Attio is a modern, AI-powered CRM designed to support go-to-market (GTM) teams with customizable data workflows, automation, and deep relationship intelligence. Unlike traditional CRMs, Attio focuses on real-time data enrichment, collaborative list-building, and automation — helping teams centralize knowledge and accelerate growth.

In this review, we'll break down Attio's features, pros and cons, pricing, and what kind of businesses it's best suited for. If you're exploring flexible CRM options that support complex sales processes, this overview will help you evaluate whether Attio is right for your team.

What is Attio?

Attio is a fully customizable CRM platform that blends the structure of a traditional database with the flexibility of spreadsheets and the intelligence of modern AI. It allows teams to build tailored workflows across sales, partnerships, customer success, and operations. All while surfacing deep relationship context and automating repetitive tasks.

The platform stands out for its clean UI, no-code customization, and powerful automations that support collaboration across teams and stages of the customer journey.

Who is it for?

Attio works best for:

• Mid-market sales teams: Especially those needing flexible workflows across sales and CS.
• Startups and scale-ups: With cross-functional GTM teams needing shared visibility.
• Partnerships and operations teams: Managing long, complex deals or integrations.
• Data-driven orgs: Who want a clean, structured, and customizable CRM.

It's less ideal for companies looking for heavy marketing features or native lead generation tools.

Key features of Attio

Attio offers a full set of CRM and automation capabilities, including:

• Custom CRM structures: Build your own pipelines, objects, and views
• Real-time data enrichment: Pulls in company info, job titles, and updates automatically
• AI summaries: Get fast context on leads and accounts
• Contact and company timelines: Visual history of every interaction
• Automation engine: Set triggers for follow-ups, task assignments, and data updates
• Smart filters and permissions: Control visibility, access, and roles across teams
• Relationship analytics: See which team members have the strongest connections

A deeper look at Attio

Getting started

Attio's onboarding is fast — you can import contacts from your inbox, calendar, or CSV files, and the system automatically builds enriched profiles with job titles, company data, and communication history. From there, you can structure pipelines, build custom objects, and launch automations.

The workspace is collaborative, with team-wide visibility into relationships, stages, and timelines.

AI and automation

Attio offers:

• AI-generated contact summaries and company profiles
• Relationship intelligence based on email, calendar, and CRM data
• Automated workflows to update statuses, assign leads, or send reminders
• Smart prompts to assist with sales ops, renewal triggers, or follow-ups
• Custom field-based triggers for internal processes

It's designed to make GTM motions more intelligent and scalable.

Relationship intelligence

Attio automatically creates rich timelines for every contact, surfacing:

• Email volume and frequency
• Last-touch information
• Team members involved
• Contact and company-level enrichment (job titles, funding, headcount, etc.)

This makes it easier for teams to understand context and prioritize actions.

Pricing

Attio offers four pricing tiers, depending on your team size and level of customization:

Free: for up to 3 seats

Great for small teams getting started with structured CRM workflows.

• Real-time contact syncing
• Automatic data enrichment
• Up to 3 users

Plus: $34/month per user

Best for growing teams that want richer contact data and private list management.

• Unlimited seats
• Private lists
• Enhanced email sending

Pro: $69/month per user

Ideal for scaling businesses that need advanced permissions and reporting.

• Fully adjustable permissions
• Advanced data enrichment
• Priority support

Enterprise: $119/month per user

Built for large organizations with multiple business units and security requirements.

• Unlimited reporting
• SAML and SSO
• Custom billing options
• Dedicated support

All plans include a free trial with no credit card required.

Final verdict

Attio is a smart, flexible CRM purpose-built for modern GTM teams. With a clean UI, strong automation engine, and AI-powered insights, it's ideal for teams who need to manage complex relationships and scale their workflows across departments. While it lacks native marketing tools, it's an excellent choice for sales, CS, partnerships, and operations teams who want a unified and dynamic system.

Looking for a more user-friendly CRM that blends automation with great design and contact management? folk might just be the better alternative.

👉🏼 Try folk now to compare it with Attio and centralize your pipelines, enrichment, and follow-ups in one place

FAQ

Is Attio safe?

Attio uses encryption in transit and at rest, role-based permissions, and SSO/SAML on Enterprise. It follows GDPR-aligned practices. For sensitive use cases, review its security documentation and data processing terms.

Does Attio support email automation for outreach?

No. Attio syncs email and provides AI summaries, but it doesn't offer cold outreach or campaign sequencing. Teams typically integrate another emailing tool for sequences and drip campaigns.

👉🏼 Try folk now to run multi-step email sequences and automate outreach alongside your CRM

Can you customize pipelines and objects in Attio?

Yes. Attio lets teams build custom pipelines, fields, and objects without code, plus set views and permissions per team.

What is a good alternative to Attio?

Try folk CRM for a simple, collaborative CRM with pipelines, contact enrichment, and email sequences. Plans from $20/user/mo; 14‑day free trial. Learn more at folk.

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