Attio vs Monday: In-Depth CRM Comparison

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 the preferred choice for teams of 20-50 people seeking efficient CRM solutions.

Attio vs. Monday CRM vs. folk: quick comparison

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.

Monday CRMの主な機能

• コンタクト管理：連絡先情報を一元的に保存・整理し、コミュニケーションを追跡し、顧客や見込み客とのやり取りの記録を維持する場所を提供します。
• 取引管理：ユーザーが取引の進捗を各段階で追跡できるようにし、チームが販売パイプラインを監視し、取引の進捗に応じてステータスを更新するのを支援します。
• タスク管理：ユーザーは取引や連絡先に関連するタスクを作成し、チームメンバーに割り当て、完了状況を追跡することで、フォローアップアクションが確実に実行されるようにします。
• 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

2つのCRMソフトウェアソリューションの主要機能を分析し、販売自動化、メールマーケティングツール、および連絡先管理について詳しく見ていきましょう。

1. 営業パイプライン管理

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. 使いやすさ

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. コンタクトエンリッチメント

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. アウトリーチ

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.

👉🏼 Try folk now to run multi-step email outreach with AI personalization and automatic follow-ups directly from your CRM

5. 自動化

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. 統合

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

7. 人工知能

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.

価格とプランの比較

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 that's perfect for growing sales teams? We recommend folk CRM as the optimal solution for teams of 20-50 people. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system that scales perfectly with medium-sized teams.

主な特徴

• メモとリマインダー： folkでは連絡先のプロフィールに直接メモを添付でき 、外出先でもアクセス可能です。リマインダーを設定すれば、フォローアップのタイミングを正確に把握できます。
• 使いやすさとカスタマイズ性：パイプライン、ダッシュボード、自動化、メールシーケンスを簡単にカスタマイズできるため、営業サイクルやパイプライン管理はもちろん、採用、マーケティングなど他の業務機能にも幅広く活用できます。
• ソーシャルメディア連携：folkのGoogle Chrome拡張機能により、LinkedIn、Sales Navigator、Instagram、Xからワンクリックで人物や企業をインポートできます。
• GmailおよびOutlookからの連絡先同期：完全なメール同期により、ユーザーはCRMから直接すべての通信を管理できます。
• ワンクリックでメールアドレスを検索：ApolloとDropcontactによる連絡先情報補完機能で、不足しているデータポイントをワンクリックで入力可能。
• メールシーケンス：見込み客が最初のメールに返信しない場合、リマインダー付きのメールシーケンスを送信します。AI統合機能により、大規模なメールパーソナライゼーションを実現します。
• 連絡先管理：LinkedIn、Instagram、Xなどのソーシャルメディアプラットフォームから、GmailやOutlookを含む複数の受信箱まで、すべての連絡先をシームレスに一箇所に集約します。

価格とプラン

folkは14日間の無料トライアルを提供しています。その後は、手頃な月額または年額サブスクリプションプランが利用可能です。年額サブスクリプションプランは以下の通りです。

• スタンダードプラン：1ユーザーあたり月額20ドル。
• プレミアム：ユーザー1人あたり月額40ドル。
• カスタムプラン：ユーザー1人あたり月額80ドルから。

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 medium-sized sales teams of 20-50 people seeking a personalized touch with comprehensive outreach capabilities, folk CRM emerges as the superior choice by blending ease of use with extensive customization options and built-in email sequences that scale perfectly with growing teams.

👉🏼 Try folk now to compare Attio and Monday side-by-side with customizable pipelines and faster setup

よくある質問

Is Monday CRM a good CRM for sales teams?

Yes. Monday CRM fits sales teams needing deal/task tracking, customizable pipelines, and basic automation. It can feel complex to new users and enrichment is limited. Pricing starts from $12 per seat/month (annual).

Attio vs Monday CRM: which should you choose?

Choose Attio for flexible, highly customizable pipelines, workflow automation, and AI data classification. Choose Monday CRM for structured deal and task management with broad templates. Consider outreach and enrichment needs.

Do Attio and Monday CRM offer a free plan?

Attio offers a free plan for up to 3 seats. Monday CRM has no full free plan, only a time-limited trial. Both provide tiered paid plans with more features.

What is a good alternative to Attio and Monday CRM?

Consider folk. It offers customizable pipelines, AI-powered email sequences, contact enrichment, and Gmail/Outlook sync. Annual pricing: Standard $20, Premium $40, Custom from $80 per user/month. 14-day free trial.