Attio has an outstanding onboarding team. Our solutions engineer, Nima Kafai, was exhaustive and ensured that our company was getting the full benefit of the exhaustive functionality of the platform and had built confidence using it.

We particularly like Attio's chat functionality, which helps us get the relevant context on any account in a few seconds. We find it really helpful to have an integrated notetaker and the templated auto-report generation. We really like using automated workflows to help us qualify and direct inbound needs and other accounts in different stages across our pipeline. We also really like the enrichment feature, which helps us quickly segment the pipeline without having to go through an arduous research process that we had to with Hubspot Review collected by and hosted on G2.com.

There is very little that we dislike about Attio. It would be helpful to have a better way of managing email access rather than the completely open or completely shut options at the moment. It would also be really helpful to have an Attio slack integration with the chat functionality so we could query context on our CRM in slack. Review collected by and hosted on G2.com.

I really like the UI/UX and customizability of Attio. It's very flexible and lets me tailor views, fields, and workflows to how our team actually works, rather than forcing us into a rigid structure. What stands out most is how "zero touch" it feels as an AI-first CRM—it handles a lot of the data entry and enrichment automatically, so I spend less time on manual upkeep and more time actually using the data. Review collected by and hosted on G2.com.

Workflows and automation are tedious. You end up having to write very complex flows even for basic automation. For example, making a stage change require certain checks turns into a complicated workflow. Review collected by and hosted on G2.com.

Attio has been incredibly easy to customize and tailor to our business. We successfully replicated our entire data model by adding custom objects and building relationships between them. The flexibility and ease of configuration really stood out, allowing us to structure everything exactly as we needed. Review collected by and hosted on G2.com.

While the platform is very flexible, a few integrations — such as Aircall — are still somewhat limited (e.g., no native transcription sync). We’d also benefit from conditional field logic, where dropdown options dynamically update based on previous selections (for example, filtering stores based on the selected company). This would significantly improve data accuracy and usability. Review collected by and hosted on G2.com.

I like that Attio was very easy to deploy and get going. Having used Salesforce before, Attio is much simpler than going through an entire Salesforce implementation. I was able to take our contacts and upload them via spreadsheets easily, and the Attio implementation & support team worked very closely with us to get started. The initial implementation was relatively easy, and the support team was quite helpful in getting us going. Sync'd our email conversations automatically is a bug plus. Tracking our pipeline is very easy. Review collected by and hosted on G2.com.

Dealing with the email syncs was a little confusing initially. Had to go through a number of iterations with the support team to enable syncing just those emails that we wanted and not have every single email in our respective inboxes. In addition, we use Mailchimp, and while there's integration that pushes contacts from Attio to Mailchimp, there is no way to have the emails we send out from Mailchimp captured within the Attio CRM. Review collected by and hosted on G2.com.

I have recommended Attio to many people.

In short, Attio has completely changed our business. When we were reviewing which software to go with, it seemed there were only two types of product available; out-of-the-box, "fit for everyone" solutions, or completely bespoke (and expensive). Then Attio came along, and it bridged that gap perfectly.

There are a number of brilliant things about Attio; the communication and support, the ability to suggest features which actually get listened to and implemented, the UI is clean, data is managed just how you want it to be. Ultimately, it's designed to scale with the user's business, and it's doing that perfectly.

We've had a number of learning curves, and I've consulted support a lot. However, all of my answers have always been answered promptly and by a real person.

The changelog is really good to review regularly, too. I'd say it happens all too often - when something gets updated, the product becomes worse. Only improvements with Attio!

It is the lifeblood of our business, and is used every minute of every working day.

In short, there is a LOT to love about Attio. Review collected by and hosted on G2.com.

If there's something you dislike about Attio, they provide a platform in order to help affect positive changes to the system. If there's a feature request you'd like to see - go on ahead and suggest it, as it seems their goal is to make the best system in the world.

Look - it sounds like I'm a bit of an Attio fanboy, but to put it simply - there's nothing I dislike about Attio. Review collected by and hosted on G2.com.

I like the simple interface and UI of Attio, even though there's a learning curve, it's fairly intuitive. I really enjoy the lists and views for each object, which keep different business channels, customers, and my last interactions organized. My favorite part is how built-in the AI features are; I love how it preps me for meetings and drafts email sequences. The automations are great, helping me send emails to customers about upcoming calls. It's like having a couple of assistants for my small sales team. The powerful filters and sorting in the CRM are very helpful, allowing team members to find data quickly. Review collected by and hosted on G2.com.

I wish there was an app for my computer since I keep it open all the time. It's a little clunky for me to find the browser tab since I have a lot of tabs open so I constantly find myself just opening a new tab with Attio and have multiple ones going at once. There are some features of the AI that I'd like to see improved - it doesn't remember certain things for me about my company unless I create a record of my company and add a note with our sales messaging and background. I wish you could just say 'remember this' and it will for the next time. I'm hoping that as I use it the language for the draft emails improves. I also wish it could draft an email and send it within an existing Gmail thread instead of creating a new one. And lastly, I wish Attio had a feature to track if an email was opened by the recipient. It was challenging to switch to be honest. The import tool had some issues and I had to do a lot of clean-up. Review collected by and hosted on G2.com.

I like the view in Attio and that I can modify datasets without having to click into a particular link. Unlike other CRMs, where I have to open the actual record to make changes, Attio allows me to modify records from a dashboard or a zoomed-out view. This capability lets me look at multiple data points at once without needing to switch between tabs or adjust filters repeatedly. Review collected by and hosted on G2.com.

Some of the filtering isn't quite working for me, and I'm not sure if that's just our iteration. I'd like to be able to create more custom dashboards a little bit simpler. I'm also unsure if Attio is robust enough for complex use cases or if it has comprehensive outreach capabilities. Review collected by and hosted on G2.com.

I like the UI of Attio; it's a notable feature for me. I find value in the ability to see which companies belong to me versus those for other account executives, and navigation towards this information is really easy. Attio helps me with account finding and gives visibility into my opportunities and leads, as well as the stages of prospecting. Review collected by and hosted on G2.com.

I find the UX and opportunity management in Attio challenging. The navigation in the app is not intuitive and is hard to follow. It feels like it's not user-friendly in my opinion. I struggle to accomplish what I'm trying to do. Additionally, transitioning from Salesforce to Attio was hard. Review collected by and hosted on G2.com.

I love the UX/UI of Attio. Its filters are very helpful as a first review process for potential companies to invest in. The different filters and groups make organizing a CRM and data as a large business easy. Review collected by and hosted on G2.com.

I think there could be more options for metrics or information on the business. Instead of having to click onto a different software to figure out if the business is B2B, if it was included that would be nice. The business description could be better in terms of what sectors the business is in, as there are too many listed and can be annoying to understand. Having to use Pitchbook to fetch more information is a little bit of a hassle. Review collected by and hosted on G2.com.

I like how snappy Attio feels compared to other software like Affinity or Salesforce. I appreciate the functioning mobile app, especially since Affinity is a catastrophe on mobile. I enjoy how simply things are presented, and compared to Salesforce, which is a nightmare in terms of complexity, Attio feels more spacious. Even though I think it can be snappier, I still find its performance relatively better than other CRMs. Review collected by and hosted on G2.com.

I think it can be even snappier. It can be even faster. The UI sometimes is a little bit confusing. I don't really know where to click. The onboarding experience is terrible, a typical SaaS onboarding process that is boring and unidimensional. The performance sometimes on mobile is just terrible. It loads forever. I know it's not my Internet connection, so it's your app. The exports could have better options, especially in Excel. Review collected by and hosted on G2.com.