What is Attio?

Nowadays, customer relationship management (CRM) has evolved way beyond simple databases and rigid processes. As companies continue to grow, and customer interactions become more complex, traditional CRM systems often fall short in providing flexibility and ease-of-use – aspects that are mainly required in modern teams.

Attio, an innovative CRM platform offers a great solution that allows for agility, collaboration, and customization. Here’s everything you need to know about this powerful platform and why it could be a game-changer for your business.

How Attio Works

Attio is a highly customizable CRM with a flexible data model that allows you to organize and structure your data in a way that suits your unique business needs. This data can then be used to build workflows and processes.

The data model is based on four main aspects: objects, attributes, records, and lists. Objects are the core building blocks of Attio’s data model and represent different types of information. Attio has both default standard objects (People, Companies, Deals) and custom objects (Buyers, Subscriptions).

Attributes are the data points that describe objects. For the object “Person”, these could include Name, Email, and Phone number. You can also add custom attributes. Records on the other hand are the instances of an object, so the person, company, or deal itself that you’re tracking.

Finally, aside from filtering and sorting records, you can also create lists in Attio. These are a customizable grouping of records that you can organize as you wish and add data to without changing the original records.

Key Features of Attio

• Customizable CRM: Create custom objects, attributes, and fields to mold Attio to accommodate your unique business needs. This adaptability lets you capture and categorize customer information however you see fit.

• AI-Powered Automation: Build automations with Attio’s visual canvas and extend its functionality with new features, calculations, and formulas. By infusing AI, you can also manage complex processes with step-by-step control.

• Reporting & Analytics: Attio also provides dynamic reporting tools from bar graphs to geospatial mapping that give you deeper insights into customer data

• Work & Collaboration: Your team can collaborate in real-time with shared access to notes, emails, and data. With permission controls you can also control if and how teammates interact.

Pricing of Attio

Attio offers four pricing packages, that can be billed monthly or annually, as below:

• Free: €0 per user/month. For teams with up to 3 seats, includes real-time contact syncing and automatic data enrichment.

• Plus: €29 per user/month. For growing teams, with unlimited seats, private lists, and enhanced email features.

• Pro: €59 per user/month. For scaling businesses, includes adjustable permissions, advanced data enrichment, and priority support.

• Enterprise: €119 per user/month. For large organizations, includes unlimited reporting, SAML and SSO, and custom billing.

Is Attio Right for You?

If your business values flexibility, easy customization, and real-time collaboration, Attio could be a great fit for you. Compared to other CRMs, Attio lets you customize workflows and fields, and integrates with many popular tools to fit your unique processes. It is ideal for startups, sales teams, and businesses that want a CRM that grows with their business, to name just a few. The free version also allows you to get an insight into the tool before committing to a paid package.

Their website also offers an overview of the companies that use Attio for their CRM needs.

Redefine Your CRM with Attio

With Attio, you gain access to a modern platform for managing customer relationships in a way that prioritizes flexibility, collaboration, and simplicity. Attio can be customized to fit your needs, thus making managing sales, support, or partnerships easier and more efficient.

Its powerful features, user-friendly design, and emphasis on real-time team collaboration are quickly making Attio the go-to CRM for businesses that want more control over their customer interactions.

Want to learn more about Attio and how to implement it for your business? Feel free to reach out to us for a consultation!