokens/user/month, 2 channels per user, up to 5 members. Adds qualification scorecards, LinkedIn profiling, and Keep in Touch agent.
Growth: $89/month/seat — 1,500 tokens/user/month, 4 channels per user, unlimited members. Adds stale deal detection, API/webhook access, and CRM integrations (Attio, HubSpot).
Professional: $149/month/seat — 4,000 tokens/user/month, unlimited channels, unlimited members. Adds auto org charts, custom playbooks, MCP integration, Salesforce sync, PII masking, audit logs, and priority support.
Available on paid plans. When included tokens run out, additional tokens cost $0.03 each. Can be disabled anytime in account settings.
All users can earn bonus tokens by submitting a testimonial, referring a friend, or posting about Klipy on LinkedIn or X.
Core CRM, task management, scheduling links, business card scanner, notes and voice memos, interaction auto-logging, meeting notetaker, self-updating to-dos, ready-to-send drafts, contact enrichment, and company research.
Email: Gmail, Outlook. Meetings: Google Meet, Zoom, Microsoft Teams. Messaging: LinkedIn, WhatsApp, Telegram. CRM: HubSpot (Growth+), Salesforce (Professional). Custom: Zapier, API, Webhooks.
CASA certified, GDPR compliant, end-to-end encryption, PII masking. SOC 2, ISO 27001, and HIPAA certifications in progress. Data never used to train models. Every AI action requires explicit user approval.
Tokens are Klipy's result-based pricing unit. Klipy generates drafts, follow-ups, meeting briefs, and pipeline updates from your conversations — all free to see. Tokens are only consumed when you explicitly approve an action. If you reject it, nothing is spent. Different actions cost different amounts — for example, drafts cost 2 tokens, meeting recordings cost 10 tokens per hour, and enrichment costs vary by type.
Yes. The Free plan includes 200 tokens per month, 1 email/calendar channel, and 1 pipeline — no credit card required. It's designed so you can try Klipy on a live deal before committing.
Klipy continues to capture your conversations, update your CRM, and generate suggestions — you just won't be able to approve new AI actions until you get more tokens. You can earn free tokens by submitting a testimonial, referring a friend or colleague, or posting about Klipy on LinkedIn or X. Otherwise, your tokens reset at the start of your next billing cycle.
Paid plans include pay-per-use by default. Once your included tokens are used, additional tokens are charged at $0.03 each. You can disable pay-per-use in your settings if you'd prefer to stop there — and you can always earn free tokens through testimonials, referrals, or social posts, just like free users.
Yes — on any plan. Submit a testimonial, refer a friend or colleague to Klipy, or share a post about Klipy on LinkedIn or X. Each earns you bonus tokens added to your balance immediately. It's available to both free and paid users.
It depends on the action. Drafts (follow-ups, emails) cost 2 tokens. Meeting recordings cost 10 tokens per hour. Enrichment actions vary based on the data source and depth. The key principle: you always see the token cost before approving, and nothing is charged until you say yes.
Yes. You can change your plan at any time from your account settings. Upgrades take effect immediately. Downgrades apply at the start of your next billing cycle.
A channel is an email account, calendar, or messaging account (LinkedIn, WhatsApp, Telegram) you connect to Klipy. Each connected account counts as one channel. The Free plan includes 1, Starter includes 2 per user, Growth includes 4 per user, and Professional has unlimited channels.
The Free plan is for 1 member. Starter supports up to 5. Growth and Professional both include unlimited members — you only pay per seat.
Every plan — including Free — gets access to the core CRM, task management, scheduling links, business card scanner, notes and voice memos, interaction auto-logging, meeting notetaker, self-updating to-dos, ready-to-send drafts, contact enrichment, and company research.
Starter adds qualification scorecards, LinkedIn profiling, and the Keep in Touch agent. Growth adds stale deal detection, API/webhook access, and CRM integrations (Attio, HubSpot). Professional adds auto org charts, custom playbooks, MCP integration, Salesforce sync, PII masking, audit logs, and priority support.
Growth plans include Attio and HubSpot integration. Professional adds Salesforce. All integrations are two-way sync — contacts, companies, deals, and activities stay in sync automatically.
Klipy is CASA certified and GDPR compliant, with SOC 2, ISO 27001, and HIPAA certifications in progress. All data is encrypted in transit and at rest. Your data is never used to train models. Every AI action requires your explicit approval before anything is sent.
Never. Klipy drafts follow-ups and messages, but nothing is sent until you approve it. You're always in control of what goes out. This is core to how Klipy works — and why the token model exists.
Klipy's meeting notetaker works with Google Meet, Zoom, and Microsoft Teams. It automatically joins your meetings, transcribes them in 99 languages, and generates framework-aligned summaries and action items.
Pay-per-use is available on paid plans. When your included tokens run out, additional actions are charged at $0.03 per token so you're never blocked. You can disable this anytime in your account settings — once disabled, Klipy stops charging for overages and you can earn free tokens or wait for your next cycle.
Annual billing is coming soon. Currently all plans are billed monthly. When annual billing launches, it will include a discount compared to monthly pricing.
Of course. You can book a demo with our team at any time. But we'd also recommend just starting with the Free plan — it takes two minutes to connect your email, and you'll see Klipy working on your actual conversations immediately.
Website: https://klipy.ai/pricing