Attio

Tool Introduction

Attio is a modern CRM platform that reimagines how businesses manage customer relationships. Built to replace rigid, manual systems, it uses AI and flexible data architecture to automate workflows and adapt to unique business needs. Attio reduces the reliance on manual input and supports teams with customizable features that scale as they grow.

Demo Available?

Attio offers a free plan with no credit card required for up to 3 users. A guided demo can be scheduled through the “Send me a demo”

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Detailed Overview

Attio automates CRM tasks using AI and adapts to any team's workflow through flexible data modeling.

What Attio Does

Attio automates customer relationship management by replacing manual entry with AI agents. The platform customizes workflows, supports complex data structures, and integrates automation into go-to-market strategies. It helps teams build intelligent processes tailored to their operations.

Who Attio is for

Attio serves founders and builders at early-stage startups needing scalable, intuitive CRM tools. It's also suited for small teams aiming to manage customer relationships without deep technical support or lengthy setup times.

Top Differentiators

Attio stands out with a flexible data model and rapid deployment. It delivers more power than challenger CRMs while avoiding the complexity of legacy platforms. Businesses can build a custom revenue engine inside the system.

Introductory Video

Founding Year

2019

Target Industry

B2B, SMB, Enterprise, Sales, Marketing, Customer Service

Available Integrations

Google Workspace: Enables native automation for workflow triggers and real-time collaboration across Gmail, Calendar, and related tools.
Microsoft Outlook: Supports email-based workflows through built-in automation blocks within the productivity suite.
Slack: Allows sending messages to channels and prompting teammates with actions while maintaining context across systems.
Mixmax: Connects to Attio for enrolling contacts into email sequences; supports pipeline generation via workflows.
Outreach: Lets users add prospects into outreach sequences directly from Attio records.
Mailchimp: Enables customer enrollment in campaigns using data pulled from Attio contacts.
Customer.io: Supports multi-channel communication with synchronized data updates between platforms.
Census: Powers reverse ETL by syncing data warehouse information into Attio in real time.
Hightouch: Converts warehouse data into actionable marketing insights through real-time syncs with Attio.
Polytomic: Allows live syncing between internal databases and Attio for up-to-date record access.
Fillout: Collects form responses that can be used to trigger automated steps inside Attio workflows.
Typeform: Captures survey responses and initiates automation sequences within Attio, based on webhook capabilities.
Relay.app: Offers no-code workflow building between Attio and other apps using its SDK framework.
Apideck: Provides developer tools to build custom integrations powered by Attio’s open API.

Plans & Pricing

Free Plan: $0 per user/month for up to 3 seats. Includes real-time contact syncing, automatic data enrichment, and basic contact management. Supports 50,000 records per workspace and one synced email/calendar per member. Users can send up to 10 emails at once, with a monthly limit of 200 sends per user. Includes 250 workflow credits/month and watermark on all emails. Allows three Insight reports and shared access to lists, workflows, and dashboards.

Plus Plan: $36/user/month (monthly) or $29/user/month (annual). Offers unlimited seats and contacts, custom fields, advanced workflow automation, full customization features, API access, and priority support. Includes 1,500 workflow credits/month. Additional credits available in packages: 5,000 ($85), 10,000 ($150), or 25,000 ($225). Billing is in advance; changes take effect at the next renewal term.

Pro Plan: $86/user/month (monthly) or $69/user/month (annual). Adds advanced permissions and supports up to 12 objects. Comes with all Plus features plus 10,000 workflow credits/month. Unlimited users allowed.

Enterprise Plan: $119/user/month (annual only). Designed for large organizations needing SAML/SSO support and unlimited reporting. Workflow credit limits are customizable.

All fees are non-refundable. User overages are billed automatically at the applicable plan rate. Cancellation requires notice at least 14 days before renewal.

Features & Specs

Flexible Data Architecture: Tailor data models to match specific workflows across teams or departments.
AI-Powered Automation: Automate data entry and routine tasks using integrated AI agents.
Real-Time Insights: Access up-to-date information instantly for dynamic reporting and decision-making.
Detailed Customer Profiles: Automatically generate rich profiles enriched with communication intelligence.
Communication Intelligence: Track interactions across touchpoints for a complete view of each contact.
Configurable Interface: Customize layout, fields, views, and workflows without engineering help.
User Experience Design: Navigate easily with an intuitive interface, keyboard shortcuts, and command palette.
Third-party Integrations: Connect with other tools to expand functionality within existing tech stacks.

Security & Compliance

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Industry Use-Cases

Sales and Marketing

Attio automates data entry and offers real-time insights. Sales teams can respond faster, while marketing teams build custom profiles for better segmentation and campaign targeting.

Customer Service

Attio unifies customer data across channels, giving support teams full visibility. It also automates routine tasks, improving response speed and personalizing interactions.

Tool's Alternatives

HubSpot Sales Hub
Offers CRM features with AI-driven automation for sales teams. Its integrated marketing hub creates a complete revenue platform but may be costly for smaller organizations.

Pipedrive
Focuses on visual pipeline management with an easy-to-use interface. It provides AI-powered tips for deal wins, though

Frequently Asked Questions

What features are included in the Free plan?
The Free plan includes up to 3 seats, 50,000 records per workspace, 250 workflow credits/month, and basic contact management. It supports one synced email/calendar per user and allows 200 email sends per user monthly.

How does Attio use AI to automate workflows?
Attio uses integrated AI agents to automate tasks like data entry and routine CRM processes. This reduces manual input and supports intelligent workflows tailored to specific team operations or go-to-market strategies.

Which tools integrate with Attio for email automation?
Attio integrates with Mixmax, Outreach, Mailchimp, Customer.io, Google Workspace, and Microsoft Outlook. These connections support campaign enrollment, outreach sequences, and automated workflow triggers directly from Attio records.

Can teams customize data fields and layouts in Attio?
Yes. Attio offers a flexible data architecture that lets users customize layouts, views, fields, and workflows without developer support. This allows teams to model their CRM around specific internal processes.

What does the Pro plan include beyond Plus features?
The Pro plan adds advanced permissions and supports up to 12 objects. It includes all Plus features such as API access and full customization plus 10,000 workflow credits/month. Unlimited users are allowed on this plan.

Does Attio support syncing with data warehouses?
Yes. Attio integrates with Census, Hightouch, and Polytomic for real-time syncing between internal databases or data warehouses and the platform. These integrations enable live record updates within workflows.

Who is Attio best suited for?
Attio is designed for founders at early-stage startups or small teams needing scalable CRM tools. It works well where intuitive setup is important and deep technical resources are limited.

How many workflow credits come with each pricing tier?
Free plans include 250 credits/month; Plus offers 1,500; Pro gives 10,000; Enterprise has customizable limits. Additional credits can be purchased in tiers of 5K ($85), 10K ($150), or 25K ($225).

Is there a demo or trial available for new users?
Yes. New users can start on the Free plan without a credit card. A guided demo is also available by request through the platform’s scheduling feature.

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