Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Attio
7 Reviews and Ratings
Top Performing Features
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 8.3
Opportunity management
Users can track deals and create quotes.
Cat avg: 8.5
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Cat avg: 8.3
Worst Performing Features
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Cat avg: 8.1
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Cat avg: 8.4
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.
Cat avg: 8.2
Attio Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
7.4-7%
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: 8.5
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.4
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
7-15%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 8.3
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 8.2
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
5.5-30%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.1
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
6-26%
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 8.2
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 8.2
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
5-37%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
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: 8.1
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
6.5-25%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.7
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7
Platform
6-23%
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8
Attio Features from the Vendor
Sales Force Automation
Vendor-reviewedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Opportunity management
Users can track deals and create quotes.
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Marketing Automation
Vendor-reviewedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
Vendor-reviewedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-reviewedPipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-reviewedCustom fields
Users can create custom fields to store additional information on standard and custom objects.
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.
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.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Social CRM
Vendor-reviewedSocial data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Platform
Vendor-reviewedMobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.