7.8of 10

Tool Finder Rating

Clay CRM Review

Managing relationships can get hard day-to-day, work and life gets in the way. Clay wants to make that more interactive and take the weight out of communication time.

Managing Relationships, Lightweight CRM

What is Clay?

Clay is a digital Rolodex app designed to help users manage their business contacts and relationships. It provides an easy and intuitive way to store and organise contact information, notes, and relationship status all in one place.

One of the key features of the Clay app is its user-friendly interface. Users can easily add, edit, and search for contacts using a simple and intuitive interface. Additionally, the app allows users to take notes on each contact, including important details such as their role, company, and contact information.

Another useful feature of the Clay app is its relationship-tracking capabilities. Users can track the strength and status of their business relationships, making it easier to prioritise important contacts and follow up when necessary. The app also provides search and filtering features that make it easy to find specific contacts and information quickly.

Clay CRM Features

These are the key features of Clay.

  • The Clay app allows users to store and manage their business contacts in one central location.
  • The app allows users to take notes on each contact, including important details such as their role, company, and contact information.
  • Includes features that allow users to track the strength and status of their business relationships.
  • Search and filtering features make it easy to find specific contacts and information quickly.
  • Integrations with other popular tools, such as Google Contacts, make it easy to import and export contact information.
  • The app is designed to be simple and easy to use, with a user-friendly interface that makes it easy to add, edit, and search for contacts.
  • The Clay app is available as a mobile app for iOS and Android, allowing users to manage their contacts on the go.
  • Takes privacy and security seriously, with strong encryption and secure data storage to keep user data safe.

Clay Verdict

If you are someone who has tons of contacts and is in direct contact with customers or other business professionals, Clay is a great way to manage and organise everything you need to stay on top of these relationships and communications.

Compared to others Clay is very much a lightweight CRM system, more of overviewing than fully organizing and producing productivity workflows.

Clay Alternatives

More common and general CRM tools include the Folk and Pipedrive.

Relationship Rolodex

The Clay app allows users to track the strength and status of their business relationships, making it easier to prioritise important contacts and follow up when necessary.

User-Friendly

The Clay app is designed to be simple and easy to use, with a user-friendly interface that makes it easy to add, edit, and search for contacts.

Search Abilities

The app provides search and filtering features that make it easy to find specific contacts and information quickly, saving time and increasing productivity.

What is a Digital Rolodex?

  • Organisation: A Rolodex allows you to keep all of your business contacts in one place, making it easy to stay organised and find the information you need quickly.
  • Efficiency: With a Rolodex or digital contact management tool, you can quickly add, edit, and search for contacts, saving time and increasing productivity.
  • Relationship management: A Rolodex or digital tool can help you manage your business relationships more effectively, by allowing you to track the strength and status of each relationship and follow up when necessary.
  • Privacy and security: With a Rolodex or digital tool, you can keep your business contacts and information private and secure, ensuring that sensitive information is not accessible to unauthorised individuals.
  • Accessibility: With a digital contact management tool, you can access your contacts from anywhere, as long as you have an internet connection. This can be especially useful for people who travel frequently or work remotely.

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