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Attio

Score8.9 out of 10

7 Reviews and Ratings

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.

Categories & Use Cases

Media

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

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Screenshot of A typical collection in Attio using a table view - track deals, leads, contacts, and relationships.

Attio Key Features

Learn about the best (and worst!) features Attio has to offer, as determined by TrustRadius' reviewers.
Based on 7 ratings of Attio's features
View all Attio features

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.3

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.4

Areas for Improvement

  • Custom fields

    Users can create custom fields to store additional information on standard and custom objects.

    Category average: 8.5

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8

Who Buys & Uses Attio

Attio Reviews

What users are saying about Attio.
View all Attio reviews

Attio does what you need easily

Incentivized
Jeff Peshoff
Owner in Information Technology at Unseth LLC (1-10 employees)

Use Cases and Deployment Scope

I use it to track all of my contacts that I come in with for my business. I have multiple businesses and this helps keep them in track. It helps to konw the last time i talked to them and who i need to floow up with

Pros

  • You can BCC your Attio email and it reads it
  • Keeps my list in check
  • Lets me know who needs a followup

Cons

  • We could have more customizations.
  • A little too cookie cutter

Return on Investment

  • It has saved me time by keeping my contacts up to date
  • Good integration with my email and letting me just BCC

Usability

Alternatives Considered

HubSpot CRM and FluentCRM

Other Software Used

DBeaver, GIMP, Slack

Attio Alternatives

Products similar to Attio that may also meet your needs.
View all Attio alternatives
Affinity CRM
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