Overview
What is Attio?
Attio is a cloud-based CRM (customer relationship management platform) built on real-time data. It is designed to help users track deals, processes, and workflows while providing useful relationship and communications intelligence. Attio is a customizable, real-time web app and mobile…
Pricing
Plus (for growing teams)
$29
Pro (for scaling businesses)
$59
Enterprise (for large organizations)
$119
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Attio?
Attio Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
Platform Features
- Supported: Mobile access
Attio Screenshots
Attio Integrations
- Zapier
- Google Calendar
- Gmail
- Outlook
Attio Competitors
- Affinity
- Folk.app
- Salesforce
Attio Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | North America, Europe, Oceana |
Supported Languages | English |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
Attio solves various business problems for its users, making it an indispensable tool for managing sales pipelines and improving overall productivity. Users are able to streamline their sales processes by effectively tracking the progress and stages of each sale. With Attio, users can easily manage customer interactions by having access to a complete history of events, including emails and notes, all in one place. This eliminates the need to search through multiple platforms or applications.
Another key business problem solved by Attio is the organization and management of tasks and reminders. Users can rely on Attio's task and reminder tracking feature to stay organized and ensure that important follow-ups are not missed. This keeps the sales team on track and increases efficiency.
Attio also provides valuable insights into sales activities through its reporting and dashboard features. Users can track overall performance, identify trends, and make data-driven decisions to optimize their sales strategies.
Furthermore, Attio serves as a comprehensive tool for managing contacts, leads, customers, and even candidates. By eliminating the need for spreadsheets and providing a centralized source of truth for sales data, Attio simplifies data management and enables better collaboration within the team.
In addition to enhancing collaboration, Attio improves communication within the team by allowing users to tag relevant team members and share real-time news and updates. This promotes seamless collaboration regardless of office locations or geographical differences.
Overall, Attio is a powerful solution for managing inbound and outbound activities, saving time, increasing productivity, and providing a collective intelligence for the entire team. It offers a centralized platform where users can observe different trends and signals from different locations, facilitating better decision-making across teams.
Customizable pipelines: Many users have praised Attio for its customizable pipeline feature, which allows them to create custom pipelines that meet their specific needs. This flexibility sets Attio apart from other CRMs and empowers users to tailor the software to their unique workflows.
Data enrichment: Users appreciate Attio's data enrichment capabilities, which make it easy for them to ensure accurate and comprehensive connections between companies and people. The additional data provided, such as ARR and number of employees, proves valuable in their engagement efforts.
Excellent reporting capabilities: Several reviewers have highlighted the excellent reporting capabilities of Attio. They find the single dashboard particularly useful as it provides critical data on close rates, industries, lead sources, and geography all in one place. This helps users gain insights into their business performance and make informed decisions.
Per-seat Pricing Model: Some users have expressed dissatisfaction with the per-seat pricing model of Attio, stating that it disincentivizes broader team usage.
Lack of Integrated Features: Several reviewers have mentioned that Attio lacks certain integrated features, such as the option to add a default email footer and tracking and notifications for opens and replies. They believe that these improvements would enhance their overall experience with the software.
Limited Mobile App Functionality: The current version of the mobile app does not allow for note-taking on the fly, which has been seen as a limitation by a number of users. They suggest that this functionality would greatly improve their ability to use Attio while on-the-go.