I like the integration into Claude and the ease of use from Day 1, it has been a very useful CRM for our smaller company Review collected by and hosted on G2.com.

I wish it had more ways to customize the views and truly make it customizable to what we want to see. Also easier pre-programs sequences and workflows based on the indsutry your in would be great Review collected by and hosted on G2.com.

I use Attio mostly for tracking my customer interactions, and it helps me make my work more organized. I like that it keeps everything in one place, so I don't have to switch to different tools, which saves me time managing my work more efficiently. It's user-friendly and makes it easy to organize everything I need, like contacts. We switched from another CRM, and the transition was smooth and flexible, and it didn't take long for our team to start. I'd rate it an 8 out of 10 and recommend it because it's user-friendly. Review collected by and hosted on G2.com.

I think it could improve more on making some advanced features, it will be a big help. Review collected by and hosted on G2.com.

I really like AskAttio because it saves 70% of the team's time and creates tasks in the CRM, helping to execute intelligently. Call Intelligence also stands out, integrating meetings into deals and increasing the intelligence of Ask and our decisions. The ease of creating and editing objects and API is something I also greatly appreciate. Furthermore, the configuration of Attio was very simple, using the Import2 migrator and Claude Code in the terminal to normalize data, which allowed us to migrate everything in a short time and with little effort. By the third day, AskAttio was already mining the data. Review collected by and hosted on G2.com.

The structure of Tasks is very simple and could allow adding some custom field to facilitate the visualization of indicators about Tasks. Also, the text structure of the fields is Wall Text and does not allow line breaks or the use of bullet points. Review collected by and hosted on G2.com.

I like how you can build workflows and how intuitive it is to move people from different pipelines. I also like how you can create custom attributes to filter things according to the needs of your business or product lines. I really like that you can divide things by products by adding custom attributes. I like that it keeps everything organized, and by clicking a little search button, you can quickly find anything you need. I also appreciate the intelligence feature that helps with briefing and provides summaries before calls if needed. Review collected by and hosted on G2.com.

I think there should be an option to search a record, whether it’s a company or people that is at a certain stage or in a column. That would make a big difference. Also, improving the workflows is needed. Sometimes, for example, I tried creating a workflow to manually select people from a list to enroll them in a sequence, but it kept saying I couldn't. Making the workflows more intuitive and actually work for Atio's customer's needs would be beneficial. Another thing missing is connecting to a lead gen service to find emails and contact info, so everything remains within Attio without needing external platforms. Review collected by and hosted on G2.com.

I like using Attio because it makes navigation simple, with only a few areas to manage, and the data entry and manipulation grids are easy to handle. I appreciate that reporting is generally clean and easy to analyze, providing a clear view of the entire pipeline in a much neater way. It's convenient to have all customer and prospect data organized in one place. Review collected by and hosted on G2.com.

The user experience of building reports is a bit challenging. Could be simplified further for the layman. Also, the initial setup took longer than expected due to Zapier integration challenges, although it was a new experience for us. Review collected by and hosted on G2.com.

I find Attio really great for piping in leads from various surfaces online and integrating them with our systems. It's fantastic how it collects leads using just an email or company name. I like that it has all the integrations we need on the developer side to build out plugins with other tools, like enriching data via Clay. It works really well with our other systems, and I love that it’s still effective even as our company has doubled in size. Setup was super easy, and from the developer's side, building out plugins with Attio is very quick and easy. Attio is still working really well for us, even better now that we have more people on our GTM team. Review collected by and hosted on G2.com.

Attio is a little bit confusing to navigate. It's definitely a lot to go into and hard to build your own systems. It's confusing and you don't know what other team members are seeing. Review collected by and hosted on G2.com.

It’s highly customizable and easy to use. It works great as a CRM and as a data-tracking tool, making it simple to organize and keep track of information. Review collected by and hosted on G2.com.

Since it’s super customizable, it can be a bit tricky at first to learn how to update and refine processes, but the Attio team makes it easier and is there to help you. Review collected by and hosted on G2.com.

Very flexible, and it can easily be shaped to do what you need. It’s also easy to get up and running, with a low learning curve. Tagging the data the way you want is straightforward as well. Review collected by and hosted on G2.com.

This is very specific to my use case as a VC, but I don't like how if you add a note to a deal then that note does not also appear on the company page of that deal as well. Sometimes you have to duplicate work Review collected by and hosted on G2.com.

The product is easy to use, with clear documentation and an intuitive UI. Review collected by and hosted on G2.com.

I’d like to see more templates and additional prompting options to support a faster workflow and make automation development quicker and easier. Email marketing automation could also be more streamlined so it’s easier to locate, and having more metrics around deliverability would be helpful. Review collected by and hosted on G2.com.

Easily customizable with MCP. AI understands platform well, and is able lead development much more independently than other legacy CRMs Review collected by and hosted on G2.com.

UI is a little challenging, especially finding related records. I also wish it was easier to customize the UI with the MCP. Currently I have Claude Cowork in Chrome updating the UI and it's not ideal Review collected by and hosted on G2.com.