Ease of use, flexibility, collaboration, accessing the information I need, when I need it

I've tested a lot of CRMs, and when I came to setting up my own business, it was time to find the best of the best. Attio fit that bill brilliantly. The UI feels instantly familiar and intuitive. Things drag'n'drop into place, edit at a click and adapt to what we need most. Data about accounts and individuals automatically populates, including when I add from LinkedIn via the Chrome extension. I have also integrated it with MailerLite via Zapier, which was simple to setup. I've contacted support and got great service.

I love how easy it is to navigate. User friendly platforms aren't raved about enough. It's really straight forward to organise our information and leverage the data we have as a fund.