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

What is 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.
  

什么是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.

Monday CRM 的主要功能

• 联系人管理：提供集中存储和整理联系人信息、追踪沟通记录、维护客户及潜在客户互动档案的统一平台。
• 交易管理：允许用户追踪交易在各个阶段的进展，帮助团队监控销售流程，并在交易推进过程中及时更新交易状态。
• 任务管理：用户可创建与交易或联系人相关的任务，将其分配给团队成员，并跟踪任务完成情况以确保后续行动得到落实。
• 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

让我们深入剖析两款客户关系管理软件的核心功能，重点关注其销售自动化、电子邮件营销工具及联系人管理模块。

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. 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. 易用性

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. 接触强化

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. 外展

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. 自动化

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. 集成

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

7. 人工智能

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.

价格与套餐对比

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.

主要特点

• 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。
• 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。
• 联系人管理：将所有联系人无缝整合至同一平台，涵盖LinkedIn、Instagram和X等社交媒体平台，以及Gmail和Outlook等多重收件箱。

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. 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

常见问题解答

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.