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.

Wat is Capsule CRM?

Capsule CRM is een gebruiksvriendelijk platform voor klantrelatiebeheer dat is ontworpen voor kleine en middelgrote bedrijven. Het biedt een overzichtelijke, intuïtieve interface waarmee gebruikers klantrelaties kunnen beheren, verkooppijplijnen kunnen volgen en taken en communicatie efficiënt kunnen organiseren.

Belangrijkste kenmerken van 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.
  

Wat is 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.

Belangrijkste kenmerken van Attio

• Aanpasbare pijplijnen: Met Attio kunnen gebruikers hun verkooppijplijnen volledig aanpassen en dealfasen creëren die aansluiten bij specifieke bedrijfsprocessen.
• Contact- en bedrijfsbeheer: Het centraliseert contact- en bedrijfsgegevens en houdt automatisch e-mails, notities en taken bij voor een uitgebreid overzicht van interacties.
• Workflowautomatisering: gebruikers kunnen taken zoals gegevensinvoer en follow-ups automatiseren op basis van specifieke triggers, waardoor de efficiëntie wordt verbeterd.
• 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. Beheer van de verkooppijplijn

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. Gebruiksgemak

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. Contactverrijking

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. Outreach

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. Automatisering

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. Integratie

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. Kunstmatige intelligentie

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.

Prijs- en pakketvergelijking

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

Prijzen Capsule CRM

Capsule has an annual subscription plan that is as follows.

• Starterspakket: vanaf $ 18 per gebruiker per maand.
• Groeiplan: vanaf $ 36 per gebruiker per maand.
• Geavanceerd abonnement: vanaf $ 54 per gebruiker per maand.
• Ultimate-abonnement: vanaf $ 72 per gebruiker per maand.

Attio-prijzen

Attio heeft een gratis abonnement dat beperkt is tot drie licenties per maand. Daarna geldt het volgende jaarabonnement.

• Plus: $34/stoel/maand .
• Pro: $69 per werkplek per maand.
• Enterprise: $ 119 per gebruiker per maand.

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.

Belangrijkste kenmerken

• Gebruiksgemak en aanpasbaarheid: Pas de pijplijnen, dashboards, automatisering en e-mailreeksen eenvoudig aan, zodat u ze kunt gebruiken in uw verkoopcyclus en pijplijnbeheer, maar ook in andere bedrijfsfuncties zoals werving, marketing en meer.
• Integratie met sociale media: importeer personen en bedrijven uit LinkedIn, Sales Navigator, Instagram en X met één klik dankzij de Google Chrome-extensie van folk.
• Contactsynchronisatie vanuit Gmail en Outlook: volledige e-mailsynchronisatie waarmee gebruikers alle communicatie rechtstreeks vanuit het CRM kunnen beheren.
• Vind e-mailadressen met één klik: contactverrijking mogelijk gemaakt door Apollo en Dropcontact, zodat u ontbrekende gegevens met één klik kunt invullen.
• E-mailreeksen: verstuur e-mailreeksen met herinneringen als uw leads niet op uw eerste e-mails reageren. Het bevat een AI-integratie waarmee u e-mails op grote schaal kunt personaliseren.
• 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.

Prijs en abonnementen

folk biedt een gratis proefperiode van 14 dagen. Daarna zijn er betaalbare maand- of jaarabonnementen beschikbaar. Het jaarabonnement is als volgt.

• Standaard: $ 20 per gebruiker, per maand.
• Premium: $40 per gebruiker, per maand.
• Aangepast: vanaf $ 80 per gebruiker per maand.

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

Veelgestelde vragen

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.