Among the modern CRM players like Attio, Folk, Clay, etc. how does this compare?
Anybody tried all of them? It’s impossible to get impartial info on software these days due to all the scummy affiliate marketing/paid-influencer/“Top 10 Best” crap that has taken over Saas.
Have spent extended periods in the last 12 months with Pipedrive, Attio, Salesforce, and Hubspot, if this helps:
Pipedrive - simultaneously lightweight and no-frills whilst impossibly slow and antiquated. The simple act of navigating through records and performing actions is laborious. The price is extraordinarily high relative to the UX and functionality (same ballpark as Attio, the clear leader IMO). Same category as Gem (ATS) to me – I'm sure lots of people are working on it, but with a slightly resigned air as they see Ashby building a way more performant and capable product.
Salesforce – not as slow as I recalled it being in ~2015, but still pretty "heavy" feeling. Commercial terms are as unpleasant as ever,[^1] and the professional services + 'does anything you need' angle is IMO designed to bamboozle non-technical stakeholders into outsourcing significant portions of sales and operations engineering to Salesforce Ecosystem® Trusted Partners® or whatever they're called. Unlike Attio (which embraces the fact that yes, this is just a fucking database with useful workflows on top), Salesforce seems to do what it can to prevent you from feeling like you're interacting with a database (right up to and including making it less convenient to use than, say, psql).
Hubspot – It's not a huge N, but of the half-a-dozen occasions I've spent time with companies using HubSpot, at least half the time people hated it because it had been misconfigured or inexpertly set up. The CRM side is, I think, relatively benign, but attribution modeling and campaign tracking is a poor UX in my opinion, and I found myself exporting giant .CSVs to analyze with Excel and Python. (Saving grace: Dan Lyons didn't enjoy working there, which suggests that they might be doing something right culturally[^2])
Attio – It isn't perfect, but it's the first CRM product I've used to be just good software, without the "for CRM" qualifier. Model is that it ingests all email traffic and calendar appointments from registered seats, offers rich support for creating data models and relationships (e.g. we have objects representing Deals, Contracts, and Invoices and the associated attributes in Attio – making it a general purpose "Customer OS" for us), has the right mix of powerful but not overwhelming tools for reporting, batch emailing, etc. Has its quirks (floats are limited to four decimal places, you have to create new lists before you select the objects you want to store in it, etc.) but it's outstanding software, trivial to integrate without writing too much code, and by leaning into the idea that yes, this is a database, so yes, feel free to define models and relationships and attributes, it is rapidly integrated into the workflows of technical users.
HTH!
[^1]: In 2015 or so, I had a "friend" who found that his colleague forgot to set a reminder for the renewal/break period in a 24 month Salesforce contract, belatedly tried to activate it, and was told that the contract had automatically extended for a further 24 months. Said "friend" created a fake General Counsel on LinkedIn with a real company email address, created a reasonably convincing email thread between themselves and the fake GC (FW: Salesforce Renewal "Is this legal?" RE: FW: Salesforce Renewal [Hastily googled legal perspectives ending in an admonishment that GC was bored and would love to sink their teeth into this dispute) which they "accidentally" forwarded back to Salesforce (even going so far as to do one of those silly honor system Outlook email recalls). The renewal was rescinded pretty quickly!
Anybody tried all of them? It’s impossible to get impartial info on software these days due to all the scummy affiliate marketing/paid-influencer/“Top 10 Best” crap that has taken over Saas.