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AttioClose Deals & Manage Relationships

STOA rating

7.4 / 10

Openness

OPENNESS 10/10API 3/3 · Export 3/3 · Contract 2/2 · Integrations 2/2

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Your data

Workspace admins can export a backup of workspace data, including companies, people, deals and custom objects, as CSV files. attio.com, checked 8 Oct 2026 (opens in a new tab)

Contract

Attio plans can be billed monthly, and a canceled subscription ends when the current billing period ends. attio.com, checked 8 Oct 2026 (opens in a new tab)

Connections

Zapier lists an integration for Attio. zapier.com, checked 8 Oct 2026 (opens in a new tab)

Attio runs its own App Store listing integrations across communication, data enrichment and automation. attio.com, checked 8 Oct 2026 (opens in a new tab)

Openness note

API and App Store on every plan, including Free. Full workspace export to CSV. Monthly billing; cancellation ends at period end.

What it does

Attio is a modern CRM built for small and growing teams that want more flexibility than older tools like Salesforce or HubSpot. You can customize how your data is organized to match the way your business actually works — not the other way around. It connects to your email and calendar right away, so your contact history builds itself without manual entry. If your team is sales-focused or moving fast, Attio gives you pipelines, automation, and AI tools all in one place.

Strengths

Highly flexible data model that adapts to your business
Fast setup via automatic email and calendar sync
Built-in AI for lead research, scoring, and meeting prep
Clean, modern interface that's easy to navigate
Strong automation engine for complex workflows

Weaknesses

Free plan capped at 3 seats, limiting team use without paying
Steeper learning curve for non-technical users who want heavy customization
Primarily built for B2B sales teams — less useful for retail or service businesses without a sales pipeline
Advanced features like sequences and call intelligence require the Pro plan at $69/user/month

Key features

Tracks contacts, companies, and deals in a fully customizable data model you can shape to fit your business
Syncs with your email and calendar automatically to log activity without manual data entry
Lets you build automated workflows to move leads through your pipeline and trigger follow-ups
Includes AI features for lead scoring, prospecting, meeting prep, and contact summaries
Offers real-time reporting so you can see pipeline health and revenue trends at a glance
Connects to tools like Stripe, Segment, and data warehouses to pull all your customer data into one place

AI features

Attio includes an AI assistant called Ask Attio that can answer questions about your data, prep you for meetings, and recap calls. It also runs AI agents that can score leads, research prospects, and identify key stakeholders automatically.

STOA verdict

Attio is a great fit for small B2B teams — especially tech-savvy startups or service businesses that have outgrown basic spreadsheets but find tools like Salesforce too rigid or expensive. The biggest pro is how flexible and fast it is to set up, with email sync that works out of the box. The main downside is that the free plan is limited to 3 seats and 50,000 records, so most growing teams will need to pay $29 or more per user per month.