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Attio: crm features and setup
A CRM that connects records, conversations, and customer activity in a flexible workflow model. It suits teams that want to organize business relationships and automate work using up-to-date context.
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Overview
A flexible CRM model is useful only when the team agrees on what each record represents. A company, a person, and a sales opportunity are different things, and mixing them makes reliable rules harder to build. Before connecting activity from different sources, choose clear identifiers and update rules. With an API integration, check whether a new event should add activity, update a field, or create a record, to prevent every customer interaction from becoming a new customer.
Features
- Centralized relationships and activity from different sources
- Automation and AI capabilities for working with records
- API, SDK, and workspace integrations
Business uses
- Gathering context before a meeting with an existing customer
- Tracking opportunities using email activity and connected data
Getting started
- Define what counts as a customer record and a deal before connecting activity sources.
- Connect one activity source and add two contacts who belong to the same company, checking the relationships created between records.
- Send another update for an existing contact and check that the information is added in the right place and that automation does not create another company or deal unnecessarily.
What to check
- Check record merging and customer identity when information comes from multiple sources.
- Review permissions for email integrations and separation of personal and team information.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.