Streak vs Attio: In-Depth CRM Comparison

Overview: Streak vs. Attio CRM

In today's fast-paced business environment, choosing the right CRM platform is critical for managing customer relationships effectively. Streak and Attio are two popular CRM solutions, each with distinct features and benefits tailored to different business needs.

This article provides a detailed comparison of Streak and Attio, examining their core functionalities, pricing structures, and overall advantages. In this post, we'll explore the strengths and limitations of each platform to help you determine which one best fits your business's workflow and growth needs.

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

¿Qué es Streak?

Streak es una herramienta de gestión de relaciones con los clientes (CRM) que se integra directamente con Gmail, lo que permite a los usuarios gestionar su canal de ventas y las interacciones con los clientes desde su bandeja de entrada de correo electrónico. Diseñada para simplificar las tareas de CRM, Streak ofrece funciones como seguimiento de correos electrónicos, combinación de correspondencia, gestión de tareas y visualización del canal, todo ello integrado a la perfección en la interfaz de Gmail.

Características principales de Streak

• Gmail interface: Streak operates entirely within Gmail, making it easy to manage your CRM without leaving your inbox.
• Shared pipelines: Collaborate with your team by sharing pipelines, allowing everyone to track and manage deals, projects, or tasks in real-time.
• Email tracking and snippets: Get notifications when your emails are opened and use pre-written snippets to streamline communication and save time.
• Contacts: Streak helps organize and manage contact information directly within Gmail, making it easy to stay connected with clients.
  

¿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.

Key features of 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.

Streak vs. Attio: Feature Comparison

Analicemos las características principales de dos soluciones de software CRM y examinemos más detenidamente sus herramientas de automatización de ventas, marketing por correo electrónico y gestión de contactos.

1. Gestión del proceso de ventas

Streak CRM's pipeline management feature is deeply integrated with Gmail, allowing users to track, organize, and manage sales processes directly from their inbox. The system uses a visual layout, similar to a spreadsheet with automation features. In contrast, 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. For sales teams of 20-50 people, folk CRM delivers superior pipeline management with intuitive drag-and-drop functionality and team-wide visibility that scales perfectly with growing sales operations.

2. Facilidad de uso

Streak's integration within Gmail makes it intuitive for users familiar with Google's ecosystem, offering a seamless experience with minimal learning curve. Attio, on the other hand, provides a modern interface with customizable workspaces, allowing users to tailor the experience to their specific workflow needs, enhancing overall usability.

3. Enriquecimiento de contactos

Streak CRM automatically enriches contact records by extracting information from emails, adding company logos, profile pictures, and social media links. This feature streamlines the process of maintaining up-to-date contact information, enhancing user productivity and ensuring that data is always current and comprehensive.

4. Divulgación

Streak CRM facilitates outreach through its Gmail integration, enabling personalized mass emails, email tracking, and automated follow-ups. Attio's outreach capabilities include integration with email sequences and direct messaging from the platform, offering flexibility in managing customer communications.

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5. Automatización

Streak CRM automates workflows by handling tasks like email tracking and follow-ups directly within Gmail, triggering actions based on pipeline changes. Attio's automation focuses on streamlining routine tasks like data entry and follow-ups, enhancing team efficiency by automating actions based on customer interactions.

6. Integración

Streak CRM leverages its deep integration with Google Workspace, including Gmail, Google Drive, and Google Calendar, to enhance functionality. It also connects with Zapier, providing access to a broader range of third-party applications, thereby extending its capabilities beyond native features.

7. Inteligencia artificial

Streak CRM offers limited native AI features, focusing on core Gmail functionalities. Users can enhance capabilities through third-party AI integrations for tasks like email automation. In contrast, Attio integrates AI to automate complex tasks, such as data classification and lead qualification, offering more advanced AI-driven functionalities.

Comparación de precios y planes

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

Precios de rachas

Streak has a monthly and annual subscription plan available. Below is a high level overview of their annual plan.

• Ventaja: Desde 49 $ por usuario al mes.
• Pro +: Desde 69 $ por usuario al mes.
• Empresa: desde 129 $ 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 .

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Introducing folk CRM: the best alternative to Streak and Attio

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 designed specifically for small to medium sales and operations teams of 20-50 people who need powerful relationship management without the complexity.

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 directly to a contact's profile so you know exactly where you left off. And assign reminders so you know 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.

Streak vs. Attio: What's the verdict?

In conclusion, both Streak and Attio offer robust CRM solutions, each with unique strengths tailored to different business needs. Streak excels with its seamless Gmail integration, making it ideal for users who prefer managing everything from their inbox. Attio, on the other hand, provides a more customizable experience suited for teams looking for flexibility across various workflows. However, for mid-sized sales and operations teams of 20-50 people that need a more personalized approach to relationship management, folk CRM provides the optimal alternative to these traditional CRM options, blending ease of use with enterprise-grade customization at a fraction of the cost.

Preguntas frecuentes