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.

Read Full Article

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

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