Attio's support is well done and always provides feedback for requests made promptly, often within the day. I also appreciate the good documentation available, which makes it possible to learn how to use the software independently without necessarily having to attend formal courses, thanks also to some tutorial videos available. Furthermore, the product is quite intuitive and offers high potential. Review collected by and hosted on G2.com.

There are some areas for improvement related to certain indicators that need to be constructed with complex formulas. It is necessary to work on these indicators for those who use Attio intensively. Additionally, having some KPIs at first glance when opening certain pages would be useful. I believe these elements are still on the roadmap. It might also be useful to have some more advanced dashboards. Review collected by and hosted on G2.com.

I use Attio for outbound sales and it really helps with CRM capabilities, lead tracking, workflow automation, and deal management. I like the UI/UX and the ease of access to features, which makes everything seamless. The native integrations with tools like Aircall and Apollo are also fantastic. I find every layout very advanced and modern with simplified categories and segments. The initial setup was amazing for my team. Review collected by and hosted on G2.com.

I think the onboarding could be slightly improved to understand the full capacity of automation workflows. It'd be great to get product demo videos for each segment, like how to import leads, how to automate deals, how to integrate, etc. Review collected by and hosted on G2.com.

I like the flexibility and ease of use that Attio offers. It allows me to connect things to Claude code, which really makes everything easier. I can use the API to create and fetch contact data, and stay informed about my pipeline. The initial setup was quite easy, and though there's a learning curve with everything, it wasn't as bad here. Additionally, I use Attio's CRM for storing client data seamlessly with its robust features and AI flexibility. Review collected by and hosted on G2.com.

I think I just have high expectations but their API could be better. Overall efficiency, I feel like sometimes it takes too long to perform certain API actions. Review collected by and hosted on G2.com.

I find Attio's AI functionality useful for quickly looking up account history on potential prospects. As an end user, it was easy to start using Attio, as I simply accepted my invite. Review collected by and hosted on G2.com.

I'm not the biggest fan of Attio. I'm used to HubSpot and Salesforce, and Attio feels pretty clunky compared to those. Its search functionality seems pretty limited, and I sometimes just want to easily find a contact or company, but it feels like it's missing a lot of options. Review collected by and hosted on G2.com.

Once up to speed, seems very intuitive and just what I would want to build myself for this Review collected by and hosted on G2.com.

Learning curve takes time at first but to be expected Review collected by and hosted on G2.com.

I use Attio to manage our entire pipeline, and it's our source of truth for data. I think it's cleaner and much more flexible than Salesforce. It's more modern, which is great. I really like their AI features. While I think they could use some work, they've been pretty good. The AI chat has been really helpful when I need to input pieces of data. Using AI has been a lifesaver for us. I also found the initial setup easy. Review collected by and hosted on G2.com.

I think there needs to be a better MCP connector. There are definitely some limitations on the things that we can use it for. I also wish it was a little more opinionated. There's a kind of mix of lack of structure, but also structure at the same time. Either more opinionated or just pure flexibility, I think, would be really amazing. The initial setup is easy but trying to set it up in an optimal way is a little tricky. Data migration and not having clean data is not the easiest thing. It's a little too much manual work on our end to figure out what the right process is. Review collected by and hosted on G2.com.

It is highly perosnalisable for specific needs. i prepared many different lists and funnels for both investment and fundraising. and i use it for all my events. i also love the workflow features to automate certain things, specifically the tags for each type pf person or company. The intergation with gmail, LinkedIn, and Zapier are great. Review collected by and hosted on G2.com.

I think the Notetaker can be improved. I use fireflies and unfrtuantely the Zapier integration to add the AI summary notes after a call to each person and company record breaks a lot. It was working super well for about 8-10 motnhs. I noticed it satrted breaking in October or so 2025. Review collected by and hosted on G2.com.

I love that new leads popping to our email automatically go straight to Attio, which is the start of our success. I like sending and receiving everything in just one platform. I value the reports, contacts, templates, and checking team's tasks features. The good thing about Attio is that their team is very helpful; whenever we need someone, they are ready for a quick video call! Review collected by and hosted on G2.com.

I think the important one is like a reminder? we usually add it as a task but no popping or reminder to that person who we tagg Review collected by and hosted on G2.com.

I use Attio for CRM purposes, notably for tracking our deal flow and ensuring we know which salesperson is associated with each account. Attio helps by creating a platform where we can keep everything in one place. I appreciate how different lists and records can interact with each other. I think it does a decent job collecting some key data, or suggesting it upfront, given it is a CRM platform. I like the look and feel of it; I think it is quite nice and makes intuitive sense at least in that regard. Review collected by and hosted on G2.com.

The automation and workflows in Attio are hard to use and don't make intuitive sense. It takes a long time to understand them, and I still struggle to grasp how they work. There aren't enough explanations for the automation workflows, and more hands-on support from the Attio team is needed. It's not as intuitive as other CRMs like Salesforce. The process of deciding which inputs to use is confusing and sometimes errors occur without clear explanations. The learning curve is quite steep, which affects my overall favorability towards it. Review collected by and hosted on G2.com.

I find Attio very easy to use, with its intuitive design allowing me to work with the system quickly. The implementation process was straightforward and fast; it reads through emails and calendar invites, making it simple to start using from the first week. I also appreciate the very good support and onboarding team available to answer every question we have. Additionally, Attio integrates well with tools like Gmail, Google Calendar, MixMax, and CircleBack, which enhances its usability for managing our CRM effectively. Review collected by and hosted on G2.com.

Since the system is pretty young, there are some things that are still pending as feature requests, like deleting a CSV once uploaded or having mandatory fields such as a reason to decline a deal. I feel the need for more features to ease daily use. Review collected by and hosted on G2.com.