I like how customizable Attio is. I've been able to add my invoice information and billable hours as their own category of item, which means I can track the amount spent and hours logged per client in one central platform. Having all my connections, video recordings, and conversations in one place is a huge time saver and keeps things simple. I don't have to have multiple systems for these things. The integration options with Zapier also mean it automatically pulls information from my QuickBooks account, which I find very useful. In addition, Attio integrates with my Gmail, increasing efficiency. I also appreciate that Attio offers everything I want at a much lower price compared to Hubspot, which I found very expensive. The simplicity of Attio, compared to Hubspot's bloat, is another big plus. The initial setup was really simple, which made me very happy. Review collected by and hosted on G2.com.
Setting up workflows can be tricky the first time you do it. There is lots of information available to help, but it still just doesn't feel simple. It took me a lot of trial and error to start. Now it's easy, but it took me longer than expected to learn. Review collected by and hosted on G2.com.
