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.

Automates process of checking a potential customer's data to ensure it is real and accurate

Sources contact and company data from outside the buyer's own systems, whether from a proprietary database or aggregated third-party providers

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.

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

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

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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

Estimate or forecast of a future scenario based on the study of present trends

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

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

Electronically collect payments for goods or services

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Manage and handle various international currencies

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Centralized accounting record which tracks all financial transactions

Form predictions based on past and present data/trends

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

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

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

Access software remotely via mobile devices

Estimate expected cost based on various factors before a project begins

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

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Upload, track, and submit receipts in a central database

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Active reporting of data and metrics

Analyze and gain insights into data in real-time

Graphical representation of data

Measure time to completion or hours worked for projects

Configure existing workflows to meet your organization's needs

Compare and match accounting/financial records with corresponding bank statements

Add customized logos and colors to align with company branding

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Track money owed to a company's creditors/suppliers

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Securely stores data to prevent data loss or breaches

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Organize and manage the accomplishments and development of employees or performance of applications or systems

Accept and process credit card transactions

Active monitoring of systems, applications, or networks

Manage and support multiple languages

A record of all activities within the system, including user access, changes made, etc.

Predict future data based on historical data sets

Create, manage, and send invoices or bills to customers

Creation and customization of dashboards

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage assets throughout their lifecycle to optimize profit

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Monitor or audit historical and current transactions to analyze customer account activities

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage the process of evaluating documents or requests submitted for approval

Monitor and record expenses such as purchases or charges incurred

Create, send, and track purchase orders and their statuses

Integrate with a third-party accounting system

Track outstanding invoices and the money owed from clients

Interact with data visualization elements, such as charts and graphs, to drill down into data

Manage and handle financial assets as well as other investments.

Manage employee salary processes, data, taxes, and records administration efficiently

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Calculation of consumption tax imposed on the sale of goods/services

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage various distribution channels, build relations with channel partners, and track their performance

Create budgets based on historical data and future projections

Creation, processing, verification, and execution of invoices till the payment is made

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track the amount of money spent on a certain product or with a certain supplier

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Organize and group data or items based on various criteria

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

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

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Identify and prevent suspicious activity

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Reconcile payments with corresponding invoices or orders for accounting purposes

Manage the accounting and financial aspects of multiple locations or companies in a single location

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.

Uses AI for ranking prospects automatically based on historical data and behavioral patterns

Uses AI to identify buying signals such as website activity, content engagement, job changes, funding news, hiring trends, or technology usage

Uses AI to enhance existing data with information from external sources