Clay CRM is a sleek, modern personal CRM that connects to your everyone you know on email, your calendar, Twitter, LinkedIn and iMessage. Clay populates photos, bios, education & work history automatically upon signup. Available as an iOS, Mac and web-based personal CRM, Clay is currently accepting members via a waitlist.


Building a Personal CRM with Clay CRM: A Comprehensive Guide

In today’s fast-paced world, managing personal and professional relationships can be a daunting task. Enter Clay CRM, a promising new service that helps you keep track of your contacts and cultivate amazing relationships. This blog post will guide you on why and how to use Clay CRM for a personal CRM, its cost, and the features it offers.

Why Use Clay CRM for a Personal CRM?

Clay CRM is a private and secure platform that automatically builds a collection of everyone you know by connecting your email, calendar, Twitter, Linkedin, and iMessage. It eliminates the need for manual data entry, mindless tagging, and dealing with out-of-date details. Here’s why Clay CRM stands out:

  1. AI-Powered Tools: Clay CRM uses AI to help you cultivate personal and professional relationships. It’s designed to introduce serendipity and chance into your network, recreating the feeling of running into someone on the street or seeing an old friend.
  2. Automated Updates: Clay CRM automatically updates photos, bios, education and work history, location, and social profiles of your contacts, keeping them updated over time.
  3. Thoughtful Design: Every feature in Clay CRM is designed to help you remember the people in your life. You can take notes before, during, and after a conversation with someone, remember important dates, and even set reminders for particular days.
  4. Privacy and Security: Clay CRM values your privacy and security. Your data is encrypted and secure, and there’s no advertising.

Steps to Building Your Personal CRM in Clay CRM

  1. Connect Your Accounts: Start by securely connecting your email, calendar, Twitter, Linkedin, and iMessage to Clay CRM. The platform will automatically build a collection of everyone you know.
  2. Take Notes: Use Clay CRM to take notes before, during, and after a conversation with someone. You can jot down important details like kids’ names, vacation itineraries, or articles to share.
  3. Create Groups: Easily add people to groups to organize your contacts in a way that makes sense to you.
  4. Set Reminders: Set reminders for particular days like birthdays or anniversaries, or use a preset to see someone later in just one tap.
  5. Explore Your Network: Use the Explore feature to get a high-level view of all the updates from your entire network. Be the first to congratulate someone when they change jobs, or when they’re mentioned in top print and digital publications.

How Much Does Clay CRM Cost?

Clay has a free plan and a $10 per month plan.

Can You Create a Free Personal CRM in Clay CRM?

Yes, you can get started with the majority of features for free.

What Personal CRM Features Are Missing When You Use Clay CRM?

With any tool, it’s important to consider your specific needs and requirements when choosing a CRM. It’s recommended to try out Clay CRM to see if it meets your needs, and to contact their customer service for any specific feature requests or inquiries.

In conclusion, Clay CRM offers a comprehensive and user-friendly platform for managing your personal and professional relationships. Its AI-powered tools, automated updates, and thoughtful design make it a promising choice.


User Reviews of Clay Earth Personal CRM

Clay CRM, a personal CRM, is a well-received application based on several reviews. It offers a sleek, modern experience, enabling users to connect with their network across email, calendar, Twitter, LinkedIn, and iMessage. Here’s a comprehensive review of Clay CRM, based on user reviews and experiences:

Key Strengths of Clay CRM

Based on user reviews, the top strengths of Clay CRM include ease of use, smart features to stay connected, the ability to populate user information automatically, and a straightforward onboarding process. Clay CRM is hailed as an effective tool for supporting relationship-building and facilitating smart follow-up prompts.

Ideal users of Clay CRM

Clay CRM is ideal for professionals looking to maintain and strengthen their network. This includes consultants who need to keep track of multiple relationships across clients, entrepreneurs, CEOs, product managers, and anyone keen on relationship-building for personal or professional growth.

Weaknesses of Clay CRM

Users mention a few glitches in data consolidation and the absence of certain features such as merging recommendations and ambiguous query search. Some users also mention issues with data accuracy.

Top 5 features users love about Clay CRM

  1. Seamless Integration: Clay CRM connects to several platforms including email, calendar, Twitter, LinkedIn, and iMessage, making it a one-stop destination for network management.
  2. Automatic Profile Completion: It automatically pulls information from LinkedIn to complete contact profiles, saving time and effort.
  3. Smart Follow-up Prompts: Clay CRM’s ability to prompt follow-ups and remind users of connections is widely appreciated.
  4. User-friendly interface: Users love the interface, describing it as top-notch and aesthetically pleasing.
  5. Review Dashboard: The “Review” dashboard is particularly liked for its ability to curate (re)connection prompts and keep users on top of their network.

Good use cases for Clay CRM

Clay CRM is ideal for consultants who need to track connections across multiple client emails. Additionally, it’s great for anyone looking to keep up with friends, family, colleagues, clients, and acquaintances in an organized and strategic manner.

Ease of Learning Clay CRM

Based on user reviews, Clay CRM is easy to start and use. Its simple onboarding process and intuitive design make it a user-friendly tool, even for those new to personal CRM platforms.

Opinions on Clay CRM Pricing

The reviews don’t explicitly mention the pricing of Clay CRM, suggesting users find it worthwhile given the robust features and the convenience it offers.

Clay CRM vs Competitors

While not explicitly compared to specific competitors, one user mentioned Clay CRM as a worthy replacement for Contactually after it moved from personal CRM to broker-focus CRM.

Clay CRM Alternatives

No explicit alternatives to Clay CRM were mentioned in the reviews. This might suggest that Clay CRM offers unique features and capabilities that aren’t easily available elsewhere.

Types of people using Clay CRM

Users range from CEOs, product managers, consultants, to software engineers, and other professionals looking to manage and cultivate their network effectively.

Features missing from Clay CRM

A few features, such as merge recommendations for eliminating duplicates, Whatsapp integration, group view similar to Home, integration with scheduling tools like Calendly/Savvycal, and advanced search capabilities, were mentioned as desirable additions.

In summary, Clay CRM is a powerful personal CRM platform that enables users to manage, strengthen, and grow their network efficiently. With continuous updates and feature additions, it promises to be an even more essential tool for relationship management in the future.

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