Attio Reviews & Product Details

The biggest win for our studio is Attio’s completely open, customizable database architecture. You don’t need developers or coding knowledge to redesign how your data lives inside the platform. During our retail‑brand commercial photoshoot, I built distinct linked record sets for brand clients, freelance photographers, shoot venues, retouching checkpoints and final image delivery deadlines, all housed inside one shared workspace. Our producers and studio coordinators can pull up a client entry and instantly view their full shoot timeline, assigned talent and outstanding deliverables, no steep learning curve required. Tying contact profiles directly to shoot‑specific tasks eliminates the chaos of jumping between dozens of disjointed spreadsheets, and cuts down hours of manual cross‑referencing work for our lean creative staff. Review collected by and hosted on G2.com.

Where Attio falls flat is for real‑world creative‑studio workflows, mainly missing industry templates and limited reporting functionality. On that retail‑brand photoshoot engagement, I had to construct every single custom field and record relationship manually; there are zero out‑of‑the‑box templates built for tracking photoshoots, freelance talent rates, shoot‑day call times or image output milestones. The built‑in reporting options are overly generic, they cannot produce clean stakeholder‑ready summaries, forcing us to export raw data over to Google Sheets every single time we wrap a shoot for brand clients. Bulk batch‑editing multiple shoot records also feels slow and cumbersome. Our team would hugely benefit from pre‑built photography‑focused templates and more robust bulk‑edit functionality to cut repetitive admin labour. Review collected by and hosted on G2.com.

Attio makes it easy to see where leads are in our sales process, and it also helps me understand where they came from by using the drag and drop tagging feature. Review collected by and hosted on G2.com.

Sometimes it can be challenging to see the date in which our lead came in. This can make it hard to determine ROI across multiple months. Review collected by and hosted on G2.com.

I use Attio for CRM and maintaining our pipeline and contact-companies for B2B sales. I like that it helps track multiple email threads and assign tasks to owners while keeping everything visible to everybody. I appreciate the customizability of Attio. The AI is very intuitive and makes it easy to customize the integration without needing to review the whole record history. Review collected by and hosted on G2.com.

The reports are limited. There should be built-in sales metrics for regular tracking. Initially, it was challenging as there weren't a lot of training materials, onboarding support was limited, and setting up Attio affected productivity since we didn't want to invest a lot of time to learn this new tool and it's very different from the old one, so there was a lot to learn. Review collected by and hosted on G2.com.

I use Attio to run our business, and it's the best tool we've seen for integrating AI into our flow. I love the fact that I can be just five minutes away from a call, look at my past conversations, and get help prepping for the call. The call recorder is integrated and does so much of my job for me by letting me know who I'm talking to, what they want to hear, and what we talked about last time. It's a game changer for us because I can look at past calls, transcripts, and everything's in Attio. The whole context for the company is available, directly connecting to our Codex and Cloud instances. I get timely reminders, use voice commands with the AI, and it seamlessly integrates everything into the CRM. Attio helps us stay organized, and is a crucial part of my tech stack. The initial setup was plenty easy, thanks to helpful onboarding calls. I'm a big fan of Attio because I like the vibe, the price, and the functionality—it's great. Review collected by and hosted on G2.com.

I feel like you have to click a few too many times to see the details. Things are configurable, and as I build it out, I'm creating the pages I want to see, like surfacing phone numbers for team members. The integration with Quo is good, but it's not as seamless as I would like. I'd like to be on the team page, hit Quo, and then queue up the phone numbers. So I guess that's more of a feature request than an issue. It's customizable, but I think it'd be really cool if it could be more seamless. Review collected by and hosted on G2.com.

I like that Attio is very customizable and buildable, allowing me to house information the way I want it. It's very clean, and the attributes and objects are very helpful and easy to add. It helps me stay organized and lets me see the history of communication between candidates and myself or a lead and our team. It saves me time by not having to go back and forth between emails. I also find it very simple and intuitive to set up, which I picked up in one day. Everything is customizable with permissions, and the ability to add lists and do many different things is very easy. Review collected by and hosted on G2.com.

Yeah. So I've been handling some of the sales operational side of things and maintaining, like, CRM hygiene. And what we have seen as an issue is in the calls, sometimes they automatically tie to a company record, and sometimes they don't. This causes us issues because if a company isn't tied to a specific call, we're not getting the whole picture. Sometimes it's automatically tagged, but other times it's not. If they're not tied to the deal record, it makes it hard for us to see the picture. I've had to spend time manually entering them in, which is not ideal. Review collected by and hosted on G2.com.

It is cost effective, relatively easy to use and has a lot of customizability so it can be nice for people who are doing things uniquely. It also serves as a CRM and sequencing tool which is nice (the sequencing portion is very good in my experience). The AI Chat bot is also very helpful because it helps you find anything you need within the platform. Overall, the platform, integrations and support are also very fast and nice to use. Review collected by and hosted on G2.com.

The only gripe I have is the attributes in the lists you can make. If you set it up properly it is fine but the default attributes are not ideal for sales work. Also for some reason their is a visibility issue in the platform (for example I cant see sequences or emails my colleagues are sending, it doesnt even give me an option to do so.) Review collected by and hosted on G2.com.

What I like most about Attio is how flexible and intelligently designed it feels. It doesn’t feel like a traditional rigid CRM — it feels more like a modern relationship and workflow platform. The UI is clean, fast, and intuitive, and I really like how easily it adapts to different processes without becoming overly complicated. It strikes a rare balance between powerful automation, structured data, and simplicity of use. Review collected by and hosted on G2.com.

What I dislike about Attio is that, while it’s extremely flexible and visually polished, it can take a lot of time to navigate through all the layers of information. You often have to extend views, open the contact, then open the company, then dig further into related records just to get the full context. Some information that feels operationally important, like clearly seeing whether a meeting was scheduled with a contact, is not always immediately visible. Review collected by and hosted on G2.com.

I like how versatile Attio is and how easy to use it is. Every time I go in, everything is so smooth, and I can see what my team is doing. I can see who was the last person connected from a company and when the first connection was made, which helps me understand what's going on and ask the right questions. The full picture and visibility of what's going on are very helpful. Also, the automation in Attio is great as it does everything automatically, solving the problem of my salespeople forgetting to write down notes in the CRM system. The updated feature is amazing for keeping everyone updated with everything. The initial setup was perfect. Review collected by and hosted on G2.com.

I think the only thing that comes to my mind is the way to create the buckets for every single sales process. It's probably because I'm brand new to it, and I'm still getting used to it. Review collected by and hosted on G2.com.

I like how customizable Attio is. Being able to just add any field that I want is the most beneficial, and it helps me organize the layout. I also appreciate the ability to have things connect from deals, tasks, people, companies but think there should be better visibility across them all. I'm sure there's a way just haven't dedicated time for that yet. Review collected by and hosted on G2.com.

I find Attio extremely clunky, especially when creating dashboards for visibility into numbers and the overall sales organization. I just got help setting up a weighted pipeline with your customer success and that was helpful. Although I had a session with someone from your team that helped a bit, I couldn't believe how many steps were involved. It’s frustrating to get clear, concise reporting. Additionally, it took me a while to get the hang of it since I didn't set it up initially. Review collected by and hosted on G2.com.

I really appreciate the integration with Cloud Code and how it enables me to build automations via a robust API. Attio's Mailchimp integration is also a big plus for me. I find it helps keep things organized, and I enjoy the email sequences feature, which makes reaching out to leads easier. Attio allows me to use the tool in multiple different ways, which is something I find quite valuable. Review collected by and hosted on G2.com.

I feel the UI and some of the native integrations, like the Calendly integration, could be improved. I also found the initial setup somewhat complex because there wasn't a good guide, but I was able to figure it out eventually. Review collected by and hosted on G2.com.