Attio

Attio is a CRM (customer relationship manager, the app that keeps track of your leads, customers and deals) that builds itself. Connect your email and calendar and it creates a record for every person and company you talk to, then enriches each one with details like job title, company size and funding. You see who you've emailed, when you last met and how strong the relationship is, without typing it in.

You can shape it like a spreadsheet or a Notion database: add your own fields and lists for deals, partners, investors or hires. On top sit Ask Attio, where you ask questions like "what did we forecast this week?" in your own words, AI agents that research companies, score leads and draft emails, plus workflows, email sequences and call recording with notes on Pro. It has an official connector in Claude's directory too.

The catch: AI features run on monthly credits, and heavy use means buying more. The free plan caps you at 3 seats and 200 emails a month, call recording and sequences need Pro at $79 a seat billed yearly, and its flexibility means a little setup thinking at the start. Pick Attio over Pipedrive if your relationships matter more than a fixed sales process, such as fundraising, partnerships or startup sales.

• Startups
• Founders
• Sales teams
• Investors
• Agencies

Startups, small teams and founders who want a CRM that keeps itself up to date and bends to how they work.

• Builds itself

  Syncs your email and calendar, creates contacts and companies automatically and enriches them with company data.

• Ask Attio

  Ask questions about your pipeline in your own words, like "which deals closed this month by rep?", or have it create records.

• AI agents

  Agents that research companies on the web, score leads, draft emails and flag accounts that might leave.

• Shape it your way

  Add your own fields, objects and lists, so it can track deals, investors, partners or hiring in the same place.

• Workflows and sequences

  Automate routing and follow-ups, and send email sequences straight from Attio (sequences on Pro).

• Call Intelligence

  Records your sales calls and turns them into notes and insights on the record (Pro and up).

• Free

  Free

  Founders and tiny teams getting started.

  • Up to 3 seats
  • Automatic email and calendar sync and enrichment
  • 200 emails a month
  • Small monthly AI credit allowance

• Plus

  $35/seat/mo billed yearly, or $44 monthly

  Small teams that need private lists and more email.

  • Up to 10 seats
  • Private lists
  • 1,000 emails a month
  • More AI credits per seat and workspace
• Our pick

  Pro

  $79/seat/mo billed yearly, or $99 monthly

  Sales teams that call, sequence and report.

  • Unlimited seats
  • Call Intelligence and email sequences
  • Permissions and advanced reporting
  • Unlimited email and a bigger AI credit allowance

• Enterprise

  Custom, billed yearly

  Larger companies with security and admin needs.

  • Unlimited objects and teams
  • Security and admin controls
  • The biggest AI credit allowance

Prices in USD unless noted, checked 3 November 2026. Vendors change plans often, so confirm on their site before you buy.

Ways Attio can slot into your week.

1. 1

   Stop updating the CRM by hand

   Connect your inbox and calendar, and every new contact, email and meeting is logged on the right record automatically.

2. 2

   Track a fundraise

   Make a list of investors with stages like "Intro", "Pitched" and "Committed", with every email to them attached.

3. 3

   Research new leads

   Have an Attio agent look up each new sign-up's company, score how good a fit they are and draft a first email.

4. 4

   Ask Claude about customers

   With the connector on, ask Claude "who haven't we spoken to in 60 days?" and have it update the records.

Attio replaces HubSpot or Salesforce for a small company. It syncs with Gmail or Outlook and connects to Slack, Stripe, Granola, Clay, Apollo and lemlist, so leads you find elsewhere land in the right place.

The closest alternatives to Attio in the library, best rated first.

• 

  Intercom

  4.2

  Best for answering common customer questions automatically

  Compare with Attio
• 

  Close

  4.1

  Best for calling and texting leads straight from the CRM

  Compare with Attio
• 

  Hyperbound

  4.1

  Best for practising cold calls before going live

  Compare with Attio
• 

  Pipedrive

  4.1

  Best for tracking deals from first contact to signed

  Compare with Attio