Attio vs Monday CRM

In the market for a new CRM? Attio and Monday CRM are two popular options, each offering unique features tailored to different business needs. Attio focuses on flexibility and customization, allowing for personalized workflows and customer interactions. On the other hand, Monday CRM emphasizes sales process efficiency with its robust project management capabilities. In this blog post, we'll do an in-depth comparison of Attio and Monday CRM, examining their key features, pricing structures, and overall benefits to help you determine the best fit for your goals. We'll also explore a popular alternative – folk which has become a firm favourite for many.

What is Attio?

Attio is a customizable platform designed for flexibility in managing customer relationships and workflows. It allows users to create tailored pipelines, manage customer data, and track interactions within an intuitive interface.

Key features of Attio

• Customizable pipelines: Attio allows users to fully customize sales pipelines, creating deal stages that match specific business processes.
• Contact and company management: It centralizes contact and company data, automatically tracking emails, notes, and tasks for a comprehensive view of interactions.
• Workflow automation: Users can automate tasks such as data entry and follow-ups based on specific triggers, improving efficiency.
• Task manager and reminders: Built-in tools help users stay on top of tasks and follow-ups, ensuring important activities are not missed.
  

What is Monday CRM?

Monday CRM is a sales focussed customer relationship management platform built by the team behind Monday.com, designed to help sales teams manage contacts, sales pipelines, and workflows.

Key features of Monday CRM

• Contact management: Provides a central place to store and organize contact details, track communications, and maintain records of interactions with clients and leads.
• Deal management: Allows users to track the progress of deals across stages, helping teams monitor the sales pipeline and update deal statuses as they progress.
• Task management: Users can create tasks related to deals or contacts, assign them to team members, and track their completion to ensure follow-up actions are taken.
• Lead tracking: Features tools for capturing and managing leads, assigning them to team members, and tracking their progress through different stages of the sales funnel.
• Pipeline customization: Enables users to customize their sales pipelines to align with specific business processes, allowing different stages and workflows based on deal progression.

Attio vs. Monday CRM: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Attio's pipeline management system is highly customizable, allowing users to create tailored stages that reflect their specific sales processes. The system supports a Kanban-style view for visualizing deal progression and includes automation triggers at each stage to enhance productivity. Monday CRM’s pipeline feature allows users to track the progress of deals and opportunities through customizable stages. The pipeline can be configured to match specific sales processes, with stages representing different phases of a deal.

2. Ease of use

Attio offers a user-friendly interface with intuitive navigation, making it easy for teams to manage customer relationships efficiently. Monday CRM also provides a straightforward user experience, but its layout can be more complex due to its extensive customization options, which might require a learning curve for new users unfamiliar with sales.

3. Contact enrichment

Attio automatically enriches people and company records with useful data points like logos and profile pictures, streamlining the process of maintaining up-to-date contact information. This feature enhances the depth of customer insights, providing users with a more comprehensive view of their contacts without manual data entry. Monday CRM currently has a data enrichment app in beta mode.

4. Outreach

Attio has an Outreach integration that allows users to trigger responses to email sequences, and users can connect their inbox to send messages directly from the platform. Similarly, Monday CRM also allows you to do outreach campaigns, and has a template library and AI assisted support.

5. Automation

Attio's automation feature streamlines workflows by automating tasks like data entry and follow-ups, enhancing efficiency. Monday CRM offers basic automation for tasks like updating deal statuses and sending notifications, but these are limited compared to more advanced CRM tools, focusing on streamlining repetitive processes.

6. Integration

Attio and Monday CRM both support integrations with various tools and platforms, allowing users to connect their CRM with existing software ecosystems.

7. Artificial Intelligence

Attio CRM integrates AI to automate complex tasks like classifying unstructured data and qualifying leads, enhancing CRM processes with advanced capabilities. On the other hand, Monday CRM has an AI based email generator that helps you compose sales emails.

Price and plans comparison

Let's take a closer look at the price and plans of both Attio and Monday CRM.

Attio prices

Attio has a free plan limited to three seats per month. After that, an annual subscription is as follows.

• Plus: $34/seat/month.
• Pro: $69/seat/month.
• Enterprise: $119/seat/month.

Monday CRM prices

Monday CRM offers both a monthly and annual subscription plan. All their plans depend on the size of your team and starts with a 3 seat option.

• Basic: Starts from $12 per seat, per month.
• Standard: Starts from $17 per seat, per month.
• Pro: Starts from $28 per seat, per month.
• Enterprise: Undisclosed.

Introducing folk CRM: the best alternative to Attio and Monday CRM

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

Key features

• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.
• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

Attio vs. Monday CRM: What's the verdict?

When it comes to Attio and Monday CRM, it's clear that both platforms offer robust features tailored to different business needs. Attio stands out for its customizable pipelines and workflow automation, making it ideal for those seeking flexibility. On the other hand, Monday CRM excels in task and deal management, providing a structured approach for sales-focused teams. However, for companies seeking a personalized touch, folk offers a compelling alternative by blending ease of use with extensive customization options. Try folk today, free.