A Sneak Peak At a Next Generation Personal CRM

🔓 This is a free preview of a Member’s Only post 🔓

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

What is Clay? Clay is a purpose-built tool to help you manage and invest in your relationships. Folks like to refer to it as a personal CRM, because that's what it functionally provides. 

If you believe relationships are important, and you want a way to be better organized and intentional about engaging in those relationships, Clay is a tool for you to get organized around that.

WHAT ELSE IS IN THIS ARTICLE

• A breakdown of the Clay product with high-res screenshots
• Dan’s take on the product
• Access to Hebbia.ai—a private beta browser extension that makes an ML-enabled Ctrl + F

Want to make this article more actionable? Subscribe to the Everything bundle! 

• You’ll get access to this article and over 50+ essays and interviews going deep into the tools and strategies you can use to live a more productive life.
• You’ll get Action Items, a weekly series of member’s only articles that condense and extend Superorganizers interviews into a series of actionable bullet points.
• You’ll get access other top paid newsletters from productivity writers like Tiago Forte’s Praxis and Nat Eliason’s Almanack all included in your subscription
• You’ll get access to discounts on productivity courses and tools — like a 15% discount on Mailman.
• You’ll get templates like this High-Output Project Management template in Notion

The Everything bundle now has 10 paid newsletters including Superorganizers. Here are a few articles from around the bundle that you might like:

• How I Spend 5 Minutes a Day on Email, by Nat Eliason in Almanack
• P.A.R.A Part 2, by Tiago Forte in Praxis
• Finding Power, by Nathan Baschez in Divinations