Attio

Attio

by Attio • • CRM Software

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Free plan available View plans

Attio is a CRM for startups and scaling sales teams that model their own data with custom objects and AI workflows, sold per seat with a free tier.

Attio gives a sales team one workspace for its contacts, companies, deals and conversations, arranged around the team's own data model instead of a fixed template. Records fill in as inboxes sync, and company details are enriched automatically. Attio Limited builds it in London, where Nicolas Sharp and Alexander Christie founded the company in 2019. Every workspace starts with People and Companies records, and admins add custom objects and attributes without writing code. Deals move between stages on kanban views, and a formula attribute can weight each deal's value by its likelihood of closing. Workflows chain triggers, branches and AI agents, and sequences automate email sending and follow-ups. Call Intelligence keeps recordings and transcripts of sales calls and summarizes them, while Ask Attio answers questions about the data and suggests next steps. Funnel, Time in stage and Historical values reports sit on dashboards, and the REST API, webhooks and App SDK connect the workspace to other systems. Startups and small sales teams can begin on the free tier and add structure as they hire. Product-led companies use it to follow users and accounts beside a sales pipeline, and revenue operations leads use it to build their own automation. Attio is sold per seat, billed monthly or annually, with two self-serve paid plans and an Enterprise plan agreed with sales. AI features draw on monthly credits, and a workspace can buy more when it runs low. A rep's morning in Attio starts with replies already attached to the right company from a connected Gmail or Microsoft 365 Outlook inbox. Teams that phone prospects connect the Aircall app to their workspace. Duplicate people and companies are flagged by email address and domain, then merged with their notes, tasks and call recordings intact. Before the forecast meeting, a manager reads the weighted pipeline on a dashboard. Between meetings, reps update records from the iOS or Android app.

Pricing

View plans
  • Free

    Free

    • $0 in both billing states, no credit card required
    • Up to 3 seats and up to 3 objects
    • 200 emails a month, bulk sending 10 at once
    • 100 seat credits per user and 250 workspace credits a month
    • 1 synced email account per user, 50 GB file storage
    • Real-time contact syncing and automatic data enrichment
  • Plus

    $44 per month

    $35 a user a month billed annually; $44 billed monthly

    • Up to 10 seats and up to 5 objects
    • 1,000 emails a month, bulk sending 50 at once
    • 500 seat credits per user and 1,500 workspace credits a month
    • Private lists, enhanced email sending and basic access permissions
    • 1 synced email account per user
  • Pro

    $99 per month

    $79 a user a month billed annually; $99 billed monthly

    • Unlimited seats, up to 12 objects and unlimited email
    • Call Intelligence, sequences, permission controls and advanced reporting
    • 1,000 seat credits per user and 10,000 workspace credits a month
    • 2 synced email accounts per user
  • Enterprise

    Custom pricing

    • Custom quote, billed annually
    • Unlimited objects and unlimited teams
    • SCIM, security and admin controls, priority support and a migration service
    • 2,500 seat credits per user and custom workspace credits
    • 3 or more synced email accounts per user
  • Workspace credit add-ons

    Custom pricing

    • Extra workspace credits for AI features, per workspace
    • 5,000 more credits a month for $85 billed monthly or $70 billed annually
    • 10,000 more credits a month for $150 billed monthly or $120 billed annually
    • 25,000 more credits a month for $330 billed monthly or $260 billed annually
    • 50,000 more credits a month for $595 billed monthly or $475 billed annually

Features

  • Included: Visual sales pipeline
  • Included: Contact and company records
  • Included: Two-way email sync with Gmail and Outlook
  • Not included: Calendar sync and booking links
  • Included: Activity and task logging
  • Included: CRM workflow automation
  • Included: Custom fields and objects
  • Not included: Lead capture web forms
  • Included: Weighted pipeline forecast
  • Included: Custom reports and dashboards
  • Not included: Quotes generated from a deal
  • Not included: Territory assignment rules
  • Included: Duplicate detection and merge
  • Included: Native mobile CRM app
  • Included: Role-based record permissions
  • Included: CRM REST API and webhooks
  • Included: Free CRM plan
  • Included: AI-generated record summaries

Additional Features

  • Kanban views with drag-and-drop stages
  • People and Companies records
  • Custom objects and attributes built without code
  • Gmail and Microsoft 365 Outlook email sync
  • Workflows with triggers, branches and AI agents
  • Sequences for automated email follow-ups
  • Call Intelligence recordings, transcripts and summaries
  • Ask Attio questions and next-step suggestions
  • Summarize record AI attribute
  • Formula attributes for weighted deal values
  • Funnel, Time in stage and Historical values reports
  • Duplicate prompts matched on email address and domain
  • iOS and Android apps
  • Object, list and dashboard access permissions
  • Automatic data enrichment
  • Real-time contact syncing
  • Private lists
  • Bulk email sending
  • App SDK
  • MCP server
  • Aircall app
  • SCIM provisioning on Enterprise

Best for

  • Startups that want to begin on a no-cost CRM plan
  • Small sales teams of up to 10 users on one plan
  • Product-led companies tracking users and accounts beside deals
  • Sales-led teams running a staged deal pipeline
  • Revenue operations leads who build their own workflows
  • Teams whose email runs on Gmail or Microsoft 365 Outlook
  • Growing teams that record and review sales calls
  • Organizations that need SCIM and admin controls

Use cases

  • Moving deals between stages on a kanban board
  • Syncing a team's email history onto contact records
  • Modelling a custom object for a team's own data
  • Running a lead qualification workflow with AI agents
  • Automating email follow-ups with a sequence
  • Recording and summarizing sales calls
  • Building a sales reporting dashboard
  • Weighting deal values by the chance of closing
  • Merging duplicate people and companies
  • Summarizing a record with an AI attribute
  • Updating records from a phone
  • Syncing CRM records with other systems through the REST API

Screenshots & Videos

Explore Attio in action

Aircall App Connection In Workspace Settings
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Aircall App Connection In Workspace Settings

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