A Sneak Peak At a Next Generation Personal CRM

A preview of Clay + access to Hebbia.ai

Clay.ai is a next generation personal CRM

Disclosure: I am friends with the founder of Clay, so while my goal is to be objective this article should be read with that in mind.

I left one very special piece out of Peter Boyce’s interview this week because I wanted to save it for members: a preview of the personal CRM application Clay.

Clay is a “a beautiful and private rolodex that helps you remember and be more thoughtful with the people in your life.” It’s basically a purpose-built replacement for the Airtable that Peter uses.

Peter is an investor and a beta user, and he agreed to show me how he uses it in his own life.

The app is in private beta, and as far as I know, this is the first time anyone from the public has been able to see it in action.

I’ll let Peter take things from here…

Editors note: the screenshots are of dummy data, not Peter’s actual instance for privacy reasons.

How Peter uses Clay

Learn more

This post is for
paying subscribers

Subscribe →

Or, login.

Read this next:

Superorganizers

How hard should I push myself?

What the science of stress tells us about peak performance

367 Jan 26, 2021 by Dan Shipper

Superorganizers

The CEO of No

How entrepreneur Andrew Wilkinson turns emails into opportunities

326 Sep 11, 2020 by Dan Shipper

Superorganizers

The Notetaking Cold War

Digging into the philosophical roots of the battle between Tiago Forte and Conor White-Sullivan

70 🔒 Jun 26, 2020

Praxis

Introducing: Praxis Fellows Essays

Hello Praxsters!I have something special to share with you today: the first contributions of our Praxis Writing Fellows!I recruited a few of

4 Mar 16, 2021 by Tiago Forte

Superorganizers

How Josh Kaufman Does Research 

The author of The Personal MBA shares his process for finding answers hiding in plain sight

177 🔒 Aug 20, 2020