Instantly vs Attio

If you're exploring CRM options, Instantly and Attio are two platforms that stand out for their distinct features and functionalities. Both aim to optimize operations, boost customer interaction, and enhance sales performance. However, they serve different business objectives and needs. In this post, we'll dive into the key features, pros, and cons of each platform to help you decide which is the best fit for your business needs. Additionally, we'll present folk as a popular alternative worth considering.

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What is Instantly?

Instantly is a newer player in the market that focuses on automation and email outreach, helping teams send high-volume personalized emails and track responses. Instantly CRM is geared more toward businesses looking to maximize lead generation and email outreach campaigns, often used by outbound sales teams and marketers.

Key features of Instantly

• Email outreach automation: One of Instantly’s standout features is the ability to automate and send thousands of personalized cold emails at scale.
• Advanced email warm-up: Instantly ensures that your emails land in inboxes rather than spam by providing email warming and reputation management tools.
• AI-based insights: Use AI-powered analytics to gain insights into the success of your outreach and optimize future campaigns.
• Multi-account management: Run multiple email accounts and campaigns seamlessly from one dashboard.
• Performance tracking: Track open rates, click rates, and other key metrics to measure campaign performance in real time.
• Integrations: Instantly CRM integrates with tools like Zapier, Google Sheets, and other productivity apps to help streamline workflows.

What is 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.

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.

Instantly 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.

1. Sales pipeline management

When it comes to managing sales pipelines, Attio offers a robust system that stands out. Its highly customizable pipeline management allows users to tailor stages that accurately reflect their unique sales processes. The inclusion of a Kanban-style view provides a clear visual representation of deal progression, making it easier for teams to track and manage their sales efforts effectively.

Attio's automation triggers at each stage enhance productivity by streamlining routine tasks. In contrast, Instantly lacks a comprehensive pipeline management view. While it enables users to track lead status within email campaigns, it does not offer a clear, overarching view of all deals in a Kanban format.

This can limit visibility and control over the sales process, potentially hindering a team's ability to manage deals efficiently. For businesses seeking a more structured and visual approach to sales pipeline management, Attio presents a more robust solution.

2. Ease of use

Instantly offers a user-friendly interface designed for quick setup and ease of navigation, making it accessible for users of all skill levels. Attio also prioritizes simplicity with an intuitive design, allowing users to efficiently manage contacts and tasks without a steep learning curve.

3. Contact enrichment

Instantly CRM provides robust contact enrichment by leveraging a large database of verified information, automatically enhancing records with company names, job titles, and more, ensuring comprehensive and up-to-date contact profiles.

4. Outreach

Instantly excels in cold outreach, enabling connection of unlimited email addresses and rotation to ensure high deliverability, ideal for large-scale campaigns. Attio integrates with Outreach to trigger email sequences and allows direct messaging from the platform, facilitating streamlined communication.

5. Automation

Instantly automates email outreach and follow-ups, personalizing bulk emails and adjusting campaigns based on recipient behavior for optimized engagement. Attio automates routine tasks like data entry and follow-ups, enhancing workflow efficiency by triggering actions based on customer interactions.

6. Integration

Instantly integrates with third-party apps via Zapier, connecting to tools like Google Workspace, Slack, and Salesforce, available from their Hypergrowth plan, enhancing functionality across platforms.

7. Artificial Intelligence

Instantly uses AI to automate email personalization and follow-up sequencing, dynamically adjusting campaigns for better targeting. Attio's AI automates complex tasks like data classification and lead qualification, enhancing CRM capabilities.

Price and plans comparison

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

Instantly prices

Instantly offers a few types of plans depending on whether or not you're after its CRM product, leads generator, or outreach campaign product. Their CRM price plan comes as either a monthly or annual subscription. Their yearly subscription plan is as follows.

• Growth CRM: Starts from $37.90 per user, per month.
• Hyper CRM: Starts from $77.60 per user, per month.

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.

Introducing folk CRM: the best alternative to Instantly and Attio

Looking for an affordable alternative? We recommend folk. There is a reason why folk is a multiple award-winning CRM platform loved for its easy-to-use, plug-and-play CRM system.

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Key features

• 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.
• Notes and reminders: Attach a note directly to a contact's profile so you can build on it and pick up where you left off from your last meeting, and assign reminders so you know exactly when to follow-up. Even if it is six months down the line.

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.

Instantly vs. Attio: What's the verdict?

In comparing Instantly and Attio, it becomes evident that each has its strengths: Instantly excels in email outreach automation, while Attio offers a more holistic approach to CRM. However, if you're seeking a CRM that combines ease of use with customization, folk emerges as a compelling alternative. Folk's flexibility and integration capabilities make it a versatile choice for businesses looking to tailor their CRM experience to specific needs. Try folk today, free.