A Sneak Peak At a Next Generation Personal CRM
A preview of Clay + access to Hebbia.ai
🔓 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.
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: