Clay
Clay connects company data, web research and sales actions so revenue teams can build repeatable prospecting workflows.
Not tested by JuicyAgents · Reviewed 2026-10-09
- Can replace
- ZoomInfo, Microsoft Excel
- Integrations
- SalesforceHubSpotSlackMicrosoft TeamsIntercomGitHub+7 more
- Independent review
- Clay user reviews on G2 (opens in a new tab)
OVERVIEW
About Clay
Clay is most useful when a sales team knows which signals make an account worth contacting but spends too much time collecting them. Its research agents and data connections help build a richer account list, score it and prepare the next action. A team can combine its own customer information with outside data instead of maintaining many disconnected spreadsheets. The important product is the workflow: a repeatable process that turns an input list into researched, usable records.
This is a configurable workspace for revenue operations, not an employee that arrives knowing your market. Someone must define useful research questions, acceptable sources and the fields that matter to sellers. Start with one narrow account segment and inspect both good and poor results. Clay can reduce manual research and enrichment, but your CRM remains responsible for ownership, customer history and deal management. The replacement scope and evaluation advice in this profile are editorial judgments.
What the workflow does
- Web research agents: Claygent researches companies and people to answer custom business questions.
- Multiple data providers: Combine enrichment sources rather than depend on a single contact database.
- Signals and scoring: Use account changes and business criteria to decide which records deserve attention.
- Reusable workflows: Build shared logic for research, qualification, routing and outreach preparation.
- Activation: Send enriched information into connected sales tools or use supported outbound workflows.
FROM INPUT TO RESULT
How the workflow works
You provide
- Target accounts or a clearly defined prospect segment.
- Research questions, qualification rules and examples of a good result.
- Authorized access to relevant CRM or sales integrations.
You get
- A researched account list with fields that match your sales process.
- A repeatable way to prioritize prospects rather than reread every website.
- Less copying between research tabs, spreadsheets and connected sales tools.
- 1
Choose one account segment and define the fields, sources and qualification rules.
- 2
Run research and enrichment on a sample; correct prompts and remove unreliable data.
- 3
Connect the approved output to a sales workflow and monitor quality and credit use.
WHAT IT OFFERS
Key features
Web research agents
Claygent researches companies and people to answer custom business questions.
Multiple data providers
Combine enrichment sources rather than depend on a single contact database.
Signals and scoring
Use account changes and business criteria to decide which records deserve attention.
Reusable workflows
Build shared logic for research, qualification, routing and outreach preparation.
Activation
Send enriched information into connected sales tools or use supported outbound workflows.
IS IT A GOOD FIT?
Who it’s for
A good fit for
- Revenue operations teams with a clear ideal customer profile.
- Agencies repeating similar research for several clients.
- Sales teams with someone who can maintain data and workflow rules.
Not the best fit for
- Teams expecting an accurate unlimited contact list without setup or quality checks.
- Businesses that mainly need basic deal tracking in a CRM.
Strengths
- Flexible enrichment across several sources.
- Useful connection between research and existing sales processes.
Limitations
- Some users report irrelevant data and slow support.
- Setup skill and usage costs affect value.
CONNECTED TOOLS
Integrations
Listed tools for this workflow. Confirm current support and setup with the provider.
