Clay vs Monday CRM

Looking for a new CRM system? Clay and Monday CRM are two popular options, each offering distinct capabilities to enhance customer engagement and streamline business operations. Clay focuses on automation and contact enrichment, making it ideal for businesses aiming to optimize contact management. While Monday CRM excels in sales-focused functionalities, providing robust tools for managing sales pipelines and workflows. In this blog post, we will compare these platforms in detail, covering their key features, pricing, and benefits, and also introduce folk as a viable alternative.

What is Clay?

Clay is a customer relationship management tool designed to help users organize and manage contact information and interactions, with a focus on automation and contact enrichment.

Key features of Clay

• Contact management: The platform allows users to organize and manage contacts by consolidating information in one place. Users can add custom fields, notes, and tags to categorize and track interactions with each contact, making it easier to manage customer relationships.
• Automation: Clay CRM includes automation tools that handle repetitive tasks like contact updates and reminders, helping users streamline their communication and workflow processes.
• Search and filtering: The platform provides advanced search and filtering functionality, allowing users to segment their contact database based on various criteria such as engagement history, tags, or custom fields.
• Real-time updates: The platform provides real-time updates for contact records and tasks, ensuring that users have the latest information on their contacts and projects at all times.
  

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

Clay vs. Monday CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Clay CRM does not offer a dedicated pipeline management feature as part of its core functionality. While users can organize contacts and tasks, the platform lacks specific tools for tracking deals or leads through stages in a sales pipeline.
Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal. This allows businesses to have a clear visual representation of their sales process and effectively manage their sales activities. Monday CRM's pipeline management provides a more structured approach, making it easier to oversee and optimize sales efforts.

2. Ease of use

Clay CRM offers a user-friendly interface designed for simplicity, making it easy for users to navigate and manage contacts efficiently. Monday CRM also provides an intuitive platform, but its broader functionality may require a steeper learning curve for users unfamiliar with extensive project management features.

3. Contact enrichment

Clay CRM's contact enrichment feature automatically gathers additional data from sources like social media and public databases to build more comprehensive contact profiles. This capability enhances user insights by providing richer contact information, which can be crucial for personalized customer interactions. Monday CRM currently offerese contact enrichment through a data enrichment app in beta mode.

4. Outreach

Clay CRM does not have a dedicated outreach feature specifically designed for managing customer communication, such as email marketing or mass outreach. However, users can track interactions with contacts and set up tasks or reminders for individual follow-ups. Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Clay CRM includes automation features that allow users to streamline repetitive tasks, such as updating contact information and sending follow-up reminders. Monday CRM also offers automation for sales-focussed tasks like updating deal statuses and assigning tasks.

6. Integration

Clay supports integrations with various third-party tools, allowing users to connect external applications for enhanced functionality. This flexibility enables users to tailor the CRM experience to their specific business needs. Monday CRM also provides access to basic third party applications to help their users create a smoother workflow.

7. Artificial Intelligence

Clay CRM does not currently offer dedicated AI integration. Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

Let's take a closer look at the price and plans of both Clay and Monday CRM.

Clay  prices

Clay has a free plan for personal use, for up to 1,000 contacts. After that premium plans are as follows on an annual subscription.

• Pro: $10 per user, per month.
• Team: $40 per user, per month.
• Enterprise: Undisclosed.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to Clay and Monday CRM

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Clay vs. Monday CRM: What's the verdict?

Between Clay and Monday CRM, it's clear that each platform brings unique strengths to the table. Clay excels in automation and contact enrichment, making it ideal for businesses focused on streamlined communication. Meanwhile, Monday CRM offers robust sales pipeline management and task tracking, catering to sales-driven teams. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free