Overview

Attio brings visual sales pipelines, records, communication sync and automation into one CRM. Automatic enrichment and real-time contact syncing can reduce upkeep, while email and calendar sync connect communications to the workspace. The number of connected accounts per user varies by plan, so teams that rely on multiple inboxes or calendars should weigh that allowance before choosing a tier.

Automation includes Ask Attio, workflows, custom agents, a web agent and sequences. The App Store includes integrations such as Slack, Zapier, Typeform, Segment and Mailchimp. A REST API and App SDK let developers build apps that read and write workspace information, making Attio a better fit for teams that want to connect a CRM to their own processes than for those seeking only a basic contact list.

Key features

Pipeline, records and communication

The visual pipeline is designed for tracking sales progress, while enrichment and live contact syncing can keep records current without relying entirely on manual updates. Email and calendar sync bring those interactions into the CRM. These features make Attio useful for teams coordinating sales activity around shared customer records, though plan-dependent connected-account allowances may constrain users with several accounts.

Automation and developer tools

Ask Attio, workflows, agents and sequences provide several ways to automate work. The API and SDK add room to build custom connections, while integrations cover common tools including Slack and Mailchimp. This breadth is valuable for teams with defined processes to connect; it may be more capability than a small team needs from a straightforward CRM.

Pricing

Attio has a free plan and a 14-day trial. The free tier is free, billed monthly, and includes 3 seats, 50,000 records and 50 GB of file storage. It is a practical way for a small team to start, but the three-seat cap rules it out for larger groups.

Plus costs 4435.00 USD per month, billed monthly or annually, and includes up to 10 seats, 5 objects and 250,000 records. It suits teams that can work within those limits; the seat ceiling makes it a poor fit for a larger sales organization. Pro costs 9979.00 USD per month, billed monthly or annually, with unlimited seats, 12 objects and 1,000,000 records. That higher capacity is aimed at teams that have outgrown Plus, but the record and object limits still matter as the CRM expands.

Enterprise has custom pricing, unlimited seats and objects, and a custom record limit. Attio positions it for organizations that need advanced security and control, with security and admin controls included. Its unspecified record ceiling means organizations should confirm the limit as part of a pricing discussion. The paid prices shown are substantial relative to the free entry point, so teams should compare the capacity they actually need before committing.

Platforms

Attio runs on the web and macOS, with iOS and Android apps and a Google Chrome extension. API access adds a route for developers to work with workspace data. This coverage suits teams moving between desktop and mobile; a Windows or Linux app is not among its listed platforms.

Who it's for

Attio is best for teams that want a configurable CRM combining deal pipelines, enriched records, communication sync and automation, especially when developers need to connect custom tools. Smaller teams can begin on the free plan. Growing organizations should choose it only if the paid tier’s seat, object and record capacity—and its price—fit their needs.

Pros and cons

Pro: Enrichment and real-time contact sync can reduce repetitive record maintenance.
Pro: Workflows, agents, sequences, integrations and developer tools offer multiple ways to connect and automate CRM work.
Pro: Web, macOS, iOS and Android access supports teams working across devices.
Con: Free is capped at 3 seats; Plus at 10, and Plus and Pro also impose object and record limits.
Con: The paid prices shown are high, and Enterprise uses custom pricing with a custom record limit.

Alternatives

Choose Zoho CRM if a free plan for 3 users or a Standard plan priced at 23.00 USD per month, billed annually, better fits your budget and team size. Consider Freshsales for a free plan of up to 3 users or Growth at 9.00 USD per month, billed annually. eWay-CRM offers a free Contacts & Companies plan with unlimited users and 200 MB storage, which may suit teams prioritizing user count over file capacity.

HubSpot CRM has a free plan for 2 users and a Starter plan at 15.00 USD per month per seat. Odoo CRM is worth considering if open-source availability or its One App Free plan with unlimited users is a priority. SuiteCRM may suit teams seeking an open-source, self-hosted option with infrastructure control. Freshworks CRM offers a free plan for up to 3 users and Growth at 9.00 USD per month, billed annually. Vtiger CRM has a free One Pilot plan for up to 10 users and 3,000 records.

For broader comparisons, browse CRM Software and Sales Force Automation Software.

Verdict

Choose Attio if your team wants an extensible CRM that pairs pipeline management with enriched records, sync and substantial automation. Its strongest case is the combination of workflow flexibility and API access across desktop and mobile. Look elsewhere if the paid prices, capped Plus and Pro capacity, or Enterprise’s custom record limit do not match your scale and budget.

	Attio	InvestGlass CRM
Free plan	Yes	No
Free trial	Yes	Yes
Paid from	$4,435/mo	$100/mo
Platforms	Android, api, extension, iOS, macOS, Web	Android, api, iOS, self-hosted, Web
Free plan	Yes	No
Free trial	Yes	Yes
Visual sales pipeline	Yes	Yes
Email sync	Yes	Yes
AI features	Yes	Yes
Mobile app	Yes
Marketing automation		Yes

Attio vs InvestGlass CRM

Attio

InvestGlass CRM