Attio vs Workbooks

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.

Workbooks is a CRM and business management platform that runs on the web, iOS, and Android. Its CRM tools include account and contact management, opportunity and pipeline management, quotations, and ticketing and case management; the CRM plan also includes Office 365 integration. The product lists email synchronization, marketing automation, AI features, and a mobile app. Higher plans add orders and finance, invoices and credit notes, and accounting and ERP integrations. Workbooks offers a 30-day free trial but no free plan. CRM costs $47 a month, billed annually under a one-, two-, or three-year subscription. CRM Pro is $66 a month, Business is $97 a month, and Business Pro is $116 a month, also billed annually under those subscription terms. Workbooks was founded in 2009 and is headquartered in Reading, United Kingdom.