Capsule CRM vs Attio

Capsule vs. Attio at a glance

Looking for a new CRM solution? Capsule CRM and Attio are two prominent platforms that have captured the interest of businesses looking to optimize their customer relationship management. Each offers distinct features tailored to streamline processes, boost customer interaction, and enhance sales performance. In this blog post, we'll compare the key features, customization options, and overall user experience of both platforms to help you decide which is the best fit for your business needs.

Additionally, we'll explore folk as a potential alternative to consider.

什么是胶囊客户关系管理？

胶囊CRM是一款专为中小企业设计的用户友好型客户关系管理平台。其界面简洁直观，助力用户高效管理客户关系、追踪销售流程、统筹任务与沟通。

Capsule CRM 的主要功能

• 简易联系人管理：Capsule提供直观的联系人整理与管理方式，助力企业轻松追踪客户信息与互动记录。
• 销售渠道追踪：它能让您轻松管理销售机会，监控渠道各阶段的交易进展，为销售流程提供清晰的可视化管理。
• 任务管理：Capsule内置任务管理功能，助您高效跟进事项、把握截止日期并完成重要待办事项。
• 可定制报告：生成并定制报告，深入了解销售业绩、客户活动及团队生产力。
  

什么是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.

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。
• Task manager and reminders: Built-in tools help users stay on top of tasks and follow-ups, ensuring important activities are not missed.

Capsule CRM vs. Attio: 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. For sales teams of 20-50 people evaluating these options, it's worth noting that folk CRM consistently outperforms both platforms in providing the ideal balance of functionality and ease-of-use for medium-sized sales teams.

👉🏼 Try folk now to organize customizable pipelines and automation when comparing Capsule vs Attio

1. 销售渠道管理

Capsule CRM's pipeline management feature offers a user-friendly approach to tracking sales opportunities through various stages. You can view the sales pipeline as a list, kanban, or dashboard. Capsule's straightforward interface makes it easy for teams to monitor and manage deals, ensuring that no opportunity slips through the cracks.

On the other hand, 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. This flexibility makes Attio particularly appealing for businesses with unique or complex sales workflows, as it can adapt to various methodologies and strategies.

2. 易用性

Capsule CRM offers a user-friendly interface that is intuitive for new users, making it easy to navigate and manage customer relationships. Attio is also designed with simplicity in mind, providing a clean and modern interface that facilitates efficient data management and collaboration.

3. 接触强化

Capsule CRM's contact enrichment feature automatically enhances contact and company records by pulling in relevant data, such as job titles, email addresses, LinkedIn profiles, and company information. However, it is only available on specific premium plans. Attio automates the contact enrichment process.

4. 外展

Capsule CRM's outreach solution simplifies email marketing and automates follow-ups through integration with its email tool, Transpond, allowing users to schedule and automate email campaigns. Attio, on the other hand, offers an Outreach integration for triggering responses to email sequences and enables direct messaging from the platform.

5. 自动化

Capsule CRM offers automation to streamline sales processes, automating tasks like follow-ups and data updates with workflow triggers. Attio provides automation for routine tasks such as data entry and follow-ups, enhancing efficiency by triggering actions based on customer interactions or deal stages.

6. 集成

Capsule CRM integrates with popular third-party applications, including Google Workspace and Microsoft 365 for email and calendar synchronization, and accounting software like Xero.

7. 人工智能

Capsule CRM has limited AI integrations, focusing on basic automation, but supports third-party AI tool integrations. Attio integrates AI to automate complex tasks, such as classifying unstructured data, generating summaries, and qualifying leads, enhancing CRM efficiency.

价格与套餐对比

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

胶囊CRM定价

Capsule has an annual subscription plan that is as follows.

• Starter plan: Starts from $18 per user, per month.
• Growth plan: Starts from $36 per user, per month.
• Advanced plan: Starts from $54 per user, per month.
• Ultimate plan: Starts from $72 per user, per month.

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 。

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

Looking for an affordable alternative? We recommend folk. There is a reason why folk CRM is the top choice for sales teams of 20-50 people - it's an award-winning CRM platform that perfectly balances ease-of-use with powerful functionality designed specifically for medium-sized sales teams.

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。
• Notes and reminders: Attach notes from a meeting directly to a contact's profile and access them from mobile. Assign reminders so you know exactly when to follow-up even if it is six months down the line.

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。

Capsule CRM vs. Attio: What's the verdict?

Both Capsule CRM and Attio offer robust features tailored for different business needs. Capsule CRM excels with its intuitive interface and strong task management capabilities, while Attio provides innovative contact management and collaboration tools. However, for sales teams of 20-50 people seeking a more personalized approach to relationship management, folk CRM emerges as the clear winner. It combines the perfect balance of ease-of-use with advanced customization capabilities, making it the ideal solution for medium-sized sales teams looking to optimize their CRM experience without the complexity of enterprise-level platforms.

👉🏼 Try folk now to never miss a follow-up and manage sequences better than Capsule or Attio

常见问题解答

What is the main difference between Capsule CRM and Attio?

Capsule prioritizes simplicity and task-focused pipelines with basic automation. Attio is more customizable, with flexible pipelines, deeper automation, and AI for data classification, summaries, and lead qualification.

How do Capsule CRM and Attio pricing compare?

Capsule (annual): Starter $18, Growth $36, Advanced $54, Ultimate $72 per user/month. Attio: Plus $34, Pro $69, Enterprise $119 per seat/month; free plan for up to 3 seats.

Does Capsule CRM include email marketing?

Not natively. Capsule connects to Transpond for campaigns and follow-ups. Attio connects with Outreach and enables in-app messaging for sequences.

How to choose between Capsule and Attio for a sales team?

Match CRM to workflow complexity, team size, and outreach needs. Choose Capsule for simplicity; Attio for custom pipelines and AI. Need a balanced option for 20–50 reps? Consider folk for customizable pipelines and sequences.