Attio

attio.com ↗

Connected revenue records with configurable sales workflows

SI Score
80/100
Pricing
Freemium AI reading, not confirmed
Free plan
Yes AI reading, not confirmed
Sign-up required
Required AI reading, not confirmed

Ask SI about Attio

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Attio homepage

What it does

Attio is a CRM that connects customer records with email, calendars and other business tools. Teams can customize their data and automate sales tasks using a visual workflow builder. The Free plan supports three seats and 50,000 records; paid plans add capacity and controls.

Plans for a shared customer database

Plan EUR per user/month, billed annually Capacity
Free 0 Three seats; 50,000 records
Plus 31 Ten seats; 250,000 records
Pro 74 Unlimited seats; one million records
Enterprise Custom Custom record allowance

Monthly Plus and Pro rates are EUR 39 and EUR 93. Free includes 250 workspace credits a month; automation usage depends on the plan's credit allowance.

Build, inspect, then publish

Open Workflows and select Create workflow. Choose the trigger and actions yourself, or describe them to Ask Attio. A new workflow remains a draft while you inspect its blocks.

Publish workflow makes it active. Later edits require Publish changes before they apply. Runs already in progress finish on the earlier version, so editing a workflow does not rewrite work already underway. Share controls who can view or edit it.

Strengths

  • Email and calendar context can sit beside customer records
  • Workflow drafts can be inspected before publication

Watch out for

  • Free is limited to three seats and 50,000 records
  • Workflow usage consumes plan-dependent workspace credits

Best for

  • Revenue teams working with several customer data sources

Sources