--- title: Attio Reviews meta\_title: 'Attio Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 583 reviews by the users' company size, role or industry to find out how Attio works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 583 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Attio Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customization for their needs. [(75 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566584&qs=pros-and-cons#reviews) Users appreciate the **easy setup** of Attio, enabling quick productivity without a steep learning curve. [(43 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2393951&qs=pros-and-cons#reviews) Users appreciate the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management. [(41 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566336&qs=pros-and-cons#reviews) Users value the **seamless integration** capabilities of Attio, enhancing productivity and simplifying workflows across teams. [(25 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566683&qs=pros-and-cons#reviews) Users value the **feature richness** of Attio, especially for its intuitive tools and excellent customer support. [(23 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2180666&qs=pros-and-cons#reviews) Users express frustration with **integration issues** , highlighting the need for more native tool connections and functional enrichment features. [(25 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566484&qs=pros-and-cons#reviews) Users express concern over **missing features** in Attio, hoping for key improvements and better automation for duplicates. [(23 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566395&qs=pros-and-cons#reviews) Users experience a **steeper learning curve** at first, feeling overwhelmed by the setup and flexibility of Attio. [(21 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2287568&qs=pros-and-cons#reviews) Users struggle with **feature issues** in Attio, especially regarding email sharing and limited reporting capabilities. [(19 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2287544&qs=pros-and-cons#reviews) Users find the **incomplete information** in Attio limits accurate data enrichment and reporting capabilities. [(13 mentions)](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2310349&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Attio ##### 1. Ease of Use Users appreciate the **ease of use** of Attio, enjoying a smooth setup and intuitive customization for their needs. [ See 75 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566584&qs=pros-and-cons#reviews) See Related User Reviews ![Nathan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan D.") ND Nathan D. Small-Business (50 or fewer emp.) 4.5/5 "Customizable, Efficient, but Needs Better Workflow Management" What do you like about Attio? I really like Attio's custom data model because it allows us to tailor things to our own use case. The MCP is great because it makes it easy for our a ![Rajat M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajat M.") RM Rajat M. Mid-Market (51-1000 emp.) 5.0/5 "A Simpler, More Affordable Alternative CRM" What do you like about Attio? What I like best about Attio is how user-friendly and intuitive it is. The interface is clean, navigation is effortless, and it’s easy for the team to ##### 2. Easy Setup Users appreciate the **easy setup** of Attio, enabling quick productivity without a steep learning curve. [ See 43 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2393951&qs=pros-and-cons#reviews) See Related User Reviews ![Nathan D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan D.") ND Nathan D. Small-Business (50 or fewer emp.) 4.5/5 "Customizable, Efficient, but Needs Better Workflow Management" What do you like about Attio? I really like Attio's custom data model because it allows us to tailor things to our own use case. The MCP is great because it makes it easy for our a ![Rajat M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajat M.") RM Rajat M. Mid-Market (51-1000 emp.) 5.0/5 "A Simpler, More Affordable Alternative CRM" What do you like about Attio? What I like best about Attio is how user-friendly and intuitive it is. The interface is clean, navigation is effortless, and it’s easy for the team to ##### 3. Easy Customization Users appreciate the **fantastic customizability** of Attio, allowing tailored solutions that enhance lead tracking and management. [ See 41 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566336&qs=pros-and-cons#reviews) See Related User Reviews ![Basile C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Basile C.") BC Basile C. Small-Business (50 or fewer emp.) 5.0/5 "Finally a modern CRM!" What do you like about Attio? Attio is the most flexible and modern CRM I’ve used. The object-based structure gives us total freedom to model our data exactly the way we need. The TH Tom H. Small-Business (50 or fewer emp.) 4.5/5 "Customizable Platform That Centralizes Our Sales Efforts" What do you like about Attio? I like how Attio brings all our lead sources into one place and does a lot of the thinking for me. Its customizability is fantastic as I can pretty mu ##### 4. Integration Users value the **seamless integration** capabilities of Attio, enhancing productivity and simplifying workflows across teams. [ See 25 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566683&qs=pros-and-cons#reviews) See Related User Reviews ![Bianca S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bianca S.") BS Bianca S. Small-Business (50 or fewer emp.) 3.5/5 "Solid CRM With Great Integrations, But Pricey" What do you like about Attio? I like Attio's website integrations because they help with managing company profiles efficiently, without the need to search for details like the star DB Devon B. Mid-Market (51-1000 emp.) 5.0/5 "Seamless Data Syncing Enhances Workflow" What do you like about Attio? I like the automatic syncing with other tools with Attio, especially how it seamlessly integrates with apps like Slack, Gmail, MailChimp, and Zapier f ##### 5. Feature Richness Users value the **feature richness** of Attio, especially for its intuitive tools and excellent customer support. [ See 23 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2180666&qs=pros-and-cons#reviews) See Related User Reviews ![Basile C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Basile C.") BC Basile C. Small-Business (50 or fewer emp.) 5.0/5 "Finally a modern CRM!" What do you like about Attio? Attio is the most flexible and modern CRM I’ve used. The object-based structure gives us total freedom to model our data exactly the way we need. The ![Michelle S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle S.") MS Michelle S. Mid-Market (51-1000 emp.) 4.5/5 "Intuitive CRM with Customization Opportunities" What do you like about Attio? I love the related fields in Attio because they're clean and simple. The API is super easy to use, which is a big plus for me. When I use Attio, it fe ### 5 Cons or Disadvantages of Attio ##### 1. Integration Issues Users express frustration with **integration issues** , highlighting the need for more native tool connections and functional enrichment features. [ See 25 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566484&qs=pros-and-cons#reviews) See Related User Reviews ![Rajat M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajat M.") RM Rajat M. Mid-Market (51-1000 emp.) 5.0/5 "A Simpler, More Affordable Alternative CRM" What do you dislike about Attio? There isn’t much to dislike overall. One area for improvement would be deeper and broader integrations with other tools. While integrations with platf TH Tom H. Small-Business (50 or fewer emp.) 4.5/5 "Customizable Platform That Centralizes Our Sales Efforts" What do you dislike about Attio? Some more native integrations would be good so I don't have to use Zapier. ##### 2. Missing Features Users express concern over **missing features** in Attio, hoping for key improvements and better automation for duplicates. [ See 23 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=1566395&qs=pros-and-cons#reviews) See Related User Reviews ![Basile C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Basile C.") BC Basile C. Small-Business (50 or fewer emp.) 5.0/5 "Finally a modern CRM!" What do you dislike about Attio? There’s currently no way to rename system object attributes (e.g., “Companies”, “People”, etc.), which can be a bit limiting when modeling niche workf ![Michelle S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle S.") MS Michelle S. Mid-Market (51-1000 emp.) 4.5/5 "Intuitive CRM with Customization Opportunities" What do you dislike about Attio? The way you can share emails is tough. My teammates are sensitive to sharing and Attio doesn't have a whitelisting option. HubSpot allowed you to shar ##### 3. Learning Curve Users experience a **steeper learning curve** at first, feeling overwhelmed by the setup and flexibility of Attio. [ See 21 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2287568&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.0/5 "Intuitive Interface and Effortless Ease of Use" What do you dislike about Attio? There seems to be a lot of limitations if you aren't good at building automations. ![Brian L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian L.") BL Brian L. Small-Business (50 or fewer emp.) 4.5/5 "User-Friendly CRM with Fast Updates" What do you dislike about Attio? I do think that some of the reporting components could be a little bit simpler. Creating a couple of different advanced filters, sometimes they cancel ##### 4. Feature Issues Users struggle with **feature issues** in Attio, especially regarding email sharing and limited reporting capabilities. [ See 19 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2287544&qs=pros-and-cons#reviews) See Related User Reviews ![Michelle S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle S.") MS Michelle S. Mid-Market (51-1000 emp.) 4.5/5 "Intuitive CRM with Customization Opportunities" What do you dislike about Attio? The way you can share emails is tough. My teammates are sensitive to sharing and Attio doesn't have a whitelisting option. HubSpot allowed you to shar ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") I Verified User Small-Business (50 or fewer emp.) 3.5/5 "Great Meeting Recordings, but Search Could Be Easier" What do you dislike about Attio? There’s a steeper learning curve at the start. The flexibility is powerful, but it can feel overwhelming when you’re first setting up your data model ##### 5. Incomplete Information Users find the **incomplete information** in Attio limits accurate data enrichment and reporting capabilities. [ See 13 mentions ](https://www.g2.com/products/attio/reviews?filters%5Bsentiment_snippet%5D=2310349&qs=pros-and-cons#reviews) See Related User Reviews ![George M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George M.") GM George M. Small-Business (50 or fewer emp.) 4.5/5 "Love it, but there are more directions to improve, not only AI features" What do you dislike about Attio? Very weak reporting function, and the lack of a date trigger in automation. You need to come up with a workaround for it DP Dragos P. Small-Business (50 or fewer emp.) 4.0/5 "Modern CRM with Room for Reporting Improvements" What do you dislike about Attio? I think in some places, it feels unfinished. A very small example, which is not a massive problem, is copying the name of a record in Attio. Because i ![Gianfranco L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gianfranco L.") GL Gianfranco L. Key Account Manager Enterprise (\> 1000 emp.) 7/28/2026 "Attio's Automation Transforms Our Sales Process" 5/5 What do you like best about Attio? 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. What do you dislike about Attio? 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. What problems is Attio solving and how is that benefiting you? I use Attio to organize my sales and team meetings. It solves the problem of forgetting to record notes and keeps the CRM updated automatically. The updated feature helps keep everyone informed and on track. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Ryan B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan B.") RB Ryan B. Software Consultant Small-Business (50 or fewer emp.) 7/16/2026 "Customizable CRM with Room for Improvement" 2.5/5 What do you like best about Attio? 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. What do you dislike about Attio? 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. What problems is Attio solving and how is that benefiting you? I use Attio as a CRM to track deals and follow-up tasks mainly as well as the AI insights into the firms Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Matthew H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew H.") MH Matthew H. Founder Small-Business (50 or fewer emp.) 7/28/2026 "Solid Integrations but Needs UI Improvements" 3.5/5 What do you like best about Attio? 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. What do you dislike about Attio? 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. What problems is Attio solving and how is that benefiting you? I use Attio to integrate with cloud code through a robust API, allowing us to build automations. The Mailchimp integration and the ability to reach out to leads easily also help me keep things organized. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Olga G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Olga G.") OG Olga G. Global Audience Insights Analyst Small-Business (50 or fewer emp.) 7/15/2026 "Streamlined, User-Friendly CRM for Growing Teams" 4/5 What do you like best about Attio? I really appreciate the simplicity of the interface in Attio and the flexibility of the tools, along with chat-based AI features. It's kind of like a build-what-you'd-like-it-to-be structure, which suits my needs well. Compared to something like Salesforce, where each page is overwhelmed with information, Attio offers easy access on all pages, which is a big plus for me. I think the simplicity and good structure are what serve me best. Review collected by and hosted on G2.com. What do you dislike about Attio? At the moment, I think the variety of views would be helpful. In terms of the layouts for each page. I'm still in the early stages of my usage, so I have not identified any blatant blank spots but yeah, I think perhaps more customization ways, without it costing simplicity, it would be great. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? I use Attio for organizing the pipeline across potential and current customers. It centralizes all the knowledge around deals and individual clients and supports note-taking for ongoing client support. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite SS Sanat S. CRM & Sales Intelligence Consultant Small-Business (50 or fewer emp.) 4/29/2026 "Powerful Yet Simple CRM That’s Easy to Use Out of the Box" 5/5 What do you like best about Attio? The simplicity is what stands out most. I’ve been managing and consulting on CRM and GTM strategy and systems for a long time, and this is the best solution I’ve seen in the market in quite a while. It’s extremely powerful and can compete with HubSpot and Salesforce when needed, but it’s also easy to use right out of the box, which I think is very rare in this space. Review collected by and hosted on G2.com. What do you dislike about Attio? I think the biggest weakness right now is the lack of integrations. That’s changing very quickly, but there are still plenty of integrations that have to be configured manually. It’s not the end of the world, but it does make the product a bit harder to use than it needs to be. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? I use it to manage my sales process and customer relationships. In practice, I rely on it to track most of the work I’m doing, both on the front end and on the operational side. I’ve also built out a lot of custom functionality, which has helped me cut down on the number of other tools I need to use. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AM Adrien M. 7/10/2026 "Attio: Revolutionized Our Client Management" 5/5 What do you like best about Attio? I like the 'Ask Attio Agent' a lot because it's very clever and enables me to build 95% of my workflow on its own. It answers any client questions I have in a few seconds, saving me time compared to the email searches I used to do. The agent transformed my experience with Attio, giving me qualified data about my clients, helping to build my workflows, and making suggestions. Also, I found the initial setup quite easy, especially understanding the meeting recorder and how to search for data with the agent. Review collected by and hosted on G2.com. What do you dislike about Attio? I think for the moment in terms of workflow integration it is still in development and some pieces are missing like the 'Note Creation' block. Also, I think that the Ask Attio Agent should be more free to build some elements in the views or records. To me, the agent should be able to create some record changes and help us to better use the record view to adjust it as we need. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? Attio gathers all our client information for a clear overview, improves meeting preparation, and provides traceability of interactions. The Ask Attio agent saves me time with quick access to client data and helps build workflows. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Amanda G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amanda G.") AG Amanda G. Print and Digital Director Small-Business (50 or fewer emp.) 7/20/2026 "User-Friendly CRM with Easy Customization" 4/5 What do you like best about Attio? I like Attio's ease of use, which makes my tasks in sales much simpler. I also appreciate the ability to easily customize attributes and import contacts. Working in the Mortgage lending space, I found it really helpful that I could add fields specific for banking and import data into those fields directly from lists I already had. Setting up Attio was very easy. Review collected by and hosted on G2.com. What do you dislike about Attio? The task view on a Deal is frustrating because you can't see the entire sentence without opening up the task. It would be much easier if I could see more of the task information at a glance without clicking into each one. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? I use Attio to track progress on deals, follow-ups, email sequences, and reporting. It's easy to customize attributes and import contacts, which helps me in the mortgage lending space by adding banking-specific fields and importing data from existing lists. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Matteo M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matteo M.") MM Matteo M. Founder Small-Business (50 or fewer emp.) 4/21/2026 "A Flexible, AI-Connected CRM That Replaced Multiple Tools" 4.5/5 What do you like best about Attio? Attio has replaced multiple tools for us. As a health tech venture builder managing several products at once, we needed a CRM flexible enough to model our actual business — not a rigid sales pipeline. Custom objects and lists let us do exactly that, with no code. The real game-changer is how Attio connects with AI. We linked it to Claude via MCP and now query our entire CRM, call recordings, and notes in natural language. Weekly summaries, client insights, cross-call patterns — all instant. Call recordings stopped being archived audio and became searchable, actionable intelligence. Everything is connected: a note links to a person, a company, a deal, a call. Nothing lives in a silo. For a small team running fast, that's everything. Review collected by and hosted on G2.com. What do you dislike about Attio? The feature request process is slow and hard to track. For internal product management and task workflows, we actually find it far more effective to use Claude directly — it gives us instant answers, summaries, and automation on top of our Attio data without waiting for native features to ship. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? As a venture builder with multiple health tech products running in parallel, we were drowning in scattered data — contacts in spreadsheets, notes in docs, calls nowhere. Attio gave us one source of truth for every relationship across all our products. The biggest benefit is time. We used to spend hours reconstructing context before client calls. Now everything — past interactions, notes, call recordings — is in one place and queryable via Claude in seconds. A founder can walk into any conversation fully prepared in under a minute. It also replaced the need for several tools we were paying for separately. One flexible system beats five rigid ones. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Krishna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Krishna S.") KS Krishna S. Mid-Market (51-1000 emp.) 7/2/2026 "Efficient CRM with Great UI/UX and Auto-Linking" 4.5/5 What do you like best about Attio? I love the fact that calls, emails, and relevant threads are automatically linked to a specific company, which saves me time digging through email threads and messages that I don't even have access to. I also appreciate the great documentation and the great UI/UX. I like that users are tagged and the table formatting of all the companies is really appealing. It's very easy to get access to Attio. Review collected by and hosted on G2.com. What do you dislike about Attio? I think the search feature is a little convoluted and hard to look for. There should be one unified search bar at the very top - I don't think that's there right now. The initial setup was very easy to get access, but a '101' of how to use the tool could have been more clear. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? Attio connects calls, emails, and threads to companies automatically, saving me time. It prevents digging through unavailable messages, while its UI/UX and tagging feature enhance organization. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Carlos H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carlos H.") CH Carlos H. Small-Business (50 or fewer emp.) 6/30/2026 "The Most Complete CRM for Sales Follow-Ups" 5/5 What do you like best about Attio? I use Attio as a CRM for my sales job to create tasks, enter deals, and put in client information. It helps me manage and keep track of every client, and it keeps me organized. What I like most is the task features. We do a lot of cold calls, and it keeps me in front of what I need to do for the day. I can remove a task if they don't pick up, and as I move through the process, it moves with me. So that's pretty convenient. There's a lot of features, and once you learn the basics, I think it's great. It's one of the most complete CRMs that I've seen. I'd 100% recommend it. Review collected by and hosted on G2.com. What do you dislike about Attio? I have to enter their information. There's a lot of manual stuff that I have to answer. I have to enter phone number and email. I wish I could link a same Excel spreadsheet with all the client's information. It'd be nice if I could use it as my low port. So I have to manually enter a lot of information. I'm still learning. There are a lot of features. Review collected by and hosted on G2.com. What problems is Attio solving and how is that benefiting you? I use Attio as a CRM for sales to create tasks, enter deals, and keep track of every client. It keeps me organized. I like the task features, since we do a lot of cold calls, it keeps me in front of what I need to do for the day and moves with me through the process. Review collected by and hosted on G2.com. 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