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

Что такое 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.
  

Что такое 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.

Основные функции Monday CRM

• Управление контактами: предоставляет централизованное место для хранения и систематизации контактных данных, отслеживания коммуникаций и ведения учета взаимодействия с клиентами и потенциальными клиентами.
• Управление сделками: позволяет пользователям отслеживать ход сделок на всех этапах, помогая командам контролировать процесс продаж и обновлять статус сделок по мере их продвижения.
• Управление задачами: пользователи могут создавать задачи, связанные со сделками или контактами, назначать их членам команды и отслеживать их выполнение, чтобы обеспечить принятие последующих мер.
• 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

Давайте разберем ключевые особенности двух программных решений CRM и более подробно рассмотрим их возможности в области автоматизации продаж, инструменты электронного маркетинга и управление контактами.

1. Управление процессом продаж

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. Простота использования

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. Обогащение контактов

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. Информационно-пропагандистская работа

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. Автоматизация

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. Интеграция

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

7. Artificial Intelligence

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.

Сравнение цен и тарифных планов

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.

Основные характеристики

• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Простота использования и настройки: легко настраивайте конвейеры, панели инструментов, автоматизацию, последовательности электронных писем, чтобы использовать их в цикле продаж и управлении конвейером, а также в других бизнес-функциях, таких как набор персонала, маркетинг и т. д.
• Интеграция с социальными сетями: импортируйте людей и компании из LinkedIn, Sales Navigator, Instagram и X одним щелчком мыши благодаря расширению Folk для Google Chrome.
• Синхронизация контактов из Gmail и Outlook: полная синхронизация электронной почты, позволяющая пользователям управлять всей коммуникацией непосредственно из CRM.
• Найдите адреса электронной почты в один клик: обогащение контактов с помощью Apollo и Dropcontact, чтобы вы могли заполнить недостающие данные одним щелчком мыши.
• Последовательности писем: отправляйте последовательности писем с напоминаниями, если ваши потенциальные клиенты не отвечают на ваши первые письма. Включает в себя интеграцию с ИИ, позволяющую персонализировать письма в большом масштабе.
• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые планы подписки. Годовой план подписки выглядит следующим образом.

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальный тариф: от 80 долларов США за пользователя в месяц.

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

Часто задаваемые вопросы

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.