Clay Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Checks for grammar errors like misspellings, sentence run-on, etc.

Evaulates emotional tone of words written.

Ensures sentences are formatted properly.

Checks for instances of plagirism.

Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.).

Finds and formats citations for works mentioned.

Input different types of content and edit text formats, fonts, font sizes, and colors

Assists in the ideation process for creating new content, including themes, content types, titles and more

Generates sentences, paragraphs, or papers based on sample text or a topic.

Generates a form based on information presented.

Application is available as a standlone product.

Application is available as a plugin used with another document creation product.

Product accurately cleans, deduplicates, and verifies lead data.

Product enriches existing lead data with missing information.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number.

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product offers a browser extension that validates or enriches lead information within the user’s browser.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Utilizes artificial intelligence to provide content suggestions to users as they type

Provides a channel for team members to share media files, communicate, and work together

Sample files or documents that could be customized as needed or used as is

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Choose the desired tone for content to be generated

Manage and support multiple languages

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Autocompletion of a word or phrase that the user is typing

Export content in multiple document formats such as .pdf, .txt, .doc, .xls, and more based on requirements

Dictionary/Thesaurus

Create and save approved content for re-use across the team or business

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Pre-designed layouts that can be customized to match preferences and requirements

Rules followed by the software/AI can be configured by users to suit their specific needs

Application programming interface that allows for integration with other systems/databases

Automatic correction of spelling and/or grammatical mistakes

Process and analyze human language in text or audio form

Identify different languages

Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns

Edit text as needed

Automatically saves entered text/data

Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines

Uses AI reasoning to select, sequence, or modify actions based on changing context and intermediate results.

Executes coordinated actions across email, social, phone, CRM, sales engagement, advertising, and internal collaboration systems.

Initiates or advances workflows when account, buyer, opportunity, or market signals meet configurable criteria.

Defines agent objectives, instructions, decision logic, actions, and completion conditions for GTM workflows.

Coordinates workflows across multiple GTM jobs such as research, qualification, engagement, routing, and pipeline management.

Controls agent behavior using approvals, permissions, audience restrictions, volume limits, and action-level policies.

Records agent decisions and actions while identifying failed, uncertain, or out-of-policy executions for review or escalation.

Connects agent executions to qualification, meetings, opportunities, pipeline progression, expansion, or revenue outcomes.

Reads from and writes to CRM, marketing automation, sales engagement, data warehouses, and other revenue systems.

Exposes platform context, workflows, and actions through APIs, webhooks, MCP, or other supported interoperability methods.

Combines licensed data, web research, first-party behavior, conversation history, and system-of-record data into usable GTM context.

Detects relevant behavioral, relationship, market, product, or firmographic changes and prioritizes entities for action.

Investigates accounts, buyers, opportunities, or segments using operator-defined questions, criteria, and data sources.

Updates stored GTM intelligence using findings and outcomes from completed workflows.

Maintains reusable intelligence about accounts, contacts, buying groups, opportunities, or segments across multiple agent runs.