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— Clay CRM —

Clay CRM: A Comprehensive Overview

Discover how Clay CRM simplifies customer management, automates tasks, and boosts sales

Keeping up with colleagues, clients, and potential contacts can be tough these days. Clay CRM is here to help! It uses data to make it easier to build and maintain strong relationships.

Select below and find the best fit for your sales team’s SUCCESS.


About Clay CRM

Who Uses it



Pros & Cons



What is Clay CRM?


Clay isn’t just for one type of worker! Sales teams use it to find more about potential customers and close deals. Freelancers and creative professionals can keep track of clients and build better relationships. Recruiters and teachers can easily stay in touch with people in their network.


Here’s what makes Clay CRM stand out:

Data Enrichment Powerhouse:  Clay integrates with many data sources, giving you a much richer picture of your contacts compared to standard CRMs. This allows for a personalized outreach that resonates with each individual.

Focus on Relationship Building: Clay goes beyond just contact management. Features like reminders, task management, and birthday notifications help you nurture ongoing connections, fostering stronger relationships.

User-Friendly Approach:  Getting started with Clay is easy. Importing contacts and integrating with existing tools is smooth, and the interface is intuitive for anyone to navigate.

Tailored for Professionals:  Whether you’re a salesperson, freelancer, recruiter, or educator, Clay offers features that cater to your specific needs within professional networking.


Who Uses Clay CRM?


Clay CRM appeals to a broad spectrum of professionals seeking to enhance their networking:

  • Sales & Marketing Teams: Clay empowers them to enrich prospect data, personalize outreach efforts, and ultimately drive sales by providing a deeper understanding of potential clients.
  • Independent Contractors & Creatives: Clay acts as a centralized hub for client information, fostering stronger relationships through features like notes, reminders, and task management.
  • Recruiters & Educators: Clay streamlines communication and maintains a clear view of their professional networks. Recruiters can use Clay to personalize outreach to candidates, and educators can use it to stay connected with students and colleagues.



Clay CRM offers a unique pricing structure compared to some traditional CRMs. Here’s a breakdown:

  • Free Plan: Great for getting started, but with limitations on the number of contacts you can store.
  • Credit System: Instead of a fixed monthly fee, Clay utilizes a credit system. You purchase credits and use them to access data from various providers you connect with. This allows you to only pay for the information you actually need.
  • Paid Plans (Optional): Clay offers paid plans that come with a set number of credits included, potentially offering some cost savings compared to buying credits individually. They also often unlock additional features beyond the free plan.


Key Features

  • Data Booster: Clay connects with tons of sources (over 50!) to find info on your contacts, like their company, social media, and even recent news. This lets you craft messages that are personal and hit the spot.
  • More Than Data: Clay doesn’t just store info, it helps you build relationships. You can create profiles with notes, reminders, and to-do lists for each contact. Finding what you need is easy with their search tool, so you’re always ready to chat. Plus, Clay reminds you of birthdays and prompts you to stay in touch, keeping those connections strong.

Implementation and Support


Clay is easy to get started with! Here’s why:

  • No Struggle Setup: Importing your contacts from email, social media, or even your old CRM is simple.
  • Plays Well with Others: Clay works smoothly with your favorite marketing and sales tools, keeping everything in one place.

Based on the user-friendly approach Clay emphasizes, we can speculate on some potential support features:

  • Self-service options: Clay might offer a robust knowledge base or FAQ section with helpful articles and tutorials to troubleshoot common issues.
  • Email support: They likely have an email address you can contact for specific questions or assistance.

Here’s a recommendation: It’s best to check Clay’s website directly or reach out to their sales team to inquire about their specific support offerings. This way, you can get the most up-to-date information on their support features.

    Pros & Cons


    Clay excels at turning strangers into friendly contacts. It does this by finding lots of information about them (data enrichment) so you can send messages that resonate with them. Clay is also super easy to use, but it might be overkill if you just need a basic address book. The free plan also limits how many contacts you can store.

    Alternatives to consider

    Several CRM solutions cater to a similar user base. For those seeking a robust feature set with a focus on sales automation, HubSpot CRM might be a viable alternative. If a free, open-source CRM is your preference, consider SuiteCRM. Ultimately, the best choice depends on your specific needs and budget.



    People who use Clay love how it helps them build strong relationships. They especially like how Clay finds extra info on contacts (data enrichment) and is easy to learn. However, some users wish it had more features to help close deals (sales automation).

    Ericson Da Silva.

    Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.