Sign In
Get Clay Free →

Suggestions

    Kerri Shimp

    Caring Transitions of Northeast Iowa

    Professional Background

    Kerri Shimp possesses a remarkable two-decade career marked by strong leadership, business acumen, and a dedicated commitment to excellence in service delivery. As the Franchise Owner of Caring Transitions of Northeast Iowa, Kerri has successfully established the first Caring Transitions Franchise in Iowa, crafting a business infrastructure from the ground up. This endeavor involved comprehensive planning, team building, and operations management, alongside a focused effort on effective sales and marketing strategies. Kerri’s unparalleled ability to build relationships with key clients and drive substantial revenue growth through innovative marketing campaigns has been a cornerstone of her professional journey.

    After years of successfully managing her franchise, Kerri has strategically transitioned away from the majority ownership of her business to concentrate on generating contracts and consultations, leveraging her extensive experience and connections in the industry. Throughout her career, Kerri has been recognized for her goal-focused approach and her readiness to exceed performance objectives, setting high standards for both personal and team success. Additionally, Kerri served as a Certified Relocation Transition Specialist, providing invaluable support to clients in navigating significant life transitions with comprehensive in-home consultations tailored to meet individual needs.

    Kerri's zeal for guiding clients through their journeys, coupled with her hands-on expertise in new business development, coaching, counseling, and operations management, has invariably strengthened the ability of her teams to enhance client satisfaction while catalyzing new revenue streams. Her career exemplifies a passion for quality service and a fervent desire for growth, which she has embodying throughout her professional endeavors.

    Education and Achievements

    Kerri's educational background is one of strength and focus, underpinned by a solid foundation in communication and counseling. She earned her Bachelor of Fine Arts (BFA) degree in Communication and Broadcasting from the University of Northern Iowa, where she maintained an impressive GPA of 3.5. Kerri further pursued her academic aspirations by obtaining a Master's degree in Student Counseling and Personnel Services from Jacksonville State University, graduating with a perfect GPA of 4.0. This strong educational background has equipped Kerri with a unique blend of skills that meld effective communication with deep empathy and understanding—traits that have served her well in her various roles.

    Kerri's achievements are countless and noteworthy. Among them, she was nominated as the Rookie Team of the Year by the Caring Transitions Corporate office in 2014, a testament to her exceptional ability to exceed goals and drive team performance. Furthermore, she was recognized as one of the Caring Transitions Corporate Energy Leaders in 2018, highlighting her reputation as an empowering and dynamic leader in her field.

    Notable Achievements

    • Successfully established Iowa's first Caring Transitions Franchise, managing all facets of the business including team building, operations, and client relations.
    • Drove significant revenue growth through innovative sales and marketing strategies, resulting in robust move and marketing plans for house sales.
    • Offered crucial support as a Certified Relocation Transition Specialist, guiding clients through major life changes with comprehensive consultations.
    • Nominated Rookie Team of the Year by Caring Transitions Corporate in 2014 for outstanding performance and goal achievement.
    • Recognized as one of the Caring Transitions Corporate Energy Leaders in 2018 for her inspirational leadership style and commitment to quality and growth.

    Kerri Shimp's professional journey is a continuous evolution rooted in her dedication to excellence and her unwavering commitment to client satisfaction. With a wealth of experience, exceptional strategy development, and a collaborative leadership style, Kerri is poised to leverage her skills in her next professional endeavor, potentially igniting new opportunities that drive success and foster growth.

    tags':['Kerri Shimp','Caring Transitions','Franchise Owner','Business Management','Sales and Marketing','Certified Relocation Transition Specialist','Leadership','Coaching and Counseling','New Business Development','Client Satisfaction','Team Building','Energy Leader'],

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    },

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

                                                         ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    ,

    :

    Related Questions

    How did Kerri Shimp establish Iowa's first Caring Transitions Franchise from the ground up?
    In what ways did Kerri's leadership style contribute to her team's success in exceeding performance goals?
    What inspired Kerri Shimp to focus on generating contracts and consultations after selling the majority shares of her business?
    How did Kerri's background in communication and broadcasting enhance her consulting and coaching skills in her career?
    What strategies did Kerri implement to drive revenue growth during her tenure as Franchise Owner at Caring Transitions?
    How did being recognized as a certified relocation transition specialist shape Kerri's approach to client relations?
    What does Kerri attribute to being nominated as the Rookie Team of the Year by the Caring Transitions Corporate office in 2014?
    How has Kerri's educational journey influenced her evolving professional trajectory?
    What are some of the key lessons Kerri has learned throughout her 20 years in business management and consulting?
    How does Kerri envision leveraging her skills in her next professional challenge?
    Kerri Shimp
    Add to my network

    People also viewed

    John Byron avatar image
    John Byron
    Franchise Development at Caring Transitions
    Denise DeRousse avatar image
    Denise DeRousse
    Owner Caring Transitions North Phoenix
    Kerri Bartlett avatar image
    Kerri Bartlett
    News Director at The Daily Herald Columbia, TN

    Related People

    Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
    About Clay•

    •Opt out

    • Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.

    • 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:

      1. Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
      2. Network Strength: Visualizes the strength of your relationships relative to others in your network
      3. Timeline: Shows your relationship history with each contact
      4. Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
      5. Reminders and Notes: Helps you remember important details about contacts
      6. Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
      7. Groups: Organizes contacts into meaningful categories
      8. 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.

    • Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.

    • 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.

    People also viewed

    John Byron avatar image
    John Byron
    Franchise Development at Caring Transitions
    Denise DeRousse avatar image
    Denise DeRousse
    Owner Caring Transitions North Phoenix
    Kerri Bartlett avatar image
    Kerri Bartlett
    News Director at The Daily Herald Columbia, TN

    Related People

    The AI CRM with a focus on simplicity and performance
    Discover, organize, and deepen all your personal and professional relationships with Clay

    The most powerful AI CRM

    Manage all your personal
    and professional relationships
    Try for free →