Attio background blur
Attio Logo
Attio
4.8
(13)
Why Findstack is free?
Findstack is free for users because vendors pay us when they receive web traffic and sales opportunities. Findstack directories list all vendors — not just those that pay us so that you can make the best-informed purchase decision possible.
Findstack offers objective and comprehensive comparisons to help you find the best software. We may earn a referral fee when you visit a vendor through our links. Learn more

Attio Reviews & Product Details

Attio Overview
What is Attio?

Attio is a versatile Customer Relationship Management (CRM) platform designed to cater to a variety of business processes. It enables businesses to create a custom CRM system with powerful and flexible templates suitable for different use cases. Attio is structured around your data and workflows, allowing for the continuous syncing of product, billing, and relationship data into your workspace. This feature ensures that your CRM system is always up-to-date and reflective of your unique business structure.


Attio is also often used as CRM of choice in Private Equity and Venture Capital tech stacks.

Company Attio
Year founded 2019
Company size 11-50 employees
Headquarters London, England
Social Media
Attio Categories on Findstack
Crevio Logo
Crevio
Sponsored
5.0
(1)
$29.00/month
Crevio is a platform for creators to sell digital products, services, courses and access to other 3rd-... Learn more about Crevio
Ask Questions about Attio
What Attio is best for?
How does Attio compare to Act!?
What are the pros and cons of Attio?
Attio Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPhone
Support FAQs/Forum, Knowledge Base
Training Documentation, Webinars
Languages English
Attio Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 14, 2024
Attio Logo
13 Attio Reviews
4.8 out of 5
Small Business (50 or fewer emp.)
Dec 23, 2023
 Source
Overall Rating:
5.0
Will S. avatar
Will S.
Founder
Share
"Simple, Intuitive, Effortless... Magical!"
What do you like best about Attio?

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.

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Aug 01, 2023
 Source
Overall Rating:
5.0
JA
June A.
Founder
Share
"Can't imagine a world where we don't use Attio. Supercharges all our data as a fund!"
What do you like best about Attio?

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.

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jun 23, 2023
 Source
Overall Rating:
5.0
VD
Victoria D.
Founder
Share
"Highly flexible and super user-friendly interface!"
What do you like best about Attio?

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!

What do you dislike about Attio?

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 :)

What problems is Attio solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jun 22, 2023
 Source
Overall Rating:
5.0
JB
Jono B.
Founder
Share
"Elegant, extensible, and enjoyable"
What do you like best about Attio?

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.

What do you dislike about Attio?

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.

What problems is Attio solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jun 16, 2023
 Source
Overall Rating:
5.0
TR
Theo R.
Founder
Share
"The best user experience of any CRM"
What do you like best about Attio?

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

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

having one place for contacts.

Small Business (50 or fewer emp.)
Jun 14, 2023
 Source
Overall Rating:
5.0
AB
Alon B.
Founder
Share
"Simple, flexible, and powerful"
What do you like best about Attio?

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.

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jul 05, 2023
 Source
Overall Rating:
4.5
LC
Lorenzo C.
Founder
Share
"Flexible and powerful CRM"
What do you like best about Attio?

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

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jun 14, 2023
 Source
Overall Rating:
4.5
RG
Romain G.
Founder
Share
"Flexible tool & super responsive customer support"
What do you like best about Attio?

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.

What do you dislike about Attio?

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).

What problems is Attio solving and how is that benefiting you?

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.

Small Business (50 or fewer emp.)
Jan 22, 2024
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Business development's best friend"
What do you like best about Attio?

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

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jun 22, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Super slick and geared towards power-users"
What do you like best about Attio?

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

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

It tracks candidates, contacts, and especially customers!

Small Business (50 or fewer emp.)
Jun 15, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"The most flexibility with the best UX of any CRM"
What do you like best about Attio?

- 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

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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

Enterprise (> 1000 emp.)
Jun 28, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"good tool but sometimes limited functionalities"
What do you like best about Attio?

easy to use, basic functionalities in place, good price

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

keeping track of company list and evaluation depth

Small Business (50 or fewer emp.)
Jun 19, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Excellent modern CRM for startups and more."
What do you like best about Attio?

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.

What do you dislike about Attio?

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

What problems is Attio solving and how is that benefiting you?

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.

Visit website