探索Folk——专为以人为本的企业打造的客户关系管理平台
Effective contact management is crucial; it determines whether a CRM remains valuable or devolves into chaos. Enter Close CRM and Attio.
Social selling thrives at the intersection of your CRM and your network. If your tool falls short of tracking LinkedIn activities, comments, and warm introductions, you're not just losing visibility — you're forfeiting deals to teams that maintain closer connections with their relationships.
folk and Clarify are both positioned as modern, relationship-centric CRMs. Clarify emphasizes transforming unstructured interactions into organized records, while folk provides teams with a flexible workspace that supports social-selling by consolidating contacts, signals, and pipelines all in one location.
This comparison will explore how each CRM facilitates genuine social selling workflows, enabling you to determine which option aligns best with your team's approach to building and nurturing relationships.
Why is a social selling CRM essential in 2026?
Most B2B transactions don't initiate with a cold email or demo request; they begin with a LinkedIn comment, a repost, a direct message, or a discreet profile visit. If your CRM fails to capture these signals and connect them to actual people and pipelines, your team is operating in the dark while competitors forge relationships right before your eyes.
A social selling CRM provides a centralized platform to convert these interactions into structured, actionable insights: who engaged, their origins, interests, and their proximity to making a purchase. Rather than treating LinkedIn as merely a “nice-to-have,” it becomes an integral, measurable component of your revenue strategy.
With a social selling CRM, your team can:
✔️ Identify buying signals from likes, comments, and profile views and turn them into follow-ups.
✔️ Track which prospects recognize you from content versus outbound efforts, allowing for tailored messaging.
✔️ Map relationships across accounts, champions, and influencers — not just maintain a list of contacts.
✔️ Report on deals influenced by social activity, rather than attributing all success to last-click channels.
什么是Close CRM？
Close CRM is a dynamic sales platform designed for high-velocity inside sales teams, featuring integrated calling, SMS, and email capabilities. With its built-in two-way email sync, sales representatives can effortlessly send, receive, and track messages within Close, ensuring every conversation is automatically associated with the appropriate contact and opportunity. Additionally, bulk emails, sequences, and performance reporting transform email into an organized outreach tool rather than a standalone inbox.
What is Attio?
Attio is a customizable, data-centric CRM that empowers teams to create tailored objects, views, and workflows. It is ideal for organizations seeking complete control over the structuring of their relationships and pipelines. However, this flexibility comes with a more complex setup and a steeper learning curve compared to more conventional CRMs.
Feature comparison of Close CRM and Attio
Profile Enrichment & Lead Insights
Integrating your email with Close is a breeze: simply connect your Gmail or Outlook account, authenticate via OAuth, and every message from a matched contact will seamlessly populate in Close’s timeline. Although Close doesn’t directly sync calendar events, you can easily reconnect your meetings to the CRM through Zapier or Google Calendar integration, keeping your schedule in sync with your sales pipeline.
Attio automatically enriches your contacts by pulling in essential information such as company name, title, social media profiles, and company logos through integrations like Clearbit and Dun & Bradstreet. This ensures your lead database is consistently updated with minimal manual effort.
Social Listening & Real-Time Alerts
Close’s email integration offers instant two-way synchronization by utilizing OAuth-based connections with Gmail and Outlook. When a contact emails you, Close automatically logs the message—eliminating the need for polling intervals or manual BCC. Outbound emails sent from Close are reflected in your email provider in real time, and vice versa. For calendar events, you can connect a Google Calendar through Zapier for automatic updates; however, these triggers may run every few minutes based on your Zapier plan.
In contrast, Attio lacks real-time alerts and social activity tracking. Its primary focus is on managing emails, contact data, and workflows rather than providing signals for live engagement.
Social Selling: Which channels?
Close may not provide a conventional mail merge interface, but it enables you to create multi-step drip campaigns using its Workflows engine, seamlessly integrating email, calls, and SMS into a single sequence. You can enroll leads, customize messages with templates, and allow Close to automatically dispatch steps at your preferred pace, while logging every interaction in its unified Inbox. However, it does lack a visual campaign builder and detailed email campaign analytics, meaning you won't find open-rate trends or A/B testing insights in the interface.
Attio focuses on outreach primarily through email and Gmail workflows, but it does not offer native support for direct messaging or social media posting.
In‑Context Messaging with Templates & Sequences
While Close doesn’t provide a traditional mail merge interface, it allows you to create multi-step drip campaigns through its Workflows engine, integrating email, calls, and SMS into a single sequence. You can enroll leads, personalize messages using templates, and let Close automatically dispatch steps at your preferred pace, all while logging every interaction in its unified Inbox. However, it's worth noting that Close lacks a visual campaign builder and comprehensive email campaign analytics, meaning you won't have access to open-rate trends or A/B testing insights within the interface.
On the other hand, Attio does not support in-context messaging or templated outreach; communication is conducted through Gmail or integrations rather than natively within the browser.
Activity & Engagement Tracking
Close automatically monitors open rates for every email dispatched from its unified Inbox, providing open counts and timestamps for each message.
Attio records email interactions, call logs, and contact histories within the CRM, but it lacks the ability to track social media activities or engagement metrics.
folk CRM: The Ultimate CRM for Social Selling!
folk CRM is a cutting-edge social selling platform designed to transform social selling into a streamlined, repeatable process. It enables quick contact capture, maintains conversation context, and minimizes manual tasks with automatic enrichment and smart fields, ensuring timely follow-ups.
Tailored for LinkedIn-driven outreach, folk empowers teams to consolidate leads from various sources, arrange them into customized pipelines, and monitor every interaction in one centralized location. Automatic contact enrichment fills in information gaps, deduplication keeps your database organized, and shared notes and tags simplify warm introductions and relationship tracking across the team.
For effective daily social selling, folk enhances consistent execution: it allows you to segment leads, personalize outreach, set reminders, log interactions, and navigate opportunities through a pipeline while preserving the essential human touch that drives successful deals.
结论
In summary, Close CRM excels with integrated calling and robust email features, enabling high-velocity sales teams to efficiently manage their communications. Attio offers flexibility in data structuring but can be complex, focusing primarily on email workflows. However, for teams prioritizing seamless email integration, automation, and efficient sequencing, folk stands out as the optimal choice. Its streamlined approach captures social signals, enriches contacts automatically, and organizes pipelines, making daily social selling not only manageable but also effective.
探索民间CRM
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