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.

カプセルCRMとは何ですか？

カプセルCRMは、中小企業向けに設計された使いやすい顧客関係管理プラットフォームです。洗練された直感的なインターフェースにより、ユーザーは顧客関係の管理、販売パイプラインの追跡、タスクやコミュニケーションの効率的な整理を実現できます。

カプセルCRMの主な機能

• 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.
  

アティオとは何ですか？

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.

アティオの主な特徴

• カスタマイズ可能なパイプライン：Attioでは、ユーザーが営業パイプラインを完全にカスタマイズでき、特定の業務プロセスに合致する取引段階を作成できます。
• 連絡先と企業管理：連絡先と企業データを一元管理し、メール、メモ、タスクを自動追跡することで、やり取りの全体像を把握します。
• ワークフロー自動化：ユーザーは特定のトリガーに基づいてデータ入力やフォローアップなどのタスクを自動化でき、効率性を向上させます。
• Task manager and reminders: Built-in tools help users stay on top of tasks and follow-ups, ensuring important activities are not missed.

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. 営業パイプライン管理

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. 使いやすさ

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. コンタクトエンリッチメント

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. アウトリーチ

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. 自動化

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. 統合

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. 人工知能

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.

価格とプランの比較

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

カプセルCRMの価格

Capsule has an annual subscription plan that is as follows.

• スタータープラン： ユーザーあたり月額18ドルから。
• 成長プラン： ユーザーあたり月額36ドルから。
• アドバンスプラン： ユーザーあたり月額54ドルから。
• 究極プラン： ユーザーあたり月額72ドルから。

アティオ価格

アティオには月額3ユーザーまで利用可能な無料プランがあります。それ以降は、年間サブスクリプションは以下の通りです。

• プラス：月額34ドル／席
• プロ版：月額69ドル／ユーザー
• エンタープライズ: 119ドル/ユーザー/月 。

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.

主な特徴

• 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。
• 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.

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。

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

よくある質問

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.