- Sales Teams: Automate lead routing, deal tracking, and customer engagement workflows.
- Marketing Professionals: Use AI-powered research and segmentation to refine lead targeting.
- Revenue Operations: Streamline complex business processes with customizable automation engines.
- Customer Success Teams: Monitor customer health and identify expansion opportunities efficiently.
- Business Executives: Access real-time, detailed reports for strategic decision-making.
How to Use Attio?
- Sign Up and Connect Data Sources: Sync emails, calendars, billing, product data, and support systems.
- Customize Workflows and Automations: Design automated sequences for deals, lead nurturing, and onboarding.
- Leverage AI Research Agents: Use AI to discover new leads, prioritize outreach, and route prospects intelligently.
- Analyze with Advanced Reporting: Create customizable dashboards and reports for real-time business insights.
- Adaptive Data Model: Reflects the unique structure of your business rather than imposing rigid CRM architectures.
- Intelligent Automation: Automates complex workflows like lead routing, sequences, and customer health monitoring.
- AI-Powered Research: Scales prospecting and lead evaluation using AI designed for GTM teams.
- Real-Time Insights: Produces fast, detailed reports that grow with your data.
- Enterprise-Grade Security: Certified for GDPR, CCPA, ISO, ensuring compliant and secure data handling.
- Highly flexible and adaptive CRM data model.
- Robust AI automation for sales and marketing tasks.
- Real-time comprehensive reporting and analytics.
- Strong focus on security and compliance for enterprises.
- Setup and customization can be complex for new users.
- May require training to fully leverage AI features.
- Pricing details are not transparently available upfront.
- Heavily focused on sales and revenue teams, less suited for other departments.
Free
$ 0.00
Automatic data enrichment
Up to 3 seats
Plus
$ 36.00
Enhanced email sending
No seat limits
Pro
$ 86.00
Advanced data enrichment
Priority support
Enterprise
Contact sales
SAML and SSO
Flexible invoicing
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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