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CRM · head to head

Clay vs Proposify

Clay logo

Clay

CRM

Data platform for sales teams

From
Free
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$19/month
Rated
-
Full reviewWebsite

The short version

  • Only Clay has a free tier, so it costs nothing to try first.
  • 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.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Clay and Proposify actually diverge.

Attributes where Clay and Proposify differ
AttributeClayProposify
Starting priceFree$19/month
Free tierYesNo
CategoryCRMSales Enablement
Founded20212013

Identical on both: pricing model (subscription), 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

  • Data enrichment and intelligencenot Proposify
  • Growth campaign automationnot Proposify
  • CRM workflow integrationnot Proposify

Proposify

  • Document proposal and template managementnot Clay
  • Sales document tracking and managementnot Clay
  • Team collaboration on proposalsnot 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

Free
  • FreeFree
    • 500 actions per month
    • 100 data credits per month
    • Unlimited seats
  • Launch$167/month
    • 15000 actions per month
    • 3000 data credits per month
    • Phone enrichment
  • Growth$446/month
    • 40000 actions per month
    • 6000 data credits per month
    • CRM sync
  • Enterprise$null/custom
    • Unlimited capabilities across most features
    • SSO
    • Role-based access control

Proposify

$19/month
  • Basic$19/month
    • 10 document sends per month
    • Annual billing (monthly billing: $29/month)
    • Overage: $0.50 per send
  • Team$41/month
    • 30 document sends per month
    • Annual billing (quarterly billing: $49/month)
    • Overage: $0.30 per send
  • Business$3900/year
    • 75 document sends per month
    • Custom pricing (starts at $3,900/year)
    • Overage: $0.75 per send
  • Enterprise$null/month
    • Custom pricing and send limits

Which should you pick?

Choose Clay if

  • You need data enrichment.
  • You want to start without paying.
  • 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 Free and Proposify at $19/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Clay or Proposify?
Clay has a free tier; the other does not. Paid plans start at Free for Clay and $19/month for Proposify.
Does Clay or Proposify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Clay for free?
Yes. Clay has a free tier, so you can try it without paying. Proposify starts at $19/month.
What is Clay best used for?
Clay is most often used for data enrichment and intelligence, growth campaign automation, crm workflow integration. Of those, data enrichment and intelligence and growth campaign automation 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.

Answered from the vendors’ own pages

Clay: Can I use Clay for free?

Yes, Clay's free plan includes 500 actions and 100 data credits per month with unlimited seats and tables (200 rows max per table).

Source
Proposify: How much does Proposify cost?

Proposify Basic plan costs $19/user/month (annual) or $29/user/month (monthly). Team plan is $41/user/month (annual) or $49/user/month (quarterly). Business starts at $3,900/year with custom pricing for Enterprise. All prices in USD.

Source
Clay: How much can I save with Clay's annual billing?

Clay offers significant annual discounts: Launch tier drops from $167/month to $54/month, and Growth tier drops from $446/month to $185/month when billed yearly.

Source
Proposify: What document send limits does each plan include?

Basic includes 10 monthly sends ($0.50 per overage), Team includes 30 monthly sends ($0.30 per overage), and Business includes 75 monthly sends ($0.75 per overage). Enterprise has custom limits.

Source
Clay: What happens when I exceed my monthly actions or data credits on Clay?

Actions and data credits cost less than $0.01 each when purchased at scale, with unused data credits rolling over up to 2x monthly allocation on paid plans. Customers can bring their own API keys to avoid data credit costs.

Source
Proposify: Does Proposify offer a free trial?

Yes, Proposify offers a 14-day free trial on the Team plan features with no credit card required.

Source
Clay: Does the Growth plan limit the number of users or team members?

No, Clay's Growth plan supports unlimited seats with 40000 monthly actions, 6000 data credits, and CRM sync, designed for teams with CRM-based workflows and growth campaigns.

Source
Proposify: How much do I save with annual billing?

Annual billing offers significant discounts compared to monthly options. For example, Basic plan saves up to 4 months of fees per year when billed annually versus monthly.

Source
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