{"id":559330,"date":"2025-12-21T16:16:57","date_gmt":"2025-12-22T00:16:57","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=559330"},"modified":"2025-12-21T16:17:12","modified_gmt":"2025-12-22T00:17:12","slug":"attio-alternatives","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/attio-alternatives\/","title":{"rendered":"11 Best Attio Alternatives to Try in 2026"},"content":{"rendered":"\n<p>The early days of building a business are messy enough without your CRM adding to the chaos. You upload your leads, set up a few fields, loop in your team\u2026and then something breaks. A column won\u2019t sync, a field won\u2019t rename, or half your data disappears into a folder you swear you didn\u2019t create.<\/p>\n\n\n\n<p>If you\u2019ve tried Attio during this phase, this might be relatable.<\/p>\n\n\n\n<p>When your customer data becomes harder to manage inside your CRM than it was inside your spreadsheet, it\u2019s a sign to start looking at Attio alternatives.&nbsp;<\/p>\n\n\n\n<p>In this blog post, we\u2019ve compiled a list of Attio alternatives with their strengths, weaknesses, and pricing, and who they\u2019re best suited for. Let\u2019s start the hunt! \ud83d\udd2d<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-f2319699-228c-4241-b694-1374863feaf0\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">11 Best Attio Alternatives to Try in 2025<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#0-why-go-for-attio-alternatives-\" style=\"\">Why Go For Attio Alternatives?\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#1-11-attio-alternatives-at-a-glance-\" style=\"\">11 Attio Alternatives at a Glance<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#2-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#3-the-best-attio-alternatives-to-use-\" style=\"\">The Best Attio Alternatives to Use\u00a0<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#4-1-clickup-best-unified-platform-for-crm-projects-and-collaboration-\" style=\"\">1. ClickUp (Best unified platform for CRM, projects, and collaboration)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#16-2-hubspot-crm-best-for-sales-and-marketing-alignment-at-scale-\" style=\"\">2. HubSpot CRM (Best for sales and marketing alignment at scale)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#22-3-folk-best-for-relationship-focused-teams-managing-warm-outreach-\" style=\"\">3. Folk (Best for relationship-focused teams managing warm outreach)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#28-4-pipedrive-best-for-sales-teams-relying-on-visual-pipelines-and-deal-tracking-\" style=\"\">4. Pipedrive (Best for sales teams relying on visual pipelines and deal tracking)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#34-5-affinity-best-for-managing-network-driven-deals-and-relationship-intelligence-\" style=\"\">5. Affinity (Best for managing network-driven deals and relationship intelligence)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#40-6-bigin-by-zoho-crm-best-for-small-businesses-needing-streamlined-pipelines-\" style=\"\">6. Bigin by Zoho CRM (Best for small businesses needing streamlined pipelines)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#46-7-capsule-crm-best-for-solo-users-and-small-teams-\" style=\"\">7. Capsule CRM (Best for solo users and small teams)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#52-8-salesflare-best-for-automated-data-capture-and-hands-off-updates-\" style=\"\">8. Salesflare (Best for automated data capture and hands-off updates)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#58-9-engagebay-best-for-budget-conscious-teams-needing-integrated-sales-and-marketing-tools-\" style=\"\">9. EngageBay (Best for budget-conscious teams needing integrated sales and marketing tools)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#64-10-keap-best-for-service-based-businesses-using-automation-heavy-follow-ups-\" style=\"\">10. Keap (Best for service-based businesses using automation-heavy follow-ups)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/attio-alternatives\/#70-11-mondaycom-best-for-individuals-wanting-customizable-workflows-on-a-work-os-\" style=\"\">11. monday.com (Best for individuals wanting customizable workflows on a work OS)\u00a0<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-why-go-for-attio-alternatives-\"><strong>Why Go For Attio Alternatives?&nbsp;<\/strong><\/h2>\n\n\n\n<p>Many Attio users report <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">encountering hurdles during&nbsp;<a href=\"https:\/\/clickup.com\/blog\/crm-implementation\/\" target=\"_blank\">CRM implementation,<\/a> including&nbsp;slower onboarding, disrupted workflows, and limitations on customization<\/span>.<\/p>\n\n\n\n<p>Let\u2019s look at some common reasons teams look for Attio alternatives:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Unreliable data uploading and processing: <\/strong>It fails to reliably upload and process lead data (even when within account limits), resulting in missing records, ignored attributes, and wasted time during high-pressure workflows<\/li>\n\n\n\n<li><strong>Limited flexibility with system object attributes: <\/strong>Core attributes like Companies, People, and others can\u2019t be renamed, which restricts <a href=\"https:\/\/clickup.com\/blog\/sales-process-improvement\/\">sales process improvement<\/a> for teams with niche or non-traditional workflows<\/li>\n\n\n\n<li><strong>Missing language support for key AI features: <\/strong>Call transcription, enrichment, and other AI-powered features currently do not support French, forcing multilingual teams to manage those tasks manually<\/li>\n\n\n\n<li><strong>Lack of depth beneath the interface: <\/strong>Some users feel that while Attio has a user-friendly interface, it lacks essential CRM features such as AI, data modeling, or advanced analytics and automation<strong>&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Gaps in integrations that matter: <\/strong>Missing connections to multiple tools, such as Amplitude, can create roadblocks for product-led or data-driven teams who rely on seamless analytics workflows<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-99fcfbee-4452-475c-bb41-e93e9ceddb27\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact: <\/strong>Modern CRM has two pioneers: <a href=\"https:\/\/encyclopedia.pub\/entry\/35283\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Robert and Kate Kestnbaum<\/a>, who introduced &#8216;database marketing&#8217; in the 1980s. This was the first time customer info was stored digitally for targeted outreach.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"1-11-attio-alternatives-at-a-glance-\"><strong>11 Attio Alternatives at a Glance<\/strong><\/h2>\n\n\n\n<p>Here\u2019s how these <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM software<\/a> stack up against each other:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Best features<\/strong><\/td><td><strong>Pricing<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/app.clickup.com\/signup\"><strong>ClickUp<\/strong><\/a><\/td><td>Teams of all sizes that need unified work management, customizable pipelines, and connected collaboration across projects<\/td><td>Built-in CRM with customizable pipelines, Custom Fields, Goals, AI-powered insights with ClickUp Brain, Automations for stage updates and reminders, real-time Chat, Docs collaboration, Enterprise Search, and visual Dashboards<\/td><td>Free forever; customization available for enterprises<\/td><\/tr><tr><td><strong>HubSpot CRM<\/strong><\/td><td>Sales and marketing teams that need shared data, inbound automation, and customer lifecycle tracking<\/td><td>Multi-channel communication with Live Chat &amp; chatbots, AI lead scoring, Activity Timeline with automatic email\/call\/log sync, email templates, sequences, CMS, and marketing automation via add-on Hubs, AI Content Writer<\/td><td>Free; paid plans starting at $50\/user\/month<\/td><\/tr><tr><td><strong>Folk<\/strong><\/td><td>Relationship-focused teams managing people pipelines, warm outreach, and lightweight CRM workflows<\/td><td>Smart &amp; Magic Fields for personalized engagement, automated Campaigns and Sequences, shared contact lists and notes, one-click capture from LinkedIn\/Gmail\/browser<\/td><td>Paid plans starting at $25\/user\/month<\/td><\/tr><tr><td><strong>Pipedrive<\/strong><\/td><td>Sales teams using visual pipelines, deal management, and activity-driven workflows<\/td><td>AI Sales Assistant, customizable pipelines, web forms and chatbots, calendar scheduling, mobile app, activity tracking, email &amp; calendar sync<\/td><td>Paid plans starting at $19\/user\/month<\/td><\/tr><tr><td><strong>Affinity<\/strong><\/td><td>Network-driven teams like VCs and investment firms that rely on intros and relationship intelligence<\/td><td>AI Notetaker, relationship mapping, Inferred Connections, enriched contact\/company data, Formula Fields for custom calculations, Collaborator Seats<\/td><td>Paid plans starting at $2,000\/user\/year<\/td><\/tr><tr><td><strong>Bigin by Zoho CRM<\/strong><\/td><td>Small businesses and freelancers needing simple, streamlined pipelines<\/td><td>Built-in telephony, WhatsApp\/SMS\/social channels, customizable pipelines, mobile apps, stage-based automations, visual dashboards, role-based access controls and audit logs<\/td><td>Free; Paid plans starting at<strong> <\/strong>$9\/month per user<\/td><\/tr><tr><td><strong>Capsule CRM<\/strong><\/td><td>Solo users and small teams wanting a simple contact and sales manager<\/td><td>People &amp; Organization profiles, Tracks for automated task sequences, Kanban pipeline, sales &amp; activity reporting, contact organization via Magical extension<\/td><td>Free; Paid plans starting at $21\/user\/month<\/td><\/tr><tr><td><strong>Salesflare<\/strong><\/td><td>Teams that want automated data capture and minimal manual entry<\/td><td>Automatic data enrichment from emails\/calendars\/social profiles, drag-and-drop pipeline, engagement tracking, Email Sequences, AI lead scoring, and Hotness alerts<\/td><td>Paid plans starting at $39\/user\/month<\/td><\/tr><tr><td><strong>EngageBay<\/strong><\/td><td>Budget-conscious teams that want CRM + marketing automation + service tools in one system<\/td><td>Appointment scheduling, landing pages &amp; pop-ups, segmentation &amp; scoring, Power Dialer &amp; call recording, drag-and-drop pipelines, multi-module reporting, ticketing &amp; live chat<\/td><td>Free; Paid plans starting at $14.99\/user\/month<\/td><\/tr><tr><td><strong>Keap<\/strong><\/td><td>Service-based businesses that rely on automation-heavy follow-ups and client workflows<\/td><td>Tag-based segmentation, automated journeys, built-in invoicing &amp; payments, checkout forms, activity timelines, and AI Content Assistant<\/td><td>Custom pricing<\/td><\/tr><tr><td><strong>monday.com<\/strong><\/td><td>Individuals and teams needing customizable workflows on a flexible work OS<\/td><td>Visual boards, pipeline tracking, shared inboxes, seamless integration with Google workspace and Outlook, AI timeline summaries, automation triggers, forecasting dashboards<\/td><td>Free; Paid plans starting at $12\/user\/month<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*Please check the tool\u2019s website for the latest pricing<\/figcaption><\/figure>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b634f0f2-3f25-43eb-8dab-b11c55127279\">\n<h3 class=\"wp-block-heading\" id=\"2-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-2e11af68-ab22-4c76-bbeb-544c1c496036\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40<strong> Friendly Tip: <\/strong>Not all sales pipelines are the same. Tailor your pipeline stages to fit your sales process\u2014for example, typical stages include\u00a0<strong>Lead Qualification \u2192 Discovery Call \u2192 Proposal Sent \u2192 Negotiation \u2192 Closed-Won\/Lost<\/strong>.<strong>\u00a0<\/strong>Check out these\u00a0<a href=\"https:\/\/clickup.com\/blog\/sales-pipeline-template\/\">free sales pipeline templates<\/a>\u00a0to start building yours quickly.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-the-best-attio-alternatives-to-use-\"><strong>The Best Attio Alternatives to Use&nbsp;<\/strong><\/h2>\n\n\n\n<p>Each of the tools on this list offers its own approach to managing customer data, <a href=\"https:\/\/clickup.com\/blog\/client-onboarding-checklist\/\">onboarding clients<\/a>, tracking pipelines, and supporting sales or CS teams:&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-best-unified-platform-for-crm-projects-and-collaboration-\"><strong>1. ClickUp (Best unified platform for CRM, projects, and collaboration)<\/strong><\/h3>\n\n\n\n<p>Modern customer relationship management means tracking deals through complex sales pipelines and automating follow-up workflows. It requires coordinating across marketing and sales teams, documenting customer interactions, and maintaining a single source of truth about every relationship. <\/p>\n\n\n\n<p>When your CRM exists separately from where your team manages projects, stores customer documentation, and coordinates work, you&#8217;re constantly switching between tools to get the full picture. <\/p>\n\n\n\n<p>Enter <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>! <\/p>\n\n\n\n<p>ClickUp is the world&#8217;s first <a href=\"https:\/\/clickup.com\/blog\/converged-ai-workspace\/\" target=\"_blank\" rel=\"noreferrer noopener\">Converged AI Workspace<\/a>, bringing together all work apps, data, and workflows. <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"929\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-1400x929.avif\" alt=\"ClickUp CRM\" class=\"wp-image-565794\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-1400x929.avif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-300x199.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-768x510.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-1536x1020.avif 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1-700x465.avif 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Sales_2x__5_-1.avif 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Create your ideal system to store and analyze contacts, customers, and deals with ClickUp CRM<\/figcaption><\/figure><\/div>\n\n\n<p>It functions as both a <a href=\"https:\/\/clickup.com\/teams\/crm\">powerful sales CRM<\/a> and a complete work management platform. Your sales pipeline, customer data, marketing automation, and sales operations live alongside the actual work your team does to serve those customers.<\/p>\n\n\n\n<p>ClickUp eliminates all forms of <a href=\"https:\/\/clickup.com\/blog\/work-sprawl\/\" target=\"_blank\" rel=\"noreferrer noopener\">Work Sprawl<\/a> to provide 100% context, no matter where you are. Pipeline management connects directly to project delivery. Customer conversations link to support tickets and product requests. Sales automation triggers workflows across your entire organization, not just within a standalone CRM tool.<\/p>\n\n\n\n<p>CRM in ClickUp packs a lot more under the hood, so let\u2019s dig deeper:\u00a0<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-organize-and-prioritize-work-effortlessly-\"><strong>Organize and prioritize work effortlessly<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> sit at the center of your workspace, giving you a flexible structure to centralize context. Each Task can represent a lead, deal, activity, follow-up, or support request, giving you visibility into what needs attention and who\u2019s responsible.\u00a0<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Add-ClickUp-Custom-Fields.png\" alt=\"ClickUp Tasks: Organizes work with clear priorities and views to support core features in daily ops\" class=\"wp-image-559368\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Add-ClickUp-Custom-Fields.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Add-ClickUp-Custom-Fields-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Add-ClickUp-Custom-Fields-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Add-ClickUp-Custom-Fields-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\"><em>Add ClickUp Custom Fields to your ClickUp Tasks to sort and filter your CRM data&nbsp;<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>With <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">ClickUp Custom Statuses<\/a>, assignees, due dates, checklists, and sales automations, your team can turn every interaction into clear next steps.&nbsp;<\/p>\n\n\n\n<p>Layer in <a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp Custom Fields<\/a> to transform Tasks into rich, dynamic CRM records. For instance, you can create:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Deal value (Currency) <\/strong>to track the expected revenue for each opportunity<\/li>\n\n\n\n<li><strong>Lead source (Dropdown) <\/strong>for categorizing where each lead originated (web form, referral, event, etc.)&nbsp;<\/li>\n\n\n\n<li><strong>Close probability (Percentage) <\/strong>to forecast pipeline health with confidence scoring<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-6f5b0cc9-c742-4bf6-be82-8925b04f03c0\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong> Pro Tip:<\/strong> Automate lead nurturing and campaign tracking by integrating platforms like Gmail, HubSpot, or MailChimp with ClickUp. Trigger automated email sequences when a lead enters a specific stage (e.g., when a lead moves to \u201cInterested,\u201d send a case study). Store email interactions within ClickUp tasks for easy reference.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"935\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-1400x935.png\" alt=\"\" class=\"wp-image-565811\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-1400x935.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-1536x1025.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526-700x467.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/image-526.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Bring your entire workspace to one single platform with 1000+\u00a0<a href=\"https:\/\/clickup.com\/integrations\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Integrations<\/a><\/figcaption><\/figure><\/div>\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"6-optimize-your-pipelines-instantly-\"><strong>Optimize your pipelines instantly&nbsp;<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\">ClickUp Brain<\/a>, the platform\u2019s AI-powered assistant, actively lightens your workload. It\u2019s fully contextual, meaning it understands your Tasks, Docs, past conversations, and team activity to give you answers.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"573\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-1400x573.png\" alt=\"ClickUp Brain: Delivers contextual answers and smart insights that speed up decisions across various business functions\" class=\"wp-image-559370\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-1400x573.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-300x123.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-768x314.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-1536x629.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager-700x287.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Prompt-ClickUp-Brains-AI-Project-Manager.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Prompt ClickUp Brain to draft messages for client communication based on  your workspace context&nbsp;<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>Its project management capabilities can review your pipeline, surface bottlenecks, write updates, and even suggest next steps for deals or campaigns.<\/p>\n\n\n\n<p>For instance, if a deal hasn\u2019t moved in a week, ClickUp Brain flags it, drafts a follow-up, and updates your pipeline summary. You can also prompt it to prepare a quick rundown before the next sales standup.&nbsp;<\/p>\n\n\n<div style=\"border: 3px dashed #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-7bc78488-f1d6-4620-a7f0-31a8941c9538\">\n<p id=\"ub-styled-box-bordered-content-\">Here are some example prompts:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summarize all deals that haven\u2019t moved in the last seven days and suggest next actions<\/li>\n\n\n\n<li>Draft a follow-up message for prospects in the \u2018Negotiation\u2019 stage who haven\u2019t replied this week<\/li>\n\n\n\n<li>Write a status update for the Q1 outreach campaign based on recent activity from the team<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Upgrade your CRM workflow with ClickUp Brain<\/a><\/div>\n\n\n\n<p>And if you\u2019re new to AI in sales or feel like most AI advice is hype\u2014this is your go-to video. Let\u2019s break down how to use AI for sales with clarity: specific tools, prompts, and templates that work for sales teams like yours.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best Client Portal Software for Agencies and Teams | Secure, Branded, Integrated | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n1HZe68EXio?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-automate-repetitive-work-with-automations\"><strong>Automate repetitive work&nbsp;<\/strong>with Automations<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> handle the predictable, repetitive parts of your workflow with simple custom triggers you set. For instance, when a new lead is marked as \u2018Qualified,\u2019 it automatically assigns the task to a rep, adds a \u2018High Priority\u2019 tag, and moves it to the next stage.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"841\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-1400x841.png\" alt=\"ClickUp Automations: Automates repetitive actions with custom triggers to boost workflow automation for your processes\" class=\"wp-image-559373\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-1400x841.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-300x180.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-768x461.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-1536x923.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10-700x420.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUp-Automations-10.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Create custom ClickUp Automations based on simple \u2018if this, then do that\u2019 commands&nbsp;<\/em><\/figcaption><\/figure><\/div>\n\n<div style=\"border: 3px dashed #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-09284b37-4f02-4d9d-b8ef-c3284cbb47c7\">\n<p id=\"ub-styled-box-bordered-content-\">Here are some example automations you can set:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Move new leads to the right stage\u00a0<\/li>\n\n\n\n<li>Auto-notify your team when a deal\u2019s value crosses a certain threshold\u00a0<\/li>\n\n\n\n<li>Keep stale deals visible (if a Task hasn\u2019t been updated for five days)\u00a0<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"8-how-ai-agents-supercharge-sales-reps\">How AI Agents supercharge sales reps<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\/agents\">AI Agents for sales<\/a> are like a secret weapon in your toolkit, so your team can focus on building relationships and strategy.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1180\" height=\"1400\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1180x1400.png\" alt=\"ClickUp AI Agents\" class=\"wp-image-530989\" style=\"width:464px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1180x1400.png 1180w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-253x300.png 253w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-768x912.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-1294x1536.png 1294w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA-700x831.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/09\/AD_4nXfz80ngY1G5hC8X2lvHXMVyP1p88sTEL4MMkvQ3kNz-hWTIw2UudlI4U1gR20UCEbJZccz6JhxuXpCLzXIawBcEA6CZ8uNT13o_TIW6vY9RXRekiY95EGQvGrPfPxVLHr-6zmIznA.png 1348w\" sizes=\"auto, (max-width: 1180px) 100vw, 1180px\" \/><figcaption class=\"wp-element-caption\">Set up custom triggers to automate time-consuming repetitive tasks with ClickUp Autopilot Agents<\/figcaption><\/figure><\/div>\n\n\n<p>Here are the types of agents you can set up: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lead Scoring Agents<\/strong>: Quickly assess and prioritize leads based on data-driven insights<\/li>\n\n\n\n<li><strong>Communication Bots<\/strong>: Manage initial customer interactions or follow-ups<\/li>\n\n\n\n<li><strong>Data Analysis Agents<\/strong>: Compile and crunch numbers to generate actionable insights<\/li>\n\n\n\n<li><strong>Competitor Intelligence and Analysis Agents<\/strong>: Monitor market trends and competitor performance<\/li>\n\n\n\n<li><strong>Scheduling Agents<\/strong>: Coordinate meetings and manage your calendar effortlessly<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-monitor-performance-and-kpis-at-a-glance-\"><strong>Monitor performance and KPIs at a glance&nbsp;<\/strong><\/h4>\n\n\n\n<p>Real-time dashboards provide a clear view of sales performance, deal progress, and customer engagement.&nbsp;Use reporting widgets to track key metrics and identify bottlenecks before they impact business outcomes<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> provide a real-time snapshot of your sales pipeline&#8217;s performance.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"951\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-1400x951.png\" alt=\"ClickUp Dashboards: Attio Alternatives\" class=\"wp-image-559374\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-1400x951.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-300x204.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-768x522.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-1536x1044.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard-700x476.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/CRM-Dashboard.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Create a personalized CRM Dashboard with cards tailored to specific KPIs for data-driven decisions<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>You can create a custom Dashboard that becomes your team\u2019s living, breathing command center with these cards:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bar or Funnel Chart<\/strong> for deal value by stage&nbsp;<\/li>\n\n\n\n<li><strong>Pie Chart <\/strong>for lead status breakdown<\/li>\n\n\n\n<li><strong>Calculated Card <\/strong>for forecasted revenue&nbsp;<\/li>\n\n\n\n<li><strong>List Card <\/strong>for upcoming renewals&nbsp;<\/li>\n\n\n\n<li><strong>Time-Tracking Card <\/strong>for email response times&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>You can also monitor the sales cycle duration, customer sentiment, resource allocation, at-risk deals, and marketing attribution.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-93e15d40-4336-457f-b231-16f8f9bf0dea\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong> Pro Tip: <\/strong>Take advantage of List, Board, Table, and Whiteboard views to visualize your CRM data in the way that works best for your team. Use Relationship columns to link contacts to accounts and deals, making navigation and updates seamless.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"10-use-templates-to-set-up-your-first-crm-quickly\">Use templates to set up your first CRM quickly<\/h4>\n\n\n\n<p>Turn to the <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp CRM Template<\/a> for a starting point to manage contacts, deals, and tasks across your sales pipeline. It offers 22 Custom Statuses like <strong>Need Approval<\/strong>, <strong>Qualified<\/strong>, and <strong>Scheduled<\/strong>, allowing you to finely track deal and customer progress.&nbsp;<\/p>\n\n\n\n<p>Plus, its eight Custom Fields, such as <strong>CRM Item Type<\/strong>, <strong>Contact Name<\/strong>, and <strong>Job Title<\/strong>,<strong> <\/strong>help you capture detailed contact and deal data.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/ClickUps-CRM-Template-1.png\" alt=\"ClickUp\u2019s CRM Template: Organize contact information in one central database\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*c6gd0d*_gcl_aw*R0NMLjE3NjM0NDUyOTguQ2owS0NRaUFyT3ZJQmhETEFSSXNBUHdKWE9aTEIwSTI5b3pJdWxEVG0teFh4R0Q2a0p0X2Npbmh2T1ZTbWpROUJXUElsRzN3UWNpRzA2c2FBcjVaRUFMd193Y0I.*_gcl_au*MzQyNjAyNjA4LjE3NjI0MTE5OTc.\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track leads and opportunities within a systematic pipeline with ClickUp\u2019s CRM Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*c6gd0d*_gcl_aw*R0NMLjE3NjM0NDUyOTguQ2owS0NRaUFyT3ZJQmhETEFSSXNBUHdKWE9aTEIwSTI5b3pJdWxEVG0teFh4R0Q2a0p0X2Npbmh2T1ZTbWpROUJXUElsRzN3UWNpRzA2c2FBcjVaRUFMd193Y0I.*_gcl_au*MzQyNjAyNjA4LjE3NjI0MTE5OTc.\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-clickup-best-features-\"><strong>ClickUp best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Collaborate instantly: <\/strong>Centralize deal conversations, share updates, and keep every message tied directly to the work it supports with <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a><\/li>\n\n\n\n<li><strong>Centralize documentation:<\/strong> Build living playbooks, client briefs, and internal knowledge bases that stay connected to tasks and workflows inside <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a><\/li>\n\n\n\n<li><strong>Find answers fast: <\/strong>Search across every task, doc, comment, and connected app to surface the exact information you need in seconds using <a href=\"https:\/\/clickup.com\/brain\/enterprise-search\">ClickUp Enterprise Search<\/a><\/li>\n\n\n\n<li><strong>Automate follow-through: <\/strong>Let autonomous <a href=\"https:\/\/clickup.com\/brain\/agents\">ClickUp AI Agents<\/a> monitor pipelines, run actions, and keep work moving without manual intervention&nbsp;<\/li>\n\n\n\n<li><strong>Create polished content:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/how-to-use-ai-for-note-taking\/\">Use AI for note-taking<\/a>, draft emails, proposals, reports, and summaries tailored to your role and project context with ClickUp Brain\u2019s<strong> AI Writer for Work<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-clickup-limitations-\"><strong>ClickUp limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Its extensive customization options might be difficult for users to get used to&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-clickup-pricing-\"><strong>ClickUp pricing<\/strong><\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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The hierarchy (Workspaces \u2192 Spaces \u2192 Folders \u2192 Lists \u2192 Tasks), custom fields and views (List, Board, Gantt, etc.) let me adapt ClickUp to very different workflows without needing separate tools. It\u2019s also great for collaborative work: comments, assigned comments, checklists and automations make it much easier to follow who is doing what and keep complex projects under control.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0a0f3976-2e5d-4d18-ac19-2c3ba8f4ec10\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong> Pro Tip: <\/strong>Sales managers shouldn&#8217;t need to manually compile reports or dig through CRM records to understand deal health or team performance. <a href=\"https:\/\/clickup.com\/brain\/max\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp BrainGPT<\/a> provides instant answers about pipeline status, customer interactions, and sales trends based on your entire CRM data.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1280\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp.png\" alt=\"ClickUp Brain GPT: Attio Alternatives\" class=\"wp-image-565053\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp.png 1920w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp-1400x933.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp-1536x1024.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Brain-MAXs-Talk-to-Text-crm-integration-with-whatsapp-700x467.png 700w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><figcaption class=\"wp-element-caption\">Use your voice to dictate notes, set up reminders, and search across your workspace<\/figcaption><\/figure><\/div>\n\n\n<p>Here&#8217;s how: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Search across all customer touchpoints<\/strong>: Find specific customer conversations, contract terms, or past commitments instantly by searching across deals, tasks, emails, meeting notes, and documents<\/li>\n\n\n\n<li><strong>Instant pipeline insights without manual reporting<\/strong>: Ask BrainGPT, &#8220;Which deals are at risk of slipping this quarter?&#8221; and get immediate answers based on actual deal stages, activity logs, and close dates across your workspace<\/li>\n\n\n\n<li><strong>Voice-powered CRM updates on the go<\/strong>: Use <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\" target=\"_blank\" rel=\"noreferrer noopener\">Talk to Text<\/a> to log customer calls, update deal stages, or add notes after client meetings while driving or between appointments<\/li>\n\n\n\n<li><strong>Select the right AI model for different tasks<\/strong>: BrainGPT offers multiple LLMs so you can use Claude for drafting personalized outreach emails, ChatGPT for analyzing deal patterns, or other models for specific sales tasks<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"16-2-hubspot-crm-best-for-sales-and-marketing-alignment-at-scale-\"><strong>2. HubSpot CRM (Best for sales and marketing alignment at scale)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1030\" height=\"654\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/HubSpot.png\" alt=\"HubSpot CRM: Attio Alternatives\" class=\"wp-image-559384\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/HubSpot.png 1030w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/HubSpot-300x190.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/HubSpot-768x488.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/HubSpot-700x444.png 700w\" sizes=\"auto, (max-width: 1030px) 100vw, 1030px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/products\/reporting-dashboards\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>HubSpot is a good fit for teams that want their marketing, sales, and service work. Start with a free CRM that covers the basics: contacts, deals, emails, and forms, and then add more capabilities only if you need them. Plus, you can <a href=\"https:\/\/clickup.com\/blog\/how-to-build-a-crm-database\/\">build a shared CRM database<\/a> that ensures everyone works from the same customer information.&nbsp;<\/p>\n\n\n\n<p>The platform is built around an inbound approach, so it naturally supports content-driven lead nurturing, simple automation, and organized follow-ups. And if your needs change, you can add Hubs for marketing automation, sales sequences, ticketing, knowledge bases, data sync, or even CMS features.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-hubspot-crm-best-features-\"><strong>HubSpot CRM best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Engage website visitors with Live Chat and chatbots that capture lead information<\/li>\n\n\n\n<li>Use lead scoring and smart insights powered by AI to prioritize prospects based on their engagement<\/li>\n\n\n\n<li>Maintain organized communication logging with Activity Timelines that automatically record emails, calls, meetings, and notes within the <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">customer database software<\/a><\/li>\n\n\n\n<li>Access an AI Content Writer for rapid content creation for marketing materials<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-hubspot-crm-limitations-\"><strong>HubSpot CRM limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some functions aren\u2019t flexible and customizable enough; for instance, you can only add fonts if you have technical expertise&nbsp;<\/li>\n\n\n\n<li>Designing an email within the platform is not user-friendly, unlike <a href=\"https:\/\/clickup.com\/blog\/hubspot-alternatives\/\">HubSpot alternatives<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-hubspot-crm-pricing-\"><strong>HubSpot CRM pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$50\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$75\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-hubspot-crm-ratings-and-reviews-\"><strong>HubSpot CRM ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.5\/5 (14,000+ reviews)&nbsp;<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (4000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-what-are-real-life-users-saying-about-hubspot-crm-\"><strong>What are real-life users saying about HubSpot CRM?<\/strong><\/h4>\n\n\n\n<p>Here\u2019s what a <a href=\"https:\/\/www.g2.com\/products\/hubspot-marketing-hub\/reviews\/hubspot-marketing-hub-review-11953676\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> had to say:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I love how the HubSpot Marketing Hub serves as our single source of truth, integrating seamlessly as both our CRM and marketing platform. It allows me to manage marketing campaigns, segments, reports, and emails efficiently, making it indispensable in daily operations\u2026Some of the limitations only become clear as you grow. For example, scaling dynamic content or building deeply multi-branch workflows can get unwieldy fast&#8230;&nbsp;<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-66bd8b22-17ca-43f4-b255-55d71c39044e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight:<\/strong> 16% want to run a small business as part of their portfolio, but only 7% currently do.<\/p>\n\n\n\n<p>Fear of having to do it all on your own is one of the many reasons that often holds people back.<\/p>\n\n\n\n<p>If you\u2019re a solo founder, <a href=\"https:\/\/clickup.com\/brain\/max\">ClickUp Brain GPT<\/a> acts as your business partner. Ask it to prioritize sales leads, draft outreach emails, or track inventory\u2014while your AI agents handle the busywork.<\/p>\n\n\n\n<p>Every task, from marketing your services to order fulfillment, can be managed via AI-powered workflows\u2014freeing you to focus on growing your business, not just running it.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Optimize your sales workflow with ClickUp<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"22-3-folk-best-for-relationship-focused-teams-managing-warm-outreach-\"><strong>3. Folk (Best for relationship-focused teams managing warm outreach)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"744\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-1400x744.png\" alt=\"Folk: Attio Alternatives\" class=\"wp-image-559421\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-1400x744.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-300x159.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-768x408.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-1536x816.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk-700x372.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Folk.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.folk.app\/products\/dashboards\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Folk<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Folk is a lightweight, relationship-centric <a href=\"https:\/\/clickup.com\/blog\/collaborative-crm\/\">collaborative CRM<\/a> built for individuals and small teams who want an easy, flexible way to manage people. It takes a spreadsheet-style approach that feels familiar from tools like Airtable or Notion, making it simple to organize contacts, pipelines, and projects.&nbsp;<\/p>\n\n\n\n<p>The platform centralizes all types of relationships: customers, candidates, partners, investors, and collaborators. This way, it works just as well for recruiting and fundraising as it does for sales. With one-click contact capture from LinkedIn, Gmail, and the browser, Folk reduces the friction of building and enriching your network.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-folk-best-features-\"><strong>Folk best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prioritize leads with <strong>Smart Fields <\/strong>and AI-powered <strong>Magic Fields <\/strong>that rank prospects&nbsp;<\/li>\n\n\n\n<li>Use automated <strong>Sequences <\/strong>and <strong>Campaigns <\/strong>to send personalized, bulk outreach with AI-generated content suggestions&nbsp;<\/li>\n\n\n\n<li>Share contact lists, notes, and interaction timelines to give your team visibility into conversations and prevent duplicated outreach&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-folk-limitations-\"><strong>Folk limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks advanced features for reporting and automation that other <a href=\"https:\/\/clickup.com\/blog\/folk-crm-alternatives\/\">Folk CRM alternatives<\/a> offer<\/li>\n\n\n\n<li>LinkedIn DMs cannot be integrated into the platform&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-folk-pricing-\"><strong>Folk pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$50\/month per user<\/li>\n\n\n\n<li><strong>Custom: <\/strong>$100\/month per user onwards<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-folk-ratings-and-reviews-\"><strong>Folk ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.5\/5 (290+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (40+reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-what-are-real-life-users-saying-about-folk-\"><strong>What are real-life users saying about Folk?<\/strong><\/h4>\n\n\n\n<p>Straight from <a href=\"https:\/\/www.g2.com\/products\/folk-folk\/reviews\/folk-review-11540830\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">a review<\/a>:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I like Folk CRM is not complicated. It&#8217;s seamless, provides integrations and custom features that make day-to-day operations easy\u2026Integration with linkedin can be flaky sometimes &#8211; but that&#8217;s to be expected with how hard Linkedin is trying to block third-party players, especially smaller ones like Folk\u2026<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-dbdc06b5-2654-4636-bfa2-100a4d2ecfd1\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>An interesting precursor to CRM (at least for history buffs) was the <a href=\"https:\/\/politicaldictionary.com\/words\/farley-file\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><em>Farley File<\/em><\/a>, kept by U.S. President Franklin D. Roosevelt\u2019s campaign manager, <a href=\"https:\/\/millercenter.org\/president\/fdroosevelt\/essays\/farley-1933-postmaster-general\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">James Farley<\/a>. It was a detailed file of personal and political data about people FDR met, including birthdays, family details, and more. This helped FDR come off as very \u2018in touch\u2019 with people.<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-dd96c37b-fd87-4a76-9178-8c5c98f3b53a\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip: <\/strong>Before you customize stages in a new CRM, validate your lead qualification logic with the BANT framework (Budget, Authority, Need, Timeline). This prevents overcrowded pipelines and ensures your CRM tracks what truly matters.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"28-4-pipedrive-best-for-sales-teams-relying-on-visual-pipelines-and-deal-tracking-\"><strong>4. Pipedrive (Best for sales teams relying on visual pipelines and deal tracking)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"550\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Pipedrive.png\" alt=\"Pipedrive: Attio Alternatives\" class=\"wp-image-559426\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Pipedrive.png 900w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Pipedrive-300x183.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Pipedrive-768x469.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Pipedrive-700x428.png 700w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Pipedrive is a sales-driven CRM built around visual pipelines that help reps keep deals moving with momentum. It doesn\u2019t try to be an all-in-one platform; instead, it focuses on what sales representatives need, including clean deal boards, clear next steps, and lightweight automation that removes admin work.&nbsp;<\/p>\n\n\n\n<p>Its kanban-style pipeline makes it easy to drag deals across stages, spot bottlenecks, and maintain a healthy funnel at a glance\u2014an approach shaped by its &#8216;built by salespeople&#8217; philosophy. The platform includes essential features such as customizable pipelines, contact management, activity tracking, email and calendar synchronization, and a robust mobile app for on-the-go selling.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-pipedrive-best-features-\"><strong>Pipedrive best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Deploy its <strong>AI Sales Assistant <\/strong>to flag stalled deals, get recommended actions, and handle repetitive tasks<\/li>\n\n\n\n<li>Capture leads with customized web forms and chatbots<\/li>\n\n\n\n<li>Schedule meetings with its calendar integration, including round robin scheduling&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-pipedrive-limitations-\"><strong>Pipedrive limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks an automation to alert assignees during task allocation&nbsp;<\/li>\n\n\n\n<li>Unlike <a href=\"https:\/\/clickup.com\/blog\/pipedrive-alternatives\/\">Pipedrive alternatives<\/a>, it\u2019s difficult to build multi-step, conditional workflows&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-pipedrive-pricing-\"><strong>Pipedrive pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lite: <\/strong>$19\/month per user<\/li>\n\n\n\n<li><strong>Growth: <\/strong>$34\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$64\/month per user<\/li>\n\n\n\n<li><strong>Ultimate: <\/strong>$89\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-pipedrive-ratings-and-reviews-\"><strong>Pipedrive ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (2700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (3000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-what-are-real-life-users-saying-about-pipedrive-\"><strong>What are real-life users saying about Pipedrive?<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.g2.com\/products\/pipedrive\/reviews\/pipedrive-review-11959312\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">A reviewer<\/a> said:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I appreciate Pipedrive for its excellent user interface, which greatly enhances usability and makes interaction smooth and intuitive. The ease of access from various devices like phones and computers, coupled with its cloud-based nature, facilitates seamless operations irrespective of location.I dislike the way Pipedrive handles multiple deals for the same project. It is challenging to segregate these deals easily to avoid duplicates<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1139f320-7bc0-49bb-8f91-90d1ad446f02\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/onboarding-templates\/\">Employee Onboarding Templates<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"34-5-affinity-best-for-managing-network-driven-deals-and-relationship-intelligence-\"><strong>5. Affinity (Best for managing network-driven deals and relationship intelligence)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"931\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-1400x931.png\" alt=\"Affinity: Attio Alternatives\" class=\"wp-image-559433\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-1400x931.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-768x511.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-1536x1021.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity-700x466.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Affinity.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.affinity.co\/blog\/introducing-affinity-analytics\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Affinity<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Affinity is tailored for teams that rely heavily on networks and warm introductions, like venture capital firms, investment teams, and deal desks. It automatically captures every email and calendar event to build a living map of who knows whom, giving your team visibility into the strongest connections.&nbsp;<\/p>\n\n\n\n<p>The platform enriches your contact and company records with up-to-date data, including job changes, organization info, and more. Importantly, Affinity surfaces warm introduction paths, automatically highlighting internal connections to key stakeholders, which can help teams accelerate deals.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-affinity-best-features\">Affinity best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Capture and transform meeting discussions into notes with the AI-powered <strong>Affinity Notetaker<\/strong><\/li>\n\n\n\n<li>Quantify your network with <strong>Smart Relationship Mapping <\/strong>and <strong>Inferred Connections&nbsp;<\/strong><\/li>\n\n\n\n<li>Collaborate with your team and external partners using <strong>Collaborator Seats<\/strong><\/li>\n\n\n\n<li>Perform custom calculations across datasets within <strong>Affinity Lists <\/strong>using <strong>Formula Fields&nbsp;<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-affinity-limitations-\"><strong>Affinity limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No direct LinkedIn integration<\/li>\n\n\n\n<li>Poor document management features that don\u2019t connect to existing tools in your tech stack&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-affinity-pricing\">Affinity pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential: <\/strong>$2,000\/year per user<\/li>\n\n\n\n<li><strong>Scale: <\/strong>$2,300\/year per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$2,700\/year per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-affinity-ratings-and-reviews\">Affinity ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (50+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (not enough reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-what-are-real-life-users-saying-about-affinity-\"><strong>What are real-life users saying about Affinity?<\/strong><\/h4>\n\n\n\n<p>Here\u2019s what a <a href=\"https:\/\/www.g2.com\/products\/affinity\/reviews\/affinity-review-11645286\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> said:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>It&#8217;s built specifically for the use cases of a venture investor. Integrates really well with your email and calendar. The note-taker and early AI features work really well. The mobile app is not very useful. The search function it needs more improvement<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-e3ecfcb0-092f-4580-9aec-796b83289832\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact: <\/strong>Years ago, with the <a href=\"https:\/\/arxiv.org\/abs\/1203.4309?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">rise of Web 2.0<\/a> and social media, a new paradigm called Social CRM (or CRM 2.0) emerged. This enables companies to integrate social channels (like Facebook, Twitter) into their <a href=\"https:\/\/clickup.com\/blog\/crm-strategy\/\">CRM strategy<\/a>.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"40-6-bigin-by-zoho-crm-best-for-small-businesses-needing-streamlined-pipelines-\"><strong>6. Bigin by Zoho CRM (Best for small businesses needing streamlined pipelines)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"859\" height=\"567\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Bigin.png\" alt=\"Bigin by Zoho CRM:Attio Alternatives\" class=\"wp-image-559437\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Bigin.png 859w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Bigin-300x198.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Bigin-768x507.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Bigin-700x462.png 700w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/bigin\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bigin<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Bigin is designed for small businesses, freelancers, and micro-teams that want an intuitive CRM without overwhelming complexity. It supports multiple customizable pipelines, so you can track different types of customer journeys (sales, onboarding, support, etc.).<\/p>\n\n\n\n<p>Plus, the platform lets you trigger stage-based automations. This way, when a deal moves into a particular stage, you can automatically send emails, create tasks, or reassess fields. You can make and track calls directly from the CRM using supported providers through Zoho\u2019s PhoneBridge.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-bigin-best-features-\"><strong>Bigin best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Engage customers using its built-in telephony, WhatsApp, SMS, and social media channels<\/li>\n\n\n\n<li>Use its mobile-first approach with iOS and Android apps so your team can stay on top of their timeline from anywhere&nbsp;<\/li>\n\n\n\n<li>Generate visual dashboards and detailed reports on sales performance, pipeline stages, and team activities<\/li>\n\n\n\n<li>Protect sensitive information with role-based access controls, audit logs, and secure data handling (supporting GDPR, SSO, and multi-factor authentication)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-bigin-limitations-\"><strong>Bigin limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited integrations with third-party apps that aren\u2019t part of the Zoho suite&nbsp;<\/li>\n\n\n\n<li>Lacks flexibility in automation triggers and dashboards&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-bigin-pricing-\"><strong>Bigin pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li><strong>Express: <\/strong>$9\/month per user<\/li>\n\n\n\n<li><strong>Premier: <\/strong>$15\/month per user<\/li>\n\n\n\n<li><strong>Bigin 360: <\/strong>$21\/month per user&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-bigin-ratings-and-reviews-\"><strong>Bigin ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.6\/5 (650+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (650+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-what-are-real-life-users-saying-about-bigin-\"><strong>What are real-life users saying about Bigin?<\/strong><\/h4>\n\n\n\n<p>Insights from <a href=\"https:\/\/www.g2.com\/products\/bigin-by-zoho-crm\/reviews\/bigin-by-zoho-crm-review-11940276\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">a user<\/a>:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Bigin by Zoho CRM offers a clean, intuitive, and lightweight CRM experience \u2014 perfect for small and growing teams. The pipeline view makes tracking deals effortless, and the mobile app keeps everything accessible on the go. While Bigin is great for simplicity, it could use a few more advanced reporting and workflow customization options. The integrations with third-party tools outside the Zoho suite are somewhat limited<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-24677d56-7bc1-4382-8016-f903128f7a80\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/ai-email-writers\/\">Best AI Email Writers for Professionals &amp; Marketers<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"46-7-capsule-crm-best-for-solo-users-and-small-teams-\"><strong>7. Capsule CRM (Best for solo users and small teams)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"820\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-1400x820.png\" alt=\"Capsule CRM: Attio Alternatives\" class=\"wp-image-559443\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-1400x820.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-300x176.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-768x450.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-1536x900.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM-700x410.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Capsule-CRM.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/capsulecrm.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capsule CRM<\/a>&nbsp;<\/figcaption><\/figure><\/div>\n\n\n<p>Capsule CRM is built for small-to-medium businesses that need a reliable, user-friendly system for managing contacts, tasks, and sales opportunities. On the contact side, it lets you store rich profiles, like names, company details, notes, and even social links, and it automatically enriches profiles with additional info.&nbsp;<\/p>\n\n\n\n<p>Their pipeline management is visual and flexible. You can drag deals across stages in a Kanban board, set up multiple pipelines to reflect different sales processes (e.g., new business vs. upsell), and track deal values and customer engagement.&nbsp;<\/p>\n\n\n\n<p>Additionally, its reporting features are solid, offering a variety of sales and activity reports (win\/loss, pipeline growth, average deal size) that you can filter by dates, users, or teams.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-capsule-crm-best-features-\"><strong>Capsule CRM best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage sales opportunities within the People &amp; Organizations tabs with easy import, tagging, and activity logging<\/li>\n\n\n\n<li>Automate routine sales and project tasks with <strong>Tracks<\/strong>, allowing for sequential task activation<\/li>\n\n\n\n<li>Capture contacts automatically from LinkedIn, WhatsApp, Gmail, and Outlook using the Capsule \u2018Magical\u2019 browser extension<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-capsule-crm-limitations-\"><strong>Capsule CRM limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mobile app is slow, feature-poor, and clunky<\/li>\n\n\n\n<li>You\u2019ll have to use a third-party software like Zapier to connect it to other tools in your tech stack; it lacks integrations with systems like APTEM, Survey Monkey, and Force 24<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-capsule-crm-pricing-\"><strong>Capsule CRM pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free&nbsp;<\/li>\n\n\n\n<li><strong>Starter: <\/strong>$21\/month per user<\/li>\n\n\n\n<li><strong>Growth: <\/strong>$38\/month per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$60\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-capsule-crm-ratings-and-reviews-\"><strong>Capsule CRM ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (400+ reviews)&nbsp;<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (150+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-what-are-real-life-users-saying-about-capsule-crm-\"><strong>What are real-life users saying about Capsule CRM?<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.g2.com\/products\/capsule-crm\/reviews\/capsule-crm-review-11966426\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">A perspective<\/a> on Capsule CRM:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I appreciate how Capsule CRM has been instrumental in maintaining a detailed record of conversations and opportunities with customers and prospects. I find the simplicity of Capsule CRM to be its standout feature; it just works without unnecessary complications. I notice that there&#8217;s a lot of functionality in Capsule CRM that I&#8217;m probably not using. It would be helpful to have tutorial videos to learn how to use these additional features effectively.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-c0ff2149-a69a-484a-a42b-f25a23a0ff2c\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/onboarding-email-templates\/\">Free Onboarding Email Templates (For Clients or Employees)<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"52-8-salesflare-best-for-automated-data-capture-and-hands-off-updates-\"><strong>8. Salesflare (Best for automated data capture and hands-off updates)<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"720\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/673f460023ed5c040e74b0f2_built-in-dashboard-edited.avif\" alt=\"Salesflare: Attio Alternatives\" class=\"wp-image-565845\" style=\"width:731px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/673f460023ed5c040e74b0f2_built-in-dashboard-edited.avif 1080w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/673f460023ed5c040e74b0f2_built-in-dashboard-edited-300x200.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/673f460023ed5c040e74b0f2_built-in-dashboard-edited-768x512.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/673f460023ed5c040e74b0f2_built-in-dashboard-edited-700x467.avif 700w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/salesflare.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesflare<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Salesflare is built for teams that hate manual data entry (and it shows!). The platform automatically pulls in contact details from emails, calendar meetings, signatures, social profiles, and even website visits. This makes it especially appealing to B2B companies where context and relationship history are essential.<\/p>\n\n\n\n<p>Its visual pipeline keeps deals easy to manage, while automation handles the repetitive work: follow-up reminders, stage movements, and email sequences. Salesflare\u2019s engagement tracking shows who opened your emails, clicked links, and visited your website. Thus, helping you nail nurture campaigns. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-salesflare-best-features\">Salesflare best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Visualize your sales process with a drag-and-drop Sales Pipeline<\/li>\n\n\n\n<li>Automate follow-up workflows with Email Sequences that send personalized, multi-step campaigns triggered by behavior&nbsp;<\/li>\n\n\n\n<li>Use AI-driven Lead Scoring and Hotness alerts to prioritize prospects<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-salesflare-limitations-\"><strong>Salesflare limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks automations for sending documents directly to the CRM, and doesn\u2019t offer features for reporting and dashboard<\/li>\n\n\n\n<li>Limited native integrations, which means you have to depend on Zapier&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-salesflare-pricing-\"><strong>Salesflare pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth: <\/strong>$39\/month per user<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$64\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$124\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-salesflare-ratings-and-reviews-\"><strong>Salesflare ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.8\/5 (290+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (130+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-what-are-real-life-users-saying-about-salesflare-\"><strong>What are real-life users saying about Salesflare?<\/strong><\/h4>\n\n\n\n<p>What a <a href=\"https:\/\/www.g2.com\/products\/salesflare\/reviews\/salesflare-review-11676411\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> had to say:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I appreciate Salesflare&#8217;s ability to pull data from emails, calendars, social media, and phone logs, which saves me a lot of time by eliminating the need for manual updates&#8230; Salesflare may feel a bit limited for very large enterprises or teams. It is primarily suited for small and medium-sized businesses, and I would like it to be usable in large enterprises as well.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f8f8fb94-a4a6-4978-afd4-eb26669b38f6\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>The earliest form of \u2018CRM\u2019 was literally a <a href=\"https:\/\/www.cjr.org\/language_corner\/rolodex-history.php\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Rolodex<\/a>. It was a spinning card wheel where salespeople stored customer details, invented by Arnold Neustadter and Hildaur Neilsen of the Zephyr American corporation in 1956.<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-57788c2a-ac78-41a8-8cd8-3e910a46ca15\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/compare\/salesflare-vs-clickup\">Salesflare vs. ClickUp<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"58-9-engagebay-best-for-budget-conscious-teams-needing-integrated-sales-and-marketing-tools-\"><strong>9. EngageBay (Best for budget-conscious teams needing integrated sales and marketing tools)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/EngageBay.png\" alt=\"EngageBay: Attio Alternatives\" class=\"wp-image-559453\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/EngageBay.png 1366w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/EngageBay-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/EngageBay-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/EngageBay-700x394.png 700w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.engagebay.com\/crm\/crm-reports\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">EngageBay<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>EngageBay offers a suite of tools for CRM, marketing automation, sales pipelines, and customer support.&nbsp;On the marketing side, it includes visual workflows for lead nurturing, segmentation, scoring, and multichannel campaigns. You can build targeted sequences that react to customer behavior, allowing even small teams to run sophisticated automation.&nbsp;<\/p>\n\n\n\n<p>On the other hand, its sales CRM offers drag-and-drop pipelines, detailed contact profiles, appointment scheduling, and built-in telephony. The platform also supports real-time customer interactions through live chat, web forms, and support tickets, all feeding into one customer record.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-engagebay-best-features-\"><strong>EngageBay best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Schedule appointments and automate calendar management with personalized meeting links and team-wide calendar sharing<\/li>\n\n\n\n<li>Capture and nurture leads through customizable landing pages, web forms, and smart pop-ups<\/li>\n\n\n\n<li>Integrate telephony with <strong>Power Dialer<\/strong>, call recording, and real-time call insight<\/li>\n\n\n\n<li>Gauge which channels bring conversions, how leads progress, and where bottlenecks occur with its multi-module reporting&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-engagebay-limitations-\"><strong>EngageBay limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users complain that the mobile app lacks desktop features<\/li>\n\n\n\n<li>Lacks specialized integrations and reporting features for recruitment&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-engagebay-pricing-\"><strong>EngageBay pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free&nbsp;<\/li>\n\n\n\n<li><strong>Basic: <\/strong>$14.99\/month per user<\/li>\n\n\n\n<li><strong>Growth: <\/strong>$64.99\/month per user<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$119.99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-engagebay-ratings-and-reviews-\"><strong>EngageBay ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (550+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (900 reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-what-are-real-life-users-saying-about-engagebay-\"><strong>What are real-life users saying about EngageBay?&nbsp;<\/strong><\/h4>\n\n\n\n<p>From a <a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\/engagebay-all-in-one-suite-review-11968415\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a>:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>A large number of student inquiries every day, and managing all of them used to be quite chaotic.With EngageBay, everything is kept organize leads, emails, forms, and reminders are all in one place. The automations are especially helpful for us&#8230;I would appreciate it if the reports offered more detail to better support educational needs, such as tracking which batches had higher conversion rates or monitoring how students progress through the admission cycle.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b6fdfb04-6bd4-4568-a973-74cff909aad9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>In 1993, <a href=\"https:\/\/www.forbes.com\/2000\/08\/28\/mu5.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Tom Siebel<\/a> left Oracle to start Siebel Systems, which became a pioneer in &#8216;Sales Force Automation&#8217; (SFA), including tracking leads, automating sales tasks, and managing pipelines.\u00a0<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0acc0401-2f00-4b11-94a6-55317909f071\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/compare\/engagebay-crm-vs-clickup\">EngageBay CRM vs. ClickUp<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"64-10-keap-best-for-service-based-businesses-using-automation-heavy-follow-ups-\"><strong>10. Keap (Best for service-based businesses using automation-heavy follow-ups)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"630\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Keap.png\" alt=\"Keap: Attio Alternatives\" class=\"wp-image-559459\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Keap.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Keap-300x158.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Keap-768x403.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Keap-700x368.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/keap.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Keap<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Keap (formerly Infusionsoft) is tailored for small businesses, solopreneurs, and service providers. The platform compiles contacts, email marketing, invoices, appointments, and payments. Additionally, you can ensure <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a> via integrated email syncing, call logs, and activity timelines.&nbsp;<\/p>\n\n\n\n<p>Its automation builder is a highlight. Using triggers and actions, create personalized customer journeys that send follow-ups, assign tasks, update fields, and initiate email sequences based on user behavior.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-keap-best-features-\"><strong>Keap best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensure contact and lead management with tagging, detailed profiles, interaction tracking, and notes<\/li>\n\n\n\n<li>Use built-in Payments and Invoicing features to create checkout forms, send invoices, track payments, and automate billing<\/li>\n\n\n\n<li>Segment contacts with flexible tag-based filtering and automation triggers to deliver personalized messaging<\/li>\n\n\n\n<li>Leverage an AI-powered Content Assistant to generate customized marketing copy<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-keap-limitations-\"><strong>Keap limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users report missing features, particularly in areas like e-commerce and AI integration, leading them to <a href=\"https:\/\/clickup.com\/blog\/keap-alternatives\/\">Keap alternatives<\/a>&nbsp;<\/li>\n\n\n\n<li>Templates are outdated and less flexible&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"67-keap-pricing-\"><strong>Keap pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"68-keap-ratings-and-reviews-\"><strong>Keap ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.1\/5 (1250+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"69-what-are-real-life-users-saying-about-keap-\"><strong>What are real-life users saying about Keap?<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/www.g2.com\/products\/thryv-keap\/reviews\/keap-review-11823731\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">A reviewer<\/a> said:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I really appreciate Keap&#8217;s workflows; in my opinion, they are the best available in the industry. I also enjoy using their new SMS marketing features. Additionally, their email deliverability is excellent. Keap is quite expensive, which is my main issue with the software. Additionally, it can be complicated for new users. While it is a robust platform, this sometimes makes it difficult to use<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 reviewer<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-5ede3d8a-61ac-462f-b0ca-759fa78287ab\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip:<\/strong> If your team handles B2B or enterprise deals, set up your CRM stages around MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identifying Pain, Champion). It improves forecast accuracy and creates cleaner, insight-driven opportunities.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"70-11-mondaycom-best-for-individuals-wanting-customizable-workflows-on-a-work-os-\"><strong>11. monday.com (Best for individuals wanting customizable workflows on a work OS)&nbsp;<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"663\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Monday.com_.png\" alt=\"Monday.com: Attio Alternatives\" class=\"wp-image-559463\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Monday.com_.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Monday.com_-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Monday.com_-768x497.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Monday.com_-700x453.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/monday.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Monday.com<\/a>&nbsp;<\/figcaption><\/figure><\/div>\n\n\n<p>Monday.com gives you flexible customization around pipelines, workflows, and collaboration. Build visual boards using groups, columns, and views (table, Kanban, timeline) to track leads, deals, and contacts in whatever structure suits your team.&nbsp;<\/p>\n\n\n\n<p>You\u2019ll find email sequences, mass email sends, call and meeting logging, and automation features for tasks and deal movements. Its dashboards and forecasting tools enable you to monitor pipeline health, team performance, and deal outcomes through funnel charts, leaderboards, and filters.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"71-mondaycom-best-features-\"><strong>monday.com best features<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Centralize communication with shared inboxes and collaboration tools<\/li>\n\n\n\n<li>Track email communications with built-in Gmail and Outlook integrations, enabling send, receive, and real-time tracking<\/li>\n\n\n\n<li>Extract sentiment, get tailored suggestions on actionable steps, and predict deal success or failure with its AI-powered timeline summaries&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"72-mondaycom-limitations-\"><strong>monday.com limitations<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can\u2019t use formulas to display numbers, and it lacks <a href=\"https:\/\/clickup.com\/blog\/ai-workflow-automation\/\">AI workflow automation<\/a> for mirrored information&nbsp;<\/li>\n\n\n\n<li>The Outlook integration isn\u2019t helpful when you\u2019re managing multiple contracts with one contact, so look for <a href=\"https:\/\/clickup.com\/blog\/monday-alternatives\/\">monday.com alternatives<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"73-mondaycom-pricing-\"><strong>monday.com pricing<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free&nbsp;<\/li>\n\n\n\n<li><strong>Basic: <\/strong>$12\/month per user<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$14\/month per user<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$24\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"74-mondaycom-ratings-and-reviews-\"><strong>monday.com ratings and reviews<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (17,200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.6\/5 (5,600+ reviews)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"75-what-are-real-life-users-saying-about-mondaycom-\"><strong>What are real-life users saying about monday.com?<\/strong><\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11915298\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">monday.com user<\/a> said:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I really like how intuitive and easy monday CRM is to use \u2013 it\u2019s very visual and straightforward, so our whole team can jump in without much training&#8230;The only downside for me is that I feel the CRM has a lot more potential than we\u2019re currently using, and we\u2019re probably just scratching the surface with the basic features<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 user<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-089fc9b1-521d-4235-97aa-3d1effb0542e\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/compare\/monday-vs-clickup\">ClickUp vs. Monday.com: Project Management Tools Compared<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"76-try-clickup-for-your-crm-needs-\"><strong>Try ClickUp for your CRM needs!<\/strong><\/h2>\n\n\n\n<p>When it comes to choosing your next customer relationship management platform, the goal is simple: find something that doesn\u2019t slow you down. <\/p>\n\n\n\n<p>If you\u2019re tired of the Attio CRM solution, the best alternative is ClickUp, the everything app for work.&nbsp;<\/p>\n\n\n\n<p>It gives you a cleaner way to handle task management, sales operations, and multi-channel outreach in one place. With ClickUp Tasks, Custom Fields, Dashboards, Automations, and ClickUp Brain working together, you get a single platform that connects your deals, workflows, and team.&nbsp;<\/p>\n\n\n\n<p>Ready to build meaningful customer relationships? <a href=\"https:\/\/app.clickup.com\/signup\">Sign up to ClickUp<\/a> for free today! \u2705<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The early days of building a business are messy enough without your CRM adding to the chaos. You upload your leads, set up a few fields, loop in your team\u2026and then something breaks. A column won\u2019t sync, a field won\u2019t rename, or half your data disappears into a folder you swear you didn\u2019t create. If [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":559473,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-559330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/11\/Attio-Alternatives.png","author_info":{"display_name":"Garima 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