Softwr

CRM & Sales · head to head

Clay vs Proposify

Clay logo

Clay

CRM & Sales

Data platform for sales teams

From
On request
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$49/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Clay two separate meters run at once, actions and data credits, and a plan can exhaust either independently; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: Clay covers Data enrichment, Proposify covers Proposal templates.

Where they differ

Only the attributes on which Clay and Proposify actually diverge.

Attributes where Clay and Proposify differ
AttributeClayProposify
Starting priceOn request$49/month
Pricing modelquotesubscription
CategoryCRM & SalesSales Enablement
Founded20212013

Identical on both: free tier (No), platforms (Web), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Clay

  • Data enrichment
  • Contact management
  • Workflow automation
  • Integration
  • API access
  • Zapier
  • Slack
  • GDPR

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Pipedrive
  • Stripe

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Clay

  • Enriching prospect lists from multiple data providers in one tablenot Proposify
  • Building automated outbound research and outreach workflowsnot Proposify

Proposify

  • Creating and sending sales proposals with e signaturenot Clay
  • Tracking proposal engagement and approval workflowsnot Clay

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Clay

  • Two separate meters run at once, actions and data credits, and a plan can exhaust either independently
  • Data credit overage is sold at a 30% premium over the plan rate, so exceeding the allowance costs more per unit than planning for it
  • The free plan allows 500 actions, 100 data credits and 200 rows per table
  • The entry paid plan starts at $167 a month, and both paid prices are starting figures rather than fixed
  • The free plan cannot buy overage at all, so hitting the limit stops work rather than billing for it

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

Pricing, plan by plan

Clay

On request
  • Pricing upon request$undefined/month
    • Data enrichment
    • Integration
    • Support

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

Which should you pick?

Choose Clay if

  • You need data enrichment.
  • You also want contact management.
Clay review

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is Clay or Proposify better?
Neither clearly leads. Clay starts at On request and Proposify at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Clay or Proposify?
Clay starts at On request and Proposify at $49/month.
Does Clay or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Clay best used for?
Clay is most often used for enriching prospect lists from multiple data providers in one table, building automated outbound research and outreach workflows. Of those, enriching prospect lists from multiple data providers in one table and building automated outbound research and outreach workflows are not what Proposify is typically brought in for.
What can Clay do that Proposify cannot?
Clay covers Data enrichment, Contact management, Workflow automation, Integration. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Salesforce, HubSpot, Web support.
ShareXLinkedInRedditWhatsAppEmail

Related pages

More on Clay

More on Proposify

Keep looking

Other head to heads