Attio
attio.comReal-time, data-driven CRM built with custom objects and automated email sync
Attio combines the flexibility of a modern database with an intuitive CRM interface, automatically synchronizing company communication history and relationship records.
- Funnel stage
- 4. Close
- Category
- CRM
- Primary Job (JTBD)
- Custom object relationship management with automated email/calendar sync
- GTM Buckets
- Data & Orchestration
- Pricing
- Free planFree tier (up to 3 users); Plus from $29/user/mo billed annually ($34/user/mo monthly); Pro from $59/user/mo billed annually ($69/user/mo monthly)
- Minimum Plan
- Free tier / Plus ($29/user/mo annual / $34/user/mo monthly)
- Setup effort
- Some setup
- Works with
- Slack, Zapier, Google Workspace
- Best for
- Modern tech companies, VC funds, and founders seeking a clean database-first CRM experience
- Overlaps with
- hubspot-sales-hub, folk
- Verified
- October 2026
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How Top Revenue Teams Deploy Attio
Data & Orchestration
Real-Time Webhook Lead Routing & Data Normalization
Standardize incoming form fills, webinar attendees, and product signups into normalized CRM records with routing to the appropriate account owner.
Data & Orchestration
Closed-Lost Opportunity Revival & Job Change Trigger Alerts
Monitor previously lost opportunities and former product champions for trigger events—such as job changes or company milestones—to re-engage with context.
Data & Orchestration
Product Usage Drop Alerting & Proactive Health Scoring
Identify declining product activity and license under-utilization to alert customer success teams ahead of renewal milestones.
Lead Capture
High-Intent Website Visitor De-anonymization & Account Routing
Identify corporate accounts visiting pricing and documentation pages to alert sales representatives for timely follow-up.
Lead Capture
24/7 Inbound Conversational Qualification & Automated Meeting Booking
Deploy an intelligent conversational assistant on high-intent pages to answer buyer questions, qualify criteria, and book discovery meetings.
Inbound
Instant Lead-to-Meeting Frictionless Scheduling Engine
Embed calendar booking directly into forms, emails, and chatbots with round-robin routing to eliminate scheduling delays.
Agentic Operations
Meeting Transcription, Action Item Extraction & CRM Sync
Record sales calls, generate executive summaries, and update CRM deal fields without requiring manual note entry from sales reps.
Agentic Operations
Deal Proposal Generation & Document Tracking
Generate customized proposals and contracts from CRM deal fields, tracking prospect document views and signatures in real-time.
Agentic Operations
Revenue Forecasting & Deal Slippage Risk Detection
Evaluate pipeline engagement, meeting frequency, and email velocity to flag at-risk deals and support quarterly forecasting.
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