Attio Reviews & Product Details

Attio is a modern CRM tool that each team member can easily customize according to its needs. The chrome extension is certainly super helpful to lock in new prospects rapidly while browsing the web and the task setting functionality (& subsequent daily email reminders of overdue tasks) is extremely intuitive. Note-taking directly within the tool and enabling tagging of companies/people makes collaboration between (distributed) team members very easy. For notes, you can define your own templates to make sure everyone on your team follows the same framework (and doesn't forget to ask some critical questions) The import functionality of preexisting datasets is very easily handled As an administrator, it's pretty easy to add or suspend team members that join/leave the company. We're not using the open API any longer because our need for it has disappeared but it was one of the deciding factors when we selected them (and the API was very stable). Generally speaking, we might be far from exploiting the full automation capabilities that the team has developed. And of course, Attio's customer support team (and sometimes engineers when you report a bug) is extremely responsive, which makes the whole experience very positive.

Pace of functionality development is slower than I'd like but that's probably because I'm not using some functionalities that are critical for other customer segments (I work in PE/VC). I wager this should improve markedly since they latest (significant) fundraise in Q1 2023. The mobile app (as of June 14, 2023) doesn't enable note-taking on the fly (e.g.: at events), which is a shame. Other functionalities that'd be useful (to me) include: adding tasks directly from the chrome extension, being able to group notes, to download all notes in a word/text format etc... The other side of the flexibility coin is obviosuly that you need to put in place some basic processes that you need to force team members to respect. As of today, Attio doesn't restrict some CRM functionalities to administrators only (admin stuff is obviously for admins only but, let's say you use certain values to tag & track data in a structured format, the whole team can add their own values, which sometimes leads to an accumulation of data, which "pollutes" the original dataset - hence the need for somewhat strict guidelines for your team).

I think of Attio as the collective brains of our team. We work from different offices and while we operate in the same sector, we observe different trends, pick up different signals based on our respective geographies. Most market chatter, client/partner discussions is locked in Attio where you can easily tag relevant team members, who then get the news in real-time. It is a very powerful tool for improved collaboration.

easy to use, basic functionalities in place, good price

missing some functionalities, such as linking company entry with the advisory

keeping track of company list and evaluation depth

Best CRM i've used to date. Customizable, sleek user interface with continuous improvements being shipped. Startup friendly due to very genious credits, i'm hooked.

Could be improved with more intergrated features, such as: - The option to add a default email footer, to use across email templates. - Tracking and notiifcations for opens, replies etc

Tracking all of our leads and relationships, rather than relying on speadsheets etc. More focused management and inbound / outbound management. Saving us time and keeping us organized.