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Romulo Costacurta
Head of CRM & Retention @ Lookiero
Romulo Costacurta is a dedicated and highly experienced CRM and digital strategy expert, recognized for his exceptional skills in operational excellence and analytical rigor. Over the past decade, Romulo has significantly contributed to various organizations by enhancing marketing performance through effective customer analysis and robust omnichannel campaigns. His capabilities encompass a vast range of strategies, including email marketing, SMS outreach, mobile app push notifications, and advertising via platforms such as Facebook, Google Ads, and display ad networks. This well-rounded approach enables businesses to engage with their customers in meaningful ways, driving growth and maximizing returns on investment.
Professional Background
Romulo is currently serving as the Head of CRM & Retention at Lookiero, where he leads initiatives to optimize customer relationships and retention strategies through data-driven marketing techniques. His strategic insight and leadership have made a profound impact on the organization, creating tailored CRM strategies that resonate with diverse customer segments.
Before joining Lookiero, Romulo was the CRM & Marketing Personalization Team Lead at Wingman, a prestigious company under Deloitte’s umbrella. In this role, he was pivotal in implementing cutting-edge personalization strategies that fostered stronger customer connections and superior marketing results. His tenure there allowed him to leverage his expertise within a high-caliber team, demonstrating an unwavering commitment to excellence and innovation.
Romulo's journey in the CRM domain also includes significant positions like the Head of Mobile CRM at Nextel, where he was responsible for driving mobile customer engagement strategies that contributed to increased loyalty and customer satisfaction. Prior to that, he served as the Head of CRM at Dafiti Group, leading initiatives to nurture customer relationships through comprehensive CRM strategies that aligned with business objectives.
His career also includes an impactful role as a Senior CRM Analyst at Itaú Unibanco, one of Brazil's largest financial institutions. Here, Romulo honed his analytical skills and deepened his understanding of customer behaviors within a complex corporate environment. He began his professional journey as a CRM Trainee at Itaú Unibanco, and even before that, he developed technical skills as a PL/SQL Developer Intern at Thomson Reuters Brazil, which laid the foundation for his analytical capabilities in the CRM field.
Education and Achievements
Romulo's educational background is as impressive as his professional experience. He earned a Master of Science (MSc) in Marketing from the Lisbon School of Economics & Management (ISEG), University of Lisbon, achieving an excellent grade of 17/20. This advanced degree has equipped him with the theoretical and practical insights necessary for effective marketing strategies.
Additionally, he holds a Postgraduate Degree in Business, Management, Marketing, and Innovation from ESPM Escola Superior de Propaganda e Marketing, where he earned a commendable score of 9/10. This education not only reinforced his marketing acumen but also allowed him to explore innovative management strategies across various business landscapes.
Romulo's academic accomplishments also include a Bachelor of Science (BS) in Computer Science from the State University of Campinas (UNICAMP), where he graduated with a 7.3/10. This technical foundation enhances his analytical capabilities, enabling him to effectively bridge the gap between technology and marketing strategies.
Notable Achievements
Romulo has built a distinguished career characterized by a series of notable achievements. His ability to drive performance through data analysis has consistently resulted in increased customer engagement and retention rates, showcasing his effective use of omnichannel campaigns tailored to target diverse consumer needs.
His leadership at Lookiero has led to innovative retention strategies that have significantly improved customer loyalty metrics and driven long-term brand value. The successful implementation of CRM initiatives at Wingman benefited from Romulo's keen insight into consumer behavior, which was instrumental in shaping marketing personalization efforts.
Romulo’s strategic contributions and analytical prowess at Nextel and Dafiti Group established benchmarks in mobile CRM and customer segmentation that enhanced engagement efforts. His formative experiences at Itaú Unibanco not only contributed to honing his CRM skills but also fostered a strong foundation for further success in the marketing landscape.
In summary, Romulo Costacurta is a consummate professional in CRM and digital strategy, blending analytical expertise with solid operational experience. His ability to lead omnichannel campaigns effectively, coupled with his profound understanding of customer behavior, makes him an invaluable asset to any organization. Enterprises seeking to elevate their marketing performance, optimize customer engagement, and cultivate meaningful customer relationships would greatly benefit from Romulo's insightful strategies and results-oriented approach.
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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:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- 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.