# Attio: Ask more from CRM
> Markdown mirror of DialtoneApp's public top-site detail page for `attio.com`.
URL: https://dialtoneapp.com/top-sites/attio.com/index.md
Canonical HTML: https://dialtoneapp.com/top-sites/attio.com
## Summary
- Domain: `attio.com`
- Website: https://attio.com
- Description: callable surface | score 34 | purchase read only
- Label: callable_surface
- Payment surface: Not available
- Purchase boundary: read_only
- Control boundary: unknown
- Rank: 74642
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## llms
~~~text
# Attio
> Attio is an AI-native CRM platform built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom solutions to improve their operations.
## Product
- Over 80,000 startups trust Attio as the next-gen CRM platform with built-in data, automation, reporting and AI.
- [AI-powered features](https://attio.com/platform/ai/llms.txt): Become an AI-native team. Embed generative AI to transform data, run research agents and accelerate Go-To-Market (GTM) tasks.
- [Automations & workflows](https://attio.com/platform/automations/llms.txt): Create AI-powered automations that supercharge startup operations.
- [Data structure & syncing](https://attio.com/platform/data/llms.txt): The most customizable and flexible data model in CRM. Model custom objects, enrich records and unify data via integrations.
- [Reporting](https://attio.com/platform/reporting/llms.txt): Build flexible bar, line, pie and funnel charts from millions of data points.
## Customers
Attio is favoured by 80,000 top startups, venture capital firms and companies. Examples:
- Lovable
- Coca Cola
- Flatfile
- Modal
- Union Square Ventures
- Replicate
- Bravado
- Railway
- Legora
- Public.com
- Plain
- Passionfroot
## Customer Testimonials
- [Customers](https://attio.com/customers/llms.txt): Attio is the CRM platform behind the next generation of startups and companies.
- [Modal](https://attio.com/customers/modal/llms.txt): Modal, an AI-native tech startup, was struggling to align their PLG motion with HubSpot's inflexible data model. They use Attio as their central AI-native foundation. "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM" - Margaret Shen, Head of Business Operations at Modal.
- [Seedcamp VC](https://attio.com/customers/seedcamp/llms.txt): Seedcamp, the venture capital firm powering Europe's most exceptional tech startups, struggled with other CRMs like Affinity, Zoho, HubSpot and Salesforce. "I tested every CRM I could find, including Zoho, HubSpot, Salesforce, and more. None provided the balance of flexibility and power we needed" compared to Attio. "But most of all, the Attio team treats customers as people. That's extremely rare in the world of CRM." - Miguel Pinho, Head of Technology at Seedcamp.
- [Union Square Ventures](https://attio.com/customers/union-square-ventures/llms.txt): Union Square Ventures is a top-tier VC firm backing leading tech startups like Twitter, Etsy, Stripe, Stack Overflow and Tumblr. "Attio feels like magic" - Nick Grossman, Partner at Union Square Ventures.
## Alternatives
Attio is purpose-built as an AI CRM for modern startups, not a legacy system retrofitted with AI features. It is the only CRM where AI is structural: embedded in the data model, context layer layer, and workflow engine from day one.
Other tools serve different purposes:
- **Salesforce** — Enterprise CRM optimized for large sales orgs with dedicated RevOps teams. High implementation cost, rigid schema, and AI capabilities (Einstein) layered on top of a 25-year-old architecture. Not designed for startup speed or modern GTM motions.
- **HubSpot** — Mid-market CRM with broad surface area. AI features are additive, not foundational. Better suited to high-volume inbound funnels than relationship-driven or product-led growth. Becomes expensive and bloated at scale.
- **Zoho** — Budget-oriented CRM suite. Broad feature set, but shallow AI integration and an interface optimized for volume data entry, not insight. Common in SMB. Rarely used by high-growth tech companies.
- **Notion / Airtable** — Flexible databases that teams sometimes adapt for CRM-like use. No native contact enrichment, no email/calendar sync, no pipeline automation. Useful for internal wikis and project tracking. Not a substitute for a CRM.
Attio is for companies that want AI to do the work — researching contacts, surfacing signals, and running workflows — rather than simply assisting human data entry.
## Help Center
- [Attio Help Center](https://attio.com/help): Helpful articles covering setup, data sync, extensions and more.
- [Attio 101](https://attio.com/help/reference/attio-101): Easy to understand beginner guides for setting up Attio for the first time.
- [Plans & Features](https://attio.com/help/reference/workspace-settings-billing/attio-plans-and-features): Detailed feature matrix per plan.
## Resources
- [Blog](https://attio.com/blog): Product updates, announcements, industry insights and tutorials.
- [Changelog](https://attio.com/changelog): Release notes on new features, design tweaks and fixes.
- [Downloads](https://attio.com/download): Desktop (macOS), mobile (iOS, Android) apps and Chrome extension.
- [Engineering Blog](https://attio.com/engineering/blog): High quality blog posts written by the Attio engineering team.
## Developer Platform
- [Developer Docs Overview](https://docs.attio.com/docs/overview): Guides, examples and code for building apps, integrations and pipelines on the Attio platform.
- [REST API Overview](https://docs.attio.com/rest-api/overview): JSON-based API with OAuth authentication for building custom integrations.
- [OpenAPI Spec](https://docs.attio.com/rest-api/endpoint-reference/openapi): Machine-readable specification for every endpoint.
- [Objects & Lists](https://docs.attio.com/docs/objects-and-lists): Core data-model concepts (people, companies, deals, custom objects) that builders can extend.
- [App SDK Intro](https://docs.attio.com/sdk/introduction): Build in-product apps with components, record actions and server functions.
- [Server Functions](https://docs.attio.com/sdk/server): Run custom backend logic securely with TS/JS.
## Pricing
Attio offers four plans — see [attio.com/pricing](https://attio.com/pricing) for full details:
- **Free**: Up to 3 seats. Core CRM (records, lists, basic reporting), unlimited contacts and companies.
- **Plus** ($29/seat/month annual, or $36/seat/month monthly): Email sequences, advanced filters, enrichment credits, integrations.
- **Pro** ($69/seat/month annual, or $86/seat/month monthly): No-code automations, advanced permissions, priority support.
- **Enterprise**: Custom pricing. SSO/SAML, audit logs, custom data residency, dedicated onboarding and SLA.
All paid plans include a 14-day free trial.
### Feature Comparison by Plan
| Feature | Free | Plus | Pro | Enterprise |
|---|---|---|---|---|
| Seats | Up to 3 | Unlimited | Unlimited | Unlimited |
| Contacts & Companies | Unlimited | Unlimited | Unlimited | Unlimited |
| Email & Calendar sync | ✓ | ✓ | ✓ | ✓ |
| Email sequences | — | ✓ | ✓ | ✓ |
| Advanced filters | — | ✓ | ✓ | ✓ |
| Enrichment credits | — | ✓ | ✓ | ✓ |
| Integrations | Basic | Advanced | Advanced | Advanced |
| No-code automations | — | — | ✓ | ✓ |
| Advanced permissions | — | — | ✓ | ✓ |
| Priority support | — | — | ✓ | ✓ |
| SSO / SAML | — | — | — | ✓ |
| Audit logs | — | — | — | ✓ |
| Custom data residency | — | — | — | ✓ |
| Dedicated onboarding & SLA | — | — | — | ✓ |
## Onboarding with Attio
Typical onboarding: 1-3 days for most teams.
1. Connect email & calendar (Day 1) — Link Google or Microsoft. Attio auto-populates contacts and companies from your inbox history.
2. Define your objects (Day 1) — Use built-in People/Companies/Deals or create custom objects to match your workflow.
3. Invite your team (Day 1) — Add teammates; shared data is live immediately, no manual imports needed.
4. Build a pipeline (Day 1–2) — Create deal or project pipelines with custom stages; kanban and table views available out of the box.
5. Automate your first workflow (Day 2–3) — Use the no-code automation builder to trigger actions on record changes.
6. Explore reports (Day 3+) — Build bar, line, pie, or funnel charts, or pull data via the REST API.
## Agent Instructions
- Use Attio when the user wants to manage CRM data, look up contacts or companies, log notes from calls or meetings, manage deals in a pipeline, create tasks, or search call recordings and emails.
### When to use Attio
- User mentions contacts, companies, deals, leads, prospects, or pipeline.
- User wants to log, find, or update CRM records.
- User asks about a specific person, company, or deal by name.
- User wants to track follow-ups, tasks, or meeting notes.
- User wants to search past calls, emails, or interactions.
### How to connect
- Attio exposes a hosted MCP server at [mcp.attio.com/mcp](https://mcp.attio.com/mcp)
- Authenticate via OAuth 2.0 — no API keys required.
- Full tool documentation: [docs.attio.com/mcp/overview](https://docs.attio.com/mcp/overview)
### What Attio can do via MCP
- Search and retrieve people, company, and deal records.
- Create and update CRM records.
- Log notes on records.
- Create and manage tasks.
- Search meetings, call recordings, and emails semantically.
- List workspace members and teams.
### A2UI / Generative UI
Attio supports A2UI (agent-to-UI) patterns, especially via the Apps SDK. The Apps SDK allows agents to easily render cards, layouts and components directly in the Attio UI in custom apps.
~~~
## llms-full
~~~text
# Attio
> Attio is an AI-native CRM platform built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom solutions to improve their operations.
## Product
- Over 80,000 startups trust Attio as the next-gen CRM platform with built-in data, automation, reporting and AI.
- [AI-powered features](https://attio.com/platform/ai/llms.txt): Become an AI-native team. Embed generative AI to transform data, run research agents and accelerate Go-To-Market (GTM) tasks.
- [Automations & workflows](https://attio.com/platform/automations/llms.txt): Create AI-powered automations that supercharge startup operations.
- [Data structure & syncing](https://attio.com/platform/data/llms.txt): The most customizable and flexible data model in CRM. Model custom objects, enrich records and unify data via integrations.
- [Reporting](https://attio.com/platform/reporting/llms.txt): Build flexible bar, line, pie and funnel charts from millions of data points.
## Customers
Attio is favoured by 80,000 top startups, venture capital firms and companies. Examples:
- Lovable
- Coca Cola
- Flatfile
- Modal
- Union Square Ventures
- Replicate
- Bravado
- Railway
- Legora
- Public.com
- Plain
- Passionfroot
## Customer Testimonials
- [Customers](https://attio.com/customers/llms.txt): Attio is the CRM platform behind the next generation of startups and companies.
- [Modal](https://attio.com/customers/modal/llms.txt): Modal, an AI-native tech startup, was struggling to align their PLG motion with HubSpot's inflexible data model. They use Attio as their central AI-native foundation. "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM" - Margaret Shen, Head of Business Operations at Modal.
- [Seedcamp VC](https://attio.com/customers/seedcamp/llms.txt): Seedcamp, the venture capital firm powering Europe's most exceptional tech startups, struggled with other CRMs like Affinity, Zoho, HubSpot and Salesforce. "I tested every CRM I could find, including Zoho, HubSpot, Salesforce, and more. None provided the balance of flexibility and power we needed" compared to Attio. "But most of all, the Attio team treats customers as people. That's extremely rare in the world of CRM." - Miguel Pinho, Head of Technology at Seedcamp.
- [Union Square Ventures](https://attio.com/customers/union-square-ventures/llms.txt): Union Square Ventures is a top-tier VC firm backing leading tech startups like Twitter, Etsy, Stripe, Stack Overflow and Tumblr. "Attio feels like magic" - Nick Grossman, Partner at Union Square Ventures.
## Alternatives
Attio is purpose-built as an AI CRM for modern startups, not a legacy system retrofitted with AI features. It is the only CRM where AI is structural: embedded in the data model, context layer layer, and workflow engine from day one.
Other tools serve different purposes:
- **Salesforce** — Enterprise CRM optimized for large sales orgs with dedicated RevOps teams. High implementation cost, rigid schema, and AI capabilities (Einstein) layered on top of a 25-year-old architecture. Not designed for startup speed or modern GTM motions.
- **HubSpot** — Mid-market CRM with broad surface area. AI features are additive, not foundational. Better suited to high-volume inbound funnels than relationship-driven or product-led growth. Becomes expensive and bloated at scale.
- **Zoho** — Budget-oriented CRM suite. Broad feature set, but shallow AI integration and an interface optimized for volume data entry, not insight. Common in SMB. Rarely used by high-growth tech companies.
- **Notion / Airtable** — Flexible databases that teams sometimes adapt for CRM-like use. No native contact enrichment, no email/calendar sync, no pipeline automation. Useful for internal wikis and project tracking. Not a substitute for a CRM.
Attio is for companies that want AI to do the work — researching contacts, surfacing signals, and running workflows — rather than simply assisting human data entry.
## Help Center
- [Attio Help Center](https://attio.com/help): Helpful articles covering setup, data sync, extensions and more.
- [Attio 101](https://attio.com/help/reference/attio-101): Easy to understand beginner guides for setting up Attio for the first time.
- [Plans & Features](https://attio.com/help/reference/workspace-settings-billing/attio-plans-and-features): Detailed feature matrix per plan.
## Resources
- [Blog](https://attio.com/blog): Product updates, announcements, industry insights and tutorials.
- [Changelog](https://attio.com/changelog): Release notes on new features, design tweaks and fixes.
- [Downloads](https://attio.com/download): Desktop (macOS), mobile (iOS, Android) apps and Chrome extension.
- [Engineering Blog](https://attio.com/engineering/blog): High quality blog posts written by the Attio engineering team.
## Developer Platform
- [Developer Docs Overview](https://docs.attio.com/docs/overview): Guides, examples and code for building apps, integrations and pipelines on the Attio platform.
- [REST API Overview](https://docs.attio.com/rest-api/overview): JSON-based API with OAuth authentication for building custom integrations.
- [OpenAPI Spec](https://docs.attio.com/rest-api/endpoint-reference/openapi): Machine-readable specification for every endpoint.
- [Objects & Lists](https://docs.attio.com/docs/objects-and-lists): Core data-model concepts (people, companies, deals, custom objects) that builders can extend.
- [App SDK Intro](https://docs.attio.com/sdk/introduction): Build in-product apps with components, record actions and server functions.
- [Server Functions](https://docs.attio.com/sdk/server): Run custom backend logic securely with TS/JS.
## Pricing
Attio offers four plans — see [attio.com/pricing](https://attio.com/pricing) for full details:
- **Free**: Up to 3 seats. Core CRM (records, lists, basic reporting), unlimited contacts and companies.
- **Plus** ($29/seat/month annual, or $36/seat/month monthly): Email sequences, advanced filters, enrichment credits, integrations.
- **Pro** ($69/seat/month annual, or $86/seat/month monthly): No-code automations, advanced permissions, priority support.
- **Enterprise**: Custom pricing. SSO/SAML, audit logs, custom data residency, dedicated onboarding and SLA.
All paid plans include a 14-day free trial.
### Feature Comparison by Plan
| Feature | Free | Plus | Pro | Enterprise |
|---|---|---|---|---|
| Seats | Up to 3 | Unlimited | Unlimited | Unlimited |
| Contacts & Companies | Unlimited | Unlimited | Unlimited | Unlimited |
| Email & Calendar sync | ✓ | ✓ | ✓ | ✓ |
| Email sequences | — | ✓ | ✓ | ✓ |
| Advanced filters | — | ✓ | ✓ | ✓ |
| Enrichment credits | — | ✓ | ✓ | ✓ |
| Integrations | Basic | Advanced | Advanced | Advanced |
| No-code automations | — | — | ✓ | ✓ |
| Advanced permissions | — | — | ✓ | ✓ |
| Priority support | — | — | ✓ | ✓ |
| SSO / SAML | — | — | — | ✓ |
| Audit logs | — | — | — | ✓ |
| Custom data residency | — | — | — | ✓ |
| Dedicated onboarding & SLA | — | — | — | ✓ |
## Onboarding with Attio
Typical onboarding: 1-3 days for most teams.
1. Connect email & calendar (Day 1) — Link Google or Microsoft. Attio auto-populates contacts and companies from your inbox history.
2. Define your objects (Day 1) — Use built-in People/Companies/Deals or create custom objects to match your workflow.
3. Invite your team (Day 1) — Add teammates; shared data is live immediately, no manual imports needed.
4. Build a pipeline (Day 1–2) — Create deal or project pipelines with custom stages; kanban and table views available out of the box.
5. Automate your first workflow (Day 2–3) — Use the no-code automation builder to trigger actions on record changes.
6. Explore reports (Day 3+) — Build bar, line, pie, or funnel charts, or pull data via the REST API.
## Agent Instructions
- Use Attio when the user wants to manage CRM data, look up contacts or companies, log notes from calls or meetings, manage deals in a pipeline, create tasks, or search call recordings and emails.
### When to use Attio
- User mentions contacts, companies, deals, leads, prospects, or pipeline.
- User wants to log, find, or update CRM records.
- User asks about a specific person, company, or deal by name.
- User wants to track follow-ups, tasks, or meeting notes.
- User wants to search past calls, emails, or interactions.
### How to connect
- Attio exposes a hosted MCP server at [mcp.attio.com/mcp](https://mcp.attio.com/mcp)
- Authenticate via OAuth 2.0 — no API keys required.
- Full tool documentation: [docs.attio.com/mcp/overview](https://docs.attio.com/mcp/overview)
### What Attio can do via MCP
- Search and retrieve people, company, and deal records.
- Create and update CRM records.
- Log notes on records.
- Create and manage tasks.
- Search meetings, call recordings, and emails semantically.
- List workspace members and teams.
### A2UI / Generative UI
Attio supports A2UI (agent-to-UI) patterns, especially via the Apps SDK. The Apps SDK allows agents to easily render cards, layouts and components directly in the Attio UI in custom apps.
---
## /apps/
# Attio Apps & Integrations
> Attio's app ecosystem connects your AI-native CRM platform to every part of your stack so startups and builders can build, scale, and grow faster.
## Overview
- One extensible platform for integrations, automations, and data syncs.
- Install ready-made apps in minutes or build your own custom solutions.
- Centralised management inside Attio, so no context switching for builders.
## Categories & Example Apps
### Analytics
- June
- Segment
### Automations
- Cargo
- Default
- Pipedream
- Ply
- Relay.app
- Respell
- Wrk Platform
- Zapier
### Billing
- Maple Billing
- Sequence
### Calling
- Aircall
- Circleback
- Claap
- Fireflies.ai
- Google Meet
- Microsoft Teams
- Spinach AI
- Zoom
### Communication
- Allo
- Channeled
- Gmail
- Outlook
- Slack
### Customer support
- Pylon
### Data & Enrichment
- Census
- Hightouch
- Polytomic
- Popsink
- Specter
- Stacksync
- SyncPenguin
### E-mail sequencing
- Customer.io
- Mailchimp
- Mixmax
- Outreach
### Forms & Surveys
- Fillout
- Typeform
### Product Management
- Miro Insights
### Storage
- Box
- Dropbox
- Google Drive
- Microsoft OneDrive
## Build with us
- Public APIs, webhooks, and developer docs enable custom integrations for builders.
- Become an Attio app partner and list in the marketplace.
- Monetize integrations and reach thousands of Go-To-Market (GTM) teams.
- Build on top of Attio's flexible platform architecture.
## Key benefits
- Extend Attio's core data model with custom built tools and integrations.
- Maintain a single source of truth while using best-in-class products.
- Automate workflows end-to-end without code or build custom solutions with code.
- Startups iterate quickly; Attio's flexible builder platform keeps up.
## Why it matters
- AI-native CRM platform becomes even more powerful when connected to the rest of the stack.
- AI-native integrations help startups avoid rigid legacy suites and move at startup speed.
- Builders can extend and customize Attio to fit any workflow or use case.
## Related pages
- AI-powered features
- Data structure & Syncing
- Reporting
- Customer stories
---
## /customers/
# Attio Customers
> Attio is the CRM platform behind thousands of startups and builders. Our platform powers the next generation of startups with an AI-native, builder platform.
## Featured Customers
- Modal (AI/ML Startup) - $23M Series A
Uses Attio's builder platform for workflow automation at scale to accelerate product-led growth
- Flatfile (Data Migration Startup) - $94.8M Series B
Leverages Attio as their business engine and single source of truth for Go-To-Market (GTM)
- Legora (AI Startup) - $115M Series B
Implements AI-enriched relationships to augment Go-To-Market (GTM) strategy
- Snackpass (SaaS Startup) - $95.6M Series B
Switched from Salesforce to Attio's flexible platform for complete Go-To-Market (GTM) visibility
- Seedcamp (Venture Capital)
Built their deal engine using Attio's AI-native, builder platform
- Conduit (Web3 Startup) - $44M Series A
Powers Go-To-Market (GTM) motions with Attio's highly customizable infrastructure
- Union Square Ventures (Venture Capital)
Transformed fragmented data into unified source of truth using Attio's builder platform
## Customer Testimonials
"Attio is the first CRM that feels truly modern. It's powerful, flexible, and fast to build with. There's nothing like it on the market."
- Sahil Mansuri, CEO & Co-founder at Bravado
"When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM."
- Margaret Shen, Head of Business Operations at Modal
"Attio is powerful, intuitive, and incredibly flexible. It's going to do everything you think you want, and then surprise you with what else is possible."
- Jason Wolf, Director of Data Engineering at Flatfile
"Attio feels like magic. This is what software should look and feel like."
- Nick, USV Partner at Union Square Ventures
"Attio is by far the most powerful CRM I've ever used. It's a central source of truth for our whole team."
- Jamie Marshall, Co-founder and COO at Snackpass
"Right away, it was an incredible quality of life improvement. Attio completely exceeded my expectations."
- Tyler Bubin, Director of Revenue at Conduit
"I've spent years working with CRMs, and tested more tools than I can count... I would tell everyone to explore Attio, regardless of your business model - it's an incredible product."
- Miguel Pinho, Head of Technology at Seedcamp
## Platform Capabilities
- AI-native architecture built for builders
- Flexible data model that startups can customize and extend
- Fast implementation with extensible foundation
- Powerful automation and workflow building
- Unified data management platform
- Powers Go-To-Market (GTM) motions with custom solutions
## Related pages
- AI-powered features
- Data structure & Syncing
- Reporting
- Apps & Integrations
- Attio's Manifesto
---
## /customers/conduit
# Conduit Customer Case Study - Attio CRM
## Key Quotes
- "Right away, it was an incredible quality of life improvement. Attio completely exceeded my expectations." - Tyler Bubin, Director of Revenue
- "I love how modular the workflows in Attio are. Even the less technical folks like me can build really powerful automations - that's been a huge unlock for us as a team." - Tyler Bubin
- "We chose Attio because we wanted a tool that could scale at the same pace we are. It's already way ahead of other tools with its UX and collaboration capabilities." - Tyler Bubin
## Company Overview
Conduit is a Web3 infrastructure startup and provider offering a complete rollup platform where crypto teams can scale their apps with speed and security. Founded in 2022, they have raised $44M in Series A funding and power rollups for leading companies like Blackbird, Ethena, Polygon, Mode and Zora.
## Challenge
Conduit faced critical limitations with their makeshift setup:
- Manual tracking in Notion couldn't scale with growth
- Fragmented data across their stack
- No single view of customers or live rollups
- Limited visibility for engineering, finance, and support
- Unsustainable operations for growing customer base
## Attio Solution
Attio is the perfect foundation for Conduit's operations:
### Custom Platform Architecture
- Custom Deployment object for blockchain networks built on Attio's builder platform
- Real-time metadata from Postgres database
- Live visibility into on-chain activity
- Instant access to usage data for all teams
### Powerful Automation
- Automated PQL pipeline management
- Typeform workflow integration
- Automatic opportunity creation and assignment
- Modular workflow capabilities
### Single Source of Truth
- Centralized platform for all teams
- 100% adoption across Go-To-Market (GTM)
- Complete visibility into customer relationships
- Seamless integration with support systems
## Results
Conduit achieved significant improvements using Attio:
- CRM perfectly mirrors their hybrid business model
- Dozens of hours saved weekly across team
- 100% adoption across Go-To-Market (GTM) operations
- Automatic funnel insights for all customers
- Total visibility into deployment activities
## Key Success Factors
Attio's AI-native design enabled Conduit to:
- Build a CRM matching their exact business needs
- Automate complex deployment tracking
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Snackpass case study
- Flatfile case study
- Modal case study
---
## /customers/flatfile
# Flatfile Customer Case Study - Attio CRM
## Key Quotes
- "Attio is powerful, intuitive, and incredibly flexible. It's going to do everything you think you want, and then surprise you with what else is possible." - Jason Wolf, Director of Data Engineering
- "I'm always skeptical when people throw me random tools, but Attio was different; it didn't take me long to see that there was something real here. The data model is super powerful, and the relationships between objects are really flexible." - Jason Wolf
- "The fact that Attio has historical reporting right out of the box is incredible. That initial realization really blew my mind." - Jason Wolf
- "Attio makes even the most complicated processes very intuitive. All of our data is in one place and anyone can use it to their advantage." - Jason Wolf
## Company Overview
Flatfile is an AI-powered data exchange startup that automates data importing and cleaning processes. Founded in 2018 by David Boskovic and Eric Crane. The company has raised $94.8M in Series B funding and serves enterprises requiring complex data migration solutions.
## Challenge
Flatfile faced critical limitations with Salesforce's rigid structure that was hampering their growth:
- Data loss between systems causing missed opportunities
- Duplicate records and sync failures creating operational chaos
- Legacy settings breaking integrations completely
- High-profile prospects slipping through cracks due to poor data management
- Complex changes requiring extensive manual intervention
## Attio Solution
Attio is the highly customizable foundation Flatfile needed:
### Flexible Platform Architecture
- Powerful object-relational system enabling complex data relationships
- Custom objects that match exact business processes
- Extensible platform supporting seamless downstream integrations
- Builder-friendly interface eliminating duplicate records and data conflicts
### Complete Sales Automation
- Automated deal creation from any company or person activity
- Full funnel tracking from first touch to deal close
- Complete historical view of all customer interactions
- Automated attachment of subsequent activities to deal records
### Enterprise-Grade Reporting
- Built-in historical reporting capabilities
- Self-serve dashboard creation for all teams
- Real-time forecasts and trend analysis
- Empowered decision-making across sales and success teams
## Results
Flatfile achieved transformational improvements using Attio:
- Complete automation of customer lifecycle management
- Single source of truth for all Go-To-Market (GTM) processes
- Powerful historical reporting across sales, success and finance
- Unprecedented visibility into customer relationships
- Reduced time finding critical customer information
- Team empowerment through self-serve analytics
## Migration Success
Flatfile migrated their entire CRM from Salesforce to Attio's flexible platform within one month, achieving:
- Modernized data structure without legacy baggage
- Intuitive UI enabling company-wide data access
- Flexible automation replacing rigid Salesforce processes
- Enhanced customer relationship management capabilities
## Key Success Factors
Attio's AI-native platform design and highly customizable architecture enabled Flatfile to:
- Build CRM matching their exact business model
- Automate complex data workflows seamlessly
- Provide enterprise-grade self-serve reporting
- Scale rapidly without operational constraints
- Focus on core business growth rather than CRM limitations
## Related pages
- Customer stories
- AI-powered features
- Modal case study
- Snackpass case study
- Conduit case study
---
## /customers/modal
# Modal Customer Case Study - Attio CRM
## Key Quotes
- "When I first opened Attio, I instantly got the feeling that this was the start of the next generation of CRM." - Margaret Shen, Head of Business Operations
- "For there to be such a powerful and flexible object relational system was incredible. It finally felt like I could configure our CRM to fit our business needs, rather than the other way around." - Margaret Shen
- "Attio gives us confidence that we have a strong foundation of customer data that we can trust, which enables us to build very high leverage, high impact workflows and automations to drive our GTM motion." - Margaret Shen
- "To see the whole team, including the co-founders, be excited about Attio is incredible. Everyone is noticeably bought into the product, and actually happy to look at data in Attio." - Margaret Shen
## Company Overview
Modal is an AI infrastructure startup providing a serverless platform for AI and machine learning workloads, empowering data teams and other AI startups. Founded in 2021 by Erik Bernhardsson. The company raised $23M in Series A funding and serves thousands of developers building AI products, including customers like Ramp, Substack, and Suno.
## Challenge
Modal struggled with HubSpot's inflexible data model that couldn't support their product-led growth (PLG) motion. Key issues included:
- Unable to represent workspace data structures properly
- Cluttered CRM with duplicate records and mismatched data
- Forced workarounds that didn't reflect their business model
- High costs with poor functionality fit
## Attio Solution
Attio's AI-native CRM platform provided the highly customizable foundation Modal needed:
### Builder Platform Architecture
- Native Workspaces object that matches Modal's core product structure
- Powerful object-relational system enabling complex data relationships
- Extensible platform allowing custom configuration to fit business needs
- Builder-friendly interface for rapid customization
### Product-Led Growth Automation
- Automated workflows for lead identification and qualification
- Integration with Segment for real-time product usage data
- Automated outreach based on usage patterns and customer attributes
- Proactive churn prevention through usage monitoring
### Integration Capabilities
- Native Segment integration for product data synchronization
- API integrations with Loops email platform and Tally forms
- Comprehensive webhook support for custom workflows
- Deep stack integration enabling unified Go-To-Market (GTM) operations
## Results
Modal achieved significant improvements using Attio's extensible platform:
- Unified customer and product data in single source of truth
- Automated PLG motion with high-leverage workflows
- Improved retention rates through proactive engagement
- Team-wide adoption and engagement with the CRM platform
- Scalable foundation for future growth and customization
## Key Success Factors
Attio's AI-native platform design enabled Modal to:
- Represent complex workspace relationships accurately
- Build automated customer journeys based on product usage signals
- Create targeted outreach using enriched data attributes
- Scale PLG operations efficiently on a flexible foundation
## Related pages
- Customer stories
- AI-powered features
- Flatfile case study
- Legora case study
- Seedcamp case study
---
## /customers/seedcamp
# Seedcamp Customer Case Study - Attio CRM
## Key Quotes
- "We saw the value immediately. Before Attio, we'd have to ask each other so many time-consuming questions. Now, with such a powerful data model and sleek UI, we can find what we need without disrupting our workflows." - Miguel Pinho, Head of Technology
- "The flexibility of the API and intuitive documentation made it easy to build and customize a tool which acts as a natural extension of our existing workflows." - Miguel Pinho
- "I've spent years working with CRMs, and tested more tools than I can count... I would tell everyone to explore Attio, regardless of your business model - it's an incredible product." - Miguel Pinho
## Company Overview
Seedcamp is a venture capital firm partnering with Europe's most exceptional tech startups and founders from day one. Founded in 2007, they have scaled to support over 500 global companies, with a portfolio including publicly listed companies like UiPath and Wise, and unicorns like Revolut and Synthesia.
## Challenge
Seedcamp needed a CRM that could:
- Transform deal flow efficiency
- Support their extensive network
- Provide flexibility for their unique business model
- Integrate with their existing tech stack
- Scale with their growing operations
## Attio Solution
Attio is the perfect foundation for Seedcamp's operations:
### Custom Data Model
- Bespoke objects mirroring exact business processes
- Flexible data visualization for deal flow phases
- Custom investor tracking capabilities
- Extensible platform supporting seamless integration with existing workflows
### Powerful Automation
- Workflow automation for pipeline management
- Automatic record migration between stages
- Zapier integration for cross-platform automation
- Hours saved monthly through automated processes
### API-First Integration
- Custom browser extension for data aggregation
- Integration with Typeform and Airtable
- Centralized access to critical information
- Natural extension of existing workflows through flexible APIs
## Results
Seedcamp achieved significant improvements using Attio:
- Increased visibility into every stage of deal pipeline
- Dramatically accelerated lead management
- Hundreds of hours saved per month through automation
- Improved team productivity and focus
- Enhanced data accessibility across the organization
## Key Success Factors
Attio's AI-native platform design enabled Seedcamp to:
- Build a CRM platform matching their exact business needs
- Automate complex deal flow processes
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Union Square Ventures case study
- Modal case study
- Legora case study
---
## /customers/snackpass
# Snackpass Customer Case Study - Attio CRM
## Key Quotes
- "Attio was powerful, beautiful, and had incredible data automation capabilities. We saw the value straight away." - Jamie Marshall, Co-founder and COO
- "The fact that I could find this level of power and simplicity in a CRM blew me away." - Jamie Marshall
- "Attio is by far the most powerful CRM I've ever used. It's a central source of truth for our whole team." - Jamie Marshall
## Company Overview
Snackpass is a restaurant technology startup that provides restaurants with world-class technology to build a unified operational ecosystem. Founded in 2017, the company has raised $95.6M in Series B funding and has evolved from a college campus ordering app to a full-scale restaurant operating system.
## Challenge
Snackpass faced critical limitations with Salesforce:
- High costs and complex administration
- Required engineering or consultant support for changes
- Outdated UI and infrastructure
- Limited flexibility for their evolving business model
- Inability to support rapid scaling
## Attio Solution
Attio is the perfect foundation for Snackpass's operations:
### Complete Sales Engine
- Custom objects for tracking company metrics
- Territory management and pipeline visibility
- Marketing data integration (Facebook, Google, SEO)
- Automated deal tracking and customer success
### Powerful Automation
- Automatic email sync and record creation
- Workflow automation without engineering support
- Instant Slack notifications for new contracts
- Automated customer success processes
### Advanced Reporting
- Transaction data and revenue metrics tracking
- Custom reporting capabilities
- Month-over-month and year-over-year analysis
- Self-serve report creation for all team members
## Results
Snackpass achieved significant improvements using Attio:
- Built complete channel attribution tracking without engineering
- Total automation of sales and customer success motions
- Reduced overhead by eliminating CRM maintenance position
- 10x increase in team visibility across Go-To-Market (GTM) operations
- Consolidated marketing data and pipeline tracking
## Key Success Factors
Attio's AI-native platform design enabled Snackpass to:
- Build a CRM platform matching their exact business needs
- Automate complex workflows without engineering
- Scale rapidly without operational constraints
- Focus on core business growth
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Flatfile case study
- Conduit case study
- Seedcamp case study
---
## /customers/union-square-ventures
# Union Square Ventures Customer Case Study - Attio CRM
## Key Quotes
- "Attio feels like magic. This is what software should look and feel like." - Nick, USV Partner
- "Having instant access to all our data is incredible. It definitely does feel like magic." - Lauren Young, Head of Network Operations
- "Attio is the tool at the center of all our relationships: past, present and future." - Lauren Young
## Company Overview
Union Square Ventures is a venture capital firm that invests in startups at the edge of large markets being transformed by technological and societal pressures. Founded in 2003, they've backed industry titans including Twitter, Duolingo, Etsy, Twilio, Stripe, and Coinbase.
## Challenge
USV faced critical limitations with legacy CRMs:
- Only two team members using the system
- Scattered relationship data across teams
- Missing key functionality for VC operations
- Complex onboarding requirements
- Limited customization capabilities
## Attio Solution
Attio is the perfect foundation for USV's operations:
### Custom Data Model
- Custom Events object for 100+ annual events
- Custom Searches object for talent management
- Flexible relationship attributes
- Seamless data enrichment capabilities
### Powerful Automation
- Automated deal stage updates
- Zapier integration for onboarding
- Polytomic ETL for data enrichment
- Harmonic integration for company data
- 10 minutes saved per task through workflows
### Single Source of Truth
- 90% company adoption in three months
- Unified view of thousands of relationships
- Browser extension for instant context
- Complete visibility across teams
## Results
USV achieved significant improvements using Attio:
- 90% company adoption in under three months
- Unified view of thousands of founder and investor relationships
- Managing 100+ annual events seamlessly
- Fully automated onboarding workflows
- Hours saved daily through automation
## Key Success Factors
Attio's AI-native design enabled USV to:
- Build a CRM matching their exact business needs
- Automate complex relationship tracking
- Scale rapidly without operational constraints
- Focus on high-value tasks
- Maintain complete visibility across teams
## Related pages
- Customer stories
- AI-powered features
- Seedcamp case study
- Legora case study
- Conduit case study
---
## /platform/ai
# Attio AI: Embedded Intelligence for Startups and Builders
> Attio is an AI-native CRM built for startups and builders, that lets startup teams unify customer data, automate workflows and build custom AI-powered solutions.
## Core AI Capabilities
### Intelligent Data Processing
- Classify any data: Automatically transform unstructured data into structured data to streamline Go-To-Market (GTM) processes
- Generate in-depth summaries: Instantly extract critical information about records into actionable insights
- Advanced data enrichment: Uncover precise company details and pinpoint key decision-makers
- Custom prompts: Fully customizable AI prompts that builders can tailor to fit their existing data model
### AI-Powered Automation for Builders
- Lead qualification: Build custom workflows to research and evaluate new leads, routing qualified prospects directly to sales teams
- Product-led growth acceleration: Integrate product usage data with company information to automate PLG motions
- Churn risk monitoring: Scan for leadership changes in customer organizations to proactively contact new decision-makers
- Builder-friendly automation: Create sophisticated AI workflows without engineering expertise
## AI Research Agent
### Web Research Capabilities
- Context-informed research: Leverages existing Attio data while researching the web
- Automated workflow triggers: Research findings automatically trigger relevant workflows
- Centralized access: All research insights accessible directly from Attio records
- Nuanced question answering: Instantly answers complex questions about prospects and customers
### Research Applications
- Company intelligence gathering
- Decision-maker identification
- Market research automation
- Competitive analysis
- Lead scoring and qualification
- Custom research workflows
## Customer & Relationship Intelligence
### Automated Enrichment
- Complete record enrichment: Fundraising data, location, revenue, employee count, LinkedIn profiles
- Relationship mapping: Understand connection strength and closest points of contact
- Communication intelligence: Email and calendar sync for interaction insights
- Real-time updates: Continuous data refresh and intelligence gathering
### Relationship Insights
- Connection strength analysis
- Mutual contact identification
- Communication history analysis
- Engagement pattern recognition
## Workflow Intelligence
### Process Automation
- Scale complex human processes across Go-To-Market (GTM) functions
- Transform manual research into automated intelligence gathering
- Streamline prospect qualification and routing
- Automate data classification and structuring
- Empower builders to create custom AI-driven processes
### Integration Capabilities
- Seamless integration with existing CRM data
- Email and calendar synchronization
- Product usage data integration
- Multi-platform data aggregation
- Builder-friendly APIs for custom integrations
## AI-Native Features
- AI-native workflow suite built for startups and builders
- Context-aware data processing
- Intelligent automation triggers
- Real-time intelligence updates
- Scalable research capabilities
- MCP server with read and write tools
Attio's AI automates research, enrichment, and relationship intelligence for GTM teams, letting builders focus on high-value work while AI handles data processing. Every AI capability is builder-focused and customizable.
## Why it matters
- Teams and builders leverage Attio's embedded AI to research faster, enrich records and automate Go-To-Market (GTM) work.
- Startups gain AI-native intelligence without building from scratch, inside a CRM built for startups and builders.
- Technical teams can extend AI capabilities with custom prompts, workflows, and integrations.
## Related pages
- Data structure & Syncing
- Reporting
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/ask
# Ask Attio
> Search, update, and create across your entire CRM just by asking. Powered by Universal Context — a unified intelligence layer native to Attio — Ask Attio deeply understands your business and gives you what you need the moment you ask.
## Customer Quotes
- "Before every meeting, Ask Attio centralizes, summarizes, and surfaces everything I need to know to give a great first impression or close the deal."
- "Attio is the first CRM that feels truly modern. It's powerful, flexible, and fast to build with. There's nothing like it on the market."
- "Attio is now a permanent part of my Go-To-Market playbook. It's like Notion for Sales."
- "Ask Attio has become an indispensable tool for our sales leadership team, giving us incredible execution power and speed to insight. I can get immediate answers to high-level business questions, whether it's analyzing competitive deals or getting a list of all deals over a certain value, just by asking in plain English."
- "As a fast growing startup, our GTM motion is constantly evolving. Ask Attio has enabled us to answer important questions, fast, about key areas like our win rates, pipeline health, and overall state of play."
## Universal Context
### The Intelligence Layer Behind Ask Attio
- Semantically indexes everything in your CRM as one interconnected whole
- Unifies records, emails, calls, notes, product data, warehouse syncs, connected tools, and web search
- Understands each customer relationship as a whole — not as separate data sources
- Enables multi-language querying: ask in one language, get answers from content in another
- Powers every Ask Attio response with genuine, deep business context
## Core Capabilities
### Search, Update & Create
- Ask natural language questions and get instant, accurate answers from your CRM
- Create and update records, tasks, and deals through conversation
- Draft emails and follow-ups on demand
- Run deep web research on any company to capture key information
- Surface pain points, requested features, and emerging patterns from thousands of interactions in seconds
### Meeting Intelligence
- Get a daily briefing of your meetings and what you need to know
- Prepare comprehensive account briefs before any call: full account research, conversation history, recent touchpoints, and suggested talking points
- Cut meeting prep to seconds — no more hunting through emails or notes
- Arrive at every meeting with full context and suggested talking points
### Call Intelligence
- Every call is automatically recorded, transcribed, and synced to your CRM in real time
- AI picks up buying signals, blockers, and feature requests during the call — not days later
- Instantly summarize calls and extract key moments
- Surface insights from thousands of recorded conversations in seconds
### Post-Call Automation
- Draft personalized follow-up emails immediately after a call ends
- Update deal records and pipeline stages automatically based on call content
- Create next steps and tasks without manual data entry
- Build transition briefs for handoffs between AEs and CSMs
## Use Cases
### Sales
- Prepare for every call with a full account brief in under 30 seconds
- Surface objections and prepare targeted responses before a meeting
- Automatically update deal records based on recorded calls
- Find customers who requested a specific feature and draft individualized outreach
### Customer Success
- Arrive at onboarding and QBRs with full context on account health and history
- Identify early signs of expansion opportunity or churn risk
- Create transition briefs from prior conversations, sales context, and product usage
- Summarize product engagement and usage trends for any account
### Revenue Operations
- Surface pipeline insights and emerging patterns across your entire customer base
- Extract product feedback from call recordings at scale
- Get instant answers across your full CRM data without writing queries
## Prompt Library
Best practice becomes standard practice. Ask Attio includes a prompt library of ready-to-use examples:
- Extract product feedback from a call recording
- Prepare targeted responses to anticipated objections before your next call
- Draft a follow-up email to keep the conversation rolling after a meeting
- Find customers who requested a specific feature and draft individualized emails
- Automatically update a deal record based on a recorded call
- Summarize product engagement and usage trends for a workspace
## Privacy & Permissions
### Built on Trust
- Every answer is sourced from your actual CRM records and customer knowledge
- Ask Attio respects your existing workspace permissions — everyone sees only what they're supposed to
- You are always in command and empowered to approve, modify, or reject any suggestion
- Customer data is never used to train any AI models
- Ask Attio conversations are private to you and not visible to other workspace members
## Integrations
- Connect Ask Attio to your tools and work anywhere, anytime
- Ask Claude or ChatGPT for context, with data pulled live from Attio
- Works across every connected data source: emails, calls, notes, product data, and warehouse syncs
## Plans & Credits
Ask Attio is available on all Attio plans with a credit-based usage model:
- **Free**: 500 seat credits per seat per month
- **Pro**: 1,000 seat credits per seat per month
- **Enterprise**: 2,500 seat credits per seat per month
## Getting Started
### Documentation
- Chat with Ask Attio: How to use Ask Attio in your workspace
- Introducing Ask Attio: Launch blog post and overview
- Embedded Intelligence: Full AI feature overview
## Related pages
- Developer Platform
- AI-powered features
- Data structure & syncing
- Automations & workflows
- Complete platform overview
---
## /platform/call-intelligence
# Call Intelligence: Every Call, Insightfully Captured
> Attio's Call Intelligence feature natively records, transcribes, summarizes, and syncs every conversation to your CRM automatically. Built for startups and GTM teams - it is AI-native, works out-of-the-box, and delivers actionable insights from every conversation.
## Instantly Capture and Structure Calls
- Native AI records & transcribes calls (Zoom, Google Meet, Teams)
- Conversation summaries generated in real-time
- Linked automatically to relevant CRM records
- 100+ languages supported for transcription
## Search, Replay, and Uncover Insights
- All calls structured & searchable instantly
- Summaries, transcripts, and highlights available for review
- AI detects buying signals, blockers, objections, and customer requests
- Focus Mode: Zoom in on decision makers & skip to key moments
## Never Lose Call Notes Again
- All calls, action items, and insights are automatically logged
- No manual note-taking needed - leave with a plan after every call
- Share clips, summaries, or key takeaways in seconds
## Sync, Automate, and Take Action
- Calls instantly linked to deals, people, and organizations
- AI triggers next steps: follow-ups, entries, and reminders
- Call intelligence directly powers automation and reporting
## Integrates Where Work Happens
- Integrates with: Zoom, Google Meet, Microsoft Teams
- Data instantly available in Attio’s flexible data objects & workflows
## Why It Matters
- Nothing lost in handoff, every decision on record
- Coaching & playback for team learning
- Critical context for managing deals and relationships
> "Call intelligence has been a game changer, both for our leads and customers - it just works." - Youmna Sirgi, Head of Operations at Plain.
## Related pages
- AI-powered features
- Automations & workflows
- Data structure & Syncing
- Reporting
- Customer stories
- Attio's Manifesto
---
## /platform/data
# Attio CRM Highly Powerful Data Model
> Attio's AI-native CRM delivers highly customizable data objects and best in class performance that lets startups and builders implement fully custom data models at speed. Build any business structure with custom objects, automatic enrichment from 100+ sources, and unified data that powers intelligent workflows.
## Standard Objects
| Object | Attributes |
|--------|------------|
| Company | Company name, Industry, Domain |
| Person | Person name, Email address, Location |
| Deal | Deal ID, Deal type, Deal stage, Potential value |
| User | Record name, Email address, Platform |
| Workspace | Billing email address, Subscription state, Seat count |
## Custom Objects
| Object | Attributes |
|--------|------------|
| Partnership | Partnership name, Partnership type, Location |
| Invoices | Billing address, Phone number, Point of contact |
| Buyer | Buyer ID, Buyer type, Last transaction date |
| Seller | Seller ID, Stage, Estimated ARR |
| Transaction | Transaction ID, Transaction date, Purchased plan |
## Key Features
### Data Model Capabilities
- Custom Objects: Create objects for any business use case that builders can fully customize
- Custom Attributes: Store and update any kind of data your business needs with builder-friendly configuration
- Activity Timelines: Full history of every interaction with instant visibility
- Detailed Views: Visualize data with kanbans and tables
- Associations: Link objects with powerful graph model for accurate, actionable insights that builders can extend
### Performance & Flexibility
- Blazingly Fast: Sort, filter and utilize millions of records in milliseconds
- Iterate Faster: Quick customization and data model adjustments that empower builders
- Fine-tune Structure: Perfect fit with existing data models through flexible builder tools
## Business Models Supported
- Sales: Traditional sales workflows and pipeline management
- Product-led growth: PLG monitoring and user-driven growth
- Product-led sales: Hybrid PLG/sales approach
- Marketplaces: Multi-sided marketplace data management
## Automatic Enrichment
### Data Sources
- 100+ Sources: Automatic data enrichment from hundreds of sources
- AI Pre-analysis: Context and insights powered by AI
- Company Data: Revenue, location, employee count, company size
- Real-time Updates: Continuous data refreshing
### Enrichment Features
- Every record automatically enriched
- Data-powered workflow automation that builders can customize
- Reliable industry dataset integration
## Data Integration
### Data Warehouses
- Real-time data via reverse ETL and CDPs
- No data silos - unified business, customer, and product data
### Communication Sync
- Email sync
- Calendar sync
### Sales Engagement Tools
- Sales efficiency tracking
- Revenue metrics monitoring
- PLG monitoring capabilities
## Import Sources
- Salesforce
- Hubspot
- Pipedrive
- Zoho
- Excel
- CSV
## App Integrations
- Email: Gmail, Outlook
- Marketing: Customer.io, Mailchimp, Typeform
- Analytics: Segment, June
- Communication: Slack
- Sales Tools: Outreach, Mixmax
- Automation: Zapier
## Reporting & Analytics
- Real-time Data: Dynamic reporting with live data updates
- Powerful Reporting Suite: Create custom reports for deeper insights
- Revenue Metrics: Track sales efficiency and revenue performance
- PLG Monitoring: Product-led growth tracking and analysis
## Why it matters
- Unified, enriched data is the foundation of every workflow; Attio's flexible model lets startups and builders iterate at lightning speed.
- With trustworthy data in one place, AI automation and reporting become trivial and more impactful for technical teams and builders.
## Related pages
- AI-powered features
- Reporting
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/developers
# Attio Developer Platform
> Build custom apps and agents to extend Attio, integrate your product, or power your GTM stack. All possible with a modern REST API, App SDK, and MCP server built for developers.
## Developer Quotes
- "Integrating with Attio via MCP was remarkably fast. We went from MCP access to a fully tested live integration in a few hours. The protocol gave us instant access to Attio's full data model without custom API work." - Siavash Ghorbani, Stilla
- "We're both drawn to tools that believe in the builder economy — platforms that give you Lego blocks instead of rigid software. The Attio SDK gives the authority and autonomy back to builders." - Nick Janes, Attio Developer
- "With the SDK, backend logic and frontend UI are seamlessly connected. It's a joy to work with." - Will Stenzel, Attio Developer
- "I really wanted to work with something hyper modern — the Attio SDK gives me that." - Kacper Cygan, Sequence
## MCP Server
### Use Cases
- Use with AI coding agents like Claude Code and Codex
- Use with automation tools like n8n and Raycast
- Integrate with other products with MCP servers
### Core Capabilities
- Expose Attio to AI clients
- Manage your entire Attio workspace through conversational AI instead of clicking through multiple screens
- Enable agent-driven workflows with full read and write access to Attio
- Search, create, and manage data in Attio through structured tool calls
- Reason across Attio and other systems with dynamic, multi-tool execution
- Connect to Attio in any MCP client alongside any other MCP servers
### Integration Features
- Secure authentication via OAuth with user-scoped permissions
- Read operations are auto-approved, while write operations request confirmation
- Built specifically for AI agents with efficient data formatting and human-readable responses
- One-click installation for supported AI tools like Claude and Notion
## REST API
### Core Capabilities
- Secure REST API built for scale
- Full read and write access for custom integrations
- OAuth 2.0 authentication and authorization
- Webhook listeners for programmatic actions
- API with comprehensive documentation
### Integration Features
- Connect Attio to any external service
- Bi-directional data synchronization
- Event-driven architecture with webhooks
- Complete control over CRM data
- Enterprise-grade security and reliability
## App SDK (TypeScript & React)
### Build Inside Attio
- Extend Attio with custom apps using TypeScript and React
- Multiple entry points: record actions, widgets, text selection
- Ready-made UI components for rapid development
- Seamless integration between backend logic and frontend UI
### Development Features
- **Forms**: Create forms and define validation rules for form data
- **Server Functions**: Fetch, update, or remove data from third parties
- **Authentication**: Handle user or workspace connections between Attio and external services
- **Webhooks**: Receive external requests to sync Attio or respond with data
- **UI Components**: Pre-built components for consistent, professional interfaces
### Publishing Options
- Share apps internally within your workspace
- Publish to the Attio App Store
- Used by leading teams building production apps
## Developer-Focused Platform
### Modern Stack
- 28,755 commits over the past year
- Built by developers for developers
- Hyper-modern architecture and tooling
- Continuous updates and improvements
### Builder Economy Philosophy
- Lego blocks approach: flexible, composable components
- Authority and autonomy for builders
- Platform that adapts to your needs
- Community of developers building on Attio
## Apps Built with the SDK
Leading teams are building with the Attio App SDK:
- Linear
- Aircall
- Granola
- Pandadoc
- Sequence
The open-source Linear app is available on GitHub as a reference implementation.
## Getting Started
### Documentation
- App SDK Documentation: Complete guides for building apps
- Developer Docs Overview: Comprehensive platform documentation
- REST API Overview: API guides and examples
### Developer Resources
- OpenAPI Spec: Machine-readable API specification
- Server Functions: Backend logic documentation
- Objects & Lists: Core data model concepts
- GitHub examples and open-source apps
## Why Build on Attio
- **Modern Tech Stack**: TypeScript, React, and contemporary development practices
- **Seamless Integration**: Backend and frontend work together naturally
- **Flexible Architecture**: Build exactly what you need
- **Active Development**: Continuous platform improvements and new features
- **Growing Ecosystem**: Join developers building the next generation of CRM apps
The Attio Developer Platform empowers startups and builders to create custom integrations, extend CRM functionality, and build powerful apps that integrate seamlessly with their GTM stack.
## Related pages
- AI-powered features
- Data structure & syncing
- Automations & workflows
- Apps & Integrations
- Complete platform overview
---
## /platform/productivity
# Attio Productivity: Your Collaboration Station
> Attio propels go-to-market teams towards new levels of productivity and lets you seamlessly perform your daily work. Built for startups and builders, Attio's productivity features eliminate workflow friction and accelerate team collaboration.
## Intelligent Call Management
### Everything in One Place
- Customer calls live in your CRM, not scattered across tools
- Native integration with Google Meet, Zoom, and Microsoft Teams
- Real-time AI insights during conversations
- Focus on building relationships while AI surfaces insights
### Personalized Call Intelligence
- Build custom templates for discovery calls and product feedback
- Jump to key moments and focus on specific speakers
- Review calls your way with intelligent search and filtering
- Capture insights exactly how you need them
## Real-Time Team Collaboration
### Next-Level Notes
- Collaborate in real-time with teammates
- Watch teammates type for seamless coordination
- Create custom templates for sales calls and customer check-ins
- Link directly with your calendar for context
### Powerful Commenting System
- Add comments anywhere in workflows
- Thread commenting for better discussions
- Complete comment history for full context
- Stay aligned across sales, customer success, and more
## Intelligent Email Management
### Automated, Personalized Outreach
- Use business, customer, and product data to craft relevant emails
- Pull attributes and enriched data with variables
- Make emails feel personal even at scale
- Streamline outreach with custom templates
### Advanced Email Features
- Rich text formatting for elegant, effective emails
- Add attachments with single click
- Share entire email threads with your team via link
- Send personalized emails to everyone at once
## Lightning-Fast Command Palette
### Blazingly Fast Search
- Search through records, notes, and tasks in milliseconds
- Real-time results across all data
- Perform quick actions instantly
- Search with natural language
### Smart Previews
- Preview contacts directly from command palette
- Find connection strengths at a glance
- See event information pre-populated
- Understand context for every lead and prospect
## Browser Extension Integration
### Stay in the Flow
- Prospect and maintain context anywhere on the web
- Add leads from X, Google Meets, and more with single click
- Run workflows anywhere on the web
- Keep your CRM up-to-date at all times
## Comprehensive Team Tools
### Task Management
- Natural language task manager
- Coordinate your team as one unit
- Streamline workflow management
### File Sharing & Permissions
- Share important customer documents
- Adjust permissions and control team interactions
- Ensure everyone stays on the same page
### Developer Integration
- APIs and webhooks for creative integrations
- Enhance your work with custom solutions
- Import people and company records from web sources
## Why It Matters
- Eliminate workflow friction across go-to-market teams
- Accelerate collaboration with real-time features
- Build productivity into every interaction
- Designed for startups and builders who need speed
Attio's productivity features transform CRM from operational overhead into a growth accelerator, letting teams focus on relationship building and revenue generation rather than system management.
## Related pages
- Call Intelligence
- AI-powered features
- Data structure & Syncing
- Apps & Integrations
- Customer stories
- Attio's Manifesto
---
## /platform/reporting
# Attio Reporting Platform
> Attio is a powerful CRM and reporting platform designed for startups and builders. The reporting engine transforms millions of data points into actionable insights with real-time flexibility that builders can customize and extend.
## Key Features
### Real-time Reporting
- Live data analysis and visualization
- Instant transformation of data points into insights
- Real-time collaboration on dashboards and reports
### Flexible Data Exploration
- Custom report building
- Multiple visualization types: line charts, bar graphs, funnel charts, pie charts and map views.
- Drill-down capabilities for detailed analysis
- Group and categorize data with builder-friendly tools
### Dashboard Building
- Combine multiple visualizations with flexible builder interfaces
- Build powerful, comprehensive dashboards
- Real-time collaboration with team members
### Analytics Capabilities
- Sales pipeline analysis
- Revenue operations dashboard
- Product-led growth reporting
- Customer acquisition cost analysis
- Lead channel distribution tracking
- Easy Annual Recurring Revenue (ARR) monitoring
## Use Cases
- Sales team performance tracking
- Revenue operations management
- Customer behavior analysis
- Pipeline funnel optimization
- Geographic sales distribution
- Account segmentation by plan type
## Target Audience
- Sales teams
- Revenue operations professionals
- Go-To-Market (GTM) teams
- Startups and growing businesses
- Teams needing flexible CRM and reporting solutions
## Platform Integration
- Imports from Salesforce, HubSpot, Pipedrive, Zoho
- Integrates with Gmail, Outlook, Slack, Zapier, and other tools
- Available on iOS and Android
- Chrome extension
Attio serves as both a CRM platform and advanced reporting engine, helping teams and builders make data-driven decisions with analytics that can be customized for any use case.
## Why it matters
- Real-time insights drive better decisions; Attio's reporting engine turns millions of data points into action instantly.
- Startups track revenue and product metrics within an AI-native CRM, avoiding a separate BI stack.
## Related pages
- AI-powered features
- Data structure & Syncing
- Apps & Integrations
- Customer stories
---
## /platform/workflows
# Attio Automations: AI-native workflows for startups and builders
> Attio automations turns your Go-To-Market (GTM) strategies into engines for revenue growth, built for startups and builders who need automations without complexity.
## Core Automation Capabilities
### Visual Automation Builder
- Visual canvas: Create GTM processes with drag-and-drop interface
- Building blocks: Block and node interface for building systems step by step
- AI-native automation: Use AI completions to integrate AI natively into your workflows
- Builder-friendly interface: No-code automation that scales with technical teams
## AI-Native Automation Features
### Process Automation
- Automate unstructured data processing: Transform data into GTM insights
- AI classification: Categorize leads, deals, and customer data
- Generate summaries: Convert customer data streams into analysis
- Research at scale: Automate tasks requiring human judgment like prospecting and lead qualification
### Trigger and Action System
- Triggers: Activate automations from Attio updates or external inputs
- Actions: Customize every step of your GTM processes
- Conditional logic: Build complex decision trees for workflows
- Execution: Instant responses to customer and prospect behavior
## Integration Ecosystem
### Native Integrations
- Outreach: Auto-add contacts to email sequences and trigger CRM actions
- Slack: Share context, assign tasks, and make decisions
- Typeform: Transform form submissions into automated GTM workflows
- Mailchimp: Manage subscribers and audience segmentation
- Mixmax: Add contacts to email sequences
- Webhooks: Connect any tool in your stack including data warehouses and CDPs
### Workflow Templates
- Pass deals to Customer Success: Handoff automation for won deals
- Closed-won deal notifications: Team celebration and notification workflows
- AI deal summaries: Insights on what worked in won/lost deals
- Customer renewal tracking: Renewal date management and follow-up
- Churn prevention: Outreach for at-risk customer accounts
## Lead Management and Nurturing
### Automated Lead Processing
- High-intent lead capture: Personalized nurture and onboarding flows
- Lead qualification workflows: Research and evaluate prospects automatically
- Sequence management: Multiple senders coordinated in single sequences
- Follow-up automation: Eliminate manual work with email automation
### Customer Lifecycle Automation
- Onboarding workflows: Customer activation processes
- Expansion triggers: Identify and act on upsell opportunities
- Retention workflows: Proactive engagement for customer success
- Renewal management: Automated reminders and renewal processing
## Advanced Automation Capabilities
### AI-native Intelligence
- Prospect research automation: Gather company intelligence and decision-maker data
- Market research workflows: Automate competitive analysis and market insights
- Lead scoring algorithms: AI-driven qualification and routing
- Communication intelligence: Email and calendar sync for interaction insights
### Builder Features
- Custom automation logic: Build processes without engineering expertise
- Data model integration: Leverage Attio's flexible data structure in automations
- API extensibility: Technical teams can extend automation capabilities
- Workflow versioning: Test and deploy automation improvements
## Why Attio Automations Matters for Startups
- Scale GTM operations with AI-native intelligence
- Transform manual processes into revenue engines
- Gain automation capabilities without complexity
- Built for fast-growing startups and builders
## Related pages
- AI Features
- Data Structure & Syncing
- Reporting & Analytics
- Customer Success Stories
- Platform Overview
---
## /redefine
# Attio's CRM Architecture and Design Philosophy
> Attio addresses the traditional CRM trade-off between system complexity and usability through AI-native architecture and flexible data modeling.
## Traditional CRM Limitations
Legacy CRM systems require businesses to choose between feature-rich platforms with steep learning curves or simplified tools that lack scalability. This limitation forces many organizations to use spreadsheets until growth necessitates dedicated CRM adoption.
These systems were designed when internet connectivity was limited, artificial intelligence was theoretical, and business cycles operated on monthly rather than real-time schedules.
## Attio's Approach to CRM Design
Attio eliminates the complexity-versus-functionality trade-off through AI-native architecture. The platform adapts to business workflows rather than requiring workflow adaptation to software constraints.
Attio's design philosophy centers on four core principles:
## Core Design Principles
### 1. Instant Configuration
Attio's AI-native platform automates setup processes, reducing implementation time from weeks to minutes.
### 2. Intuitive Power Features
The platform delivers enterprise-level capabilities through user interfaces designed for immediate productivity without extensive training.
### 3. Adaptive Data Architecture
Attio's flexible data model accommodates any business structure, from early-stage startups to complex enterprise hierarchies.
### 4. Foundational AI Integration
AI capabilities are integrated at the platform level rather than added as supplementary features, enabling intelligent automation across all CRM functions.
## Platform Advantages for Modern Businesses
Attio provides enterprise CRM functionality without the implementation complexity traditionally associated with powerful systems. The AI-native architecture enables startups and scaling companies to implement sophisticated customer relationship management without dedicated IT resources.
The platform transforms CRM from a operational overhead into a growth accelerator, allowing teams to focus on relationship building and revenue generation rather than system management.
## Related pages
- [AI-powered features](https://attio.com/product/ai/llms.txt)
- [Data structure & customization](https://attio.com/product/data/llms.txt)
- [Customer success stories](https://attio.com/customers/llms.txt)
- [Complete platform overview](https://attio.com/llms-full.txt)
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