Traditional customer relationship management (CRM) platforms often demand weeks of configuration, rigid data structures, and manual data entry before delivering value. That’s no longer good enough. Fast-moving businesses need a CRM ready when they are—intelligent, adaptive, and automated from day one.
Attio
Attio is the next generation of CRM. Designed for speed, flexibility, and scale, it sets up in minutes, adapts to your exact business model, and uses AI at its core to automate, enrich, and accelerate every customer interaction.
Attio isn’t just another CRM—it’s a complete system of action for go-to-market (GTM) teams. From syncing your email and calendar to building custom workflows and reports, Attio transforms your relationship data into a powerful operating layer for growth.
When I first opened Attio, I instantly got the feeling this was the next generation of CRM.
Margaret Shen, Head of Business Operations · Modal
From startups to scale-ups, over 2,000 companies in 132+ countries trust Attio to deliver CRM magic: syncing communications, building pipelines, enriching contacts, and streamlining complex workflows.
What sets Attio apart
The moment you connect your mailbox, Attio auto-creates enriched People and Company records based on who you’ve emailed or met with—populated with data like job title, LinkedIn URL, employee range, connection strength, and last/next interaction. From there, you can create custom attributes, link related records with relationship fields, and fully shape your data model with zero-code custom objects.
Every core object—Companies, People, Deals, Users, and Workspaces—can be extended, filtered, and visualized through Views, Lists, and real-time reporting. Whether you’re managing your sales funnel, sending event invites, tracking onboarding milestones, or driving product-led growth, Attio puts every interaction in context and automates the next step.
Attio Features Include
Activity Timeline: View your entire team’s communication history with any contact or company, including email, meetings, notes, tasks, and updates.
AI Enrichment: Automatically enriches records with LinkedIn profiles, job titles, connection strength, and other firmographic data.
Automation Engine: Automate workflows triggered by record changes, list additions, or interaction events. No code is required to update statuses, send emails, notify teammates, or even route leads.
Custom Attributes: Use dropdowns, currencies, relationships, or formulas to add as many fields as you need—MRR, lifecycle stage, region, product fit.
Custom Objects: Model any entity relevant to your business—like invoices, onboarding milestones, investors, or support cases—and relate them to standard records.
Deals Pipeline: Track every deal stage in table or Kanban views, with AI-powered scoring, custom fields, and one-click automation.
Desktop App: Work distraction-free in a native desktop environment built for high-performance use—ideal for GTM teams that live in their CRM.
Lists: Create filtered record subsets for specific workflows, such as recruitment, outreach, or event management, complete with list-specific attributes like RSVP or follow-up status.
Mobile & Tablet Apps: Stay productive on the go with fully featured iOS and Android apps. View, edit, collaborate, and receive alerts from anywhere.
Record Pages: Fully customizable layouts highlighting key data at the top and side of every record, giving each team member the context they need.
Reporting: Build real-time dashboards, funnel views, pivot tables, and historical analyses across any object, not just deals.
Sequences: Send personalized email flows triggered by workflows, with follow-ups sent automatically if no response is received.
Views: Build and save custom views for daily execution. Filter by owner, score, location, and urgency, then toggle between table or Kanban formats.
Workspaces & Users: Sync customer and product usage data by workspace, manage access across teams, and keep every team focused on the right records.
A CRM That Reflects How You Work
Attio’s real differentiator is its open, adaptive data model. Instead of forcing you into predefined fields and workflows, it lets you create and evolve your CRM as your business scales. Teams can manage their views and objects without cluttering global data, enabling high growth without complexity.
With Attio, you don’t just track data—you act on it. Whether you’re building a GTM engine, running event outreach, or triaging inbound leads, Attio automates the manual and empowers the strategic.
Simply start a free trial and connect your email and calendar. Within minutes, Attio begins building your CRM—automatically populating and enriching records, visualizing relationships, and surfacing your most important opportunities. Then, customize objects, set up workflows, and scale your team’s performance.
Start building smarter customer relationships—faster.
Start With Attio For Free – No Setup Required
©2025 DK New Media, LLC, All rights reserved | DisclosureOriginally Published on Martech Zone: Attio: An AI-Driven, Next Generation CRM That Instantly Maps to Your Business Model