Top 10 Salesforce Alternatives and Competitors

Salesforce is a leading customer relationship management (CRM) platform that helps businesses connect with their customers in a whole new way through unified data and trusted AI. In this article, we will explore the top 10 alternatives to Salesforce.

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1. Bitrix24

Bitrix24 is a comprehensive business software platform designed to streamline collaboration, CRM, tasks and projects, contact center, websites and online stores, and HR and automation.

• Use cases: Collaboration, CRM, tasks and projects, contact center, websites and online stores, HR and automation.
• Features: User-friendly interface, good video quality, everything in one place, and a wide range of tools for various business needs.
• Price: Bitrix24 offers five pricing plans: Free, Basic ($49/organization/month), Standard ($99/organization/month), Professional ($199/organization/month), and Enterprise ($399/organization/month), all billed annually. A 15-day free trial is also available.
• Reviews: Bitrix24 has an overall rating of 4.1 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Bitrix24 over Salesforce

1. Comprehensive toolset for remote collaboration: Bitrix24 excels in facilitating remote work with its extensive suite of tools, including real-time messaging and video conferencing, alongside centralized document management. This integration is particularly useful for geographically dispersed or remote teams.
2. Customizable and self-hosted options available: Bitrix24 offers a unique advantage with its self-hosted solution, providing businesses with the ability to fully control their CRM environment, including comprehensive customization and robust security features, which is not typically offered by Salesforce.
3. User-friendly and superior support: With higher usability and support ratings, Bitrix24 is noted for its intuitive interface and responsive customer service, making it an appealing option for businesses without extensive IT resources.
4. Cost-effective solution for small businesses: Bitrix24's free tier and competitively priced plans make it an accessible CRM solution for small businesses or startups, offering a balance of comprehensive features and affordability.

Disadvantages of using Bitrix24 over Salesforce

1. Limited advanced CRM functionalities compared to Salesforce: Bitrix24 may not provide the same level of advanced CRM functionalities as Salesforce, which is known for its detailed sales forecasting, campaign management, and customization options, potentially limiting businesses with complex needs.
2. Performance and scalability issues for larger enterprises: While suitable for small to medium-sized businesses, Bitrix24 might face challenges in meeting the performance and scalability requirements of larger enterprises, unlike Salesforce's robust infrastructure designed to support significant growth.
3. Complexity in customization and integration for non-technical users: Despite offering customization and integration capabilities, Bitrix24's process can be complex for non-technical users, whereas Salesforce provides a more user-friendly experience for customizing and integrating the CRM with various workflows.
4. Lesser focus on sales performance analytics and forecasting: Salesforce's strengths in analytics, real-time forecasting, and performance tracking are not matched by Bitrix24, which may not offer the same depth in sales analytics and forecasting needed by businesses to optimize sales strategies.

2. Apptivo

Apptivo is a business management software designed to simplify your business operations, offering a CRM solution with powerful features and no hidden costs.

• Use cases: Sales automation, marketing, data management, security, intelligence and reports, integration, mobile apps, premium support, and professional services.
• Features: Customizable CRM, sales automation, marketing tools, data management, security measures, reporting and analytics, third-party integrations, and mobile app support.
• Price: Apptivo offers four pricing plans: Lite, Premium, Ultimate, and Enterprise, with a 30-day free trial available.
• Reviews: Apptivo has an overall rating of 4.4 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Apptivo over Salesforce

1. Superior customer support: Users of Apptivo benefit from exceptional customer support across various teams, including chat, customer service, and technical support, which is highly regarded for its responsiveness and effectiveness.
2. Higher value for money: Apptivo is perceived to offer better value for money, especially for small to medium-sized businesses that seek comprehensive CRM features without the high costs associated with some other platforms.
3. User-friendly interface: The platform is lauded for its user-friendly interface, making it easy for users of all technical backgrounds to efficiently navigate and utilize the CRM system.
4. Customization and integration: Apptivo stands out for its impressive customization and integration capabilities, allowing businesses to adapt the CRM to their specific needs and seamlessly connect with other platforms.

Disadvantages of using Apptivo over Salesforce

1. Feature complexity: The wide range of features in Apptivo can be overwhelming for some users, leading to difficulties in navigating and fully leveraging the platform.
2. Missing features: Certain functionalities, such as a Round Robin algorithm and duplication filter, are absent in Apptivo, which may be critical for businesses that rely on these features for their operations.
3. Integration capabilities: Salesforce is known for its extensive integration ecosystem, offering a more cohesive experience with third-party applications and systems compared to Apptivo.
4. Complexity in customization: Some users find Salesforce's customization and integration process to be more straightforward than Apptivo's, which may pose a challenge for non-technical users or those seeking quick customization solutions.

3. Copper

Copper is a CRM software solution designed to help businesses manage their contacts, automate tasks, and track deals. With seamless integration with Google Workspace, Copper is suitable for various industries such as agencies, consulting, real estate, corporate development, and technology.

• Use cases: Organizing contacts, automating tasks, tracking deals, email and marketing tools, and generating reports.
• Features: Integration with Google Workspace, customizable features, user-friendly interface, and reporting capabilities.
• Price: Copper offers three pricing plans: Basic ($29 per user/month), Professional ($69 per user/month), and Business ($134 per user/month), all billed annually. A free trial is also available.
• Reviews: Copper has an overall rating of 4.5/5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Copper over Salesforce

1. Zero data entry and G Suite integration: Copper's unique "Zero Data Entry" feature automates the search and update of contact details, social profiles, and company information. Its seamless integration with G Suite enables efficient CRM management directly within Gmail, enhancing user productivity without needing to switch between applications.
2. Ease of use and interface: Copper is recognized for its user-friendly interface and straightforward setup, making it accessible for teams without extensive technical expertise. This ease of use is a significant advantage for small businesses or startups looking for a simple yet effective CRM solution.
3. Customization and reporting: Copper allows for extensive customization of its platform, including project management features that improve organizational efficiency. It also offers robust reporting tools for creating custom reports and dashboards, which users can easily export to gain insights into their data and interactions.
4. Pricing and value for money: Offering a clear pricing structure with annual billing, Copper is considered to provide excellent value for money. Its pricing tiers are designed to accommodate business growth, making it a cost-effective option for small to medium-sized businesses.

Disadvantages of using Copper over Salesforce

1. Limited advanced CRM functionalities: Salesforce provides a more comprehensive set of CRM functionalities compared to Copper, including superior sales automation, customization capabilities, and features for managing complex sales pipelines and workflows.
2. Integration capabilities: With over 2500 integrations, Salesforce offers a much broader ecosystem for connecting a wide array of apps and software seamlessly. This extensive range of integrations is a significant advantage for businesses that rely on a variety of tools and platforms.
3. Scalability and enterprise features: Salesforce is renowned for its scalability and support for large enterprises with complex CRM needs. It excels in key areas such as availability, mobile support, and platform security, catering to businesses that require a robust CRM solution to support their growth.
4. Customer support and community: The larger user base and community around Salesforce provide a wealth of resources, training, and support options. This extensive network can be invaluable for troubleshooting and learning from the experiences of a diverse range of users and experts.

4. Insightly

Insightly is a CRM platform designed to help businesses manage their customer relationships, sales, and projects more efficiently.

• Use cases: Customer relationship management, sales automation, project management, and team collaboration.
• Features: Customizable CRM, sales automation, project management tools, reporting and analytics, third-party integrations, and mobile app support.
• Price: Insightly offers three pricing plans: Plus ($29/user/month), Professional ($49/user/month), and Enterprise ($99/user/month), with a 14-day free trial available.
• Reviews: Insightly has an overall rating of 4.2 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Insightly over Salesforce

1. More intuitive user interface: Users find Insightly's interface easier to navigate compared to Salesforce, making it more accessible, especially for teams with less CRM experience. This ease of use can lead to quicker adoption and less frustration for new users.
2. Cost-effective for small businesses: Insightly is often chosen for its affordability, offering a cheaper solution with easier user adoption. Its pricing model is considered more favorable than Salesforce, particularly for smaller teams looking for a CRM solution without a significant financial commitment.
3. Unique features for enhancing customer relationships: Insightly provides 'Relationship Linking' to map out the connections between contacts within an organization, offering a clearer view of the client's organizational structure. This feature can be invaluable for businesses focused on building and maintaining detailed customer relationships.
4. Convenient mobile app functionalities: Insightly's mobile app includes features like business card scanning and voice memos, which are not found in Salesforce's mobile app. These functionalities add convenience for users on the go, allowing for easy contact addition and note-taking.

Disadvantages of using Insightly over Salesforce

1. Limited advanced CRM functionalities: Insightly may not offer the same level of advanced features and customizability as Salesforce, particularly in areas like detailed sales forecasting and comprehensive campaign management, which can be crucial for businesses with complex CRM needs.
2. Challenges with scalability: Insightly's free platform is somewhat limited, supporting only two users and lacking in essential features, which might pose scalability issues for growing businesses. Those needing a CRM that grows with their company might find Salesforce's expansive offerings more suitable.
3. Weaker email integration: Insightly's email system lacks hard integration, relying instead on a forwarding system that may not meet the needs of businesses looking for seamless email-CRM integration. Salesforce offers better email integration, particularly with Gmail.
4. Limited support without additional cost: While Insightly offers good customer support, access to comprehensive support services may require additional fees. This could be a drawback for businesses that need ongoing, accessible support without extra charges.

5. Salesmate

Salesmate is a flexible and customizable CRM software designed to help businesses automate their sales processes and grow their customer base.

• Use cases: Sales automation, customer relationship management, productivity enhancement, and data-driven insights.
• Features: Sales pipelines, sales automation, smart emails, built-in calling, CRM platform, automation suite, and analytics & insights.
• Price: Salesmate offers four pricing plans: Basic ($29/user/month), Pro ($49/user/month), Business ($79/user/month), and Enterprise (custom pricing). A 15-day free trial is also available.
• Reviews: Salesmate has an overall rating of 4.6 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Salesmate over Salesforce

1. Higher user satisfaction: Salesmate boasts a higher overall user rating, indicating greater satisfaction across key metrics like ease of use, value, customer support, and functionality compared to Salesforce.
2. Superior ease of use: Salesmate is celebrated for its user-friendly interface and streamlined onboarding process, making it less daunting for new users compared to the more complex Salesforce.
3. Effective customer support: With swift responses and a broad range of training materials, Salesmate excels in customer support, offering an accessible way for users to familiarize themselves with the system.
4. Focused integration capabilities: Salesmate shines with its tailored range of integrations, especially with communication and productivity tools, enhancing workflow efficiency for businesses.

Disadvantages of using Salesmate over Salesforce

1. Limited advanced features and customization: Compared to Salesforce, Salesmate may fall short in offering advanced features and extensive customization options, which might limit businesses with intricate CRM needs.
2. Scalability for larger enterprises: While Salesforce caters effectively to larger enterprises with its scalability and customization, Salesmate might not fully meet the requirements of larger or highly specialized businesses.
3. Integration ecosystem: Salesforce's broader range of third-party integrations through its AppExchange marketplace offers a more versatile solution for businesses reliant on extensive integrations.
4. Brand popularity and market presence: Salesforce's established market presence and brand popularity surpass that of Salesmate, potentially influencing the decision-making of businesses considering long-term viability and support.

6. Zoho CRM

Zoho CRM is a customer relationship management platform developed by Zoho, designed to help businesses streamline their sales processes and improve customer engagement.

• Use cases: Sales force automation, process management, journey orchestration, omnichannel, analytics, sales enablement, performance management, predictive sales, customization, marketing automation, team collaboration, remote work, mobile, security, and developer platform.
• Features: Flexible contracts, minimal learning curve, intuitive user experience, customer privacy, and data security.
• Price: Zoho CRM offers four pricing plans: Standard, Professional, Enterprise, and Ultimate, with monthly and yearly pricing options. Local taxes may apply.
• Reviews: Zoho CRM has an overall rating of 4.0 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Zoho CRM over Salesforce

1. Better integration for general use: Zoho CRM offers robust integration capabilities with popular software products, providing more native software integration options for a variety of business functions, making it highly versatile across different industries.
2. Superior automated workflows: Zoho CRM excels in automating and customizing workflows intuitively, offering automated lead collection and lead scoring to help sales teams focus their efforts effectively.
3. Cost-effective: Zoho CRM stands out for its affordability compared to Salesforce, offering a budget-friendly option for small to medium-sized businesses without compromising on the feature set.
4. Comprehensive feature set: Zoho CRM is recognized for having a more extensive set of features than Salesforce, especially in areas like lead capture, social listening, and website visitor tracking, which are available across its plans.

Disadvantages of using Zoho CRM over Salesforce

1. Less customizable and scalable: Salesforce offers greater customization and scalability compared to Zoho CRM, making it a more suitable choice for larger, more complex organizations that require extensive app and API options.
2. Limited advanced AI capabilities: Salesforce's AI tools, such as Einstein AI, offer broader and more refined automation and predictive capabilities, outperforming Zoho's AI features.
3. Fewer industry-specific integration options: Salesforce provides a wider range of industry-specific integrations, allowing for greater flexibility and application syncing with the CRM for businesses in specialized industries.
4. Superior mobile application: Salesforce's mobile application is more advanced than Zoho CRM's, offering a comprehensive array of capabilities that closely mirror those of its web application, including CRM customization options.

7. Pipedrive

Pipedrive is a sales-focused CRM tool designed to streamline the sales process and improve efficiency.

• Use cases: Sales process management, email marketing, project management, lead generation, and web visitor tracking.
• Features: Activity-based selling, customizable sales pipelines, email integration, third-party integrations, and mobile app support.
• Price: Pipedrive offers five pricing plans: Essential ($14.90/user/month), Advanced, Professional, Power, and Enterprise (up to $99/user/month). A 14-day free trial is available for all plans.
• Reviews: Pipedrive has an overall rating of 4.2 out of 5 stars on G2.
• Available as a provider within Clay: Yes

Advantages of using Pipedrive over Salesforce

1. Seamless email integration and management: Pipedrive excels with its email functionalities, offering easy integration, two-way syncing, and automated notifications, which are particularly valuable for sales and marketing efforts.
2. Affordable and value-rich subscription plans: Compared to Salesforce, Pipedrive provides competitively priced plans that are rich in features, making it an attractive option for small to medium-sized businesses looking for value.
3. User-friendly automations and smart contact data enhancement: Pipedrive shines with its straightforward automations and the Smart Contact feature, which enhances contact records with data from the internet, simplifying workflows and enriching sales insights.
4. Comprehensive customer support: Offering round-the-clock support through email and chat to all subscribers, including phone support in its Enterprise plan, Pipedrive ensures accessible customer service without the need for premium plans.

Disadvantages of using Pipedrive over Salesforce

1. Limited integration options compared to Salesforce: Despite offering a good range of integrations, Pipedrive falls short of Salesforce's extensive ecosystem, which includes thousands of apps and integrations on its AppExchange marketplace.
2. Less suitable for larger companies with complex sales processes: Pipedrive may not cater as effectively to the needs of larger organizations with complex sales workflows as Salesforce does, especially in terms of customer service features and the need for additional integrations.
3. More reactive AI insights compared to Salesforce's proactive recommendations: Salesforce's AI assistant, Einstein, offers proactive and personalized recommendations based on customer data, whereas Pipedrive's AI is more reactive, focusing on past sales performance.
4. Limited advanced sales automation and analytics features: Salesforce outperforms Pipedrive in the realm of advanced sales automation and analytics, offering more sophisticated tools for lead scoring, sales forecasting, and sales analytics.

8. Hubspot

HubSpot is a comprehensive customer platform that offers software, tools, and resources for businesses, including marketing, sales, customer service, content management, operations, and commerce solutions.

• Use cases: Marketing automation, email marketing, SEO optimization, social media management, analytics, sales process management, customer service, and content management.
• Features: Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub, Commerce Hub, AI tools, app marketplace, and integration with popular apps.
• Price: Marketing Hub Professional ($800/mo), Marketing Hub Enterprise ($3,600/mo), and a Starter plan with undisclosed pricing. Save 10% with an annual commitment. Professional Onboarding fee of $3,000. See the HubSpot pricing page for more details.
• Reviews: HubSpot Sales Hub has an overall rating of 4.4/5 stars on G2.
• Available as a provider within Clay: Yes

Advantages of using HubSpot over Salesforce

1. Easier to use with a cleaner interface: HubSpot is recognized for its straightforward and cleaner user experience compared to Salesforce, making it more accessible for users who are not as familiar with CRM platforms. HubSpot's onboarding is strong, with step-by-step guidance and a more integrated dashboard and navigation, simplifying the CRM journey for new users.
2. Integrated email marketing platform: HubSpot offers an email marketing platform that is directly integrated into its service, providing user-friendly tools for creating and launching campaigns quickly and efficiently. This feature is particularly noted for its ease of use compared to Salesforce's plugin-based approach.
3. Cost-effective for small to medium businesses: HubSpot's pricing model includes a free CRM and baseline features, making it an extensive and more affordable option for small to medium-sized businesses. Its plans are designed to scale with the growth of a business, offering specific product bundles that can be customized by user needs.
4. Superior for inbound marketing: Originally starting as a marketing tool, HubSpot continues to excel in inbound marketing with extensive features available in its free and Starter plans. Its automated workflow features for marketing automation are robust, offering customizable and personalizable workflows that are great for email marketing automation.

Disadvantages of using HubSpot over Salesforce

1. Limited advanced CRM functionalities: While HubSpot offers a broad set of CRM features with a user-friendly approach, it may not provide the depth in CRM-specific functionalities that Salesforce offers, such as detailed sales forecasting, comprehensive campaign management, and advanced customization options.
2. Less comprehensive sales automation and analytics: Salesforce's sales automation is powered by AI, offering predictive analytics and decision-making support with tools like Einstein AI. HubSpot, although excelling in sales automation with its easy-to-use workflow builder, does not offer Salesforce's advanced AI-driven features for streamlining operations and enhancing productivity.
3. Fewer customization and integration options: Salesforce shines in its customization options, allowing almost every aspect of the CRM to be tailored to specific business needs. HubSpot provides basic customization options and integrates well with third-party applications, but it doesn't match the extensive customization and integration capabilities of Salesforce.
4. Pricing can become expensive as needs grow: While HubSpot is initially more cost-effective, especially for small to medium businesses, the costs can escalate as businesses grow and require more advanced features. Salesforce offers a range of add-on services and a tiered pricing model that can also become expensive but is designed to offer more comprehensive features for larger scale operations.

9. Agile CRM

Agile CRM is a customer relationship management system that offers a comprehensive suite of sales, marketing, and service functionalities. With integrations such as Google Apps, Twilio, and LinkedIn, Agile CRM aims to streamline business processes and improve customer engagement.

• Use cases: Automating sales, managing contacts, tracking deals, scheduling appointments, email marketing, landing page building, social CRM, mobile marketing, helpdesk, ticket feedback, knowledge base, and smart views.
• Features: Sales, marketing, and service functionalities, integrations with Google Apps, Twilio, and LinkedIn, and access to 30+ apps through the 500APPS initiative.
• Price: Agile CRM offers four pricing plans: Free, Starter, Regular, and Enterprise. The Free plan is available for 10 users with no credit card required.
• Reviews: Agile CRM has an overall rating of 4.0 out of 5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Agile CRM over Salesforce

1. Integrated marketing and sales features: Agile CRM seamlessly integrates marketing and sales functions, enhancing the transition between the two and improving overall business efficiency. This integration includes social media management, email marketing, and providing analytics and customer insights.
2. Comprehensive customer service tools: Agile CRM offers robust customer service features, including a help desk for personalized service, feedback collection, ticket prioritization, and efficient query resolution. It also supports self-service functionality.
3. Superior mobile access: Compared to Salesforce, Agile CRM provides better mobile access, ensuring users have a more effective experience on mobile devices, which is essential for teams needing CRM functionalities on the go.
4. Affordability and value for money: Agile CRM is recognized for its competitive pricing, making it a cost-effective option for small to medium-sized businesses seeking an all-in-one CRM solution without a high cost.

Disadvantages of using Agile CRM over Salesforce

1. Limited scalability compared to Salesforce: Agile CRM may not offer the same level of scalability as Salesforce, which is designed to accommodate the needs of companies of all sizes, including large enterprises with complex CRM requirements.
2. Fewer customization and integration options: Although Agile CRM allows for integrations and customizations, it may not provide as extensive customization capabilities and third-party application integrations as Salesforce.
3. Less advanced analytics and reporting: Salesforce offers more comprehensive data analytics and reporting capabilities, enabling detailed data analysis, trend forecasting, and scalable report generation. Agile CRM provides integrated analytics but may not offer as in-depth insights as Salesforce.
4. Customer support and training: Agile CRM's customer support and training resources have received mixed reviews. Some users report challenges with support responsiveness and effectiveness, in contrast to Salesforce's extensive learning resources and support network.

10. Nimble CRM

Nimble is a social customer relationship management (CRM) solution that offers features such as relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.

• Use cases: Relationship management, prospect marketing and outreach, sales automation, inbox and mobile CRM, workflows and automations, web forms, and integration with Microsoft 365 and Google Workspace.
• Features: Unify and enrich contacts, access valuable relationships from anywhere using the Nimble Prospector browser extension, manage relationships, and stay on top of everything with Nimble's CRM software.
• Price: Monthly plan ($29.90/user/mo) and Annual plan ($24.90/user/mo, save up to 17% with annual pricing). Both plans include 25,000 contact records, 2 GB/user storage, Microsoft 365 & Google Workspace integration, Nimble Prospector, and a 14-day trial. See the Nimble pricing page for more details.
• Reviews: Nimble has an overall rating of 4.5/5 stars on G2.
• Available as a provider within Clay: No

Advantages of using Nimble CRM over Salesforce

1. Superior ease of use: Nimble CRM is frequently highlighted for its user-friendly interface, making it easier for new and existing users to navigate and utilize its features effectively. This contrasts with Salesforce, where users may find the interface cluttered and navigation more complex.
2. Cost-effective solution for small businesses: Nimble CRM offers a more affordable pricing model compared to Salesforce, making it an attractive option for small to medium-sized businesses or startups looking for value without compromising on essential CRM functionalities.
3. Better integration with Office 365: Nimble CRM is specifically built to integrate seamlessly with Office 365, allowing businesses to organize their email, calendar, and sales pipelines efficiently within a familiar environment. This direct integration is particularly beneficial for companies already using Office 365 as their primary productivity suite.
4. Highly rated customer support: Nimble CRM's customer service is often described as encouraging and dependable, with a dashboard that effectively tracks and organizes prospective contacts and customer complaints. This focus on customer support contrasts with Salesforce, where navigating customer service options can sometimes be challenging.

Disadvantages of using Nimble CRM over Salesforce

1. Limited advanced features compared to Salesforce: Salesforce provides a more comprehensive and complete CRM solution, including a wide array of advanced features and customization options that might be necessary for larger enterprises or businesses with complex CRM needs.
2. Scalability issues for growing businesses: While Nimble CRM excels in serving small to medium-sized businesses, companies anticipating rapid growth might find Salesforce's scalability and extensive ecosystem of apps and integrations more fitting to their evolving needs.
3. Fewer analytics and reporting tools: Salesforce offers sophisticated tools for analytics and reporting, including customizable dashboards and report builders, which may provide deeper insights into sales performance and customer behavior than those available in Nimble CRM.
4. Less diverse third-party integrations: Salesforce boasts a vast array of integrations with other software, enhancing its functionality and flexibility across different business operations. In comparison, Nimble CRM, while offering essential integrations, may not match the breadth and depth of Salesforce's ecosystem.

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While you’re wrapping up our comparison of Salesforce and its alternatives, check out Clay. Clay stands out with its advanced data enrichment technology and networking. By leveraging a water-falling method and integrating data from over 50 providers, Clay offers unmatched data accuracy and coverage. Designed for professionals in sales, marketing, and beyond, it simplifies the complexity of managing diverse data sources. With intuitive features and a range of pricing options, Clay is a leading choice for those looking to enhance their data and networking capabilities. Explore the next level of data enrichment—Sign up today with Clay and transform your approach to professional networking and data management.

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