Mesh
Personal and team CRM that automatically aggregates contacts from email, calendar, and social platforms with intelligent reconnection prompts and Nexus AI navigator.
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Product Overview
What is Mesh?
Mesh (formerly known as Clay) is a beautiful, private relationship management platform that brings together everyone you've ever met. It automatically organizes contacts from your email, calendar, LinkedIn, Twitter, Facebook, iMessage, and more without manual entry. The platform keeps contact details current by surfacing job changes, location updates, and news mentions automatically. Mesh offers both personal and team plans, allowing individuals to manage their network while enabling teams to unlock collective connections for warm intros. The recently launched Nexus serves as an AI navigator built on top of your Mesh account, providing brainstorming assistance for relationship-related questions.
Key Features
Automatic Contact Aggregation
Captures contacts seamlessly from email, calendar, LinkedIn, Twitter, Instagram, WhatsApp, iMessage, and other platforms without manual data entry.
Intelligent Search and Groups
Natural-language search finds people based on notes and profile information in milliseconds. Organize contacts into custom groups for events and filtering.
Reconnection Prompts
Smart reminders for birthdays, job changes, news mentions, and reconnection cadences help you stay on top of important relationships without scrolling through social media.
Nexus AI Navigator
AI assistant built on your relationship data that helps with gift suggestions, email drafting, network discovery, background summaries, and dinner recommendations.
Team Networking
Team plans reveal shared connections across colleagues, enabling warm intros and preventing deals from slipping through cracks when multiple people use Mesh.
Cross-Platform Sync
Available on macOS, Windows, iOS, and web with seamless cross-device sync. Integrates with Gmail, Outlook, iCloud, Facebook, Airtable, Pipedrive, and more.
Use Cases
- Personal Relationship Management : Individuals can maintain stronger personal and professional relationships by never forgetting birthdays, important updates, or when to reconnect with old friends.
- Professional Networking : Executives, founders, and sales professionals can track career moves, find warm intro paths, and stay informed about their network without manual tracking.
- Team Collaboration : Teams can unlock collective connections, see who knows whom, coordinate warm intros, and prevent deals from slipping when multiple team members interact with the same contacts.
- Event Planning : Organize dinner parties, book clubs, or professional events by grouping contacts and quickly finding people with specific criteria like location or dietary preferences.
- Pre-Meeting Preparation : Before meetings, quickly review a contact's background, interaction history, and recent updates to show up informed and build stronger connections.
FAQs
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