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About Attio

Attio is reinventing customer relationship management for the modern business. As the CRM platform of the future, Attio goes beyond traditional CRM solutions by providing complete customizability, intuitive collaboration features, and unparalleled data-driven insights that adapt in real-time to how the business operates and evolves. With Attio, professionals can build a tailored CRM solution to match their organization's unique needs and processes without the restrictions of a rigid, one-size-fits-all system. The platform makes it simple to set up customized workflows, fields, and integrations that power productivity and alignment across teams. Data is seamlessly integrated from all business systems into one centralized hub that delivers actionable intelligence and unprecedented visibility into the entire customer lifecycle. Attio sets a new standard for CRM usability with an intuitive, user-friendly interface that minimizes training requirements and encourages natural collaboration. Team members can easily share relevant customer information in real-time, work together on accounts, and provide transparency across the organization. As a true next-generation CRM, Attio evolves alongside the needs of modern businesses.

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    60%
  • Momentum
    66%
  • Popularity
    74%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Individuals

API Support

  • Available

Modes of Support

  • Online

Attio Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Attio Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot
Disclaimer: The pricing details were last updated on 13/12/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Attio Pricing.

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Attio Contact

Vendor Details

London, England Founded : 2019

Contact Details

Not available

https://attio.com/

Social Media Handles

Grid Report for Attio

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Customers

Beacons
DOPT
CAUSAL
CoCa-Cola
OpenAI
Plain

Attio Integrations

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