Clay
CRM & Sales · 100% complete
Stage Checklist
- ✓ Research (.md file)
- ✓ POC App
- ✓ POC UI (templates)
- ✓ Microservice
- ✓ Containerized (Dockerfile)
- ✓ Helm Chart
- ✓ CI/CD Pipeline
- ✓ Frontend Page
AI Research
Refund Rules
Clay typically offers prorated refunds for annual subscriptions if cancelled within 30 days of purchase. Monthly subscriptions can be cancelled at any time but no partial refunds are provided for the current billing cycle. Unused credits from cancelled accounts are forfeited. For billing errors or technical issues preventing service usage, Clay may provide account credits on a case-by-case basis.
Credit Policies
Clay offers service credits for documented downtime exceeding their SLA commitments (99.9% uptime for Enterprise plans). Credits may be provided for failed enrichments due to platform issues, but not for low data quality or provider limitations. Unused monthly credits do not roll over to the next billing period. Clay may provide bonus credits for service disruptions or as goodwill gestures during onboarding issues.
Contractual Terms
Monthly plans auto-renew with 30-day cancellation notice. Annual plans typically auto-renew with 30-60 day notice depending on contract size. Enterprise contracts may have 90-day cancellation windows. Price increases are limited to once per year with 60-day advance notice for monthly plans, and typically locked for the duration of annual contracts. Seat reductions often allowed monthly, but minimum seat requirements may apply for certain plans.
Integration Complexity
Technical Notes
Clay uses REST API with Bearer token authentication. Rate limits are typically 100 requests/minute per workspace. API documentation is good but evolving as Clay is a newer platform. Key considerations: workspace-level billing makes per-user cost allocation complex, credit consumption varies significantly by enrichment type and provider waterfall setup, and webhook signatures use HMAC-SHA256. Usage data aggregation across tables and workflows requires multiple API calls.