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Attio

Attio

Customisable CRM with AI agents, call intelligence and workflows for revenue teams.

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About Attio

Attio is a customisable CRM for sales and revenue teams. Records for people, companies and your own custom objects sync from email and calendars, and are enriched automatically, with views of the strength of each relationship and the last and first interactions.

The AI features include Ask Attio for questions about your data, Call Intelligence that records and summarises calls, AI agents, auto summaries and labelling, and an MCP server. Workflows connect triggers and actions, including integration blocks and sequences for outreach, and the company describes the idea as orchestrating revenue agents with workflows. AI usage runs on credits that each plan includes, with more available to buy.

The Free plan supports up to three seats. Plus adds private lists and more email sending for up to ten seats, Pro adds unlimited seats, call intelligence, sequences, permissions and advanced reporting, and Enterprise adds unlimited objects, security and admin controls.

Our take

Good for
small and growing sales teams that want a flexible, customisable CRM.
Skip it if
you need a free CRM for more than a few people.
The catch
the free plan stops at a few seats, and automations and enrichment draw on monthly credits, so budget for usage as well as seats.

Checked . Plans and limits change, so confirm them on the vendor's site before you buy.

Key Features

Custom objects and attributes on top of contact and company records.
Email and calendar sync with automatic enrichment.
Ask Attio for questions about your records.
Call Intelligence that records and summarises calls.
AI agents, workflows and sequences for revenue tasks.
An MCP server, API, webhooks and an app SDK.
Credits for AI usage included on every plan.

Use Cases

Track deals and relationships without manual data entry.
Summarise sales calls and update records.
Automate follow ups with sequences and workflows.
Report on pipeline with custom attributes.
Give an AI assistant access to CRM data through MCP.

Industries

SaaS & Technology