Research every account the way your best rep would.
Clay combines many data sources and AI research in one table. We build the tables, the research and the hand-off into your CRM.
Clay
Account researcher
CRMCompany researchEmail
An account brief, with sourcesPerson reviews
Work we can help with in Clay
Account research at scale
The questions your best rep asks, answered for every account on a list.
Lead enrichment and routing
Filling in what you know about a lead and sending it to the right person.
Personalized first lines
Drafted from the research, approved by the rep before anything is sent.
Clean CRM hand-off
Only agreed fields written back, with the source kept.
Example workflows
Jobs that fit Clay. Each is scoped to your process.
- ExampleSales
Account researcher
Prepares a brief on an account before a call, from your CRM and public sources.See the workflow - ExampleSales
CRM assistant
Suggests CRM updates after a meeting, for a person to approve.
How we help
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AI Ready is independent of Clay. Clay is a trademark of Clay.