Clay

Domain
clay.com
Scanned
Oct 5, 2026

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, not seats” and “Agents included”. Two established players trail Clay most on “Price, no call”; two beat it on “Owns the data”.

Clay’s space: one of eight factors is crowded; the open water is “Usage, not seats” and “Agents included”.

Sorted by how many established players are ahead of Clay.

  1. Owns the data
    Ahead of ClayApollo.io, Cognism, HubSpot
    Level1 low
    Behind0
  2. Runs itself
    Ahead of Clay11x, Salesforce, HubSpot
    Level1 low
    Behind0
  3. It’s the CRM
    Ahead of ClayHubSpot, Salesforce, Apollo.io
    Level1 low
    Behind0
  4. Public signals
    Ahead of Clay11x
    Level2 mid
    Behind4
  5. Price, no call
    Ahead of ClayNo one
    Level4 full
    Behind3
  6. Agents included
    Ahead of ClayNo one
    Level3 high
    Behind4
  7. Usage, not seats
    Ahead of ClayNo one
    Level4 full
    Behind5
  8. Vendors stacked
    Ahead of ClayNo one
    Level4 full
    Behind5

Clay on “Price, no call”

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 stands at full, on high evidence.

Ahead of Clay 0
No one
Level with Clay 2
medium or high evidence HubSpotmedium or high evidence Salesforce
Behind Clay 3
medium or high evidence 11x behind by 4 medium or high evidence Cognism behind by 4 medium or high evidence Apollo.io behind by 1

Solid square: medium or high evidence. Ring: low evidence. +2 and −1 count steps from Clay, farthest first.

Clay on “Usage, not seats”

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 stands at full, on high evidence.

Ahead of Clay 0
No one
Level with Clay 0
No one
Behind Clay 5
medium or high evidence Apollo.io behind by 3 medium or high evidence HubSpot behind by 3 medium or high evidence Salesforce behind by 3 low evidence 11x behind by 2 medium or high evidence Cognism behind by 2

Solid square: medium or high evidence. Ring: low evidence. +2 and −1 count steps from Clay, farthest first.

Clay on “Agents included”

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 stands at high, on medium evidence.

Ahead of Clay 0
No one
Level with Clay 1
medium or high evidence HubSpot
Behind Clay 4
low evidence Cognism behind by 2 medium or high evidence Salesforce behind by 2 low evidence 11x behind by 1 low evidence Apollo.io behind by 1

Solid square: medium or high evidence. Ring: low evidence. +2 and −1 count steps from Clay, farthest first.

Two established players trail Clay most on “Price, no call”; two beat it on “Owns the data”.

Established players, most factors ahead of the anchor first

HubSpot against Clay

Beats Clay on “It’s the CRM” and “Owns the data”; trails on “Usage, not seats” and “Vendors stacked”.

Factors where HubSpot is farthest ahead come first. Scroll to step through all 8; tap one for its definition and both levels.

Square: HubSpotLine: ClayRing: low evidence

  1. Ahead of Clay by 3, 1 of 8It’s the CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns.

    Clay stands at low, on high evidence.

    HubSpot stands at full, on high evidence.

  2. Ahead of Clay by 1, 2 of 8Owns the data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number.

    Clay stands at low, on high evidence.

    HubSpot stands at mid, on low evidence.

  3. Ahead of Clay by 1, 3 of 8Runs itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first.

    Clay stands at low, on high evidence.

    HubSpot stands at mid, on low evidence.

  4. Level with Clay, 4 of 8Price, no call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation.

    Clay stands at full, on high evidence.

    HubSpot stands at full, on high evidence.

  5. Level with Clay, 5 of 8Agents included

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.

    Clay stands at high, on medium evidence.

    HubSpot stands at high, on high evidence.

  6. Behind Clay by 1, 6 of 8Public signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it.

    Clay stands at mid, on high evidence.

    HubSpot stands at low, on low evidence.

  7. Behind Clay by 3, 7 of 8Usage, not seats

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    HubSpot stands at low, on high evidence.

  8. Behind Clay by 3, 8 of 8Vendors stacked

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source.

    Clay stands at full, on high evidence.

    HubSpot stands at low, 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 “It’s the CRM” and “Runs itself”; trails on “Vendors stacked” and “Usage, not seats”.

Factors where Salesforce is farthest ahead come first. Scroll to step through all 8; tap one for its definition and both levels.

Square: SalesforceLine: ClayRing: low evidence

  1. Ahead of Clay by 3, 1 of 8It’s the CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns.

    Clay stands at low, on high evidence.

    Salesforce stands at full, on high evidence.

  2. Ahead of Clay by 2, 2 of 8Runs itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first.

    Clay stands at low, on high evidence.

    Salesforce stands at high, on medium evidence.

  3. Level with Clay, 3 of 8Price, no call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation.

    Clay stands at full, on high evidence.

    Salesforce stands at full, on high evidence.

  4. Level with Clay, 4 of 8Owns the data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number.

    Clay stands at low, on high evidence.

    Salesforce stands at low, on low evidence.

  5. Behind Clay by 1, 5 of 8Public signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it.

    Clay stands at mid, on high evidence.

    Salesforce stands at low, on low evidence.

  6. Behind Clay by 2, 6 of 8Agents included

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.

    Clay stands at high, on medium evidence.

    Salesforce stands at low, on high evidence.

  7. Behind Clay by 3, 7 of 8Usage, not seats

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    Salesforce stands at low, on high evidence.

  8. Behind Clay by 4, 8 of 8Vendors stacked

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source.

    Clay stands at full, on high evidence.

    Salesforce stands at none, 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 “Runs itself” and “Public signals”; trails on “Price, no call” and “Usage, not seats”.

Factors where 11x is farthest ahead come first. Scroll to step through all 8; tap one for its definition and both levels.

Square: 11xLine: ClayRing: low evidence

  1. Ahead of Clay by 3, 1 of 8Runs itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first.

    Clay stands at low, on high evidence.

    11x stands at full, on high evidence.

  2. Ahead of Clay by 1, 2 of 8Public signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it.

    Clay stands at mid, on high evidence.

    11x stands at high, on high evidence.

  3. Level with Clay, 3 of 8Owns the data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number.

    Clay stands at low, on high evidence.

    11x stands at low, on medium evidence.

  4. Level with Clay, 4 of 8It’s the CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns.

    Clay stands at low, on high evidence.

    11x stands at low, on medium evidence.

  5. Behind Clay by 1, 5 of 8Vendors stacked

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source.

    Clay stands at full, on high evidence.

    11x stands at high, on medium evidence.

  6. Behind Clay by 1, 6 of 8Agents included

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.

    Clay stands at high, on medium evidence.

    11x stands at mid, on low evidence.

  7. Behind Clay by 2, 7 of 8Usage, not seats

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    11x stands at mid, on low evidence.

  8. Behind Clay by 4, 8 of 8Price, no call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation.

    Clay stands at full, on high evidence.

    11x stands at none, 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 “Owns the data” and “It’s the CRM”; trails on “Usage, not seats” and “Price, no call”.

Factors where Apollo.io is farthest ahead come first. Scroll to step through all 8; tap one for its definition and both levels.

Square: Apollo.ioLine: ClayRing: low evidence

  1. Ahead of Clay by 3, 1 of 8Owns the data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number.

    Clay stands at low, on high evidence.

    Apollo.io stands at full, on high evidence.

  2. Ahead of Clay by 1, 2 of 8It’s the CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns.

    Clay stands at low, on high evidence.

    Apollo.io stands at mid, on low evidence.

  3. Level with Clay, 3 of 8Runs itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first.

    Clay stands at low, on high evidence.

    Apollo.io stands at low, on low evidence.

  4. Behind Clay by 1, 4 of 8Price, no call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation.

    Clay stands at full, on high evidence.

    Apollo.io stands at high, on medium evidence.

  5. Behind Clay by 1, 5 of 8Vendors stacked

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source.

    Clay stands at full, on high evidence.

    Apollo.io stands at high, on high evidence.

  6. Behind Clay by 1, 6 of 8Public signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it.

    Clay stands at mid, on high evidence.

    Apollo.io stands at low, on low evidence.

  7. Behind Clay by 1, 7 of 8Agents included

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.

    Clay stands at high, on medium evidence.

    Apollo.io stands at mid, on low evidence.

  8. Behind Clay by 3, 8 of 8Usage, not seats

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    Apollo.io stands at low, 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 “Owns the data”; trails on “Price, no call” and “Vendors stacked”.

Factors where Cognism is farthest ahead come first. Scroll to step through all 8; tap one for its definition and both levels.

Square: CognismLine: ClayRing: low evidence

  1. Ahead of Clay by 3, 1 of 8Owns the data

    Whether contact data comes from the vendor’s own verified database, so one company stands behind a dead number.

    Clay stands at low, on high evidence.

    Cognism stands at full, on high evidence.

  2. Level with Clay, 2 of 8Runs itself

    Whether the tool works outreach end to end on its own, or hands over a canvas to wire up first.

    Clay stands at low, on high evidence.

    Cognism stands at low, on medium evidence.

  3. Level with Clay, 3 of 8It’s the CRM

    Whether the deal data lives here, or the tool writes into a CRM somebody else owns.

    Clay stands at low, on high evidence.

    Cognism stands at low, on low evidence.

  4. Behind Clay by 1, 4 of 8Public signals

    Whether the tool watches public activity — GitHub, web visits, job changes — and names the person behind it.

    Clay stands at mid, on high evidence.

    Cognism stands at low, on low evidence.

  5. Behind Clay by 2, 5 of 8Usage, not seats

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    Cognism stands at mid, on high evidence.

  6. Behind Clay by 2, 6 of 8Agents included

    Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.

    Clay stands at high, on medium evidence.

    Cognism stands at low, on low evidence.

  7. Behind Clay by 3, 7 of 8Vendors stacked

    Whether one subscription routes a lookup through several providers until the field fills, or ships a single source.

    Clay stands at full, on high evidence.

    Cognism stands at low, on medium evidence.

  8. Behind Clay by 4, 8 of 8Price, no call

    Whether the entry price sits on the public pricing page, or only arrives after a sales conversation.

    Clay stands at full, on high evidence.

    Cognism stands at none, 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

Create items are hypotheses. Scroll to step through all 32 candidate moves, one summary at a time; tap one for its full text, its rival and its sources.

  1. Eliminate, 1 of 6Drop 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 2026-10-05

  2. Eliminate, 2 of 6Cut 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 2026-10-05

  3. Eliminate, 3 of 6Gated 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 2026-10-05

  4. Eliminate, 4 of 6Seat 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 2026-10-05

  5. Eliminate, 5 of 6Seat 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 2026-10-05

  6. Eliminate, 6 of 6Eliminate 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 2026-09-11

  7. Reduce, 1 of 9Reduce 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 2026-10-05

  8. Reduce, 2 of 9Reduce 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 2026-10-05

  9. Reduce, 3 of 9Provider 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 2026-10-05

  10. Reduce, 4 of 9Headcount-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 2026-10-05

  11. Reduce, 5 of 9Sales-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 2026-10-05

  12. Reduce, 6 of 9Headline 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 2024-09-18.

    Rival: HubSpot

    1 source 2024-09-18

  13. Reduce, 7 of 9Chasing 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 2025-12-31

  14. Reduce, 8 of 9Reduce 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 2026-10-05

  15. Reduce, 9 of 9Reduce 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 2026-10-05 2026-09-11

  16. Raise, 1 of 10Raise 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 2026-10-05

  17. Raise, 2 of 10Raise 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 2025-05-05

  18. Raise, 3 of 10Raise 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 2026-10-05

  19. Raise, 4 of 10Readable 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 2026-10-05

  20. Raise, 5 of 10Qualification 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 2026-10-05 2026-10-05

  21. Raise, 6 of 10Published 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 2026-10-05

  22. Raise, 7 of 10Show 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 2024-09-18 2026-10-05

  23. Raise, 8 of 10A 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 2026-10-05

  24. Raise, 9 of 10Raise 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 2026-10-05

  25. Raise, 10 of 10Raise 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 2026-10-05

  26. Create, 1 of 7Pay 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. Create, 2 of 7A 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. Create, 3 of 7Nobody 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. Create, 4 of 7A 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. Create, 5 of 7Charge 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. Create, 6 of 7Create 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. Create, 7 of 7Create 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 this month: two changelog updates, one launch.

11 dated moves, oldest first, dots evenly spaced and not to scale. Scroll to step through them; tap one for the full text.

  1. 2022-01-13, Cognism“$87.5m (£64m)” Series C led by Viking Global Investors
    Established player
    Cognism
    Date
    2022-01-13
    Kind
    funding
    After
    “$87.5m (£64m)” Series C led by Viking Global Investors
  2. 2023-08-29, Apollo.io$100M Series D at a $1.6B valuation
    Established player
    Apollo.io
    Date
    2023-08-29
    Kind
    funding
    After
    $100M Series D at a $1.6B valuation; total funding approximately $250M
  3. 2024-09-18, 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
    2024-09-18
    Kind
    launch
    After
    “Breeze Intelligence includes data enrichment via more than 200 million buyers and company profiles and contacts in HubSpot Smart CRM.”
  4. 2024-11-12, 11x$50M Series B led by Andreessen Horowitz, $74M total raised
    Established player
    11x
    Date
    2024-11-12
    Kind
    funding
    Before
    $24M Series A led by Benchmark
    After
    $50M Series B led by Andreessen Horowitz, $74M total raised
  5. 2024-12-04, 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
    2024-12-04
    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”
  6. 2025-05-05, 11xCTO Prabhav Jain is CEO
    Established player
    11x
    Date
    2025-05-05
    Kind
    leadership
    Before
    Founder Hasan Sukkar is CEO
    After
    CTO Prabhav Jain is CEO; Sukkar becomes “non-executive chairman”
  7. 2025-09-09, CognismDominic Allon as CEO and Chris Evans as CRO
    Established player
    Cognism
    Date
    2025-09-09
    Kind
    leadership
    Before
    Pete Daffern, Interim CEO
    After
    Dominic Allon as CEO and Chris Evans as CRO
  8. 2026-03-19, Apollo.ioAcquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
    Established player
    Apollo.io
    Date
    2026-03-19
    Kind
    launch
    After
    Acquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
    Source
    apollo.io
  9. 2026-09-11, SalesforceHunter ships
    Established player
    Salesforce
    Date
    2026-09-11
    Kind
    launch
    After
    Hunter ships: it “helps business-to-business salespeople find leads and craft outreach emails”, with most new features generally available
  10. 2026-09-29, Cognism“MCP & API access” listed on both Standard and Pro, marked “New”
    Established player
    Cognism
    Date
    2026-09-29
    Kind
    changelog
    After
    “MCP & API access” listed on both Standard and Pro, marked “New”
  11. 2026-10-05, HubSpotDocs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”
    Established player
    HubSpot
    Date
    2026-10-05
    Kind
    changelog
    After
    Docs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”

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

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

Scroll to step through the 8; tap one for its full fact and our confidence in it.

  1. Coldreach, 1 of 8Three-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. Topo, 2 of 8Prices a founders-only tier
    Distinguishing fact
    Prices a founders-only tier: $89 per seat, up to 2 seats
    Confidence
    Medium
    Domain
    topo.io
  3. Cardinal, 3 of 8Two 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. Avina, 4 of 8Five-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. AiSDR, 5 of 8Explore tier
    Distinguishing fact
    Explore tier: $900/mo, “Unlimited users” — no per-seat count
    Confidence
    High
    Domain
    aisdr.com
  6. Fuse AI, 6 of 8Agents 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. Explee, 7 of 8Sells 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 AI, 8 of 8Sells a $99/month self-serve tier
    Distinguishing fact
    Sells a $99/month self-serve tier; teams of 5+ get routed to sales.
    Confidence
    Low

Clay’s tech stack: one raw material could move “Agents included”; its numbers are vendor-reported only.

Raw materials Clay could build on: one.

Beam: a model 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.

Kind
Model
Released
Oct 5, 2026
Verification
Vendor-reported only
Availability
Weights under an Apache 2.0 license later this month, with technical report, model card and tools for running, evaluating and fine-tuning.
First seen in
x-search
Mini report
Beam in full

What Beam could do for Clay on “Agents included”

Hypothesis

Could let Clay run enrichment agents on cheaper open weights, so agents switch on inside the plan the buyer already pays for.

Where Clay stands today
Clay stands at high, on medium evidence.
Definition
Whether AI agents switch on inside the current contract, or arrive as a second line on the invoice.
Verification of Beam’s numbers
Vendor-reported only

Beam: four numbers, all vendor-reported

Everything else about Clay, in compact lists

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

Sorted by how many established players are ahead of Clay. Solid square: medium or high evidence. Ring: low evidence. +2 and −1 count steps from Clay, farthest first. Scroll to step through all 8; tap one for its definition and who is ahead.

Square: ClayRing: low evidence

  1. Owns the data, 1 of 8The 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 stands at low, on high evidence.

    Ahead of Clay 3
    medium or high evidence Apollo.io ahead by 3 medium or high evidence Cognism ahead by 3 low evidence HubSpot ahead by 1
    Level with Clay 2
    medium or high evidence 11xlow evidence Salesforce
    Behind Clay 0
    No one
  2. Runs itself, 2 of 8An 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 stands at low, on high evidence.

    Ahead of Clay 3
    medium or high evidence 11x ahead by 3 medium or high evidence Salesforce ahead by 2 low evidence HubSpot ahead by 1
    Level with Clay 2
    low evidence Apollo.iomedium or high evidence Cognism
    Behind Clay 0
    No one
  3. It’s the CRM, 3 of 8It’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 stands at low, on high evidence.

    Ahead of Clay 3
    medium or high evidence HubSpot ahead by 3 medium or high evidence Salesforce ahead by 3 low evidence Apollo.io ahead by 1
    Level with Clay 2
    medium or high evidence 11xlow evidence Cognism
    Behind Clay 0
    No one
  4. Public signals, 4 of 8Buying 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 stands at mid, on high evidence.

    Ahead of Clay 1
    medium or high evidence 11x ahead by 1
    Level with Clay 0
    No one
    Behind Clay 4
    low evidence Apollo.io behind by 1 low evidence Cognism behind by 1 low evidence HubSpot behind by 1 low evidence Salesforce behind by 1
  5. Price, no call, 5 of 8A 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 stands at full, on high evidence.

    Ahead of Clay 0
    No one
    Level with Clay 2
    medium or high evidence HubSpotmedium or high evidence Salesforce
    Behind Clay 3
    medium or high evidence 11x behind by 4 medium or high evidence Cognism behind by 4 medium or high evidence Apollo.io behind by 1
  6. Agents included, 6 of 8AI 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 stands at high, on medium evidence.

    Ahead of Clay 0
    No one
    Level with Clay 1
    medium or high evidence HubSpot
    Behind Clay 4
    low evidence Cognism behind by 2 medium or high evidence Salesforce behind by 2 low evidence 11x behind by 1 low evidence Apollo.io behind by 1
  7. Usage, not seats, 7 of 8Pay for what gets used, not per head

    Whether the bill tracks actions and credits consumed, or multiplies by every seat the team adds.

    Clay stands at full, on high evidence.

    Ahead of Clay 0
    No one
    Level with Clay 0
    No one
    Behind Clay 5
    medium or high evidence Apollo.io behind by 3 medium or high evidence HubSpot behind by 3 medium or high evidence Salesforce behind by 3 low evidence 11x behind by 2 medium or high evidence Cognism behind by 2
  8. Vendors stacked, 8 of 8Many 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 stands at full, on high evidence.

    Ahead of Clay 0
    No one
    Level with Clay 0
    No one
    Behind Clay 5
    low evidence Salesforce behind by 4 medium or high evidence Cognism behind by 3 low evidence HubSpot behind by 3 medium or high evidence 11x behind by 1 medium or high evidence Apollo.io behind by 1
5 established players, with every candidate move

The number beside each name is its count of candidate moves. Scroll to step through the 5; tap one for its verdict, facts, dated moves and every candidate move.

  1. HubSpot, 1 of 5Clay’s 12K-install CRM target now enriches records itself
    Verdict against Clay
    Beats Clay on “It’s the CRM” and “Owns the data”; trails on “Usage, not seats” and “Vendors stacked”.
    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
      2026-10-05
      Kind
      changelog
      After
      Docs state enrichment runs on Starter, Professional and Enterprise, and “Data enrichment does not consume HubSpot Credits.”
    • Date
      2024-09-18
      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 2026-10-05

    Reduce

    • Headline provider counts matter less once records enrich themselves inside the CRM. HubSpot shipped Breeze Intelligence enrichment on 2024-09-18. 1 source 2024-09-18
    • 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 2025-12-31

    Raise

    • Show why each account qualified, not just a filled field. Reps at Intercom won’t work a list without that reason. 2 sources 2024-09-18 2026-10-05
    • A price the buyer reads without a call. HubSpot publishes a $42-per-month entry price for Breeze Intelligence credits. 1 source 2026-10-05

    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. Salesforce, 2 of 5The CRM Clay pushes into now ships its own prospecting agent
    Verdict against Clay
    Beats Clay on “It’s the CRM” and “Runs itself”; trails on “Vendors stacked” and “Usage, not seats”.
    Distinguishing fact
    The CRM Clay pushes into now ships its own prospecting agent.
    Raised
    Not disclosed
    Funding date
    Not disclosed
    Stage
    Public

    Moves

    • Date
      2026-09-11
      Kind
      launch
      After
      Hunter ships: it “helps business-to-business salespeople find leads and craft outreach emails”, with most new features generally available
    • Date
      2024-12-04
      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 2026-09-11

    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 2026-10-05
    • Reduce spend on prospecting features the CRM now bundles — Salesforce ships a prospecting agent of its own inside Sales Cloud. 2 sources 2026-10-05 2026-09-11

    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 2026-10-05
    • Raise what works without Sales Cloud — Salesforce files its prospecting agent under Sales Cloud, so the agent lives inside the CRM. 1 source 2026-10-05

    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. 11x, 3 of 5Sells named digital coworkers you “hire,” not data you query
    Verdict against Clay
    Beats Clay on “Runs itself” and “Public signals”; trails on “Price, no call” and “Usage, not seats”.
    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
      2025-05-05
      Kind
      leadership
      Before
      Founder Hasan Sukkar is CEO
      After
      CTO Prabhav Jain is CEO; Sukkar becomes “non-executive chairman”
    • Date
      2024-11-12
      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 2026-10-05
    • 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 2026-10-05

    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 2026-10-05
    • 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 2026-10-05

    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 2026-10-05
    • 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 2025-05-05
    • 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 2026-10-05

    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.io, 4 of 5Owns the database it sells
    Verdict against Clay
    Beats Clay on “Owns the data” and “It’s the CRM”; trails on “Usage, not seats” and “Price, no call”.
    Distinguishing fact
    Owns the database it sells: 240M contacts in one platform
    Raised
    $100M
    Funding date
    Aug 29, 2023
    Domain
    apollo.io

    Moves

    • Date
      2026-03-19
      Kind
      launch
      After
      Acquired Pocus, “an enterprise-grade revenue intelligence platform”, toward an “AI-native GTM operating system”
      Source
      apollo.io
    • Date
      2023-08-29
      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 2026-10-05

    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 2026-10-05
    • Headcount-heavy service may be over-built for ops buyers. Apollo runs a team of 800 behind one owned database. 1 source 2026-10-05

    Raise

    • Readable paid pricing is a gap: Apollo’s fetched pricing page lists a free Starter tier and no paid dollar amount. 1 source 2026-10-05
    • 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 2026-10-05 2026-10-05

    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. Cognism, 5 of 5Quote-only pricing
    Verdict against Clay
    Beats Clay on “Owns the data”; trails on “Price, no call” and “Vendors stacked”.
    Distinguishing fact
    Quote-only pricing; every plan bundles 5 seats, no amount published
    Raised
    $87.5M
    Funding date
    Jan 13, 2022

    Moves

    • Date
      2026-09-29
      Kind
      changelog
      After
      “MCP & API access” listed on both Standard and Pro, marked “New”
    • Date
      2025-09-09
      Kind
      leadership
      Before
      Pete Daffern, Interim CEO
      After
      Dominic Allon as CEO and Chris Evans as CRO
    • Date
      2022-01-13
      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 2026-10-05

    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 2026-10-05

    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 2026-10-05

    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

The long tail, 8 more companies, has its own scene above.