Simple to use, with helpful prompts. Everything feels instant. Review collected by and hosted on G2.com.

It’s not reaching its full potential yet within our workstreams, and it takes time to get properly organised. Review collected by and hosted on G2.com.

Intuitive design, flexibility of integration Review collected by and hosted on G2.com.

Some features aren't get shipped (but I believe they are on their way at some point). Single-Sign-On should be part of all offers (start-up too). Review collected by and hosted on G2.com.

I like a lot about Attio, especially its AI, automations, records, and reports. One feature I find most valuable is the Deals section because it allows us to clearly track our demos and opportunities throughout the pipeline, making it easy to see the current stage of each deal and keep the team aligned. The integration with tools like Circleback for meeting notes and interaction summaries also adds a lot of value. Instead of manually reviewing conversations, I can quickly access organized summaries and important action points directly within the record, which improves follow-up and efficiency. When it comes to AI and reports, Attio helps streamline reporting and data analysis significantly. It provides a well-structured prompt, allowing the AI to generate useful summaries, insights, and reports automatically, saving time and reducing manual work. The combination of pipeline management, automated note organization, AI-assisted reporting, and workflow automations makes Attio a very efficient CRM for managing customer interactions and internal processes. Additionally, the platform feels modern and intuitive, making it easier to start organizing pipelines, records, and workflows without requiring a long onboarding process. Review collected by and hosted on G2.com.

One area where I think Attio could improve is the browser extension. In my experience, it occasionally freezes or stops working properly, and sometimes the only solution is to uninstall and reinstall it. While it's not a constant issue, it can interrupt workflows and slow things down when relying on the extension for daily tasks. Review collected by and hosted on G2.com.

The UI of Attio is very easy to use and understand, and it’s also super customizable. I’ve switched between 3–4 other CRMs before, and Attio has been much easier to get comfortable with. The AI intelligence is actually spot-on and genuinely helpful. Review collected by and hosted on G2.com.

the only thing i wish they had is capability to see if someone read my email especially for gsuite Review collected by and hosted on G2.com.

I like Attio for our multi-entity company setup because it allows us to easily switch between different subsidiaries. Each team member can access specific sections, making it efficient for managing customer and prospect profiles. I appreciate the ability to set specific owners and deal team members to each company profile, which streamlines our process. I also really like that Attio integrates well with different data stripping software, like Harmonic, making the pulled information very useful. The initial setup was easy for us. Review collected by and hosted on G2.com.

I think maybe past history with the company, like emails and things could maybe integrate with different software better. Sometimes the emails that have happened in the past with other people don't always pull into Attio. And it's hard to see exactly what had been going on because many of the details are locked. If you could just see, like, who responded or just tell if there was a relationship with the company or just be able to get a little bit more information, that'd be really helpful. Review collected by and hosted on G2.com.

I use Attio mostly as a CRM for my work at Sorenson Capital, and it helps keep things very organized. I like how I am able to see all the contacts made to a given company over time, track the deals we're currently working on, and especially appreciate how customizable it is. With lots of deals we've looked at over the years, it's nice to be able to place multiple filters to find what I'm looking for. I was able to use the customized filters to locate a misplaced batch of companies from our large set. The initial setup was very straightforward, and there were no issues getting it running. Attio is the best CRM I have used. Review collected by and hosted on G2.com.

The only thing I can think of is that it would be nice if it had more of the features that other platforms we use have. For example, we use Outreach.io. If Attio did what they did then we wouldn't have to use Outreach. However, I understand that goes beyond the scope of what Attio is made for. Review collected by and hosted on G2.com.

I find Attio very helpful for managing business development activities. It aggregates information for all business development managers, allowing them to keep track of deals and share them internally. I like that it's connected very well with other software like cloud services, Granola, and even automatically integrates with Google, Gmail, and my notes, adding notes to relevant companies and people. The automation tools are quite helpful and save a lot of time. I appreciate the user experience, which allows me to interact without having to use the interface directly, as it's more like a database that's easy to work with using Slack and Cloud Code. It's like a query engine, which automates the searching process, so I don't have to manually search for deals. Review collected by and hosted on G2.com.

I would say the interface is a bit messy. It feels like a combination of Notion and Jira. I think making the interface a bit less informative would be helpful. Review collected by and hosted on G2.com.

I use Attio as our primary CRM and appreciate having all our information in one place that is always updated, which acts as a central source of truth for our sales pipeline. I really like the extensive API that allows us to build custom integrations, making Attio adapt to our organization. Attio Workflows are very powerful and extremely easy to use or configure, enabling us to run specific flows with groups of data. I also find it incredibly customizable, like Lego blocks, allowing us to build Attio around our unique in-house processes rather than being forced into a fixed system. The initial setup of Attio was very easy. Review collected by and hosted on G2.com.

I believe Attio needs more granular permissions to segregate specific data and views. These should be detailed, likely based on a security group basis with the principle of least privilege. It would be great to have a rich permissions system that dices up the system functionality, granting users in a security group access only to necessary action items in Attio. This would enable more granular control to segment various areas of Attio between different teams. Review collected by and hosted on G2.com.

Attio's Kanban view and flexible object / data model is the best. As a venture investor, it presents a seamless way to add, view, and discuss our pipeline, existing investments, etc. Implementing it is very easy, and integrating it with our other data sources (or its own plugin) like Harmonic or Granola has been equally easy. I can't really imagine their is a better CRM for this sort of thing. We use it every day, and customer support when we are having issues is great. Review collected by and hosted on G2.com.

I think the data / reporting functionality could be a little more intuitive, and I also think that it would be great if Attio could release ways to clean the manifold records that go on the platform a little more easily. Review collected by and hosted on G2.com.

I use Attio for my real estate business as a solo agent. It gives me organization visibility to my clients—past, present, and future—by providing the entire connection history, any relevant data I've chosen to keep, and every possible way to contact them. I appreciate the connectivity options Attio offers, allowing me to fully integrate my business with Claude.ai, an integration that is crucial for my digital assistant. Additionally, I use an internet phone number through QUO, and Attio provides a place to store my call and texting data, so my entire communication history with a client is consolidated in one place. I'm very happy with Attio’s mail delivery success rate, even though it doesn't have a 'mail opens' analytic, which is a reasonable sacrifice for reliable delivery. The initial setup of Attio was incredibly easy with Claude doing all the legwork. Review collected by and hosted on G2.com.

I wish it had better integration with Google Calendar - I cannot make an appointment with a client from inside that client’s Attio entry, which is both cumbersome and opens the door to email address transcription errors. Review collected by and hosted on G2.com.