Learn what Attio CRM offers, how it works, and whether its flexible, customizable approach is a good match for your team’s workflow and goals.
Attio is a CRM, but not like the ones you’ve used before.
Most CRMs feel heavy, complicated, and locked into a fixed way of working. They’re hard to set up, tough to customize, and usually end up being used by just one person on the team.
Attio flips that experience on its head.
It gives you the tools to build your own CRM, exactly how you want it, and it’s made for teams who work fast and collaboratively.
Attio is a CRM designed to give teams greater control over how they manage customer relationships. Rather than relying on rigid templates or one-size-fits-all workflows, it offers a flexible structure that can be shaped to fit each team’s unique processes.
Attio allows teams to define the exact data they need to manage, without being locked into preset categories.
This system gives you the freedom to build a CRM that reflects how your business actually works.
Attio is built for teams who work together in the same space. Everything updates instantly, so you always have the latest information.
It’s as collaborative as a shared Google Doc, but designed for customer data.
With Attio, your data is never stuck in one layout. You can create views that make sense for how you work.
Whether you're planning a campaign or tracking active deals, you can shape the interface to match the task.
Attio comes with powerful automations that anyone can use. You don’t need to code or rely on engineers to build smart workflows.
These automations save time and reduce mistakes across your customer processes.
Manual data entry slows everyone down. Attio takes care of it for you by automatically enriching your records.
You always have up-to-date information without doing extra work.
Attio connects directly to your communication tools to give you the full context behind every relationship.
You know exactly what’s happening with each contact, even if you weren’t part of the last conversation.
Attio fits easily into your existing workflow thanks to strong integration capabilities.
One of the most useful things about Attio is how adaptable it is. It doesn't lock you into a specific way of working. Instead, it gives you the tools to shape your own system.
Here are a few ways teams are using Attio today:
Attio offers four pricing tiers:
You can start with the free plan and upgrade as your needs grow.
Like any tool, Attio has its strengths and trade-offs. Here’s a quick summary to help you decide if it’s the right fit.
Attio offers a fresh approach to CRM. It puts flexibility, usability, and collaboration at the center, making it a smart option for teams who want to build a system that fits the way they already work.
Instead of locking you into a fixed model, Attio gives you the tools to shape your own. If you're looking for a CRM that adapts to your business rather than the other way around, Attio is worth exploring. You can start with the free plan and see how it fits your workflow.
If you’re considering Attio and need support with setup, customization, or team training, we’re here to help. From strategy to implementation, we can guide you through every step.
Book a consultation with our team to explore how we can make Attio work best for you.
Attio gives you full control over how your CRM is structured. You can define your own objects, fields, and views, which means you're not limited to rigid pipelines or templates. It’s designed to be flexible, collaborative, and easy to adapt as your needs change.
Not at all. While it works very well for sales workflows, teams also use Attio for fundraising, investor relations, partnerships, recruiting, customer success, and internal operations. Its customizable structure makes it useful across many roles.
No. Attio is designed for non-technical users. You can create custom data models, workflows, and automations using a visual interface. No coding or engineering support is required.