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David Morgantini
Director, Product Engineering at Bench Accounting
Professional Background
David Morgantini is a seasoned engineering leader with a wealth of experience in software development and team management. He is driven by a passion for building high-performing teams that deliver exceptional results. As the current Director of Product Engineering at Bench Accounting, David plays a crucial role in shaping the engineering culture and delivering meaningful software solutions that enhance user experiences. With a focus on fostering diversity and inclusivity, he is committed to evolving engineering organizations into world-class teams capable of supporting their organizations' growth into the future.
Throughout his career, David has held several critical positions across various organizations, contributing to his extensive knowledge of the tech industry. His journey began as an Application Developer at ATB Financial, where he honed his software development skills. He later transitioned to roles with more responsibilities, including Development Team Lead at Cortex Business Solutions and Lead Consultant at ThoughtWorks, which further solidified his experience in agile practices and collaborative software development.
His entrepreneurial spirit led him to co-found SkillsMap.io, a venture aimed at enhancing learning experiences through technological innovation. David’s experience working within fast-paced startups also includes his role as Interim Head of Engineering at Infinitas Learning, where he guided the engineering team in achieving strategic objectives.
In addition to his entrepreneurial ventures, David has made significant contributions during his tenure at TES Global Limited, serving as VP of Engineering and previously Engineering Manager. His leadership was instrumental in driving technical initiatives and fostering a culture of collaboration that benefited the company's goals.
With his expertise, David has been an influential presence in various organizations, including ClassDojo, Credit Suisse, and the Government Digital Service, where he demonstrated his proficiency in delivering high-quality software solutions. He has embraced the use of technologies like NodeJS and has played pivotal roles in shaping engineering practices that resonate with modern development needs.
Education and Achievements
David Morgantini holds a Bachelor of Science (B.Sc.) in Computer Science from the University of Alberta, where he laid the foundational knowledge for his career in technology. His education has equipped him with the technical expertise necessary to navigate and contribute effectively to the fast-evolving tech landscape.
Throughout his career, David has not only excelled in specific roles but has also made notable contributions to engineering practices that foster personal and professional growth. He prioritizes mentorship and coaching within engineering teams, ensuring that each team member is given opportunities to thrive and grow in their careers. David's vision of a progressive engineering culture is one where teams are equipped to tackle challenges innovatively while being supported by a leader focused on their development and success.
David’s achievements include successfully spearheading large-scale projects, leading cross-functional teams, and creating sustainable engineering practices that support continuous improvement. His journey tells a story of dedication to transforming engineering organizations into inclusive places where diverse talents can flourish.
Notable Achievements
- Director, Product Engineering at Bench Accounting: Instrumental in establishing a strategic vision for the engineering team while enhancing collaboration across departments to bring innovative solutions to market.
- Co-Founder of SkillsMap.io: Launched a startup aimed at revolutionizing learning experiences, showcasing his entrepreneurial spirit and commitment to using technology for positive impact.
- VP of Engineering at TES Global Limited: Oversaw engineering operations and played a pivotal role in scaling the engineering teams, demonstrating strong leadership abilities in a high-stakes environment.
- Interim Head of Engineering at Infinitas Learning: Guided an interim engineering team through critical development phases and successfully implemented strategies assessing team performance and growth potential.
- Influential Roles in Major Companies: Contributed to renowned organizations such as Credit Suisse, ClassDojo, and the Government Digital Service, allowing him to share his skills and insights with teams of varying sizes and structures.
Through these roles and his overarching vision, David Morgantini exemplifies a leader who not only seeks personal impact but also strives to uplift those around him in the tech industry. He is a firm believer in the strength of teamwork and empathetic leadership as essential components of successful software engineering organizations.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.