For our clients, the flow actually starts in the CRM. The lead’s already in there, Clay enriches it, then it gets pushed straight back into the CRM. So the data lives where the team already works, no spreadsheet in between.
We mostly work with people who already have a CRM set up, so it’s less about the seat cost and more about making sure nothing gets lost in the handoff. That part we keep automated.
The spreadsheet problem might just be smaller teams, like you said.
