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Contact management determines whether a CRM remains effective or devolves into chaos. Monday CRM and Attio
Social selling thrives at the intersection of your CRM and your network. If your tool can't keep pace with LinkedIn activities, comments, and warm introductions, you risk losing not just visibility but also deals to teams that maintain closer connections with their relationships.
folk and Clarify both position themselves as modern, relationship-centric CRMs. Clarify specializes in converting unstructured interactions into organized records, whereas folk offers teams a flexible, social-selling-friendly workspace to manage contacts, signals, and pipelines all in one place.
In this comparison, we will explore how each CRM facilitates genuine social selling workflows, allowing you to determine which one aligns best with your team’s relationship-building and nurturing strategies.
Why is a social selling CRM essential in 2026?
The majority of B2B deals don't originate from a cold email or a demo request; they begin with a LinkedIn comment, a repost, a direct message, or a subtle profile visit. If your CRM fails to capture these signals and link them to real people and pipelines, your team operates in the dark while competitors cultivate relationships right before your eyes.
A social selling CRM provides a centralized location to transform those interactions into structured, actionable insights: who engaged, where they came from, what interests them, and how close they are to making a purchase. Rather than viewing LinkedIn as merely 'nice-to-have awareness,' it evolves into a measurable, repeatable process within your revenue engine.
With a social selling CRM, your team can:
✔️ Identify buying signals from likes, comments, and profile views, turning them into follow-ups
✔️ Track which prospects are familiar with you through content versus outbound efforts, allowing for tailored messaging
✔️ Map relationships across accounts, champions, and influencers—not just contacts on a list
✔️ Report on deals influenced by social activity instead of attributing all credit to last-click channels
What is Monday CRM?
monday sales CRM is built on the monday.com work management platform, offering teams a visual approach to managing pipelines alongside their projects. The Emails & Activities app seamlessly integrates with Gmail and Outlook, enabling users to send, receive, and log emails directly from boards while tracking opens and replies in real-time. With templates and automations, following up becomes standardized, ensuring that lead statuses, tasks, and email histories stay synchronized.
What is Attio?
Attio is a versatile, data-model-first CRM that empowers teams to create custom objects, views, and workflows tailored to their needs. It's particularly advantageous for companies seeking complete control over their relationship and pipeline structures. However, this flexibility comes with a steeper learning curve and setup compared to more prescriptive CRMs.
Feature comparison of Monday CRM and Attio
Profile Enrichment & Lead Insights
Monday CRM’s Emails & Activities app seamlessly integrates up to six Gmail or Outlook accounts for two-way syncing, allowing you to view sent and received emails as items on your boards alongside calls and tasks. Although it lacks native calendar syncing within the CRM, you can create simple automations or utilize Monday’s Calendar view to effectively visualize your scheduled events.
Attio enhances your contact profiles by automatically adding details such as company name, title, social media profiles, and company logo through integrations like Clearbit and Dun & Bradstreet. This keeps your lead database consistently updated with minimal manual effort.
Social Listening & Real-Time Alerts
Monday CRM’s Emails & Activities app automatically syncs your inbox every few minutes, polling Gmail and Outlook for new messages to convert into board items. Although this method introduces a minor delay compared to push-based systems, updates typically appear within two to three minutes. If you require quicker updates, you can modify polling intervals or implement custom webhooks for responses in under a minute.
In contrast, Attio does not offer real-time alerts or social activity tracking. Its primary focus is on managing email, contact data, and workflows rather than providing live engagement signals.
Social Selling: Which channels?
Monday CRM’s Emails & Activities app seamlessly syncs up to six Gmail or Outlook accounts and includes a Group Emailing feature that allows you to send bulk messages to board items and contact lists. You can also automate follow-ups using monday.com automations or enhance your email marketing with Mailchimp integration. However, keep in mind that without Mailchimp or a similar add-on, you’ll only access basic send logs on your boards, lacking comprehensive campaign analytics.
Attio primarily facilitates outreach through email and Gmail workflows, but it does not support direct messaging or social media posting natively.
In‑Context Messaging with Templates & Sequences
Monday CRM’s Emails & Activities app allows you to sync up to six Gmail or Outlook accounts, along with a Group Emailing feature that enables bulk messaging to board items and contact lists. You can automate follow-ups using monday.com automations or connect with Mailchimp for comprehensive email marketing solutions. However, note that without Mailchimp (or a similar add-on), you will lack native campaign analytics beyond the basic send logs available on your boards.
Attio does not offer support for in-context messaging or templated outreach; instead, communication is conducted solely through Gmail or integrations, lacking native in-browser capabilities.
Activity & Engagement Tracking
Monday’s Emails & Activities app records message opens when you send emails directly through the board interface; however, it doesn’t inherently track which links were clicked. To obtain click-through rates, you need to embed links with UTM parameters and either pull the data into your board using automations or integrate a marketing tool like Mailchimp.
Attio monitors email interactions, call logs, and contact history within the CRM, but it does not track social media activity or engagement metrics.
folk CRM: The Ultimate CRM for Social Selling!
folk CRM is a cutting-edge social selling CRM that transforms the process of social selling into an organized, repeatable workflow. It quickly captures contacts, maintains conversation context, and minimizes manual tasks through enrichment and smart fields, ensuring timely follow-ups.
Designed specifically for LinkedIn-driven outreach, folk enables teams to consolidate leads from various sources, arrange them in custom pipelines, and monitor every interaction in one central location. Automatic contact enrichment fills in information gaps, deduplication keeps the database tidy, and shared notes and tags facilitate warm introductions and easy access to relationship history for the entire team.
For effective daily social selling, folk ensures consistent execution: segment leads, tailor outreach, set reminders, log interactions, and smoothly advance opportunities through the pipeline, all while preserving the personal touch that drives successful deals.
Conclusion
In summary, Monday CRM excels at visual project management with robust email integration, while Attio offers customizable workflows for teams seeking flexibility and control. However, for teams focused on effective email integration, automation, and seamless sequencing in social selling, folk stands out as the best choice. Its comprehensive features streamline outreach, maintain context, and automate follow-ups, ensuring that relationship-building remains at the forefront of your sales efforts. Elevate your social selling with folk CRM.
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