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.

캡슐 CRM이란 무엇인가요?

캡슐 CRM은 중소기업을 위해 설계된 사용자 친화적인 고객 관계 관리 플랫폼입니다. 깔끔하고 직관적인 인터페이스를 제공하여 사용자가 고객 관계를 관리하고, 영업 파이프라인을 추적하며, 업무와 커뮤니케이션을 효율적으로 정리할 수 있도록 지원합니다.

캡슐 CRM의 주요 기능

• 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.
  

아티오란 무엇인가요?

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.

Attio의 주요 기능

• 사용자 정의 가능한 파이프라인: Attio는 사용자가 영업 파이프라인을 완전히 맞춤 설정하여 특정 비즈니스 프로세스에 맞는 거래 단계를 생성할 수 있도록 합니다.
• 연락처 및 회사 관리: 연락처와 회사 데이터를 중앙 집중화하여 이메일, 메모, 작업을 자동으로 추적함으로써 상호작용에 대한 종합적인 시각을 제공합니다.
• 워크플로 자동화: 사용자는 특정 트리거를 기반으로 데이터 입력 및 후속 조치와 같은 작업을 자동화하여 효율성을 향상시킬 수 있습니다.
• 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. 영업 파이프라인 관리

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. 사용 편의성

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. 접촉 강화

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. 외부 협력

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. 자동화

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. 통합

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. 인공 지능

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.

가격 및 요금제 비교

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

캡슐 CRM 가격

Capsule has an annual subscription plan that is as follows.

• 스타터 플랜: 사용자당 월 $18부터 시작합니다 .
• 성장 플랜: 사용자당 월 $36부터 시작합니다 .
• 고급 플랜: 사용자당 월 $54부터 시작합니다 .
• 최상위 플랜: 사용자당 월 $72부터 시작합니다 .

아티오 가격

Attio는 월 3석으로 제한된 무료 플랜을 제공합니다. 이후 연간 구독 요금은 다음과 같습니다.

• 추가: 좌석당 월 34달러 .
• 프로: $69/좌석/월 .
• 엔터프라이즈: $119/좌석/월 .

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.

주요 기능

• 사용 편의성과 맞춤 설정: 파이프라인, 대시보드, 자동화, 이메일 시퀀스를 손쉽게 맞춤 설정하여 영업 주기 및 파이프라인 관리 전반에 활용할 수 있습니다. 또한 채용, 마케팅 등 기타 비즈니스 기능에도 적용 가능합니다.
• 소셜 미디어 통합: folk의 Google Chrome 확장 프로그램을 통해 LinkedIn, Sales Navigator, Instagram, X의 사람 및 기업 정보를 클릭 한 번으로 가져올 수 있습니다.
• Gmail 및 Outlook 연락처 동기화: 이메일 전체 동기화를 통해 사용자가 CRM에서 직접 모든 커뮤니케이션을 관리할 수 있습니다.
• 클릭 한 번으로 이메일 주소 찾기: Apollo와 Dropcontact의 연락처 보강 기능으로 누락된 데이터 항목을 1클릭으로 채울 수 있습니다.
• 이메일 시퀀스: 리드가 첫 이메일에 답장하지 않을 경우 리마인더가 포함된 이메일 시퀀스를 발송합니다. AI 통합 기능을 통해 대규모로 이메일을 개인화할 수 있습니다.
• 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.

가격 및 요금제

folk는 14일 무료 체험을 제공합니다. 이후에는 합리적인 월간 또는 연간 구독 플랜이 있습니다. 연간 구독 플랜은 다음과 같습니다.

• 표준: 사용자당 월 20달러.
• 프리미엄: 사용자당 월 40달러.
• 맞춤형: 사용자당 월 $80부터 시작합니다.

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

자주 묻는 질문

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.