Attio is a modern CRM tool that each team member can easily customize according to its needs. The chrome extension is certainly super helpful to lock in new prospects rapidly while browsing the web and the task setting functionality (& subsequent daily email reminders of overdue tasks) is extremely intuitive. Note-taking directly within the tool and enabling tagging of companies/people makes collaboration between (distributed) team members very easy. For notes, you can define your own templates to make sure everyone on your team follows the same framework (and doesn't forget to ask some critical questions) The import functionality of preexisting datasets is very easily handled As an administrator, it's pretty easy to add or suspend team members that join/leave the company. We're not using the open API any longer because our need for it has disappeared but it was one of the deciding factors when we selected them (and the API was very stable). Generally speaking, we might be far from exploiting the full automation capabilities that the team has developed. And of course, Attio's customer support team (and sometimes engineers when you report a bug) is extremely responsive, which makes the whole experience very positive.