Lists your team shares
Every list is shared with the members of your workspace, so the whole team works from the same buildings.
Turn buildings into a list your team works.
Save buildings to lead lists shared with your workspace, export them as CSV for your CRM, and send any building as a PDF report.
From the map to your CRM. Without copying a single address.
CSV for your CRM
Export a list with the building's facts and the companies at the address, in Clay-ready columns.
A PDF for each building
Download any building as an A4 report with its 3D view and record, ready to send to a client.
Three steps to a call list. From any search or segment.
- 01
Add the buildings
From a segment, an area on the map or a single building.
- 02
Work the list
Your team sees the same list in the app.
- 03
Export it
Download it as CSV or send a building as a PDF report.
Who uses it
- Insurance Size, age, use and local climate of the building, checked before you quote.
- Solar Large roofs checked on dated photos, with capacity and the company at the address.
- Construction Age, floors and size of every building, to find and scope the next job.
- Trades Heat load, roof and gas network for each building, to size the job before the visit.
Lead lists & export. What it does, and what it does not do yet.
-
Do duplicates appear when I add the same building twice?
- No. A building already in the list is not added again.
-
Which columns are in the CSV?
- The building's address, use, size, height, roof, existing solar panels and the companies registered at the address, named so they map straight into Clay.