Attio Reviews & Product Details

I've tested a lot of CRMs, and when I came to setting up my own business, it was time to find the best of the best. Attio fit that bill brilliantly. The UI feels instantly familiar and intuitive. Things drag'n'drop into place, edit at a click and adapt to what we need most. Data about accounts and individuals automatically populates, including when I add from LinkedIn via the Chrome extension. I have also integrated it with MailerLite via Zapier, which was simple to setup. I've contacted support and got great service.

I would like there to be more trackable 'interactions' like calls and LinkedIn messages, but I understand that's coming in 2024. Exciting!

So much simpler and more intuitive than any other CRM I've used. It helps me develop relationships and win more business.

I love how easy it is to navigate. User friendly platforms aren't raved about enough. It's really straight forward to organise our information and leverage the data we have as a fund.

I'd love to see more shortcuts. Actually I can't complain! They ship new features at an amazing cadence. Very impressive team.

So much data within our inbox. Love how it auto populates our dealflow making sure nothing is left uncaptured.

Attio is an outstanding tool that has exceeded our expectations. It's incredibly easy to configure. The user interface is intuitive, user-friendly, and reminiscent of Notion. The Attio team, especially Alex, provided exceptional support during the onboarding process. It's the go-to CRM solution we highly recommend to businesses of all sizes - especially early stages startups that don't want to lose time with complex CRM. We couldn't be happier with the results!

Attio lacks integrations with our business stack and offers limited customization options to suit our needs. The interface is intuitive, but expanding integrations and enhancing customization would deeply improve its value. We talked to the Attio team about this - it's coming soon :)

Attio has been an invaluable asset during our product-market-fit phase. Tracking our sales funnel has become incredibly easy, allowing us to navigate through the process effortlessly. The collaborative features have greatly improved team coordination, and the configuration time was impressively short. Attio is an indispensable tool for our business.

Attio is the only CRM I have found that really meets my overall needs. Every other CRM felt like I was having to fit into a box. The airtable-style approach is awesome for building custom pipelines, and the combo of clearly defined stages and attributes is really powerful. I also love the data enrichment. It makes it easy to ensure the companies and people are connected properly, but the additional data like ARR, number of employees, and more is actually helpful in how I qualify customers and engage with them. The reporting is excellent and I have a single dashboard where I can see critical data, not just in terms of close rate, but also industries, lead sources, geo, and more. Finally, the support is AWESOME. Attio provides a very personal level of service and have answered every question I have ever had. Also, whenever I have submitted feature requests, they circle back with me when those features are implemented. I feel like I am doing business with people...not a faceless company. I am a huge fan...highly recommended.

Nothing spring to mind. I have overall been very impressed with Attio, their product, their service, and their support. I am happy to recommend Attio...I am a happy paid customer.

I primarily use it for managing my sales pipeline. Leads can book calls with me and they appear in Attio, and then I use Attio for: * Tracking the progress and stages of the sale. * Using the data enrichment to qualify and understand prospects. * Seeing the full history of events, email, and notes in one place. * Sending emails and engagement to them. * Tracking tasks and reminders. * Tracking overall performance via reports and dashboards.

- immediately up and running - flexible use cases - best CRM UX around - it's not over engineered like other CRMs

Wish the notes were more front and center. Would be nice to have text integration.

having one place for contacts.

Loved how easy it was to get started with Attio. I moved us onto it in one afternoon. It's struck such a great balance between flexibility and simplicity.

Some feature gaps early on (like analytics) but they've been closing them at an extremely fast clip.

Helping up keep tabs on our prospects, customers, investors, and users

Gmail integration is best-in-class UX is 10x easier than Hubspot/Salesforce yet it's just as powerful Powerful data architecture, data dashboards are easy to setup Good Zapier integration

Missing key emailing features (e.g. you can't reply to an email from Attio atm) Disappointing integrations with Make.com and reverse-ETL tools like Hightouch View-building UX isn't great

Providing a single and easy-to-use interface to see the entire relationship history for all our prospects and customers.

Attio is a modern CRM tool that each team member can easily customize according to its needs. The chrome extension is certainly super helpful to lock in new prospects rapidly while browsing the web and the task setting functionality (& subsequent daily email reminders of overdue tasks) is extremely intuitive. Note-taking directly within the tool and enabling tagging of companies/people makes collaboration between (distributed) team members very easy. For notes, you can define your own templates to make sure everyone on your team follows the same framework (and doesn't forget to ask some critical questions) The import functionality of preexisting datasets is very easily handled As an administrator, it's pretty easy to add or suspend team members that join/leave the company. We're not using the open API any longer because our need for it has disappeared but it was one of the deciding factors when we selected them (and the API was very stable). Generally speaking, we might be far from exploiting the full automation capabilities that the team has developed. And of course, Attio's customer support team (and sometimes engineers when you report a bug) is extremely responsive, which makes the whole experience very positive.

Pace of functionality development is slower than I'd like but that's probably because I'm not using some functionalities that are critical for other customer segments (I work in PE/VC). I wager this should improve markedly since they latest (significant) fundraise in Q1 2023. The mobile app (as of June 14, 2023) doesn't enable note-taking on the fly (e.g.: at events), which is a shame. Other functionalities that'd be useful (to me) include: adding tasks directly from the chrome extension, being able to group notes, to download all notes in a word/text format etc... The other side of the flexibility coin is obviosuly that you need to put in place some basic processes that you need to force team members to respect. As of today, Attio doesn't restrict some CRM functionalities to administrators only (admin stuff is obviously for admins only but, let's say you use certain values to tag & track data in a structured format, the whole team can add their own values, which sometimes leads to an accumulation of data, which "pollutes" the original dataset - hence the need for somewhat strict guidelines for your team).

I think of Attio as the collective brains of our team. We work from different offices and while we operate in the same sector, we observe different trends, pick up different signals based on our respective geographies. Most market chatter, client/partner discussions is locked in Attio where you can easily tag relevant team members, who then get the news in real-time. It is a very powerful tool for improved collaboration.

Ease of use, flexibility, collaboration, accessing the information I need, when I need it

Can't wait for more integrations - it is still a bit light but can see some progress

We needed a CRM. We spent months looking for one that is powerful AND user friendly

The keyboard shortcuts, speed, and the clean design make it intuitive. Like superhuman but for a CRM

Super minor but the pricing model disincentivise usage by the broader team because of the per-seat model.

It tracks candidates, contacts, and especially customers!

- Completely flexible — Attio doesn't force you into a specific structure, and making changes to the structure is super easy - Great UX — data entry has almost 0 friction, so me and the team actually fill in all the fields and write detailed notes directly in Attio while on calls

- Reporting is less mature than Salesforce, but is improving quickly over time

Attio is our source of truth for sales data — leads, opportunities, pipeline, etc.

easy to use, basic functionalities in place, good price

missing some functionalities, such as linking company entry with the advisory

keeping track of company list and evaluation depth

Best CRM i've used to date. Customizable, sleek user interface with continuous improvements being shipped. Startup friendly due to very genious credits, i'm hooked.

Could be improved with more intergrated features, such as: - The option to add a default email footer, to use across email templates. - Tracking and notiifcations for opens, replies etc

Tracking all of our leads and relationships, rather than relying on speadsheets etc. More focused management and inbound / outbound management. Saving us time and keeping us organized.