Aaron D.
AD
Aaron D.
Small-Business (50 or fewer emp.)
"Intuitive, Swift CRM Solution"
4.5/5
What do you like best about Attio?

I love Attio because it's so easy to use. The user interface is very simple and automated, allowing me to import a CSV in a matter of minutes, which I find incredibly valuable for scaling our business. The initial setup was seamless and easy, which was a huge plus. I appreciate having CRM as a source of truth combined with an easy user interface, as that really meets our needs. Review collected by and hosted on G2.com.

What do you dislike about Attio?

Honestly, probably some of the fields, but that's more on our end. Overall, I would say the fields are more a reflection of what we need to ensure is improved upon. But overall, no major improvements. Review collected by and hosted on G2.com.

Philipp B.
PB
Philipp B.
Master Thesis
Small-Business (50 or fewer emp.)
"Visually Intuitive CRM, but Needs Structural Flexibility"
3/5
What do you like best about Attio?

I use Attio to address problems with keeping an overview of customers, and it presents this information in a very visual, beautiful way. I find Attio to be intuitive and easy to understand, which is a big advantage over other CRM tools that can be very complicated to work with. It's better and easier to manage in terms of intuitive working. Additionally, the initial setup was quite fast because Attio reminded me of Notion, which I'm already familiar with. Review collected by and hosted on G2.com.

What do you dislike about Attio?

The structure in Attio can be a bit complicated. Sometimes it's important to use lists, and sometimes objects, and it would be nice to have some help like Ato dot AI to design the structure better. Review collected by and hosted on G2.com.

Jannik O.
JO
Jannik O.
Small-Business (50 or fewer emp.)
"Intuitive and flexible CRM with very good API"
5/5
What do you like best about Attio?

I like the simple, intuitive design of Attio, which makes managing CRM data even somewhat fun. I particularly appreciate the email synchronization, which allows seamless logging of emails, whether they are sent via Gmail or directly from Attio, helping to always log activities without extra effort. I also find the easy data import function, supported by the Attio API, very helpful. Review collected by and hosted on G2.com.

What do you dislike about Attio?

1) The mobile app experience: Many things still don't work here, especially since one wants to efficiently add updates/notes while on the go. This is not yet working as desired. 2) Capturing notes is easy, but it lacks, for example, the ability to create or even track times, select and store the medium (call, video call, on-site appointment, WhatsApp, etc.). And the tracking of notes always occurs in one record (e.g., deals). In linked records (people, companies), notes do not automatically appear. Review collected by and hosted on G2.com.

Anezka M.
AM
Anezka M.
Agent Builder
Small-Business (50 or fewer emp.)
"User-Friendly Interface Boosts Workflow, But Improvements Needed"
3.5/5
What do you like best about Attio?

I like Attio because it's quite user-friendly and the interface is very clean. I can navigate through it quickly, and it's not slow, which makes my workflow quicker. I also appreciate being able to query whatever I want, which is helpful instead of finding things myself. Additionally, the notetaker feature in Attio helps because I don't need to draft meeting or action items manually, and it does a pretty good job with that. Review collected by and hosted on G2.com.

What do you dislike about Attio?

I think in the deal section and generally that workspace, I find it a little bit cluttered and it can be very overwhelming when there's a lot of information there. So I think that workspace can be improved. Review collected by and hosted on G2.com.

Curtis G.
CG
Curtis G.
Founder
Small-Business (50 or fewer emp.)
"The Builder's One All-in-One CRM Solution"
5/5
What do you like best about Attio?

The simplicity of the UI with the flexibility to customize in one, wrapped up solution. Review collected by and hosted on G2.com.

What do you dislike about Attio?

The fact that there aren't native alert features built in. You can work around this by creating your own workflows, but it would be nice to see this be a native function. Review collected by and hosted on G2.com.

NT
Naph T.
Head of Marketing
Small-Business (50 or fewer emp.)
"An intuitive CRM with Easy Workflows, Strong Integrations, and Helpful Migration Support"
4.5/5
What do you like best about Attio?

As someone migrating over from Hubspot, Attio is considerably more intuitive and easy to use. It's relatively simple to set up even complex workflows, new email sequences, and create new records.

The integrations with products from Typeform to Claude make it really easy to connect with my existing ways & systems of working. And the Attio team have been incredibly helpful in helping migrate, set everything up, and troubleshoot. Review collected by and hosted on G2.com.

What do you dislike about Attio?

Right now there are no specific dislikes or issues, however I'm still getting to know the product. Review collected by and hosted on G2.com.

Akshat S.
AS
Akshat S.
Small-Business (50 or fewer emp.)
"Intuitive CRM with Room for Improvement"
4.5/5
What do you like best about Attio?

I think what I like the most about Attio is the simple and easy-to-use interface. There's nothing too complex even when features are integrated, and I find them relatively intuitive to pick up. From that perspective, it's a good product. For me, the initial setup was seamless, taking only about ten to twenty minutes to understand and start using the tool. Review collected by and hosted on G2.com.

What do you dislike about Attio?

I think the Chrome extension could definitely be improved. For example, on LinkedIn. On a simple LinkedIn profile, the likelihood of it giving me the results or working as expected has been slightly wonky over the past couple of days. On the other hand, for things like Sales Navigator, the extension is working much better. So, yeah, I would say just this one particular improvement would be very helpful. Review collected by and hosted on G2.com.

Ryanvir S.
RS
Ryanvir S.
Chief Customer Officer
Small-Business (50 or fewer emp.)
"Flexible and Intuitive, but Needs Better Integrations"
4/5
What do you like best about Attio?

I like that Attio is a very simple UX/UI tool to use, making it not complicated to get started or messy to set up. It's not as rigid as some other CRM tools, which I appreciate. I really like that I am able to find objects and fields myself and build it out. I also enjoy being able to be flexible with the pipelines or lists I build out. Attio integrates with so many other solutions and tools, and I like that too. Review collected by and hosted on G2.com.

What do you dislike about Attio?

Attio could improve by better integrating with mass emailing and tracking click rates and open rates. It would be beneficial if it included some marketing tools for sending segmented communications and integrated more effectively with other tools like Intercom. The setup of native workflows is quite simple, and I don't like the credit system for workflows since other CRMs don't charge for this feature. Additionally, the customer success team wasn't very good. After the initial kickoff call, there were no follow-up communications to schedule the other planned calls, which was really disappointing. I felt like I was learning as I go without much support. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate
UC
Verified User in Commercial Real Estate
Small-Business (50 or fewer emp.)
"Easy to Use from Day 1 and Seamless Claude Integration"
4/5
What do you like best about Attio?

I like the integration into Claude and the ease of use from Day 1, it has been a very useful CRM for our smaller company Review collected by and hosted on G2.com.

What do you dislike about Attio?

I wish it had more ways to customize the views and truly make it customizable to what we want to see. Also easier pre-programs sequences and workflows based on the indsutry your in would be great Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Streamlined Our CRM with User-Friendly Attio"
4/5
What do you like best about Attio?

I use Attio mostly for tracking my customer interactions, and it helps me make my work more organized. I like that it keeps everything in one place, so I don't have to switch to different tools, which saves me time managing my work more efficiently. It's user-friendly and makes it easy to organize everything I need, like contacts. We switched from another CRM, and the transition was smooth and flexible, and it didn't take long for our team to start. I'd rate it an 8 out of 10 and recommend it because it's user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Attio?

I think it could improve more on making some advanced features, it will be a big help. Review collected by and hosted on G2.com.