Domain
clay.com
Scanned
Oct 5, 2026

Clay

This report reads the companies competing for Clay’s buyers and where Clay could move. One of eight factors is crowded; the open water is usage-based billing and agents in the plan. Two established players trail Clay most on public pricing; two beat it on own verified data.

Clay’s space: one of eight factors is crowded; the open water is usage-based billing and agents in the plan.

  1. Own verified data
    Ahead of ClayApollo.io, Cognism, HubSpot
    Level1
    Behind0
  2. Autonomous outreach
    Ahead of Clay11x, Salesforce, HubSpot
    Level1
    Behind0
  3. Built-in CRM
    Ahead of ClayHubSpot, Salesforce, Apollo.io
    Level1
    Behind0
  4. Public buying signals
    Ahead of Clay11x
    Level2
    Behind4
  5. Public pricing
    Ahead of ClayNo one
    Level4
    Behind3
  6. Agents in the plan
    Ahead of ClayNo one
    Level3
    Behind4
  7. Usage-based billing
    Ahead of ClayNo one
    Level4
    Behind5
  8. Many data sources
    Ahead of ClayNo one
    Level4
    Behind5

Clay on public pricing

Of five established players, two are level with Clay and three trail Clay.

Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence.

Ahead of Clay
No one
Level with Clay
HubSpotSalesforce
Behind Clay
11xCognismApollo.io

Clay on usage-based billing

Of five established players, all five trail Clay.

Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence.

Ahead of Clay
No one
Level with Clay
No one
Behind Clay
Apollo.ioHubSpotSalesforce11xCognism

Clay on agents in the plan

Of five established players, one is level with Clay and four trail Clay.

Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence.

Ahead of Clay
No one
Level with Clay
HubSpot
Behind Clay
CognismSalesforce11xApollo.io

HubSpot against Clay

Beats Clay on built-in CRM and own verified data; trails on usage-based billing and many data sources.

  1. Ahead of ClayBuilt-in CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence. HubSpot is at 4 of 4, on high evidence.

  2. Ahead of ClayOwn verified data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence. HubSpot is at 2 of 4, on low evidence.

  3. Ahead of ClayAutonomous outreach

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence. HubSpot is at 2 of 4, on low evidence.

  4. Level with ClayPublic pricing

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence. HubSpot is at 4 of 4, on high evidence.

  5. Level with ClayAgents in the plan

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence. HubSpot is at 3 of 4, on high evidence.

  6. Behind ClayPublic buying signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence. HubSpot is at 1 of 4, on low evidence.

  7. Behind ClayUsage-based billing

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence. HubSpot is at 1 of 4, on high evidence.

  8. Behind ClayMany data sources

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence. HubSpot is at 1 of 4, on low evidence.

Their words, facts and funding
In their words
Not stated
Distinguishing fact
Clay’s 12K-install CRM target now enriches records itself
Raised
$35M
Funding date
Nov 5, 2012
Stage
Not disclosed

The full record for HubSpot

Salesforce against Clay

Beats Clay on built-in CRM and autonomous outreach; trails on many data sources and usage-based billing.

  1. Ahead of ClayBuilt-in CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence. Salesforce is at 4 of 4, on high evidence.

  2. Ahead of ClayAutonomous outreach

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence. Salesforce is at 3 of 4, on medium evidence.

  3. Level with ClayPublic pricing

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence. Salesforce is at 4 of 4, on high evidence.

  4. Level with ClayOwn verified data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence. Salesforce is at 1 of 4, on low evidence.

  5. Behind ClayPublic buying signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence. Salesforce is at 1 of 4, on low evidence.

  6. Behind ClayAgents in the plan

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence. Salesforce is at 1 of 4, on high evidence.

  7. Behind ClayUsage-based billing

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence. Salesforce is at 1 of 4, on high evidence.

  8. Behind ClayMany data sources

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence. Salesforce is at 0 of 4, on low evidence.

Their words, facts and funding
Distinguishing fact
The CRM Clay pushes into now ships its own prospecting agent.
Raised
Not disclosed
Funding date
Not disclosed
Stage
Public

The full record for Salesforce

11x against Clay

Beats Clay on autonomous outreach and public buying signals; trails on public pricing and usage-based billing.

  1. Ahead of ClayAutonomous outreach

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence. 11x is at 4 of 4, on high evidence.

  2. Ahead of ClayPublic buying signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence. 11x is at 3 of 4, on high evidence.

  3. Level with ClayOwn verified data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence. 11x is at 1 of 4, on medium evidence.

  4. Level with ClayBuilt-in CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence. 11x is at 1 of 4, on medium evidence.

  5. Behind ClayMany data sources

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence. 11x is at 3 of 4, on medium evidence.

  6. Behind ClayAgents in the plan

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence. 11x is at 2 of 4, on low evidence.

  7. Behind ClayUsage-based billing

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence. 11x is at 2 of 4, on low evidence.

  8. Behind ClayPublic pricing

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence. 11x is at 0 of 4, on high evidence.

Their words, facts and funding
Distinguishing fact
Sells named digital coworkers you “hire,” not data you query.
Raised
$70M
Funding date
Sep 29, 2026
Stage
Not disclosed
Domain
11x.ai

The full record for 11x

Apollo.io against Clay

Beats Clay on own verified data and built-in CRM; trails on usage-based billing and public pricing.

  1. Ahead of ClayOwn verified data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence. Apollo.io is at 4 of 4, on high evidence.

  2. Ahead of ClayBuilt-in CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence. Apollo.io is at 2 of 4, on low evidence.

  3. Level with ClayAutonomous outreach

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence. Apollo.io is at 1 of 4, on low evidence.

  4. Behind ClayPublic pricing

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence. Apollo.io is at 3 of 4, on medium evidence.

  5. Behind ClayMany data sources

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence. Apollo.io is at 3 of 4, on high evidence.

  6. Behind ClayPublic buying signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence. Apollo.io is at 1 of 4, on low evidence.

  7. Behind ClayAgents in the plan

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence. Apollo.io is at 2 of 4, on low evidence.

  8. Behind ClayUsage-based billing

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence. Apollo.io is at 1 of 4, on medium evidence.

Their words, facts and funding
Distinguishing fact
Owns the database it sells: 240M contacts in one platform
Raised
$100M
Funding date
Aug 29, 2023
Domain
apollo.io

The full record for Apollo.io

Cognism against Clay

Beats Clay on own verified data; trails on public pricing and many data sources.

  1. Ahead of ClayOwn verified data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence. Cognism is at 4 of 4, on high evidence.

  2. Level with ClayAutonomous outreach

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence. Cognism is at 1 of 4, on medium evidence.

  3. Level with ClayBuilt-in CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence. Cognism is at 1 of 4, on low evidence.

  4. Behind ClayPublic buying signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence. Cognism is at 1 of 4, on low evidence.

  5. Behind ClayUsage-based billing

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence. Cognism is at 2 of 4, on high evidence.

  6. Behind ClayAgents in the plan

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence. Cognism is at 1 of 4, on low evidence.

  7. Behind ClayMany data sources

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence. Cognism is at 1 of 4, on medium evidence.

  8. Behind ClayPublic pricing

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence. Cognism is at 0 of 4, on high evidence.

Their words, facts and funding
Distinguishing fact
Quote-only pricing; every plan bundles 5 seats, no amount published
Raised
$87.5M
Funding date
Jan 13, 2022

The full record for Cognism

32 candidate moves for Clay, sorted into eliminate, reduce, raise and create.

Eliminate
6
Reduce
9
Raise
10
Create
7
  1. EliminateDrop the headcount-replacement pitch

    Drop the headcount-replacement pitch. 11x promises to “Scale pipeline faster than you can hire”; Clay’s buyers keep reps and want them selling.

    Rival: 11x

    1 source Oct 5, 2026

  2. EliminateCut demo-gated access

    Cut demo-gated access. 11x runs no pricing page and no self-serve signup, so an ops buyer can’t try anything before a call.

    Rival: 11x

    1 source Oct 5, 2026

  3. EliminateGated first runs look optional

    Gated first runs look optional: Apollo’s pricing page keeps a Starter plan “free forever,” so buyers start without paying.

    Rival: Apollo.io

    1 source Oct 5, 2026

  4. EliminateSeat minimums

    Seat minimums. Cognism bundles ‘5 seats included’ on both prospecting tiers, so small ops teams pay for chairs nobody fills.

    Rival: Cognism

    1 source Oct 5, 2026

  5. EliminateSeat fees for reps who only read the finished list

    Seat fees for reps who only read the finished list. HubSpot meters enrichment by credit from $42 per month.

    Rival: HubSpot

    1 source Oct 5, 2026

  6. EliminateEliminate roadmap talk from the pitch

    Eliminate roadmap talk from the pitch — Salesforce says “The rest will launch by year’s end,” and buyers can’t run a play on a date.

    Rival: Salesforce

    1 source Sep 11, 2026

  7. ReduceReduce the provider-count headline

    Reduce the provider-count headline. 11x courts the same RevOps buyer by naming one outcome, pipeline, not a tally of data vendors to wire up.

    Rival: 11x

    1 source Oct 5, 2026

  8. ReduceReduce build-it-yourself setup

    Reduce build-it-yourself setup. 11x offers a 20-minute demo that configures Julian on the buyer’s own scenarios; Clay’s spreadsheet asks ops to assemble plays.

    Rival: 11x

    1 source Oct 5, 2026

  9. ReduceProvider breadth may be over-invested

    Provider breadth may be over-invested. Apollo bundles its own contact database and sells itself as the single go-to-market “foundation,” not a stack to assemble.

    Rival: Apollo.io

    1 source Oct 5, 2026

  10. ReduceHeadcount-heavy service may be over-built for ops buyers

    Headcount-heavy service may be over-built for ops buyers. Apollo runs a team of 800 behind one owned database.

    Rival: Apollo.io

    1 source Oct 5, 2026

  11. ReduceSales-gated pricing

    Sales-gated pricing. Cognism routes both prospecting tiers to ‘Talk to sales’ and publishes no amount, so buyers can’t size spend alone.

    Rival: Cognism

    1 source Oct 5, 2026

  12. ReduceHeadline provider counts matter less once records enrich themselves inside the CRM

    Headline provider counts matter less once records enrich themselves inside the CRM. HubSpot shipped Breeze Intelligence enrichment on Sep 18, 2024.

    Rival: HubSpot

    1 source Sep 18, 2024

  13. ReduceChasing every GTM department thins focus

    Chasing every GTM department thins focus. HubSpot fields 8,882 full-time employees to cover that surface, and Clay can’t out-staff it.

    Rival: HubSpot

    1 source Dec 31, 2025

  14. ReduceReduce agent branding

    Reduce agent branding — Salesforce’s page title reads “Best Sales Prospecting AI Agent,” so the word agent no longer sorts one tool from another.

    Rival: Salesforce

    1 source Oct 5, 2026

  15. ReduceReduce spend on prospecting features the CRM now bundles

    Reduce spend on prospecting features the CRM now bundles — Salesforce ships a prospecting agent of its own inside Sales Cloud.

    Rival: Salesforce

    2 sources Oct 5, 2026 Sep 11, 2026

  16. RaiseRaise price legibility

    Raise price legibility. 11x publishes no price and no pricing page, so a number the buyer reads without a call becomes the differentiator.

    Rival: 11x

    1 source Oct 5, 2026

  17. RaiseRaise vendor continuity

    Raise vendor continuity. 11x named a new CEO in May 2025 when its founder stepped down; buyers staking a channel want stability proof.

    Rival: 11x

    1 source May 5, 2025

  18. RaiseRaise why-it-qualified evidence

    Raise why-it-qualified evidence. 11x’s homepage sells outcomes — “Digital Workers, Human Results” — and never shows the reason a contact got picked.

    Rival: 11x

    1 source Oct 5, 2026

  19. RaiseReadable paid pricing is a gap

    Readable paid pricing is a gap: Apollo’s fetched pricing page lists a free Starter tier and no paid dollar amount.

    Rival: Apollo.io

    1 source Oct 5, 2026

  20. RaiseQualification reasoning is open ground

    Qualification reasoning is open ground: Apollo’s fetched pages sell database access, while Intercom’s reps won’t work a list without the why.

    Rival: Apollo.io

    2 sources Oct 5, 2026 Oct 5, 2026

  21. RaisePublished coverage proof

    Published coverage proof. Cognism sells ‘verified, compliance-first data’ with no hit rate on the page; buyers want numbers they can check pre-purchase.

    Rival: Cognism

    1 source Oct 5, 2026

  22. RaiseShow why each account qualified, not just a filled field

    Show why each account qualified, not just a filled field. Reps at Intercom won’t work a list without that reason.

    Rival: HubSpot

    2 sources Sep 18, 2024 Oct 5, 2026

  23. RaiseA price the buyer reads without a call

    A price the buyer reads without a call. HubSpot publishes a $42-per-month entry price for Breeze Intelligence credits.

    Rival: HubSpot

    1 source Oct 5, 2026

  24. RaiseRaise a price you can read without a call

    Raise a price you can read without a call — this run’s fetch of Salesforce’s pricing page turns up no quotable number.

    Rival: Salesforce

    1 source Oct 5, 2026

  25. RaiseRaise what works without Sales Cloud

    Raise what works without Sales Cloud — Salesforce files its prospecting agent under Sales Cloud, so the agent lives inside the CRM.

    Rival: Salesforce

    1 source Oct 5, 2026

  26. CreatePay per booked meeting, not per seat or credit

    Pay per booked meeting, not per seat or credit — nobody in this footprint prices on the outcome they advertise.

    Hypothesis

    Rival: 11x

    no sources recorded

  27. CreateA record where the agent’s research, its source, and its date ride along with every send, so the rep can inspect it

    A record where the agent’s research, its source, and its date ride along with every send, so the rep can inspect it.

    Hypothesis

    Rival: 11x

    no sources recorded

  28. CreateNobody prices data by rows that proved true

    Nobody prices data by rows that proved true. A per-verified-row charge, refunding stale records, would let ops buy accuracy instead of credits.

    Hypothesis

    Rival: Apollo.io

    no sources recorded

  29. CreateA per-record receipt

    A per-record receipt: where each phone number came from, which provider, what consent basis — so compliance review doesn’t stall the list.

    Hypothesis

    Rival: Cognism

    no sources recorded

  30. CreateCharge only for enrichment that lands a usable field, refunding credits when every provider comes back empty

    Charge only for enrichment that lands a usable field, refunding credits when every provider comes back empty. Nobody in this footprint prices that way.

    Hypothesis

    Rival: HubSpot

    no sources recorded

  31. CreateCreate a record where every field shows which provider said it and when, so a rep can challenge the data mid-call

    Create a record where every field shows which provider said it and when, so a rep can challenge the data mid-call.

    Hypothesis

    Rival: Salesforce

    no sources recorded

  32. CreateCreate pricing that charges only for records a rep actually works, not seats or credits bought up front

    Create pricing that charges only for records a rep actually works, not seats or credits bought up front.

    Hypothesis

    Rival: Salesforce

    no sources recorded

Around Clay, three moves in the last six months: two changelog updates, one launch.

  1. Oct 5, 2026, HubSpotDocs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”
    Established player
    HubSpot
    Date
    Oct 5, 2026
    Kind
    changelog
    After
    Docs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”
  2. Sep 29, 2026, Cognism“MCP & API access” listed on both Standard and Pro, marked “New”
    Established player
    Cognism
    Date
    Sep 29, 2026
    Kind
    changelog
    After
    “MCP & API access” listed on both Standard and Pro, marked “New”
  3. Sep 11, 2026, SalesforceHunter ships
    Established player
    Salesforce
    Date
    Sep 11, 2026
    Kind
    launch
    After
    Hunter ships: it “helps business-to-business salespeople find leads and craft outreach emails”, with most new features generally available
  4. Mar 19, 2026, Apollo.ioAcquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
    Established player
    Apollo.io
    Date
    Mar 19, 2026
    Kind
    launch
    After
    Acquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
    Source
    apollo.io
  5. Sep 9, 2025, CognismDominic Allon as CEO and Chris Evans as CRO
    Established player
    Cognism
    Date
    Sep 9, 2025
    Kind
    leadership
    Before
    Pete Daffern, Interim CEO
    After
    Dominic Allon as CEO and Chris Evans as CRO
  6. May 5, 2025, 11xCTO Prabhav Jain is CEO
    Established player
    11x
    Date
    May 5, 2025
    Kind
    leadership
    Before
    Founder Hasan Sukkar is CEO
    After
    CTO Prabhav Jain is CEO; Sukkar becomes “non-executive chairman”
  7. Dec 4, 2024, SalesforceAgentforce “went into production in the last week of Q3” and was “off to a flying start according to Benioff, with 200 deals”
    Established player
    Salesforce
    Date
    Dec 4, 2024
    Kind
    launch
    After
    Agentforce “went into production in the last week of Q3” and was “off to a flying start according to Benioff, with 200 deals”
  8. Nov 12, 2024, 11x$50M Series B led by Andreessen Horowitz, $74M total raised
    Established player
    11x
    Date
    Nov 12, 2024
    Kind
    funding
    Before
    $24M Series A led by Benchmark
    After
    $50M Series B led by Andreessen Horowitz, $74M total raised
  9. Sep 18, 2024, HubSpot“Breeze Intelligence includes data enrichment via more than 200 million buyers and company profiles and contacts in HubSpot Smart CRM.”
    Established player
    HubSpot
    Date
    Sep 18, 2024
    Kind
    launch
    After
    “Breeze Intelligence includes data enrichment via more than 200 million buyers and company profiles and contacts in HubSpot Smart CRM.”
  10. Aug 29, 2023, Apollo.io$100M Series D at a $1.6B valuation
    Established player
    Apollo.io
    Date
    Aug 29, 2023
    Kind
    funding
    After
    $100M Series D at a $1.6B valuation; total funding approximately $250M
  11. Jan 13, 2022, Cognism“$87.5m (£64m)” Series C led by Viking Global Investors
    Established player
    Cognism
    Date
    Jan 13, 2022
    Kind
    funding
    After
    “$87.5m (£64m)” Series C led by Viking Global Investors

Captello: moving in on Clay’s space from an adjacent market

Qualification moves to the moment of capture, which is the anchor’s own job of showing reps why an account qualified before they work it.

Distinguishing fact
Intelligence Cards score the lead at the event badge scan or meeting check-in, not after the list syncs.
First seen
Oct 6, 2026 in google-news

Gong: moving in on Clay’s space from an adjacent market

A conversation-intelligence vendor now sells enrichment itself, the anchor’s core job, to the same revenue-team buyer.

Distinguishing fact
Ships enrichment under a named program, Mission Callisto, aimed at revenue teams.
First seen
Sep 30, 2026 in google-news
Domain
gong.io

Zoom: moving in on Clay’s space from an adjacent market

Buyer intelligence bundled with revenue execution hits the anchor’s system-of-record factor. Zoom isn’t on the established-players file.

Distinguishing fact
Pitches one revenue OS that unifies buyer intelligence, customer conversations, and revenue execution.
First seen
Sep 15, 2026 in google-news
Domain
zoom.com

Clay’s long tail: eight more companies, each with one distinguishing fact.

  1. ColdreachThree-person YC team’s AI SDR watches 113M+ accounts for signals
    Distinguishing fact
    Three-person YC team’s AI SDR watches 113M+ accounts for signals
    Confidence
    High
  2. TopoPrices a founders-only tier
    Distinguishing fact
    Prices a founders-only tier: $89 per seat, up to 2 seats
    Confidence
    Medium
    Domain
    topo.io
  3. CardinalTwo founders, 50+ YC customers, first account executive still an opening
    Distinguishing fact
    Two founders, 50+ YC customers, first account executive still an opening
    Confidence
    Medium
  4. AvinaFive-person team sells a done-for-you tier from $2,999 a month
    Distinguishing fact
    Five-person team sells a done-for-you tier from $2,999 a month
    Confidence
    Medium
    Domain
    avina.io
  5. AiSDRExplore tier
    Distinguishing fact
    Explore tier: $900/mo, “Unlimited users” — no per-seat count
    Confidence
    High
    Domain
    aisdr.com
  6. Fuse AIAgents install Fuse as a skill over MCP inside Claude or Cursor
    Distinguishing fact
    Agents install Fuse as a skill over MCP inside Claude or Cursor
    Confidence
    Low
  7. ExpleeSells 750 emails for $30, pay as you go with no subscription
    Distinguishing fact
    Sells 750 emails for $30, pay as you go with no subscription
    Confidence
    Medium
  8. Gojiberry AISells a $99/month self-serve tier
    Distinguishing fact
    Sells a $99/month self-serve tier; teams of 5+ get routed to sales.
    Confidence
    Low

Tech opportunities

10 releases from the last six months Clay could build on, most valuable first

Five verified tech opportunities and five reported could move three of Clay’s factors; two of the verified have independent benchmarks.

  1. Model drop, Sep 28, 2026Claude Sonnet 5.5, from Anthropic

    Anthropic’s new Sonnet 5.5 model. VentureBeat reports 30% lower cost per task, from faster responses and fewer tool calls per job.

    What it could let Clay do, a hypothesis
    Could cut what each research run costs, so the agent reads more accounts per credit and finishes a list the same day.
    Why it ranks here
    Cheaper, faster tokens trim the cost behind every research and personalization run, and Artificial Analysis independently scores it 56 on its Intelligence Index.

    The full read on Claude Sonnet 5.5

  2. Model drop, Sep 22, 2026Claude Opus 5.5, from Anthropic

    The New Stack tested Claude Opus 5.5 against Opus 5 on reasoning tasks and found it cheaper and faster, though not better.

    What it could let Clay do, a hypothesis
    Could trim the cost and the wait on long research runs, without expecting better answers than the older model gave.
    Why it ranks here
    Anthropic says Opus 5.5 runs 40% cheaper than Opus 5 and independent tests put it top of the intelligence index, which could cut the cost of the credit-billed research runs Clay’s buyers pay for.

    The full read on Claude Opus 5.5

  3. Data source, Aug 18, 2026Intentsify intent data in Clay, from Intentsify

    Intentsify’s buyer intent data now lands directly in Clay’s go-to-market workflows, per a Business Wire announcement.

    Data it serves
    B2B buyer intent: account-level intent and persona-level signals
    Vendor
    New vendor
    For Clay’s customers, a hypothesis
    Could let Clay users show reps why an account qualified before they work a list, with account and persona intent sitting in the same table.
    What it could let Clay do, a hypothesis
    Could fill a why-now field from intent data without the buyer wiring up a separate intent vendor.
    Why it ranks here
    Hits the “why this account qualified” job and the public-signals factor and is live in Clay now, but the gain is vendor-reported with no stated number and adds one provider to a stack of roughly 100.

    The full read on Intentsify intent data in Clay

  4. Data source, Sep 25, 2026Agent Ultra, from Exa

    Exa launched Agent Ultra, a deep research API that runs a swarm of subagents to build exhaustive lists. Exa already sits on Clay’s integrations page.

    Data it serves
    Deep research results pulled from the web
    Vendor
    From a current vendor
    For Clay’s customers, a hypothesis
    Could let Clay’s customers fill a list with researched reasons an account qualified, without a data-science team pulling the web by hand.
    What it could let Clay do, a hypothesis
    Could let Clay route list-building lookups to a research swarm, filling an account list in one call instead of several passes.
    Why it ranks here
    Deep research for list building touches Clay’s research-in-hours and qualified-list jobs, but the only fetched proof is Exa’s own cost adjective with no benchmark, price or availability stated.

    The full read on Agent Ultra

  5. Model drop, Oct 5, 2026Beam, from Reflection AI

    Beam is a 501B-parameter open-weight mixture-of-experts model, 23B active, with a 1M-token context window, built for coding, reasoning, tool use and agentic workloads.

    The gain
    SWE-bench Verified: 80.9 Vendor-reported only.
    What it could let Clay do, a hypothesis
    Could let Clay run enrichment agents on cheaper open weights, so agents switch on inside the plan the buyer already pays for.
    The factor it could move
    Agents in the plan

    The full read on Beam

  6. LLM update, Sep 23, 2026GPT-6 Sol and Luna API price cut, from OpenAI

    OpenAI halved API prices for its GPT-6 Sol and Luna models, per Quartz. Same models, lower price per token for anyone calling them.

    What it could let Clay do, a hypothesis
    Could halve the model bill behind every enriched row, leaving room to run agents inside the plan people already pay for.
    The factor it could move
    Agents in the plan
    Why it ranks here
    A 50% cut on a frontier API lowers the cost floor under every credit Clay sells, which reaches nearly all its customers.

    The full read on GPT-6 Sol and Luna API price cut

  7. LLM update, Sep 11, 2026Agents API, from OpenAI

    OpenAI’s managed Agents API handles the plumbing of building and running enterprise AI agents.

    What it could let Clay do, a hypothesis
    Could let Clay hand more of a play to a managed agent instead of wiring every step on the canvas.
    The factor it could move
    Autonomous outreach
    Why it ranks here
    A managed agent runtime touches the agent factor directly, but no benchmark, price or speed number is stated.

    The full read on Agents API

  8. Model drop, Sep 7, 2026Qwen3.8-Max, from Qwen

    Qwen3.8-Max open-sources with a reported 86.6 benchmark score. The item says it nears Opus 5.

    What it could let Clay do, a hypothesis
    Could let Clay run bulk account research on open weights, cutting the cost per enriched row.
    Why it ranks here
    Near-frontier open weights could cut bulk research cost, but the 86.6 figure comes from one low-profile publisher.

    The full read on Qwen3.8-Max

  9. Model drop, Oct 6, 2026Mistral Large 4 ‘Le Chonk’, from Mistral

    Mistral debuted Large 4, nicknamed ‘Le Chonk’, a one-trillion-parameter text-output model.

    What it could let Clay do, a hypothesis
    Could give Clay’s research agents a bigger model, so a data pull that took days finishes in hours.
    Why it ranks here
    A one-trillion-parameter frontier model could speed Clay’s research runs, but the gain is vendor-reported and availability isn’t stated.

    The full read on Mistral Large 4 ‘Le Chonk’

  10. Model drop, Sep 22, 2026GPT-6 Sol and Luna, from OpenAI

    OpenAI’s GPT-6 Sol and Luna are new API models that cut API costs by half or more.

    What it could let Clay do, a hypothesis
    Could halve what each enrichment or research call costs, so credits stretch further on the plan they already pay for.
    The factor it could move
    Usage-based billing
    Why it ranks here
    An independent leaderboard places both models, but no fetched page proves the claimed API price cut, names an availability date, or shows a capability one of Clay’s jobs uses.

    The full read on GPT-6 Sol and Luna

Everything else about Clay

What Clay is

Go-to-market data enrichment and workflow tool: a spreadsheet-shaped workspace that pulls from many data providers and runs outbound research and personalization at scale.

Jobs that matter most

  • Reps won’t work a list until they can see why an account qualified.
  • One data provider leaves gaps, so the buyer wants several stacked without hiring for it.
  • Ops wants records that clean themselves instead of pulling lists by hand.

The rest

  • The buyer wants to retarget in minutes when an experiment flops.
  • Ops wants reps off data admin and into real conversations.
  • A data-science job that used to take days, the buyer now wants done in hours.
All 8 factors
  1. Own verified dataThe vendor owns the records it sells

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number. Clay is at 1 of 4, on high evidence.

    Ahead of Clay
    Apollo.ioCognismHubSpot
    Level with Clay
    11xSalesforce
    Behind Clay
    No one
  2. Autonomous outreachAn agent that runs the play itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first. Clay is at 1 of 4, on high evidence.

    Ahead of Clay
    11xSalesforceHubSpot
    Level with Clay
    Apollo.ioCognism
    Behind Clay
    No one
  3. Built-in CRMIt’s the system of record, not a side tool

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns. Clay is at 1 of 4, on high evidence.

    Ahead of Clay
    HubSpotSalesforceApollo.io
    Level with Clay
    11xCognism
    Behind Clay
    No one
  4. Public buying signalsBuying signals from what people do in public

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it. Clay is at 2 of 4, on high evidence.

    Ahead of Clay
    11x
    Level with Clay
    No one
    Behind Clay
    Apollo.ioCognismHubSpotSalesforce
  5. Public pricingA price you can read without a call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation. Clay is at 4 of 4, on high evidence.

    Ahead of Clay
    No one
    Level with Clay
    HubSpotSalesforce
    Behind Clay
    11xCognismApollo.io
  6. Agents in the planAI agents on the plan they already pay for

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice. Clay is at 3 of 4, on medium evidence.

    Ahead of Clay
    No one
    Level with Clay
    HubSpot
    Behind Clay
    CognismSalesforce11xApollo.io
  7. Usage-based billingPay for what gets used, not per head

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds. Clay is at 4 of 4, on high evidence.

    Ahead of Clay
    No one
    Level with Clay
    No one
    Behind Clay
    Apollo.ioHubSpotSalesforce11xCognism
  8. Many data sourcesMany data vendors stacked behind one field

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source. Clay is at 4 of 4, on high evidence.

    Ahead of Clay
    No one
    Level with Clay
    No one
    Behind Clay
    SalesforceCognismHubSpot11xApollo.io
5 established players, with every candidate move
  1. HubSpotClay’s 12K-install CRM target now enriches records itself
    Verdict against Clay
    Beats Clay on built-in CRM and own verified data; trails on usage-based billing and many data sources.
    In their words
    Not stated
    Distinguishing fact
    Clay’s 12K-install CRM target now enriches records itself
    Raised
    $35M
    Funding date
    Nov 5, 2012
    Stage
    Not disclosed

    Moves

    • Date
      Oct 5, 2026
      Kind
      changelog
      After
      Docs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”
    • Date
      Sep 18, 2024
      Kind
      launch
      After
      “Breeze Intelligence includes data enrichment via more than 200 million buyers and company profiles and contacts in HubSpot Smart CRM.”

    What Clay could do, from this player

    Eliminate

    • Seat fees for reps who only read the finished list. HubSpot meters enrichment by credit from $42 per month. 1 source Oct 5, 2026

    Reduce

    • Headline provider counts matter less once records enrich themselves inside the CRM. HubSpot shipped Breeze Intelligence enrichment on Sep 18, 2024. 1 source Sep 18, 2024
    • Chasing every GTM department thins focus. HubSpot fields 8,882 full-time employees to cover that surface, and Clay can’t out-staff it. 1 source Dec 31, 2025

    Raise

    • Show why each account qualified, not just a filled field. Reps at Intercom won’t work a list without that reason. 2 sources Sep 18, 2024 Oct 5, 2026
    • A price the buyer reads without a call. HubSpot publishes a $42-per-month entry price for Breeze Intelligence credits. 1 source Oct 5, 2026

    Create

    • Charge only for enrichment that lands a usable field, refunding credits when every provider comes back empty. Nobody in this footprint prices that way. Hypothesis. no sources recorded

    The full record for HubSpot

  2. SalesforceThe CRM Clay pushes into now ships its own prospecting agent
    Verdict against Clay
    Beats Clay on built-in CRM and autonomous outreach; trails on many data sources and usage-based billing.
    Distinguishing fact
    The CRM Clay pushes into now ships its own prospecting agent.
    Raised
    Not disclosed
    Funding date
    Not disclosed
    Stage
    Public

    Moves

    • Date
      Sep 11, 2026
      Kind
      launch
      After
      Hunter ships: it “helps business-to-business salespeople find leads and craft outreach emails”, with most new features generally available
    • Date
      Dec 4, 2024
      Kind
      launch
      After
      Agentforce “went into production in the last week of Q3” and was “off to a flying start according to Benioff, with 200 deals”

    What Clay could do, from this player

    Eliminate

    • Eliminate roadmap talk from the pitch — Salesforce says “The rest will launch by year’s end,” and buyers can’t run a play on a date. 1 source Sep 11, 2026

    Reduce

    • Reduce agent branding — Salesforce’s page title reads “Best Sales Prospecting AI Agent,” so the word agent no longer sorts one tool from another. 1 source Oct 5, 2026
    • Reduce spend on prospecting features the CRM now bundles — Salesforce ships a prospecting agent of its own inside Sales Cloud. 2 sources Oct 5, 2026 Sep 11, 2026

    Raise

    • Raise a price you can read without a call — this run’s fetch of Salesforce’s pricing page turns up no quotable number. 1 source Oct 5, 2026
    • Raise what works without Sales Cloud — Salesforce files its prospecting agent under Sales Cloud, so the agent lives inside the CRM. 1 source Oct 5, 2026

    Create

    • Create a record where every field shows which provider said it and when, so a rep can challenge the data mid-call. Hypothesis. no sources recorded
    • Create pricing that charges only for records a rep actually works, not seats or credits bought up front. Hypothesis. no sources recorded

    The full record for Salesforce

  3. 11xSells named digital coworkers you “hire,” not data you query
    Verdict against Clay
    Beats Clay on autonomous outreach and public buying signals; trails on public pricing and usage-based billing.
    Distinguishing fact
    Sells named digital coworkers you “hire,” not data you query.
    Raised
    $70M
    Funding date
    Sep 29, 2026
    Stage
    Not disclosed
    Domain
    11x.ai

    Moves

    • Date
      May 5, 2025
      Kind
      leadership
      Before
      Founder Hasan Sukkar is CEO
      After
      CTO Prabhav Jain is CEO; Sukkar becomes “non-executive chairman”
    • Date
      Nov 12, 2024
      Kind
      funding
      Before
      $24M Series A led by Benchmark
      After
      $50M Series B led by Andreessen Horowitz, $74M total raised

    What Clay could do, from this player

    Eliminate

    • Drop the headcount-replacement pitch. 11x promises to “Scale pipeline faster than you can hire”; Clay’s buyers keep reps and want them selling. 1 source Oct 5, 2026
    • Cut demo-gated access. 11x runs no pricing page and no self-serve signup, so an ops buyer can’t try anything before a call. 1 source Oct 5, 2026

    Reduce

    • Reduce the provider-count headline. 11x courts the same RevOps buyer by naming one outcome, pipeline, not a tally of data vendors to wire up. 1 source Oct 5, 2026
    • Reduce build-it-yourself setup. 11x offers a 20-minute demo that configures Julian on the buyer’s own scenarios; Clay’s spreadsheet asks ops to assemble plays. 1 source Oct 5, 2026

    Raise

    • Raise price legibility. 11x publishes no price and no pricing page, so a number the buyer reads without a call becomes the differentiator. 1 source Oct 5, 2026
    • Raise vendor continuity. 11x named a new CEO in May 2025 when its founder stepped down; buyers staking a channel want stability proof. 1 source May 5, 2025
    • Raise why-it-qualified evidence. 11x’s homepage sells outcomes — “Digital Workers, Human Results” — and never shows the reason a contact got picked. 1 source Oct 5, 2026

    Create

    • Pay per booked meeting, not per seat or credit — nobody in this footprint prices on the outcome they advertise. Hypothesis. no sources recorded
    • A record where the agent’s research, its source, and its date ride along with every send, so the rep can inspect it. Hypothesis. no sources recorded

    The full record for 11x

  4. Apollo.ioOwns the database it sells
    Verdict against Clay
    Beats Clay on own verified data and built-in CRM; trails on usage-based billing and public pricing.
    Distinguishing fact
    Owns the database it sells: 240M contacts in one platform
    Raised
    $100M
    Funding date
    Aug 29, 2023
    Domain
    apollo.io

    Moves

    • Date
      Mar 19, 2026
      Kind
      launch
      After
      Acquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
      Source
      apollo.io
    • Date
      Aug 29, 2023
      Kind
      funding
      After
      $100M Series D at a $1.6B valuation; total funding approximately $250M

    What Clay could do, from this player

    Eliminate

    • Gated first runs look optional: Apollo’s pricing page keeps a Starter plan “free forever,” so buyers start without paying. 1 source Oct 5, 2026

    Reduce

    • Provider breadth may be over-invested. Apollo bundles its own contact database and sells itself as the single go-to-market “foundation,” not a stack to assemble. 1 source Oct 5, 2026
    • Headcount-heavy service may be over-built for ops buyers. Apollo runs a team of 800 behind one owned database. 1 source Oct 5, 2026

    Raise

    • Readable paid pricing is a gap: Apollo’s fetched pricing page lists a free Starter tier and no paid dollar amount. 1 source Oct 5, 2026
    • Qualification reasoning is open ground: Apollo’s fetched pages sell database access, while Intercom’s reps won’t work a list without the why. 2 sources Oct 5, 2026 Oct 5, 2026

    Create

    • Nobody prices data by rows that proved true. A per-verified-row charge, refunding stale records, would let ops buy accuracy instead of credits. Hypothesis. no sources recorded

    The full record for Apollo.io

  5. CognismQuote-only pricing
    Verdict against Clay
    Beats Clay on own verified data; trails on public pricing and many data sources.
    Distinguishing fact
    Quote-only pricing; every plan bundles 5 seats, no amount published
    Raised
    $87.5M
    Funding date
    Jan 13, 2022

    Moves

    • Date
      Sep 29, 2026
      Kind
      changelog
      After
      “MCP & API access” listed on both Standard and Pro, marked “New”
    • Date
      Sep 9, 2025
      Kind
      leadership
      Before
      Pete Daffern, Interim CEO
      After
      Dominic Allon as CEO and Chris Evans as CRO
    • Date
      Jan 13, 2022
      Kind
      funding
      After
      “$87.5m (£64m)” Series C led by Viking Global Investors

    What Clay could do, from this player

    Eliminate

    • Seat minimums. Cognism bundles ‘5 seats included’ on both prospecting tiers, so small ops teams pay for chairs nobody fills. 1 source Oct 5, 2026

    Reduce

    • Sales-gated pricing. Cognism routes both prospecting tiers to ‘Talk to sales’ and publishes no amount, so buyers can’t size spend alone. 1 source Oct 5, 2026

    Raise

    • Published coverage proof. Cognism sells ‘verified, compliance-first data’ with no hit rate on the page; buyers want numbers they can check pre-purchase. 1 source Oct 5, 2026

    Create

    • A per-record receipt: where each phone number came from, which provider, what consent basis — so compliance review doesn’t stall the list. Hypothesis. no sources recorded

    The full record for Cognism