Attio
Attio is an AI-native CRM with flexible data models, workflow automation and agents that research leads, score accounts and answer pipeline questions.
About this tool
Attio is a customer relationship management platform designed to be shaped around how a company sells. Teams can model their own objects and relationships, sync email, enrich contact and company data, and build reports, which makes it popular with startups moving off spreadsheets. Plans scale from a free tier for very small teams to Enterprise with advanced administration and SAML.
AI is woven through the product. Ask Attio answers questions such as which deals to focus on today, agents can prospect and follow up with buyers, and workflows can rank accounts by how their engagement is changing and save those scores to each record. AI and workflow usage draws on credits, split between workspace credits for shared features and seat credits for each user’s own questions.
What you can do
Flexible data model
Customise objects, attributes and relationships to match your sales process instead of a fixed template.
Ask Attio
Ask questions about your pipeline in plain language and get prioritised answers.
Workflows and agents
Automate prospecting, follow-ups and account scoring, with results written back to the CRM.
Email and enrichment
Sync and share email and enrich contacts and companies automatically, with depth depending on plan.
Who is it for?
- A seed-stage startup moves its deal tracking from spreadsheets into a structured CRM.
- A sales lead asks which stalled deals need attention before the weekly meeting.
- A customer success team scores accounts by engagement drop-off each week.
Before you choose
AI features consume credits; heavy automation may require buying extra workspace credits.
The free plan is limited to teams under three people with restricted email and enrichment features.
Frequently asked questions
Is Attio free?
Attio has a free plan for teams of fewer than three people, with core CRM features and limited email and enrichment capabilities.
Does Attio offer a free trial?
Yes. Attio offers a 14-day trial of its Pro plan so teams can test advanced features before buying.
How do Attio credits work?
Attio includes workspace credits for shared AI and workflow features and seat credits for each user’s personal Ask Attio questions.
Check the official website for current features, pricing, and terms.
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