Attio

Attio takes a flexible, data-driven approach to customer relationship management, letting you create a CRM that works the way you want. With powerful templates and blocks you can customize, you can create workflows that work exactly the way you need them to, so you can scale your business efficiently.

Attio's features are geared to help you collaborate and analyze data in real time:

• Build and Refine: Create custom workflows and templates that match your business processes.
• Work and Report: Analyze and share reports based on real-time data across the workspace.
• Modeled Around Your Data: Pull product, billing and relationship data directly into the workspace.
• Multiplayer Collaboration: Real-time collaboration, mobile app access and permission controls for team collaboration.
• Real-time Note-Taking: Collaborative note-taking so nothing gets lost in the cracks.
• Quick Actions: Create custom workflows with customizable shortcuts.
• Automatic Enrichment: Automatically update contacts with the latest information.

Pricing tiers are designed to accommodate businesses of different sizes:

• Free: Up to 3 users and 3 objects, with basic features and limits.
• Plus: Unlimited users and up to 5 objects, with more advanced features and integrations.
• Pro: Unlimited users and up to 8 objects, with more advanced data enrichment and reporting.
• Enterprise: Unlimited users and objects, with advanced admin controls and custom integration support.

Each tier comes with different limits on integration blocks, workflow credits, email and calendar sync and reporting. Attio is a good fit for startups and high-growth companies that need a lot of customization and flexibility in their CRM. The company's platform is certified by third-party standards from industry leaders, and it has strong security and compliance.

Attio is geared for teams that want a collaborative, flexible CRM, and it can accommodate a lot of different business processes and use cases. If you're managing sales pipelines, customer success or recruiting, you can build a system that works the way you need it to.

Published on June 14, 2024