Attio vs Pipeliner CRM

Attio vs. Pipeliner: Quick Overview

Choosing the right CRM can significantly impact your business's efficiency and customer relations. Attio and Pipeliner CRM are two platforms that cater to distinct business needs. Attio emphasizes simplicity and modern design, offering highly customizable workspaces for contact and relationship management. Pipeliner CRM, in contrast, focuses on visual sales management and analytics, making it a strong choice for teams that need detailed pipeline tracking.

In this blog post, we'll compare their features, pricing, and usability to help you decide which platform aligns better with your goal.

We'll also explore folk, which stands out as the best CRM solution for sales teams of 20-50 people.

Что такое 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.

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 Pipeliner CRM?

Pipeliner is an AI-powered sales CRM designed for small, mid-sized, and enterprise organizations, focusing on simplicity and scalability. It offers a visual approach to sales management, allowing teams to track pipelines, forecast outcomes, and automate workflows.

Основные функции Pipeliner CRM

• Автоматизация работы отдела продаж: автоматизирует рутинные задачи отдела продаж, помогая командам сосредоточиться на продажах и обеспечивая согласованность рабочих процессов.
• Управление ключевыми клиентами: предоставляет инструменты для управления и отслеживания отношений с высокоценными клиентами, обеспечивая индивидуальный подход и стратегию.
• Отслеживание коммуникаций и действий: регистрирует и систематизирует все взаимодействия, звонки и электронные письма, обеспечивая централизованный обзор коммуникаций с клиентами.
• Механизм отчетности: предлагает настраиваемые отчеты и панели инструментов для получения информации о результатах продаж и производительности команды.
• Process and workflow automation: Automates repetitive workflows, such as task assignments and approvals, to improve efficiency and reduce manual effort.

Attio vs. Pipeliner CRM: Feature Comparison

Let's break down the key features of Attio and Pipeliner CRM and take a closer look at their sales automation, email marketing tools, and contact management. For medium-sized sales teams of 20-50 people, folk CRM emerges as the ideal solution with its perfect balance of powerful features and simplicity.

👉🏼 Попробуйте folk прямо сейчас, чтобы управлять напоминаниями на основе контактов вместе со своей командой.

1. Управление каналом 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. Pipeliner CRM's pipeline feature offers a visual interface to track sales opportunities through different stages. The drag-and-drop functionality allows you to move deals across stages, providing an overview of your sales progress. It supports multiple pipelines to accommodate different sales workflows, with integrated tools like automation and reporting to assist with task management and deal prioritization. While the feature is functional and adaptable, its focus is primarily on sales tracking, which may limit its utility for broader project management needs.

2. Простота использования

Attio offers a modern and intuitive user interface, making it easy for users to navigate and manage customer relationships efficiently. Pipeliner CRM, while comprehensive, can be more complex due to its extensive features, which may require a steeper learning curve for new users.

3. Обогащение контактов

Attio automatically enriches people and company records with useful data points like logos and profile pictures, streamlining the data management process. Pipeliner CRM does not offer automatic contact enrichment, requiring users to manually update records or use third-party integrations.

4. Информационно-пропагандистская работа

Attio integrates with Outreach, enabling users to trigger responses to email sequences and send messages directly from the platform. Pipeliner CRM offers basic outreach through mass email features, allowing users to create bulk campaigns. However, its outreach tools are limited compared to dedicated platforms, focusing on supporting existing sales processes.

5. Автоматизация

Attio's automation capabilities streamline workflows by automating tasks like data entry and follow-ups based on customer interactions. Pipeliner CRM offers workflow automation for repetitive tasks, with additional integrations available through the Automation Hub. Both platforms aim to enhance efficiency, though Pipeliner may require more configuration for advanced setups.

6. Интеграция

Attio provides seamless integration with various tools to enhance CRM functionality, allowing users to connect with their preferred applications. Pipeliner CRM also offers robust integration options, supporting connectivity with a wide range of third-party applications to extend its capabilities and tailor the CRM to specific business needs.

7. Искусственный интеллект

Attio CRM leverages AI to automate complex tasks like data classification and lead qualification. Pipeliner CRM's Voyager AI Gen focuses on providing sales insights by analyzing data for recommendations and forecasts. While both utilize AI, Attio extends its capabilities to broader CRM functionalities beyond sales insights.

Сравнение цен и тарифных планов

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

Цены на Pipeliner CRM

Pipeliner has a few options for you to choose from, depending on the features you're after and price point.

• Стартовый пакет: от 65 долларов США за место в месяц.
• Бизнес: от 85 долларов США за место в месяц.
• Enterprise: от 115 долларов США за место в месяц.
• Без ограничений: от 150 долларов США за место в месяц.

Introducing folk CRM: the best alternative to Attio and Pipeliner CRM

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. folk can support multi-use cases across your business including sales, marketing, and recruitment. It scales perfectly with growing sales teams, making it the best choice for companies with 20-50 employees who need powerful CRM capabilities without the complexity of enterprise solutions.

Основные характеристики

• 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.
• 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.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• 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.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые тарифные планы. Годовой тарифный план 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. Pipeliner CRM: What's the Verdict?

Both Attio and Pipeliner CRM offer robust solutions tailored for different business needs. Attio has customizable pipelines and an intuitive interface, making it ideal for businesses seeking flexibility. Pipeliner CRM has AI-powered features and scalability, perfect for organizations looking for comprehensive sales management tools. However, for sales teams of 20-50 people that need a more personalized approach to relationship management, folk CRM provides the ultimate solution, combining the best of both worlds: powerful features with exceptional ease of use that won't overwhelm medium-sized sales teams.

👉🏼 Try folk now to never miss a follow-up across your sales pipelines

Часто задаваемые вопросы

What is the main difference between Attio and Pipeliner CRM?

Attio centers on customizable pipelines, modern UI, and automatic contact enrichment, with Outreach integration for sequences. Pipeliner emphasizes visual pipeline tracking, robust reporting, and AI sales insights. Both offer workflow automation.

Which CRM is easier to use: Attio or Pipeliner?

Attio is generally easier to onboard thanks to a clean, intuitive interface. Pipeliner is powerful but can feel more complex due to advanced reporting, multi-pipeline controls, and setup needs.

How do Attio and Pipeliner pricing compare?

Attio: Plus $34, Pro $69, Enterprise $119 per user/month (annual). Pipeliner: Starter $65, Business $85, Enterprise $115, Unlimited $150 per user/month (from, annual). Features differ by tier.

What is a good alternative to Attio and Pipeliner for 20–50 person teams?

folk offers customizable pipelines, enrichment, email sequences, and automation. Annual pricing: Standard $20, Premium $40, Custom from $80 per user/month. 14-day free trial available.