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SOFTWARE PROFILE

Attio

Customer records, AI assistance and workflows for revenue teams

Official website

What is Attio?

Attio is a customer relationship management platform that combines structured records with AI assistance and automated revenue workflows. Teams can sync email and calendar activity, enrich company and people records, and organize relationship data around their own objects and lists. Ask Attio and its agent tools use workspace context to help analyze information and carry out supported work. Call Intelligence and sequences appear in the Pro plan, making the plan choice relevant for teams that need meeting analysis alongside outreach. AI and workflow actions draw on seat and workspace credits rather than providing unrestricted usage. The free tier is intended for small teams and light projects; advanced reporting, permissions and enterprise administration depend on higher plans.

A CRM that brings relationship records, AI assistance and revenue workflows into a shared workspace with plan-based credits.

Capabilities and use cases

AI workspace assistance

Ask Attio uses workspace context for supported analysis and work; AI actions consume the plan’s applicable seat or workspace credits.

Relationship data model

Organizes companies, people and related activity into configurable records, objects and lists that teams can adapt to their relationship workflow.

Revenue workflows

Connects actions through workflows and integrations so teams can automate supported revenue processes, subject to plan and credit allowances.

Official sources

We link to the original product source so you can verify current availability, pricing, and features.

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