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Attach

attach.io

From $10/mo Free plan WebBrowser extension
Visit attach.io
Spec score 9.1 #2 of 26 in Sales Content Management Software

What it is

Attach helps sales teams share document links and see how recipients engage with them. It records opens, viewers, time spent on pages, navigation and close events, approximate city, device type, and viewer count. Senders can password-protect files, disable downloads or viewing, set expiration dates, and delete or replace documents after sharing. A central content library holds approved sales and marketing materials for sharing current versions and reviewing performance. Attach lists integrations with Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base. Its Gmail Chrome extension supports tracked sharing from Gmail. Uploads accept PDF, PowerPoint, and Word files up to 30 MB, with no stated limit on upload count. Attach is available on the web and as an extension. The free plan allows up to three documents without a credit card, and the site also advertises a 14-day trial. The pricing page does not display plan prices.

Spec sheet

What it does
Attach tracks how recipients engage with sales documents after they are sent.Read 15 Oct 2026 · attach.io
Product
Attach lets sales teams share trackable document links and see who opens documents, what pages they read, and who they forward them to.Read 30 Sep 2026 · attach.io
Intended users
Attach describes use by sales representatives, marketers, startups, and sales leaders.Read 30 Sep 2026 · attach.io
Trial
The Attach site advertises a free 14 day trial.Read 30 Sep 2026 · attach.io
Integrations
Attach lists Dropbox, Box, Google Drive, Microsoft OneDrive, Salesforce, Gmail, Outlook, Zapier, and Base among its integrations.Read 30 Sep 2026 · attach.io
Security
Attach says uploaded documents are securely stored, remain the user's property, and can be deleted or downloaded again.Read 30 Sep 2026 · attach.io
Support
The help pages direct users who need assistance to Cirrus Insight support.Read 30 Sep 2026 · attach.io
Headquarters
Raleigh, North Carolina, United StatesRead 28 Sep 2026 · attach.io
Founded
2011Read 28 Sep 2026 · attach.io
Access controls
Documents can be password protected, expired, revoked, download restricted or replaced after sending.Read 15 Oct 2026 · attach.io
API and SDK
Attach's public homepage and help center provide no public API or SDK documentation link.Read 15 Oct 2026 · attach.io
Attach relationship
Inc. says 250,000 people use Cirrus Insight and its sister product Attach.io.Read 15 Oct 2026 · inc.com
Authentication
OAuth 2.0 is used for connected mail and CRM services, and passwords are not stored.Read 15 Oct 2026 · cirrusinsight.com
Capterra customer service
Capterra reports a customer-service score of 3.5 out of 5 from 4 reviews.Read 15 Oct 2026 · capterra.com
Chrome extension
The Gmail Chrome Extension lets users share tracked documents from Gmail.Read 30 Sep 2026 · attach.io
Cloud uploads
Attach lists Dropbox, Box, Google Drive and Microsoft OneDrive as cloud upload sources.Read 15 Oct 2026 · attach.io
Company and pricing status
The Attach pricing and about links redirect to Cirrus Insight pages, and the opened pricing page displays a JavaScript pricing configurator without plan prices.Read 30 Sep 2026 · attach.io
Company founding
Cirrus Insight's official About page says the company was founded in 2011.Read 15 Oct 2026 · cirrusinsight.com
Company legal identity
The official site identifies the maker as Cirruspath, Inc., operating from Raleigh, North Carolina.Read 15 Oct 2026 · cirrusinsight.com
Company location listing
Inc.'s verified profile lists Cirrus Insight's location as Irvine, California.Read 15 Oct 2026 · inc.com
Company size
Inc.'s verified company profile lists Cirrus Insight at 51–200 employees.Read 15 Oct 2026 · inc.com
Compatibility
Attach says recipients can view documents on any device without compatibility issues.Read 15 Oct 2026 · attach.io
Content hub
A centralized library stores approved sales and marketing collateral for team use.Read 15 Oct 2026 · attach.io
Document analytics
Reports show overall content performance, engagement and drop-off.Read 15 Oct 2026 · attach.io
Document controls
Users can password protect documents, disable downloads or viewing, set an expiration date, and delete or replace documents after sending.Read 30 Sep 2026 · attach.io
File formats and size
Uploads accept PDF, PowerPoint (.ppt, .pptx), and Word (.doc, .docx) files up to 30 MB; the FAQ says there is no limit on the number of uploads.Read 30 Sep 2026 · attach.io
Gmail extension
A Chrome extension lets users send tracked documents from Gmail.Read 15 Oct 2026 · attach.io
Hosting
The service runs on Microsoft Azure infrastructure.Read 15 Oct 2026 · cirrusinsight.com
Lead insights
Viewer details, interests and forwarding activity can be captured for follow-up.Read 15 Oct 2026 · attach.io
Licence
The terms identify Attach.io and its logo as Cirruspath trademarks and reserve rights in the service code and design.Read 15 Oct 2026 · cirrusinsight.com
Limit: missing sales features
Capterra lists Content Management but says Attach lacks Performance Management and Activity Dashboard features.Read 15 Oct 2026 · capterra.com
Limit: service outage
A Capterra reviewer reported that after upgrading, uploads, share links, team members and basic functions did not work.Read 15 Oct 2026 · capterra.com
Limit: tracking reliability
A Capterra reviewer reported that invitations sometimes failed to appear as unviewed.Read 15 Oct 2026 · capterra.com
Limit: upload workflow
A Capterra reviewer said the upload process required too many steps before receiving the needed link.Read 15 Oct 2026 · capterra.com
Other integrations
The homepage displays Gmail, Salesforce, Dropbox, Outlook, Box, OneDrive, Google Drive, Zapier and Base integrations.Read 15 Oct 2026 · attach.io
Page-level engagement
The service shows who opens a document, which pages they read and whether they forward it.Read 15 Oct 2026 · attach.io
Praise: document visibility
A Capterra reviewer praised control over document viewers and reporting that distinguishes readers from skimmers.Read 15 Oct 2026 · capterra.com
Praise: follow-up confidence
A TrustRadius review says Attach reduces uncertainty about whether a recipient opened an attachment.Read 15 Oct 2026 · trustradius.com
Rating on Capterra
3.8 out of 5 from 4 reviewsRead 15 Oct 2026 · capterra.com
Rating on TrustRadius
8 out of 10 from 4 reviewsRead 15 Oct 2026 · trustradius.com
Real-time notifications
Attach notifies senders when shared documents are opened and reports engagement as it occurs.Read 15 Oct 2026 · attach.io
Reminders
The product can remind users when a document has not been opened.Read 15 Oct 2026 · attach.io
Salesforce integration
Viewer engagement and related information can be sent directly to Salesforce.Read 15 Oct 2026 · attach.io
Security certification
Cirrus Insight states that its platform has SOC 2 Type I and Type II attestations.Read 15 Oct 2026 · cirrusinsight.com
Security encryption
Cirrus Insight states that data is encrypted in transit with TLS and encrypted at rest.Read 15 Oct 2026 · cirrusinsight.com
Self-hosting
Attach is presented as a cloud service and no self-hosted deployment option is described on its product pages.Read 15 Oct 2026 · attach.io
Support contact
Users needing more help are directed to Cirrus Insight support by email.Read 15 Oct 2026 · attach.io
Support documentation
The help page links Getting Started, FAQ, first-document, security, team-management and usage guides.Read 15 Oct 2026 · attach.io
TrustRadius support
TrustRadius lists live chat, email, knowledgebase, social, video and webinar support for free and paid users, with phone support only for paid users.Read 15 Oct 2026 · trustradius.com
Viewer analytics
Attach tracks opens, viewers, time spent on each page, navigation, close events, approximate city, device type, and viewer count.Read 30 Sep 2026 · attach.io

Plans and prices

Attach free plan Free Free up to 3 documents · No credit card required Read 30 Sep 2026 · attach.io
Free Free Cloud Read 15 Oct 2026 · trustradius.com
SOLO $10 a month billed annually Cloud Read 15 Oct 2026 · trustradius.com
ADVANCED Priced on request Cloud Read 15 Oct 2026 · trustradius.com
TEAM $30 a month billed annually Cloud Read 15 Oct 2026 · trustradius.com

Every Attach plan and price →

Strong points and limits

Strong points

  • Tracks page time and document navigation
  • Senders can expire, replace, or delete documents
  • Central library stores approved team content
  • Free plan covers up to three documents
  • Integrates with Salesforce and cloud storage services

Limits

  • Uploads are limited to 30 MB per file
  • Free plan allows up to three documents
  • Plan prices are not displayed

Who it suits

Attach suits sales representatives, marketers, startups, and sales leaders who share documents and want recipient engagement details. The shared content library may also help teams keep approved materials current.

Verdict

Attach combines document controls with engagement tracking and a team content library. The free tier is limited to three documents, and the pricing page does not show paid plan prices.

Where Specifiction places it

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