Attio vs Close CRM

Choosing the right CRM for your business can be a daunting task, especially with so many options available. Attio and Close CRM are two prominent platforms that stand out for their distinctive features and functionality. While both aim to enhance customer engagement and streamline business operations, they cater to different needs. In this blog post, we'll explore the core features, pricing, and benefits of each, helping you determine which is best suited for your business. We'll also introduce folk which happens to be a popular alternative.

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.
  

What is Close CRM?

Close CRM is a sales-focused platform designed to eliminate the complexity of traditional CRMs, offering a streamlined and user-friendly experience tailored for small businesses with ambitious growth goals. Known for its intuitive design, Close provides robust features like automation to reduce manual work, built-in communication tools for faster follow-ups, and powerful integrations to fit seamlessly into any tech stack. Whether you’re managing leads, collaborating with a team, or scaling sales efforts, Close is built to save time and help small businesses succeed.

Key features of Close CRM

• Fast setup: Simple and quick to implement, allowing teams to start using the platform without delay.
• Intuitive interface: Easy-to-navigate dashboard tailored for speed and productivity.
• Built-in communication: Integrated calling, email, and SMS tools for seamless interaction with leads and clients.
• Automation tools: Includes workflows, smart views, and task automation to streamline repetitive tasks.
• Powerful reporting: Customizable sales and activity reporting for actionable insights into team performance and revenue trends.
• Team collaboration: Features like shared inboxes and task assignments to keep teams aligned and efficient.
• Secure and scalable: Designed with robust security and scalability for growing businesses.
• Integrations: Offers over 100 native integrations and Zapier compatibility to sync seamlessly with existing tools.

Attio vs. Close CRM: Feature Comparison

Let's break down the key features of Attio and Close CRM and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Both platforms offer unique strengths, with Attio focusing on customization and Close CRM emphasizing ease of use and efficiency.
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 it ideal for teams seeking a bespoke approach to sales tracking.
Close CRM offers a streamlined, visual approach to managing sales processes, making it easy to track deals from start to finish. The Powerful Pipeline View provides a clear snapshot of all active opportunities, enabling teams to focus on what matters most. With features like drag-and-drop deal management, users can effortlessly update the status of leads. Close CRM's intuitive interface and robust features make it a strong choice for teams looking for an efficient and straightforward sales pipeline solution.

2. Ease of use

Attio provides a user-friendly interface with intuitive navigation, making it easy for users to manage contacts and workflows efficiently. Close CRM also offers a straightforward setup and user experience, focusing on sales-centric features that streamline processes for sales teams.

3. Contact enrichment

Attio automatically enriches people and company records with useful data points like logos and profile pictures, enhancing the quality and depth of contact information available to users. Close CRM does not provide its own contact enrichment feature. You can only access this using a third party application, which might incur an additional cost.

4. Outreach

Attio has an outreach integration that allows users to trigger responses to email sequences and send messages directly from the platform. Close CRM's outreach features integrate built-in calling, email, and SMS tools for seamless multi-channel communication.

5. Automation

Attio's automation features streamline workflows by automating tasks like data entry and follow-ups. Close CRM allows users to create custom workflows for repetitive tasks, with Smart Views to prioritize leads and ensure efficient follow-ups.

6. Integration

Both Attio and Close CRM offer various integrations to enhance functionality, but specific integration capabilities should be explored based on individual business needs and workflows.

7. Artificial Intelligence

Attio CRM integrates AI to automate complex tasks such as classifying unstructured data and qualifying leads. Close CRM does not appear to have an AI integration.

Price and plans comparison

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

Close CRM prices

Close CRM offers a monthly and annual payment option. The annual subscription plan is as follows.

• Startup: $49/user/month.
• Professional: $99/user/month.
• Enterprise: $139/user/month.

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

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system. folk can support multiple business functions and use cases across sales, marketing, recruitment, and more. You can also use folk as a solopreneur, small to mid-size team, and large enterprise.

Key features

• Contact management: Bring all your contacts into one place seamlessly, from social media platforms such as LinkedIn, Instagram and X to multiple inboxes including Gmail and Outlook.
• Notes and reminders: Attach notes directly to a contact's profile in folk, and access them on the go. And assign reminders so you know exactly when to follow-up.
• Sales pipeline dashboard: Manage your entire sales cycle and leads with a highly customizable sales pipeline dashboard that can be used in Kanban-board view or listicle.
• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Social media integration: Import people and companies from LinkedIn, Sales Navigator, Instagram, and X within a click thanks to folk’s Google Chrome extension.
• Contact sync from Gmail and Outlook: Full email sync enabling users to manage all communications directly from the CRM.
• Find email addresses in a click: Contact enrichment powered by Apollo, and Dropcontact so you can fill in missing data points with 1-click.
• Email sequences: Send email sequences with reminders if your leads don’t reply to your first emails. It includes an AI integration allowing you to personalize email at scale.

Price and plans

folk has a 14-day free trial. After that, there are affordable monthly or annual subscription plans. The annual subscription plan is as follows.

• Standard: $20 per user, per month.
• Premium: $40 per user, per month.
• Custom: Starts from $80 per user, per month.

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

From our comparison of Attio and Close CRM, it's apparent that both platforms offer unique strengths tailored to different business needs. Attio excels with its customizable pipelines and workflow automation, ideal for businesses seeking flexibility. Close CRM, on the other hand, provides a streamlined, sales-focused experience perfect for small teams aiming for rapid growth. However, for companies that need a more personalized approach to relationship management, folk provides a flexible alternative to these traditional CRM options, blending ease of use with customization. Try folk today, free.