Attio 对比 ClickUp

Attio vs. ClickUp: Overview

Choosing the right CRM can make a difference to both business operations and customer interactions. Attio and ClickUp are both popular CRM platforms, each offering distinct features designed to enhance productivity and streamline workflows.

While Attio focuses on customizable pipelines and workflow automation, ClickUp integrates task management with CRM functionalities. In this blog post, we'll be comparing their key features, pricing, and benefits to help you determine which platform best suits your business needs.

We'll also introduce folk – a popular alternative that's particularly well-suited for sales teams of 20-50 people looking for an intuitive yet powerful CRM solution.

什么是Attio？

Attio是一款可定制的平台，专为灵活管理客户关系和工作流程而设计。它允许用户在直观的界面中创建定制化流程、管理客户数据并追踪互动情况。

Attio的核心功能

• 可定制销售流程：Attio允许用户完全自定义销售流程，创建与特定业务流程相匹配的交易阶段。
• 联系人及公司管理：集中管理联系人及公司数据，自动追踪邮件、备注和任务，全面呈现互动全貌。
• 工作流自动化：用户可基于特定触发条件自动化执行数据录入和后续跟进等任务，从而提升工作效率。
• 任务管理器和提醒功能：内置工具帮助用户高效管理任务与后续跟进，确保重要事项不被遗漏。
  

什么是ClickUp？

ClickUp是一款项目管理与生产力平台，旨在帮助团队和个人在一个工作空间内组织任务、跟踪进度并协同合作。虽然它主要是一款项目管理工具，但ClickUp也包含一些客户关系管理（CRM）功能。

ClickUp 的主要功能

• 任务管理：ClickUp允许用户创建、分配和跟踪具有自定义状态的任务，为跨不同项目管理工作流程提供灵活性。
• 自定义视图：该平台提供列表、看板、日历和甘特图等多重视图模式，使用户能够根据个人偏好选择最适合的格式来可视化任务与工作流程。
• 目标追踪：用户可在ClickUp内设置、追踪和管理目标，将任务与项目与更广泛的目标保持一致。
• 时间跟踪：ClickUp内置时间跟踪功能，可记录任务耗时，帮助用户监控工作效率或计费工时。
• 工作流自动化：ClickUp的自动化功能允许用户通过设置规则来减少手动操作，这些规则会根据预定义条件触发相应操作，例如状态更新或通知发送。
• 自定义字段：该平台允许用户为任务添加自定义字段，从而能够根据需求追踪特定数据点或对任务进行分类。

Attio vs. ClickUp: 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 capabilities for medium-sized sales teams.

1. 销售渠道管理

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. ClickUp does not have a dedicated pipeline management feature designed specifically for sales or CRM purposes, but users can create customizable pipelines using task lists, boards, and custom statuses. While Attio focuses on providing a robust and specialized tool for managing sales pipelines, ClickUp offers flexibility through its versatile task management features, which can be adapted for sales tracking. However, this requires more manual setup and lacks the specialized sales-centric functionalities found in Attio. Ultimately, businesses looking for a CRM with a strong emphasis on sales pipeline management might find Attio more aligned with their needs, whereas those looking for a broader project management tool with CRM capabilities might prefer ClickUp's adaptable approach.

2. 易用性

Attio offers a user-friendly interface designed specifically for CRM tasks, making it intuitive for users to manage customer relationships. In contrast, ClickUp, while versatile, can be complex due to its broad functionality beyond CRM, requiring a steeper learning curve for users focused solely on customer management.

3. 接触强化

Attio automatically enriches people and company records with useful data points like logos and profile pictures, enhancing user profiles without manual input. This feature streamlines data management and provides users with a richer understanding of their contacts. ClickUp does not offer a contact enrichment feature as part of its core functionality. While users can manually store and organize contact information using custom fields and task details, the platform does not automatically pull in additional data about contacts from external sources.

4. 外展

Attio has an Outreach integration that allows users to trigger responses to email sequences and connect their inbox to send messages directly from the platform. ClickUp lacks a dedicated outreach feature, requiring manual setup of custom workflows to manage communication with external contacts.

5. 自动化

Attio's automation feature streamlines workflows by automating routine tasks like data entry and follow-ups, enhancing efficiency. ClickUp's automation is general-purpose, not specifically tailored for CRM functions, necessitating additional customization for advanced CRM needs like lead nurturing.

6. 集成

Attio offers seamless integration with various tools to enhance CRM functionalities, ensuring smooth data flow and process automation. ClickUp provides extensive integrations across different platforms, though not all are CRM-focused, requiring users to configure them for specific customer management tasks.

7. 人工智能

Attio CRM integrates AI to automate complex tasks such as classifying unstructured data and qualifying leads, enhancing CRM efficiency. ClickUp's AI integration, 'Chat', connects tasks, docs, and people, acting as a knowledge manager, but is not specifically focused on CRM functionalities.

价格与套餐对比

Let's take a closer look at the price and plans of both Attio and ClickUp to understand their value for growing sales teams.

阿提奥定价

Attio提供免费方案，每月限用三个席位。超出后，年度订阅方案如下：

• 另加：34美元/座位/月 。
• 专业版：69美元/席位/月 。
• 企业版：119美元/席位/月 。

ClickUp定价

ClickUp为个人用户提供永久免费方案。高级方案可选择按月或按年订阅。以下是年度订阅方案的概述：

• 无限量：7美元/用户/月。
• 商业版：12美元/用户/月。
• 企业：未公开。

Introducing folk CRM: the best alternative to Attio and ClickUp

Looking for an affordable alternative? We recommend folk CRM as the best solution for sales 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 sales teams.

👉🏼 Try folk now to manage contact-based reminders when switching from Attio or ClickUp

主要特点

• 易用性与定制化：轻松定制销售流程、仪表盘、自动化流程及邮件序列，使其适用于整个销售周期与销售流程管理——以及招聘、营销等其他业务职能。
• 社交媒体整合：借助folk的Google Chrome扩展程序，一键导入来自LinkedIn、Sales Navigator、Instagram和X的人员及企业信息。
• Gmail与Outlook联系人同步：实现完整的邮件同步功能，让用户能够直接在CRM系统中管理所有通信内容。
• 一键查找电子邮箱：借助Apollo和Dropcontact驱动的联系人信息增强功能，您只需单击一下即可填补缺失的数据点。
• 邮件序列：若潜在客户未回复首封邮件，系统将自动发送带提醒功能的邮件序列。该功能集成人工智能技术，支持大规模个性化邮件定制。
• 备注与提醒： 在folk中直接将 备注附加 到联系人档案，随时随地查看。设置提醒功能，确保您精准掌握跟进时机。

价格与套餐

folk提供14天免费试用。试用期结束后，可选择经济实惠的月度或年度订阅方案。年度订阅方案如下：

• 标准版：每位用户每月20美元。
• 高级版：每月每位用户40美元。
• 定制方案：每位用户每月80美元起。

Attio vs. ClickUp: What's the verdict?

Between Attio and ClickUp, it's clear that both platforms offer robust CRM solutions with unique features tailored to different business needs. Attio excels in customizable pipelines and workflow automation, while ClickUp stands out with its comprehensive task management capabilities. However, for companies seeking a more personalized approach to relationship management, folk CRM stands out as the best solution for teams of 20-50 people evaluating their CRM options. It combines ease of use with powerful customization features, dedicated sales pipeline management, and affordable pricing that scales perfectly with growing sales teams.

👉🏼 Try folk now to compare folk with Attio and ClickUp and never miss a follow-up

常见问题解答

ClickUp 是否属于客户关系管理（CRM）系统？

ClickUp is primarily a project management tool. It can be configured as a lightweight CRM using lists, boards, custom fields, and automations, but it lacks native sales pipeline features and contact enrichment found in dedicated CRMs.

What is the difference between Attio and ClickUp for sales teams?

Attio provides CRM-first features such as customizable pipelines, enrichment, and sales-focused automation. ClickUp offers broad work management with adaptable views, but requires manual setup to mimic CRM workflows and lacks specialized sales tools.

How much do Attio and ClickUp cost?

Annual pricing: Attio Plus $34/user/mo, Pro $69, Enterprise $119 (free plan up to 3 seats). ClickUp Unlimited $7/user/mo, Business $12, Enterprise undisclosed. Features vary by plan.

What is a good alternative to Attio and ClickUp?

For a CRM built for 20–50 seat teams, consider folk. It offers customizable pipelines, enrichment, email sequences, and automation. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80; 14-day free trial.