Attio

The AI-native CRM

Freemium

Description

Attio presents itself as an AI-native Customer Relationship Management (CRM) platform engineered for modern businesses seeking growth and scalability. It provides a flexible system designed to adapt to a company's unique operational structure, rather than forcing businesses into a rigid CRM model. The platform emphasizes integrating various data sources, including email, calendar, product data, and billing information, to create a unified and real-time view of customer interactions and business processes.

The core functionality revolves around automating complex business workflows using an intelligent automation engine and deploying AI agents for tasks like prospecting and lead analysis. Attio enables users to design custom workflows, connect diverse data streams without extensive setup time, and generate detailed, real-time reports for deeper business insights. It automatically syncs with user communications like email and calendar to build a foundational CRM structure quickly, aiming to enhance productivity and strategic decision-making for Go-To-Market teams.

Key Features

AI-Native CRM: Leverages AI for tasks like prospecting, lead routing, ICP Fit scoring, and Estimated ARR calculation.
Intelligent Automations: Build complex workflows to automate business processes (e.g., lead routing, nurturing, onboarding).
Flexible Data Model: Adapts to different business structures (SaaS, SMBs, Investors) with custom objects and attributes.
Data Integration & Sync: Connects email, calendar, product data, billing, support tickets, and more for a unified view.
Real-time Reporting: Create customizable, detailed reports with visualizations, historical tracking, and deep insights.
Automatic Data Enrichment: Syncs with communication tools and enriches company/people data (ARR, funding, location, etc.).
Communication Intelligence: Analyzes email/calendar interactions to determine connection strength, interaction frequency, and key contacts.

Use Cases

Executing and scaling Go-To-Market strategies.
Automating sales and business processes like lead routing and nurturing.
Using AI for prospecting, lead qualification, and opportunity analysis.
Creating a unified, single source of truth for customer data across teams.
Generating detailed, real-time reports on sales performance and business health.
Managing sales pipelines, deals, and customer interactions effectively.
Monitoring customer health and identifying expansion or upsell opportunities.
Adapting CRM structure for specific business models like SaaS, SMBs, or investment firms.

Frequently Asked Questions

Which plan is right for me?

Attio offers several plans: Free (for very small teams up to 3 people with basic features), Plus (for growing teams needing unlimited seats, enhanced data enrichment, and email capabilities), Pro (for scaling businesses needing a single source of truth, complete email features, advanced enrichment/permissions, and extensive reporting), and Enterprise (for large organizations needing advanced admin tools, SAML, and custom support).

Is Attio free to use?

Yes, Attio offers a Free plan designed for very small teams (up to 3 people). It includes basic CRM features but has limitations on capabilities like email sending and data enrichment compared to paid plans.