Clay AI

If you thought CRM technology was great, then Clay AI is about to blow your mind.

Clay isn’t your traditional CRM.

Instead, it is more like a digital extension of your memory and intuition.

It listens quietly in the background, organizes your contacts across your phone, email, LinkedIn, and social media, and then nudges you to stay connected with the right people at the right time.

Irrespective of your job role or business type, Clay AI might just be your new favorite tool.

Key Features

1. Unified Contact Dashboard

Imagine opening Clay and seeing every person you have ever emailed, messaged, or met all in one place.

No more jumping between Gmail, LinkedIn, your phone’s address book, or calendar invites.

Clay automatically pulls in names, photos, and contact details from all those sources, then surfaces the key facts: “You met Francis at a conference in New York last June. Last email was two months ago.”

You immediately know who someone is, how you know them, and when you last connected without hunting through apps.

2. Automatic Contact Enrichment

Say you added “Will Smith” as a contact last year, but you only had their email.

Today, Clay quietly fetches Jordan’s latest job title, their company’s website, even a recent tweet or blog post they published.

When you click into Jordan’s profile, you see not only their name and email but a short bio (“Branch Manager at Eco Bank”), what they’ve been up to lately, and links if you want more detail.

This means you no longer need a separate web search before a call. 

3. Timeline View

Think of each contact’s profile as a mini social feed, but private.

Every meeting invite, email thread, text message, and even the coffee meetup you logged appears in chronological order. 

Having this scrollable history makes it effortless to pick up a conversation exactly where you left off.

4. “Moments” Reconnect Suggestions

Life gets busy, and it’s easy to let months slip by without checking in.

Clay’s “Moments” feature surfaces soft reminders like a friendly nudge from a colleague: “It’s been 90 days since you spoke with Sarah.”

These gentle prompts help you keep relationships active without feeling like you’re on a chore list.

5. AI-Powered Search

Have you ever tried searching your inbox for “the investor I met at Dominos Pizza last year” only to come up empty?

Clay’s search understands what you mean. You can type or say natural phrases like “marketing person from Salesforce” or “lawyer who lives in Toronto.” Clay will read through your notes, tags, and conversation snippets to find the right profile.

6. Daily Briefings

Start your day with a quick Clay report: “Good morning! You have two meetings today. It’s been six months since you last talked to George. Here are three people you haven’t caught up with in a while.”

These bite-sized nudges arrive in your inbox or as a notification, so you never have to wonder who to reach out to first.

7. Notes, Tags, and Lists

Beyond basic contact info, Clay lets you add notes to each contact. You can also use tags like “investor,” “lead,” or “podcast guest” to group people by theme.

These tags can be used to create a list say, “people to invite to our fundraiser event”. As you tag new contacts, this list will automatically update itself.

8. Privacy-First by Design

Clay takes your privacy seriously. All your data lives under your control. You decide what syncs to Clay’s servers and what stays on your device. Nothing is sold or shared in the background.

Even enrichment steps (like pulling in a public job title) happen with minimal data collection. If you ever want to leave, you can export everything or simply delete your account with confidence that no stray copies will linger.

9. Mobile App

Clay’s mobile and desktop apps share the same beautiful design. On iOS or Mac, you can pull up a profile before a cab ride, quickly jot down a note after a meeting, or swipe through your “Moments” on the go. 

Competitor Comparison