Close CRM 与 Attio 对比：哪款 CRM 最适合自动化？

Choosing between Close CRM and Attio ultimately hinges on one crucial question: which CRM genuinely saves time through automation rather than adding more administrative tasks?

For teams that prioritize simplicity, folk stands out with one of the most efficient and robust automation features available in any CRM, enabling users to automate emails based on defined conditions and streamline actions using the API.

为何自动化对2026年的客户关系管理至关重要

Automation has become vital for modern revenue teams. Sales and marketing professionals are tasked with managing more leads, utilizing multiple channels, and navigating increasingly complex buying journeys—all without expanding their teams or compromising on personalization. A CRM that depends on manual data entry, sporadic follow-ups, and outdated spreadsheet reporting saps valuable time, energy, and concentration away from meaningful customer interactions.

Here are the main reasons why automation is now indispensable:

• Customers expect prompt, relevant responses through email, LinkedIn, WhatsApp, and phone calls.
• Pipelines move swiftly, and any overlooked follow-up can lead to lost revenue.
• The volume of data has skyrocketed, making manual updates neither practical nor reliable.
• Leadership requires real-time insights into performance, rather than relying on end-of-month estimates.

The true value of a CRM lies in how much it alleviates the team's workload, not in the number of fields it can accommodate. The winning platform is the one that automatically captures activities, maintains clean records in the background, and prompts the right next steps at the perfect moment—allowing representatives to concentrate on nurturing relationships and closing deals instead of managing the tool.

什么是Close CRM？

Close CRM is a robust sales platform designed for high-velocity inside sales teams, integrating calling, SMS, and email functionalities. Its two-way email sync allows representatives to send, receive, and track messages directly within Close, seamlessly linking every conversation to the relevant contact and opportunity. Features like bulk emails, sequences, and performance reporting transform email into an organized outreach tool rather than a disconnected inbox.

What is Attio?

Attio is an innovative, customizable CRM that functions as a collaborative workspace, allowing teams to centralize contacts, companies, and deals in a single, dynamic database. It syncs with Gmail and Microsoft 365 to automatically update emails and calendar events, ensuring that every interaction is accurately reflected on the corresponding contact or opportunity timeline. Users can send emails from their connected inboxes within Attio, utilize templates, and track engagement—all without leaving the CRM.

Feature comparison of Close CRM and Attio

集成能力

Close’s email integration is incredibly straightforward: link your Gmail or Outlook account, authenticate through OAuth, and every message related to a matched contact automatically populates Close’s timeline. Although Close lacks native calendar event syncing, you can integrate meetings back into the CRM using Zapier or Google Calendar integration, ensuring your schedule is in sync with your sales pipeline.

On the other hand, Attio doesn’t offer a built-in inbox or calendar plugin; instead, it leverages Zapier’s Email by Zapier or Pipedream to capture both inbound and outbound emails, reflecting them in Attio’s contact timelines. You simply set up triggers like “New Email Received” or “Send Email” and map fields such as subject, body, and attachments to the relevant Attio properties.

同步频率与可靠性

Close’s email integration ensures immediate two-way sync by utilizing OAuth-based connections to Gmail and Outlook. When a contact emails you, Close logs it instantly—eliminating the need for polling intervals or manual BCC. Outbound emails sent from Close are reflected in your email provider in real time, and the same applies to incoming messages. For calendar events, you can connect a Google Calendar through Zapier for automatic updates, although these triggers execute every few minutes, depending on your Zapier plan.

In contrast, Attio requires Zapier or Pipedream to capture email and calendar events, meaning that the sync frequency is contingent on your chosen automation platform’s plan.

双向电子邮件和日历同步

While Close doesn't provide a traditional mail merge interface, it enables the creation of multi-step drip campaigns through its Workflows engine, seamlessly integrating email, calls, and SMS into a single sequence. You can enroll leads, customize messages using templates, and allow Close to automatically dispatch steps at your preferred cadence, all while logging every interaction in its unified Inbox. However, Close does fall short on a visual campaign builder and lacks comprehensive email campaign analytics, meaning you won’t find open-rate trends or A/B testing insights in the user interface.

In contrast, Attio sets itself apart by instantly capturing your email and calendar data during the onboarding process: simply connect your Google or Microsoft account, and Attio will retrieve email events and calendar appointments as CRM activities in real time.

邮件合并与营销活动

While Close doesn't provide a conventional mail merge interface, it enables you to create multi-step drip campaigns through its Workflows engine, seamlessly integrating emails, calls, and SMS into a single sequence. You can enroll leads, personalize messages using templates, and allow Close to automatically dispatch steps at your preferred frequency, all while logging each interaction in its unified Inbox. However, Close does lack a visual campaign builder and comprehensive email campaign analytics, meaning you won't find trends for open rates or insights from A/B testing within the interface.

On the other hand, Attio does not feature a built-in mail merge or campaign module, necessitating a subscription to an automation tool like Zapier for such functionalities.

打开和点击追踪

Close automatically tracks opens for every email sent from its unified Inbox, displaying open counts and timestamps beneath each message.

In contrast, Attio lacks built-in open or click tracking—email events are captured through Zapier or Pipedream triggers, requiring you to create your own pixel-and-webhook workflows to track opens and clicks and associate them with contacts. While this approach offers maximum flexibility, it also means you won't have a straightforward analytics dashboard; instead, you'll need to develop custom reports within your automation platform or BI tool.

收件箱内CRM体验

While Close lacks a native sidebar in Gmail or Outlook, you can seamlessly manage contacts, leads, and opportunities through the Missive integration right from your inbox. Emails sent or received in your mail client automatically populate Close’s unified activity stream without the need for manual BCCs, maintaining context effortlessly. However, you will need to switch tabs to access pipeline overviews or dashboards, which means it’s not a fully-fledged in-inbox CRM—more of a well-synced companion.

Attio, on the other hand, doesn’t integrate directly into your inbox; instead, you can utilize Zapier or Pipedream to log emails and events back to Attio’s timeline. This provides a clean, contact-centric view, but there’s no sidebar in Gmail or Outlook for quick record edits. It offers flexibility, yet it doesn't deliver a completely seamless in-inbox experience.

folk CRM：自动化领域的最佳客户关系管理解决方案

folk CRM is a cutting-edge, AI-powered CRM designed for teams eager to automate their deals effortlessly. It consolidates all relationships—leads, clients, partners, candidates, and investors—into adaptable views tailored to any workflow.

folk is specifically made for automation-focused teams. With built-in email and calendar synchronization, teams can automate follow-ups and outreach on a large scale. The latest conditional email automations allow you to send emails triggered by real-time data in folk; for instance, onboarding or handoff emails can be automatically dispatched when a contact becomes a client or a deal is marked as signed.

With AI at its core, folk enriches your data, generates engaging icebreakers, drafts personalized emails, and recommends next best actions. Its open API and webhooks easily connect with platforms like Zapier and Make, facilitating advanced workflows across email, WhatsApp, Slack, billing, and internal systems.

Thanks to one-click contact capture through the folkX Chrome extension and collaborative pipelines, folk empowers teams with a lightweight yet robust CRM that scales automation while maintaining complete control.

结论

In summary, Close CRM excels in its straightforward email integration and real-time two-way sync, making it ideal for high-velocity sales teams. Attio offers innovative customization and collaborative features, effectively centralizing contact management. However, for teams prioritizing email integration, automation, and sequencing, folk emerges as the superior choice. Its advanced automation capabilities, AI-driven insights, and seamless multi-channel integrations empower teams to streamline their workflows and enhance efficiency. For a robust automation experience, try folk CRM for free.

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