Attio

Attio is a customer relationship management platform built on a flexible data model rather than a fixed set of sales fields. You can shape objects, records, and relationships to match how your company actually sells, then let the platform sync and enrich records automatically. On top of that data, Attio runs AI agents that research accounts, score leads, brief reps before meetings, and draft outreach. Reports and forecasts read from the same records, so the picture in a forecast matches the activity in the pipeline. It positions itself as a CRM for agentic revenue, with automation woven into everyday sales work.

Key Features

• A customizable data model with objects and relationships that fit your sales process.
• Automatic enrichment that fills in company and contact details as records are created.
• Custom agents, a research agent, and a web agent that gather context and act on records.
• Call intelligence that records and analyzes meetings, plus sequences for personalized outreach.
• Workflows that automate routing, follow-ups, and other revenue motions.
• Reporting and forecasts that update in real time from the same data.
• MCP, apps, and a developer platform for connecting Attio to other tools.

Who is it for

• Early-stage startups that want a CRM they can shape as their sales process evolves.
• Sales teams that spend too much time on account research and CRM admin.
• Revenue operations teams that need reliable data and automation across the funnel.
• Founders and first sales hires building a repeatable pipeline.
• Larger organizations that need permission controls, reporting, and security options.

What can you do with Attio

• Build a pipeline that reflects your own stages, objects, and qualification rules.
• Enrich every new lead automatically and route it to the right rep.
• Have an agent research an account and write a briefing or a draft email.
• Record calls, analyze transcripts, and keep deal notes attached to the record.
• Run personalized outreach sequences without leaving the CRM.
• Forecast revenue and build reports from live pipeline data.

How does Attio work

• Create a workspace and define the objects and fields that match your sales process.
• Connect email and other sources so contacts and companies sync automatically.
• Turn on enrichment to fill in missing firmographic and contact data.
• Set up workflows and agents for research, scoring, routing, and follow-up.
• Work deals in the pipeline, with call notes, sequences, and tasks on each record.
• Review reports and forecasts, then adjust the model or automation as the team grows.

Pricing

• Free: $0 per user per month, with real-time contact syncing, automatic enrichment, and up to 3 seats.
• Plus: $44 per user per month billed monthly, or $35 billed annually, adding private lists and enhanced email sending for up to 10 seats.
• Pro: $99 per user per month billed monthly, or $79 billed annually, adding call intelligence, sequences, permission controls, and advanced reporting.
• Enterprise: custom pricing billed annually, with unlimited objects and teams, security and admin controls, and a dedicated sales conversation.

FAQ

Is Attio a traditional CRM?

It is a CRM with a customizable data model. You define the objects and relationships you need instead of adapting to a fixed schema, which suits teams whose process is still changing.

How do the AI agents work in Attio?

Agents use workspace data to research accounts, score leads, draft outreach, and update records. You can also build custom agents for team-specific tasks.

Does Attio replace my email and calendar tools?

It connects to them. Email syncing is part of the product, and call intelligence records and analyzes meetings so the context lands on the right record.

Is there a free plan?

Yes. The Free plan supports up to 3 seats with real-time contact syncing and automatic enrichment, and paid plans raise the seat and feature limits.

Can I connect Attio to other systems?

Yes. Attio offers MCP, an app ecosystem, and a developer platform for building integrations, alongside workflows that automate actions across your stack.