Flexible data model
Attio combines contact, company, deal, and custom-object data into a configurable CRM model so teams can track the records that matter to their business.
Attio
Freemium
Attio is an AI CRM for flexible, data-driven workspaces, with synced email and calendar context, embedded intelligence, automation, reporting, and plans from free to custom Enterprise.
What is Attio?
Attio is a CRM platform designed to help teams build a customer system around their own data structure, workflows, and reporting needs. The site describes it as an AI CRM that can build pipeline, accelerate deals, and keep customer context in one live workspace.
Across the product site, Attio emphasizes flexible objects, synced email and calendar data, enrichment, automation, and reporting. The platform is positioned for teams that want a configurable CRM rather than a fixed, one-size-fits-all tool.
What can Attio do?
Email and calendar syncing
The platform can sync inbox and calendar activity, then use that context to populate records, summarize interactions, and surface relevant customer information.
Embedded intelligence
AI features support meeting prep, follow-up drafting, record updates, account briefs, call logging, transcription, and identifying customer signals during conversations.
Workflow automation
Workflows, sequences, integration blocks, and AI agents are designed to automate repeatable revenue tasks such as routing, nurturing, and handoff steps.
Reporting and analysis
Reporting includes insight reports, funnel reports, segmenting, historical attributes, and time comparisons for monitoring pipeline and revenue activity.
Security and administration
Enterprise-focused controls include advanced security, admin options, permissions, SSO, SCIM, and invoice billing.
Use Cases
“Custom CRM design”
Set up a CRM around your own objects and relationships when standard contact-and-deal structures are not enough. Attio lets teams model custom data and associations instead of forcing a fixed schema.
“Pipeline management”
Keep deal teams prepared by using synced email, calendar data, and AI-generated briefs, follow-up drafts, and call summaries before and after meetings.
“Revenue process automation”
Route leads, enroll contacts into sequences, and trigger next steps with workflows, integration blocks, and AI agents for repeatable revenue motion.
“Revenue reporting”
Track pipeline health, funnels, segments, and time-based changes with reports that compare historical attributes and current performance.
“Enterprise administration”
Use enterprise controls such as advanced permissions, SSO, SCIM, and invoice billing when CRM administration and access management need tighter control.
Frequently Asked Questions
What is Attio?
Attio is a CRM platform for teams that want a flexible, data-driven system for contacts, accounts, deals, reporting, and workflow automation. It is positioned as an AI CRM that can be adapted to different stages and operating models.
Does Attio have a free plan?
The pricing page shows Free, Plus, Pro, and Enterprise plans, with monthly and annual billing options. Free starts at $0, paid plans include Plus and Pro, and Enterprise uses custom annual pricing with a sales conversation.
Is there a trial available?
Yes. The pricing page and product pages show a 14-day Pro trial, and the homepage includes start-for-free entry points.
What kinds of data and workflow connections does Attio support?
The source shows it can connect an inbox and calendar, and it includes data syncing, enrichment, API and webhook access, an app SDK, and an MCP server. The pricing page also shows email and calendar sync as a core capability.
Does Attio offer an API?
Yes. The pricing page includes an FAQ item about API access, and the plan comparison lists API and webhook access as available product capabilities.
Quick Facts
- Category
- CRM
- Primary use
- Customer relationship and revenue operations
- Platform focus
- AI-assisted, configurable CRM workspace
- Billing
- Free, paid plans, and custom Enterprise pricing
- Notable workflows
- Data syncing, enrichment, automation, reporting, and call intelligence
- Source domain
- attio.com
Attio Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 77
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