Attio
Attio Reviews
& Product DetailsWhat is Attio?
Attio is a modern customer relationship management (CRM) software designed to help businesses build and maintain strong client relationships. The platform is known for its intuitive interface and powerful features that enable teams to manage contacts, track interactions, and organize customer data in a centralized location.
Attio’s unique approach to CRM combines flexibility with automation. It allows users to customize their workflows and automate routine tasks, thereby improving efficiency and productivity.
One of its standout features is its real-time data synchronization, which ensures that all customer information is always up-to-date and accessible to team members. This feature is particularly beneficial for teams that need to collaborate closely and share insights across departments.
Additionally, Attio’s customizable pipelines and rich data views allow businesses to tailor the CRM to their specific needs, making tracking progress and managing customer relationships easier.
Attio is ideal for businesses of all sizes that want a CRM solution that adapts to their unique processes. Whether you’re managing sales pipelines, tracking customer interactions, or coordinating team efforts, Attio provides the tools necessary to streamline operations and enhance customer engagement, ultimately driving business growth.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Attio Ltd
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Located In
United Kingdom
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Website
attio.com
Starting from:
$34 /user/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Attio offers four pricing plans. The Free plan is for small teams, offering basic features at no cost. The Plus plan costs $34/month per user, providing enhanced features for growing teams. The Pro plan is $69/month per user, ideal for scaling businesses, while the Enterprise plan is $119/month per user, offering advanced features for large organizations. A free version and a 14-day free trial for the Pro Plan are available, and billing can be done monthly or annually.
- Activity Dashboard
- Alerts/Notifications
- API
- Calendar Management
- Calendar/Reminder System
- Contact Management
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Interaction Tracking
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Real-Time Reporting
- Referral Tracking
- Reporting & Statistics
- Sales Pipeline Management
- Sales Reports
- Social Media Integration
- Task Management
- Workflow Management
Additional Features
- Reminders
- Third-Party Integrations
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Intuitive User Experience
Attio’s user interface is often praised for its simplicity and speed. Users find it easy to navigate, with many likening its design to Notion, which makes it particularly appealing for those who prefer a clean and modern UI.
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Customizable Pipelines
One of Attio’s standout features is the ability to create fully customizable sales pipelines. This flexibility allows businesses to design workflows that closely align with their unique processes, making it a strong choice for startups looking for a tailored solution.
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Data Enrichment
Attio automatically enriches contact data by pulling in additional information like profile pictures, social media links, and company details. While this feature can be inconsistent, it is generally considered a market leader in terms of its potential to enhance CRM data automatically.
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Rapid Product Iteration
Attio is evolving quickly, with frequent updates and improvements. The company’s pace of innovation is seen as a major positive, especially as it continues to expand its feature set.
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Collaboration Tools
Attio centralizes communication within the CRM, allowing teams to collaborate more effectively. Features like tagging team members and real-time updates help streamline workflows and reduce the need for external communication tools.
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Limited Integrations
Attio currently lacks a wide range of native integrations, relying heavily on third-party tools like Zapier to connect with other software. This can add complexity and cost, making it less ideal for businesses that require seamless integration with multiple platforms.
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Basic Mobile App
The mobile app is relatively basic, lacking some of the functionality found in the web version. For teams that require robust mobile access, this could be a significant limitation.
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Learning Curve for Customization
Although customization is a strong point, setting up Attio to fit specific needs can be time-consuming. Some users may find the initial setup challenging, particularly if they are new to highly customizable CRM systems.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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Tell us your opinion about Attio and help others.
Attio is a versatile CRM platform designed to help teams manage relationships and workflows with efficiency and scale. It integrates all your contact data, communication histories, and workflow processes into one system, making it accessible and actionable. Attio’s robust feature set includes data enrichment, email synchronization, task management, and powerful analytics, helping businesses streamline their operations and enhance collaboration.
Yes, Attio is a CRM (Customer Relationship Management) platform that not only manages contact data but also offers tools for sales, marketing, and project management. It is built to accommodate the needs of modern businesses with its customizable features and automation capabilities, aiming to provide a comprehensive solution for managing all aspects of customer and client interactions.
Attio was founded in 2020. Since its inception, the company has focused on redefining the CRM space by offering a platform that adapts to the unique workflows of any team, supported by a modern, intuitive design.
To use Attio CRM effectively:
- Set Up Your Account: Start by creating an account and configuring your workspace.
- Integrate Your Data: Connect your email and calendar to import contacts and communication automatically.
- Customize Your Workspace: Utilize Attio’s customization options to tailor the CRM to your business processes.
- Create Workflows: Automate tasks and set up workflows to improve efficiency across your team.
- Analyze and Report: Use Attio’s analytics tools to track performance and make data-driven decisions
Attio offers several pricing plans to suit different team sizes and requirements:
- Free: For very small teams, limited features.
- Plus: €34 per user/month, full CRM capabilities without seat limits.
- Pro: €69 per user/month, includes advanced features for scaling businesses.
- Enterprise: Custom pricing, offers extensive customization and support for large organizations
A Free 14-day trial is also available, so you can test the advanced features before deciding wich pricing plan best fits your needs.
Yes, Attio provides a custom API that allows businesses to integrate the CRM with other systems and applications in their stack, enhancing functionality and streamlining workflows.
Attio stands out due to its flexibility, allowing users to create highly customized workflows. Key features include real-time data synchronization, comprehensive contact and deal tracking, advanced reporting capabilities, and integration options that connect Attio with other tools used by businesses.
Yes, Attio incorporates AI technology to enhance various features like data enrichment, which automatically updates and augments contact records, and workflow automation, which helps in predicting and executing tasks based on behavioral data.
Attio is used by a variety of organizations, from startups to large enterprises. Its customizable nature makes it suitable for industries including technology, sales, marketing, and any other sector that requires a robust CRM to manage relationships and projects.
Attio offers a free plan designed for very small teams or individual users. This plan includes basic CRM features and is a good starting point for those looking to explore the platform before committing to a paid subscription. Attio also has a 14-day trial of their Pro plan, which you can use to explore whether it is right for you.
