Clay CRM vs Pipeliner CRM

Overview: Clay CRM vs. Pipeliner CRM

Looking for a CRM? Clay CRM and Pipeliner CRM are two platforms designed to enhance contact and sales management.

Clay CRM is more of an advanced address book. Pipeliner CRM emphasizes visual sales pipelines and detailed analytics, making it a strong choice for teams focused on tracking and optimizing sales performance.

In this blog post, we'll compare their features, pricing, and usability to help you choose the right fit for your sales team. We'll also present folk as a viable alternative to consider.

What is Clay CRM?

Clay CRM 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 CRM

• 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.

Что такое Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Основные функции Pipeliner CRM

• Автоматизация работы отдела продаж: автоматизирует рутинные задачи отдела продаж, помогая командам сосредоточиться на продажах и обеспечивая согласованность рабочих процессов.
• Управление ключевыми клиентами: предоставляет инструменты для управления и отслеживания отношений с высокоценными клиентами, обеспечивая индивидуальный подход и стратегию.
• Отслеживание коммуникаций и действий: регистрирует и систематизирует все взаимодействия, звонки и электронные письма, обеспечивая централизованный обзор коммуникаций с клиентами.
• Механизм отчетности: предлагает настраиваемые отчеты и панели инструментов для получения информации о результатах продаж и производительности команды.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Clay CRM vs. Pipeliner 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 capabilities for sales teams.

1. Управление каналом продаж

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.
Pipeliner CRM's pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader project management needs.

2. Простота использования

Clay CRM offers a user-friendly interface with intuitive navigation, making it easy for sales professionals to manage contacts and tasks efficiently. Pipeliner CRM also provides a visually appealing interface, but its extensive features may require a steeper learning curve for new sales team members.

3. Обогащение контактов

Clay CRM's contact enrichment feature automatically gathers additional data from sources like social media and public databases to build more comprehensive contact profiles, enhancing user insights and engagement strategies. Pipeliner CRM offers a contact enrichment feature through its Auto Profiling integration, which automatically populates additional data for contacts and accounts. However, this Auto Profiling integration is an add-on and must be activated through the Pipeliner Automation Hub, making it a more selective and optional tool for contact enrichment.

4. Информационно-пропагандистская работа

Clay CRM lacks dedicated outreach tools but allows users to track interactions and set follow-up reminders. Pipeliner CRM offers basic outreach through its mass email feature, enabling users to send bulk emails and track engagement, though it may require additional tools for advanced sales campaigns.

5. Автоматизация

Clay CRM includes automation for tasks like updating contacts and sending reminders based on conditions. Pipeliner CRM offers workflow automation for tasks, email follow-ups, and integrates with the Automation Hub for enhanced functionality, though advanced setups might need add-ons.

6. Интеграция

Clay CRM supports integrations with various third-party tools, allowing users to connect external applications for enhanced functionality. Pipeliner CRM integrates with over 50 popular applications, including Google Suite, Microsoft Suite, and various marketing, email, and data synchronization tools, to streamline workflows and enhance productivity for sales teams.

7. Artificial intelligence

Clay CRM does not currently offer dedicated AI integration. Pipeliner CRM integrates AI through Voyager AI Gen, providing sales insights and recommendations to prioritize tasks and focus on high-impact opportunities.

Сравнение цен и тарифных планов

Let's take a closer look at the price and plans of both Clay CRM and Pipeliner CRM to help sales teams make informed decisions.

Clay CRM 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.

Цены на Pipeliner CRM

Pipeliner offers several versions of its CRM, tailored to different price points.

• Стартовый пакет: от 65 долларов США за место в месяц.
• Бизнес: от 85 долларов США за место в месяц.
• Enterprise: от 115 долларов США за место в месяц.
• Без ограничений: от 150 долларов США за место в месяц.

Introducing folk CRM: the best alternative to Clay CRM and Pipeliner 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. folk CRM is particularly well-suited for sales teams of 20-50 people who need powerful features without enterprise complexity. folk can support multiple business functions including sales, marketing, recruitment and more. folk can also scale with you as your business grows, thanks to its ability to support solopreneurs, small to mid-size businesses and large enterprises.

👉🏼 Try folk now to import your contacts and set up customizable pipelines in minutes

Основные характеристики

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• 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.
• Интеграция с социальными сетями: импортируйте людей и компании из LinkedIn, Sales Navigator, Instagram и X одним щелчком мыши благодаря расширению Folk для Google Chrome.
• Синхронизация контактов из Gmail и Outlook: полная синхронизация электронной почты, позволяющая пользователям управлять всей коммуникацией непосредственно из CRM.
• Найдите адреса электронной почты в один клик: обогащение контактов с помощью Apollo и Dropcontact, чтобы вы могли заполнить недостающие данные одним щелчком мыши.
• Последовательности писем: отправляйте последовательности писем с напоминаниями, если ваши потенциальные клиенты не отвечают на ваши первые письма. Включает в себя интеграцию с ИИ, позволяющую персонализировать письма в большом масштабе.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые тарифные планы. Годовой тарифный план выглядит следующим образом.

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальный тариф: от 80 долларов США за пользователя в месяц.

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

Both Clay CRM and Pipeliner CRM offer something unique. Clay CRM excels in contact management and automation, making it ideal as an advanced address book. Pipeliner CRM stands out with its visual sales management and AI-driven insights, perfect for sales-focused teams. However, for medium-sized sales teams of 20-50 people that need the perfect balance of powerful features and user-friendly design, folk CRM emerges as the clear winner, offering comprehensive sales pipeline management, seamless integrations, and cost-effective pricing that scales with growing sales teams.

👉🏼 Try folk now to manage contact-based reminders and never miss a follow-up when switching from Clay or Pipeliner

Часто задаваемые вопросы

Does Clay CRM have a sales pipeline?

No. Clay CRM lacks a dedicated sales pipeline. It organizes contacts and tasks but does not offer stage-based deal tracking or a visual pipeline board.

What is Pipeliner CRM best for?

Pipeliner CRM excels at visual sales pipeline tracking, forecasting, and automation, with reporting and AI insights. It suits sales-focused teams needing scalable, structured deal management.

How do Clay CRM and Pipeliner CRM prices compare?

Clay: free up to 1,000 contacts; Pro $10/user/mo, Team $40, Enterprise undisclosed. Pipeliner: Starter $65/seat/mo, Business $85, Enterprise $115, Unlimited $150. Pricing may vary by billing.

What is a good alternative to Clay CRM and Pipeliner?

folk offers a customizable pipeline, contact enrichment, email sequences, and automation. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial.