Attio vs InvestGlass CRM
Attio
attio.com
InvestGlass CRM
investglass.comSide by side
| Figure | Attio | InvestGlass CRM |
|---|---|---|
| Price from | $4,435/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 4 | 4 |
| Spec score · CRM Software | 9.4 (#4) | 8.4 (#70) |
| AI and automation | The platform includes Ask Attio, workflows, custom agents, a web agent, and sequences. | The CRM page says automation and GPT capabilities can handle routine processes and provide insights and responses. |
| AI features | Yes | Yes |
| Email sync | Yes | Yes |
| Free plan | Yes | No |
| Free trial | Yes | Yes |
| Headquarters | London, United Kingdom | Geneva, Switzerland |
| Integrations | The App Store includes connections such as Gmail, Outlook, Slack, Segment, Mailchimp, Outreach, Mixmax, Typeform and Zapier. | The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems. |
| Product | Attio describes itself as a CRM that builds pipeline, advances deals, and grows accounts. | InvestGlass describes its CRM as an integrated platform for marketing, sales, service, operations, and portfolio management. |
| Visual sales pipeline | Yes | Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue. |
| Support | Official support includes Help Center articles, Attio Academy, chat and email support; Enterprise adds enhanced administration options. | The CRM page advertises free on-demand training and links to a Help Centre. |
Plans
InvestGlass CRM
- Starter$100 a month
- Standard$300 a month
- Enterprise500 CHF a month
- UltimatePrice not published
In their own words
Attio
Attio is a CRM for building sales pipeline, moving deals forward, and growing accounts. It includes visual sales pipelines, email sync, and AI features, alongside Ask Attio, workflows, custom agents, a web agent, and sequences. Attio says it can automatically enrich records and sync contacts in real time. Email and calendar sync are supported, although connected account limits vary by plan. Integrations listed in the App Store include Slack, Zapier, Typeform, Segment, and Mailchimp. Developers can use a REST API and an App SDK to build apps that read and write workspace information. Attio is available on the web, macOS, iOS, and Android, and as a Google Chrome extension. The Free plan includes 3 seats, 50,000 records, and 50 GB of file storage. Plus costs $4,435 a month and includes up to 10 seats, 5 objects, and 250,000 records. Pro costs $9,979 a month and includes unlimited seats, 12 objects, and 1,000,000 records. Enterprise includes unlimited seats and objects with a custom record limit. Attio is headquartered in London, United Kingdom.
InvestGlass CRM
InvestGlass CRM has no write-up on Specifiction yet; its figures are above.