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Attio

Attio

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…

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Recent Reviews

TrustRadius Insights

Attio solves various business problems for its users, making it an indispensable tool for managing sales pipelines and improving overall …
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Pricing

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Plus (for growing teams)

$29

Cloud
per month per user

Pro (for scaling businesses)

$59

Cloud
per month per user

Enterprise (for large organizations)

$119

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://attio.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

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 app that syncs a team's mailboxes and calendars to automatically build out its contacts and reveal new insights about its network. Features include collaborative notes and tasks, reporting, search, contact filtering, and in-app email sending/mass-sending.

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

Screenshot of A typical collection in Attio using a table view - track deals, leads, contacts, and relationships.Screenshot of A collection in Attio using a kanban view. Track cards through the stages of the sales pipeline or process - ideal for startups, sales teams, or hiring.Screenshot of Real-time collaboration

Attio Integrations

Attio Competitors

Attio Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesNorth America, Europe, Oceana
Supported LanguagesEnglish
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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