Capsule CRM vs Attio

Capsule vs. Attio at a glance

Looking for a new CRM solution? Capsule CRM and Attio are two prominent platforms that have captured the interest of businesses looking to optimize their customer relationship management. Each offers distinct features tailored to streamline processes, boost customer interaction, and enhance sales performance. In this blog post, we'll compare the key features, customization options, and overall user experience of both platforms to help you decide which is the best fit for your business needs.

Additionally, we'll explore folk as a potential alternative to consider.

¿Qué es Capsule CRM?

Capsule CRM es una plataforma de gestión de relaciones con los clientes fácil de usar, diseñada para pequeñas y medianas empresas. Ofrece una interfaz limpia e intuitiva que ayuda a los usuarios a gestionar las relaciones con los clientes, realizar un seguimiento de los procesos de ventas y organizar las tareas y las comunicaciones de manera eficiente.

Características principales de Capsule CRM

• Simple contact management: Capsule provides an intuitive way to organize and manage contacts, helping businesses keep track of customer information and interactions effortlessly.
• Sales pipeline tracking: It allows you to easily manage sales opportunities and monitor deals at each stage of the pipeline, providing clear visibility into the sales process.
• Task management: Capsule includes task management features to help you stay on top of follow-ups, deadlines, and important to-dos.
• Customizable reports: Generate and customize reports to gain insights into sales performance, customer activity, and team productivity.
  

¿Qué es Attio?

Attio CRM 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.

Características principales de Attio

• Canales personalizables: Attio permite a los usuarios personalizar completamente los canales de ventas, creando etapas de negociación que se ajustan a procesos empresariales específicos.
• Gestión de contactos y empresas: centraliza los datos de contactos y empresas, realizando un seguimiento automático de los correos electrónicos, notas y tareas para ofrecer una visión completa de las interacciones.
• Automatización del flujo de trabajo: los usuarios pueden automatizar tareas como la introducción de datos y los seguimientos basándose en desencadenantes específicos, lo que mejora la eficiencia.
• Administrador de tareas y recordatorios: Las herramientas integradas ayudan a los usuarios a mantenerse al día con las tareas y los seguimientos, asegurando que no se pasen por alto actividades importantes.

Capsule CRM vs. Attio: 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. For sales teams of 20-50 people evaluating these options, it's worth noting that folk CRM consistently outperforms both platforms in providing the ideal balance of functionality and ease-of-use for medium-sized sales teams.

👉🏼 Try folk now to organize customizable pipelines and automation when comparing Capsule vs Attio

1. Gestión del proceso de ventas

Capsule CRM's pipeline management feature offers a user-friendly approach to tracking sales opportunities through various stages. You can view the sales pipeline as a list, kanban, or dashboard. Capsule's straightforward interface makes it easy for teams to monitor and manage deals, ensuring that no opportunity slips through the cracks.

On the other hand, 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. This flexibility makes Attio particularly appealing for businesses with unique or complex sales workflows, as it can adapt to various methodologies and strategies.

2. Facilidad de uso

Capsule CRM offers a user-friendly interface that is intuitive for new users, making it easy to navigate and manage customer relationships. Attio is also designed with simplicity in mind, providing a clean and modern interface that facilitates efficient data management and collaboration.

3. Enriquecimiento de contactos

Capsule CRM's contact enrichment feature automatically enhances contact and company records by pulling in relevant data, such as job titles, email addresses, LinkedIn profiles, and company information. However, it is only available on specific premium plans. Attio automates the contact enrichment process.

4. Divulgación

Capsule CRM's outreach solution simplifies email marketing and automates follow-ups through integration with its email tool, Transpond, allowing users to schedule and automate email campaigns. Attio, on the other hand, offers an Outreach integration for triggering responses to email sequences and enables direct messaging from the platform.

5. Automatización

Capsule CRM offers automation to streamline sales processes, automating tasks like follow-ups and data updates with workflow triggers. Attio provides automation for routine tasks such as data entry and follow-ups, enhancing efficiency by triggering actions based on customer interactions or deal stages.

6. Integración

Capsule CRM integrates with popular third-party applications, including Google Workspace and Microsoft 365 for email and calendar synchronization, and accounting software like Xero.

7. Inteligencia artificial

Capsule CRM has limited AI integrations, focusing on basic automation, but supports third-party AI tool integrations. Attio integrates AI to automate complex tasks, such as classifying unstructured data, generating summaries, and qualifying leads, enhancing CRM efficiency.

Comparación de precios y planes

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

Precios de Capsule CRM

Capsule has an annual subscription plan that is as follows.

• Plan inicial: desde 18 $ por usuario al mes.
• Plan de crecimiento: desde 36 $ por usuario al mes.
• Plan avanzado: desde 54 $ por usuario al mes.
• Plan Ultimate: desde 72 $ por usuario al mes.

Precios de Attio

Attio tiene un plan gratuito limitado a tres puestos al mes. A partir de ahí, la suscripción anual es la siguiente.

• Más: 34 $/asiento/mes .
• Pro: 69 $/puesto/mes .
• Empresa: 119 $/puesto/mes .

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

Looking for an affordable alternative? We recommend folk. There is a reason why folk CRM is the top choice for sales teams of 20-50 people - it's an award-winning CRM platform that perfectly balances ease-of-use with powerful functionality designed specifically for medium-sized sales teams.

Características principales

• Facilidad de uso y personalización: personaliza fácilmente los procesos, los paneles de control, la automatización y las secuencias de correo electrónico para que puedas utilizarlos en todo tu ciclo de ventas y gestión de procesos, así como en otras funciones empresariales, como la contratación, el marketing y mucho más.
• Integración con redes sociales: importa personas y empresas desde LinkedIn, Sales Navigator, Instagram y X con un solo clic gracias a la extensión de Google Chrome de Folk.
• Sincronización de contactos desde Gmail y Outlook: sincronización completa del correo electrónico que permite a los usuarios gestionar todas las comunicaciones directamente desde el CRM.
• Encuentre direcciones de correo electrónico con un solo clic: enriquecimiento de contactos con tecnología de Apollo y Dropcontact para que pueda completar los datos que faltan con un solo clic.
• Secuencias de correo electrónico: envía secuencias de correo electrónico con recordatorios si tus clientes potenciales no responden a tus primeros correos electrónicos. Incluye una integración de IA que te permite personalizar el correo electrónico a gran escala.
• Notes and reminders: Attach notes from a meeting directly to a contact's profile and access them from mobile. Assign reminders so you know exactly when to follow-up even if it is six months down the line.

Precio y planes

folk ofrece una prueba gratuita de 14 días. Después, hay planes de suscripción mensuales o anuales asequibles. El plan de suscripción anual es el siguiente.

• Estándar: 20 $ por usuario al mes.
• Premium: 40 $ por usuario al mes.
• Personalizado: desde 80 $ por usuario al mes.

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

Both Capsule CRM and Attio offer robust features tailored for different business needs. Capsule CRM excels with its intuitive interface and strong task management capabilities, while Attio provides innovative contact management and collaboration tools. However, for sales teams of 20-50 people seeking a more personalized approach to relationship management, folk CRM emerges as the clear winner. It combines the perfect balance of ease-of-use with advanced customization capabilities, making it the ideal solution for medium-sized sales teams looking to optimize their CRM experience without the complexity of enterprise-level platforms.

👉🏼 Try folk now to never miss a follow-up and manage sequences better than Capsule or Attio

Preguntas frecuentes

What is the main difference between Capsule CRM and Attio?

Capsule prioritizes simplicity and task-focused pipelines with basic automation. Attio is more customizable, with flexible pipelines, deeper automation, and AI for data classification, summaries, and lead qualification.

How do Capsule CRM and Attio pricing compare?

Capsule (annual): Starter $18, Growth $36, Advanced $54, Ultimate $72 per user/month. Attio: Plus $34, Pro $69, Enterprise $119 per seat/month; free plan for up to 3 seats.

Does Capsule CRM include email marketing?

Not natively. Capsule connects to Transpond for campaigns and follow-ups. Attio connects with Outreach and enables in-app messaging for sequences.

How to choose between Capsule and Attio for a sales team?

Match CRM to workflow complexity, team size, and outreach needs. Choose Capsule for simplicity; Attio for custom pipelines and AI. Need a balanced option for 20–50 reps? Consider folk for customizable pipelines and sequences.