Attio review

Attio is an AI-powered CRM for managing prospects, deals, and customer accounts. It combines CRM records with business context from sources such as email, calls, product usage, and connected tools, then adds agents and automations to support sales work.

The product covers several stages of the revenue process: agents can research prospects, new leads can be enriched and routed, and teams can manage pipelines and get meeting briefs. Attio also offers revenue forecasting questions and views of deal coverage, velocity, and risks. For existing customers, it tracks account changes to help identify retention and expansion opportunities.

The idea is to keep customer and deal context in one system while automating parts of the work around it. Attio’s value will depend on whether its connected data and workflows fit your sales process; the published product information doesn’t specify which integrations are available or how much setup each requires.

Attio covers more than contact storage. Prospect research, lead enrichment and routing, deal workflows, forecasting, and account health all sit within the same CRM proposition. Teams that want to shape their own sales process may also value the combination of records, connected context, agents, and automations rather than a CRM limited to tracking deal stages.

The free plan gives individuals and very small teams a way to start without a subscription. According to the pricing page, it includes up to 3 seats, 3 objects, 50,000 records, 200 emails per month, and 250 workspace credits per month. That is a concrete starting allowance, though the email and credit caps matter if you expect to use the system heavily.

Attio’s paid tiers increase those limits: Plus includes up to 10 seats, 5 objects, 250,000 records, 1,000 emails per month, and 1,500 workspace credits per month. Pro allows unlimited seats, up to 12 objects, 1,000,000 records, unlimited emails, and 10,000 workspace credits per month. The pricing page lists a 20% discount for annual Plus and Pro billing.

The free plan has clear ceilings: 3 seats, 3 objects, 200 emails per month, and 250 workspace credits per month. A team can hit the seat cap quickly, while a workflow that depends on email or credit-consuming features may outgrow the free allowance. The published pricing details do not say how many credits particular actions use, so forecast that cost before building around agents and automations.

Paid plans add room, but not without trade-offs. Plus costs $44 per user per month monthly or $35 annually, and still caps teams at 10 seats, 5 objects, and 1,500 monthly workspace credits. Pro is $99 monthly or $79 annually; it removes the seat limit and raises the object and credit allowances, but still caps objects at 12 and records at 1,000,000. Workspace-credit add-ons start at $85 monthly for 5,000 credits, or $70 per month with annual billing.

Enterprise pricing is not published; the plan is billed annually and has custom record and workspace-credit limits. Attio lists a 14-day free trial, but the published details do not specify its terms. Check your expected seat, object, email, and credit needs before switching.

Attio has a free plan for up to 3 seats, 3 objects, 50,000 records, 200 emails a month and 250 workspace credits a month. The pricing page lists Plus at $44 per user monthly or $35 with annual billing. That raises the caps to 10 seats, 5 objects, 250,000 records, 1,000 emails and 1,500 workspace credits monthly.

Pro costs $99 monthly or $79 annually per user. Compared with Plus, that’s a $55 monthly or $44 annual per-user jump; it adds unlimited seats, 12 objects, 1 million records, unlimited emails and 10,000 workspace credits monthly. Plus and Pro are available monthly or annually, with 20% off annual billing. Enterprise pricing is not published and is billed annually.

Workspace credits can add cost: 5,000 monthly credits cost $85 monthly or $70 a month billed annually; larger bundles go up to 50,000 for $595 monthly or $475 a month annually. The pricing page lists a 14-day free trial, but the published details don’t specify which plan it covers. Budget by seats, objects and credits—not just the headline price.

Plan a CRM move around the records, relationships and workflows your team needs to preserve. Attio’s product description says it brings together context from email, calls, product usage and connected tools, but the published material doesn’t document import steps, migration support, export formats or any limits on taking data out. Confirm those details with Attio before moving a live pipeline, and check how your existing records map to Attio’s object limits: Free includes up to 3 objects, Plus 5, Pro 12, while Enterprise offers unlimited objects.

We also don’t have Reddit posts or comments in the published material, so we can’t credibly say what users report as reasons for leaving. Before switching, ask for a sample export and verify that it preserves the fields and links you rely on. If you’re moving from Attio, confirm export coverage and how connected-tool data is handled; those details are not published in the material we reviewed. Treat both as questions to resolve, not assumed product capabilities.