The best Attio alternatives consist of Zixflow, HubSpot CRM, ConnectOS, EngageBay, Monday.com, Pipedrive, Affinity, and folk.
If you are running a business, you cannot go on about a day without the help of your tech stack. These tools allow you to streamline your day-to-day operations, monitor tasks, and make the right decision to scale your business.
However, you need to find the right tools that are a good match for your needs, and with so many new tools coming into the market, you should always be on the lookout to optimize your stack.
One such kind of software is CRM. CRMs have become an integral part of businesses of all sizes. And Attio CRM is a solid platform for storing your customers’ details and using it to build selling-based relationships with customers.
But there are other platforms you can test out and see if they are a better fit for your business. That’s why in this blog, I’ll introduce you to some of the best Attio alternatives (free & paid) so you can find other options if you’re searching for one. When using these alternatives, don’t forget to follow CRM best practices for best results.
Below are some of the leading CRM platforms that you can use in place of Attio. These might serve as viable alternatives and allow you to do more than Attio.
Zixflow is more than just a CRM. It is packed with marketing, automation, messaging, and lead generation & nurturing capabilities all in one platform you don’t need to use multiple ones to run your business.
Just like Attio, Zixflow has a powerful CRM that lets you not only save but enrich your data. Using the custom AI fields, Email Finder, and Email Validation, you can add personalization to your CRM data and connect with your customers on a personal level.
On top of that, Zixflow is a marketing platform that you can use to run promotional campaigns across multiple channels including email, WhatsApp, and SMS. Plus, the campaign builders within Zixflow don't require you to have much technical know-how to run campaigns.
Now comes the biggest concern that each business has when considering software alternatives, pricing. Fortunately, Zixflow offers flexible pricing plans with a 7-day free trial that doesn’t require you to subscribe to use the platform.
On top of that, if you are looking for a marketing platform to run promotional campaigns, then Zixflow provides a pay-as-you-use campaign wallet. You can easily create a free account, import your marketing lists, and start sending without worrying about monthly charges.
HubSpot CRM is a renowned platform with a low learning curve and you can use it to enrich your CRM data using its database with details of more than 20 million companies. Also, the CRM allows you to manage your sales, set notifications for activities, and schedule appointments to streamline your sales pipeline.
With HubSpot CRM, your customer-facing teams can effortlessly access clients' data, monitor their activities, and connect with them. Hubspot vs Attio comparisons often highlight both platforms' ease of use and robust features.
Plus, the interactions are logged in the platform so your teams can be on the same page regarding deal progressions.
HubSpot CRM is a free-to-use platform that offers multiple tools for sales, marketing, and customer assistance teams. The good thing about the free plan is that your business can use it forever and save a maximum of a million contacts in it.
ConnectOS is a lean CRM solution built for startups that don’t have a huge budget for their tech-stack. It enables you to handle your CRM requirements via Notion so you can manage your clients to build valuable relationships and develop a customer-centric selling approach.
ConnectOS offers various sorting options to effectively segment your data and connect it with third-party apps to facilitate easy access to customer details.
ConnectOS provides a free Backend option, where you can add it to the free version of Notion at no cost. If you’re looking for its every functionality with contextual AI, it would cost you $299. It also offers a Lite option that comes for $129.
Monday.com is a flexible CRM and project management platform that doesn’t need much technical knowledge and is user-intuitive. It is designed for you to tailor the stages of your sales pipeline and ensure that leads are converted effectively.
Also, with Monday.com, you can conserve countless hours by autopiloting your sales operations. For example, you can seal more sales by designating prospects to your sales representatives, creating notifications for future tasks, and receiving an alert after a prospect reads your email automatically. As a project management tool, it is one of the best options and a really good alternative to ClickUp in the market. However, for a comprehensive comparison, it's crucial to consider other Monday CRM alternatives.
Monday.com has three CRM plans BasicCRM starting at $10 seat/month, StandardCRM at $14 seat/month, and ProCRM costing $24 seat/month. Do keep in mind that you can only subscribe to these plans with a minimum of three users. This means, that for the BasicCRM plan, you have to pay $30/month.
Pipedrive is a sales CRM created for businesses of all sizes, allowing you to handle your prospects, monitor your sales tasks, and boost your revenue.
Pipedrive comes with all the features you need to take care of your sales processes. For instance, you can use it to monitor your communication with prospects, enabling you to provide tailored customer engagement to boost sales. It is also renowned for being one of the top CRM software for banking services.
Pipedrive vs Attio is a topic worth exploring when considering CRM options. Pipedrive is also a great Salesmate alternative. For exploring the key difference between these two platforms in-depth, we suggest you take a look at our blog on Pipedrive vs Salesmate CRM.
Pipedrive offers five flexible plans Essential, Advance, Professional, Power, and Enterprise. These range from $9.90/user/month to $59.90/user/month (billed annually)
EngageBay is another free-to-use alternative to Attio that has a native CRM and includes other management functionalities like automation, sales pipeline visualization, and setting up personalized promotional campaigns.
With EngageBay, you can ensure that your marketing and sales departments are on the same page. Plus, by having both these departments know who is working on what, you can reduce miscommunication ensuring consistent sales efficiency. EngageBay is also one of the top CRM for automotive business. If you’re looking for an alternative to MSG91 platform for your communication needs, we highly suggest you consider EngageBay.
EngageBay offers a Free plan for you to use the software without committing anything. However, if you want powerful CRM and automation features, you would have to upgrade to a paid plan. The Basic plan costs $11 per user/month and the highest Pro plan is priced at $ 67.99 per user/month.
Bigin is an easy-to-use CRM solution offered by Zoho CRM to handle your clients’ data, monitor your deals, track customer queries, and post-sale customer satisfaction efficiently, from one solution. It’s one of the best rated CRM for consultants, and its capabilities prove why.
Bigin allows you to concentrate on creating healthy relations with your clients while the platform takes care of your operations.
For example, you can streamline your everyday tasks in the form of pipelines and assign relevant team members to them. This way, you can quickly move leads across your sales pipeline and boost overall sales velocity.
Like many other platforms in this list, Bigin also provides a Free option for you to get used to the software before making a purchasing decision. After that, if you want to move onto a paid plan, Bigin offers two options, Express which starts at $7/user/month, and Premier which costs $12/user/month.
Breakcold is a little different from traditional CRMs. It is a social CRM geared towards engaging prospects on social media channels and converting them into customers. It is designed for B2B businesses to interact with leads on social platforms such as LinkedIn without needing to switch between multiple tabs.
On top of being a social CRM, Breakcold includes every functionality that you’ll get from any other CRM solution. For instance, you can use it to build marketing lists, add tags to indicate how qualified a contact is, and include notes to make a personalized engagement with your contacts.
Breakcold offers two pricing plans for its platform, BreakcoldCRM costing $29/user/month and Breakcold+ costing $49/user/month, both billed monthly. It also provides a 14-day free trial of the application so you can touch and feel how it operates.
Affinity is one of the specialized investment banking CRMs built for financial institutes. Affinity is an all-in-one financial platform that includes finding investment opportunities, deal qualification, relationship intelligence, account management, and reporting.
With Affinity, you can handle your sales and monitor your deal flow to figure out how long it will take to close a deal from initial contact. The CRM allows you to quickly adapt to your prospects’ needs by giving you the insights to ask the right sales qualifying questions guiding them to make the correct decision.
On its website, Affinity does not provide any pricing details. To learn more about the platform, you will have to request a demo by submitting a form with basic details about your business.
OptiOpp is a Notion CRM template that gives you the same feel as Attio but within Notion. It strives to offer an in-depth platform for handling customer engagement and simplifying your sales processes.
OptiOpp CRM saves crucial customer details, allowing you to enhance your connections with clients and boost deal conversions using enriched data. Also, it allows you to evaluate your promotional ROI to figure out what is the best way to acquire more prospects.
OptiOpp CRM has three pricing packages Basic, Professional, and Custom. The Basic plan is free, Professional costs $30, and the Custom plan is tailored as per your requirements.
folk is a modern CRM that allows you to customize it based on your unique needs. It has a clean interface and is driven by AI to let you establish valuable connections. This complete solution provides various CRM capabilities to manage customers, pipelines, and email marketing initiatives.
folk, as a CRM, enables you to gather customers’ data from different avenues in a single place. This way, your team can access this data to ensure personalized engagement. In addition, folk offers robust email marketing functionality, making it a great addition to your tech stack to optimize your marketing strategies. To ensure that folk is a suitable software for you, you can check top folk alternatives and compare the features for the sound decision.
folk offers three paid plans for its platform. These are:
On top of that, you can create a free account and test out the platform before deciding to get an upgrade.
As its name implies, Upsales provides a comprehensive platform that comes with a native CRM, automation, business intelligence, and marketing capabilities, allowing you to handle your complete sales operations from a single software.
With everything easily accessible from a single solution, you can streamline the handling of leads from marketing to sales effectively. Upsales is designed particularly for B2B businesses with a small or medium-sized audience base.
Upsales doesn’t offer any pricing information on its website. You have to book a demo or sign up for the platform by filling out a form.
Nutshell is a complete CRM and email marketing software, designed for B2B businesses to collaborate efficiently and close more deals. With a low learning curve but advanced features to manage your contacts and outreach, Nutshell is built for you if you want a unified platform for managing your marketing and sales.
Nutshell is designed with the aim of establishing solid customer relationships. To help you achieve that, Nutshell offers unrestricted contacts, data transfer functionalities, and top-class customer service—everything from one platform.
Nutshell provides you with four pricing plans as follows:
Foundation - $16 per user per month
Pro - $42 per user per month
Power AI - $52 per user per month
Enterprise - $67 per user per month
In addition to these, you can sign up for a free 14-day trial to test out the solution.
Pipeliner is developed to help sales teams and agents by providing clarity about your sales operations and speeding up the journey to seal deals, all while conserving time and boosting efficiency. With advanced functionality to display its functions with a user-friendly visual UI, Pipeliner offers versatile features that evolve with your business.
In addition to that, Pipeliner comes with sales enablement capabilities to train your sales reps to deliver top-notch customer service to your customers. By streamlining your workflows, your teams can concentrate on sales-qualified leads.
Pricing
Pipeliner CRM has four straightforward plans including:
All these plans are billed annually and there is also a 14-day free trial that you can enjoy before thinking about subscribing to the platform.
Attio is a solid CRM platform that allows you to customize your clients’ data, segment it effectively, automate your daily tasks, and improve collaboration between your team members.
However, that doesn’t mean that you only have one choice for your CRM needs. There are various advanced sales CRM platforms available in the market that let you do the same, if not more, than what you can do with Attio. And that’s why I have curated this list of the best Attio alternatives.
Almost all of these tools offer a free plan or a trial period to check out the software and see whether it is a match for what you’re looking for. So, if you’re using Attio and are searching for a solution to better fit your unique needs, you should take a look at these platforms prior to committing.