Attio
Attio is an AI CRM built around agents working the system of record; its own framing is the CRM for agentic revenue. A flexible data model adapts to how a company actually sells, native enrichment keeps records filled, and email and calendar activity logs itself automatically.
Research agents prospect and enrich leads with live web research, Ask Attio answers questions and creates records across the CRM, and Workflows orchestrate revenue automations such as lead scoring and deal monitoring. Newer surfaces add meeting recording and analysis, plus a developer platform with an API and webhooks.
A free plan with up to three seats gives small teams a genuine zero-cost start; the AI agents run on the free plan too, metered by a two-pool credit allowance rather than gated to a paid tier. London-founded and venture-backed, Attio raised a Series B led by GV in August 2025.
- Cost
- Freemium (Free tier + paid plans)
- Ease
- Model
- Hosted service
- Checked
- August 2026
Prices, plans and model versions change fast: this is a mid-2026 snapshot; check the tool's official site for the latest.
Best for
- A system of record with research agents working it
- Native enrichment and auto-logged email and calendar activity
- A flexible data model shaped to how the company sells
- Free three-seat plan for founding teams
- Revenue automations such as lead scoring and deal monitoring
Less suited to
Attio is a CRM first and an automation platform second. Its agents and Workflows act on records and revenue processes and also reach beyond the CRM into tools like Notion, Linear and Fin, extensible with custom JavaScript, an App SDK or MCP, and specialists in conversation intelligence and GTM data go deeper in their niches. The agents that define the pitch run on the free plan too, within a monthly credit allowance the free plan cannot top up.
The convenience carries a compliance question. Automatic enrichment and email and calendar auto-logging ingest personal data at scale, and for EU-serving teams the GDPR lawful-basis responsibility sits with the customer, not the vendor, so treat rollout as a data-protection decision as well as a tooling one.
Costs & data, in short
Attio is freemium with a usable floor: the free plan carries up to three seats with real-time contact syncing, automatic enrichment and the AI agents themselves, enough for a founding team's system of record. Usage is metered by a two-pool credit system, seat credits per user and shared workspace credits that refill monthly and scale by tier, rather than by switching features on or off, so the agents are available on every plan within their credit allowance. Free-plan workspace credits cannot be topped up, so the practical question on the free plan is how far the monthly credits stretch, not whether the agentic product is present.
Attio's convenience features are data-ingestion features. Automatic enrichment fills records from external sources, and the context layer logs emails, calls, calendar and integration data onto records without anyone deciding case by case, which is personal data processing at scale. For EU-serving teams the GDPR lawful-basis judgement sits with the customer as controller, not with the vendor, so decide the basis for enrichment and auto-logging before switching them on and scope which mailboxes and calendars connect. It is a closed, hosted platform, so records live on the vendor's infrastructure; the API, webhooks and developer surface provide export and integration routes, and current data-processing terms deserve a read rather than an assumption.
Plans
| Free | Free |
|---|---|
| Plus | $35per user, per monthbilled annually; $44 per user per month if billed monthly |
| Pro | $79per user, per monthbilled annually; $99 per user per month if billed monthly |
| Enterprise | Price on applicationbilled annually; no list price published |
Prices as of August 2026. Prices and plans change regularly. Check with the provider before you buy.
In practice
How Attio is used, area by area.
Jobs
Founders & entrepreneurs
For a new company the CRM decision usually waits until the spreadsheet breaks, and Attio removes the reason to wait. The free plan carries up to three seats with real-time contact syncing and native enrichment, so a founding team gets a genuine system of record at zero cost rather than a time-boxed trial, and auto-logged email and calendar activity means nobody has to own CRM data entry, a job no three-person company can spare. The flexible data model earns its keep later: as the motion shifts from founder-led sales to product-led signups or outbound, objects and pipelines reshape rather than force a migration. Paid tiers add sequences and agents as revenue justifies them, so the tool grows with the company instead of being outgrown. Founders who want the record-keeping handled while they sell gain the most.
Example tasks
- Replace the deal spreadsheet with a free three-seat CRM
- Enrich inbound signups with company and contact data natively
- Capture founder-led sales activity without manual data entry
- Reshape objects and pipelines as the sales motion changes
- Add sequences and agents on paid tiers as revenue justifies them
Limits
If the near-term need is finding leads rather than tracking them, a database-and-engagement platform covers more of the gap; Attio assumes prospects arrive and helps you work them. The agents that define the pitch sit on Pro tier and above, so budget for a paid tier before they figure in the plan.
The data posture needs deciding early too: enrichment and auto-logging ingest personal data, and if you serve EU customers the GDPR lawful-basis responsibility sits with you from day one, not with the vendor.
Compares
| vs | Pick Attio when | Pick the other when |
|---|---|---|
| ApolloFull comparison → | Attio starts at the system of record and adds agents to work it | a startup needs the leads database, engagement and CRM-lite in one subscription |
| Clay | Attio does enrichment natively inside the CRM the team already lives in | GTM data work is the job itself and a dedicated workbench should feed whichever CRM you keep |
Sales
Attio attacks the two failure modes that kill CRMs for sales teams
Attio attacks the two failure modes that kill CRMs for sales teams: stale data and rigid structure. Emails, calls and calendar activity log themselves onto records, so pipeline reviews run on what actually happened rather than what reps remembered to type, and native enrichment keeps company and contact fields filled without a separate data pass. The data model flexes to the motion, whether that is product-led signups, partner-sourced deals or classic outbound, instead of forcing everything through a default objects hierarchy. On top sit the agents: research agents prospect and enrich leads with live web research, Workflows score leads and monitor deals, and newer surfaces record and analyse calls. Teams that want the system of record doing sales work rather than merely storing it gain the most.
Example tasks
- Let research agents prospect and enrich target accounts with live web research
- Run pipeline reviews on auto-logged email and calendar activity
- Score inbound leads and route them with revenue workflows
- Monitor deals for stalls and surface the next action
- Shape objects and pipelines around the team's actual sales motion
Limits
Attio's agents work the CRM, not the whole revenue stack. Dedicated conversation-intelligence and outbound platforms go deeper in their niches, and the AI agents sit on Pro tier and above, so a team evaluating the free plan is evaluating the data model, not the agents.
Auto-logging and enrichment also ingest prospect and customer personal data wholesale; for EU-serving sales teams the GDPR lawful-basis judgement sits with you, not the vendor, so involve whoever owns data protection before switching them on.
Compares
| vs | Pick Attio when | Pick the other when |
|---|---|---|
| HubSpot AIFull comparison → | Attio is built agent-first around a flexible data model that adapts to how you sell, where the incumbent threads AI through an all-in-one suite | marketing, service and content should live in the same platform as the CRM |
| Salesforce EinsteinFull comparison → | Attio lets a growing team bet on a modern data-model CRM with working agents rather than adopting the enterprise incumbent early | enterprise scale, ecosystem depth and an existing Salesforce estate decide the purchase |
| ApolloFull comparison → | Attio is the system of record with agents working it | finding contacts is the bottleneck and a leads database with engagement sequencing covers more of the gap |
Tasks
Automation & agents
Attio's place in this category is specific
Attio's place in this category is specific: agents that live inside the system of record rather than a general automation platform. Research agents prospect and enrich leads with live web research, Workflows orchestrate revenue automations such as lead scoring, enrichment and deal monitoring, and Ask Attio turns natural-language questions into search and record creation across the CRM. The context layer is what makes the agents workable: emails, calls and integration data log themselves onto records, so automations act on a current picture of every account rather than on stale fields. A developer surface, with an API, webhooks and an SDK in beta, extends the same records into custom automation. Revenue teams that want agents inside their system of record, not bolted beside it, gain the most.
Example tasks
- Deploy research agents that prospect and enrich with live web research
- Orchestrate lead scoring and deal monitoring as revenue workflows
- Ask questions and create records across the CRM in natural language
- Keep records current with auto-logged emails, calls and integration data
- Extend records into custom automation through the API and webhooks
Limits
General-purpose automation is not the ground here: the agents and Workflows act on CRM records and revenue processes. The agents reach beyond the CRM into tools like Notion, Linear and Fin and are extensible with custom JavaScript, an App SDK or MCP, and they run on the free plan too, metered by credits rather than gated by tier.
The agents also feed on enriched and auto-logged personal data, so EU-serving teams carry the GDPR lawful-basis responsibility themselves; scope what the agents may ingest before scaling them.
Compares
| vs | Pick Attio when | Pick the other when |
|---|---|---|
| Clay | Attio's agents are specialists that live inside the CRM, prospecting, enriching and monitoring deals on records the system keeps current | enrichment and research are the job themselves and a dedicated GTM-data workbench should feed the CRM rather than live inside it |
| Salesforce Einstein / AgentforceFull comparison → | Attio's agents feed on enriched and auto-logged personal data, so an EU-serving team carries the lawful-basis responsibility itself and should scope what they may ingest before scaling them | the agent layer should sit over an estate that already holds the customer and the pipeline |
Where to start
Not sure what to adopt first?
Five quick questions about your job, task and constraints. We'll suggest your top three tools, plus the one to try first.
Alternatives
Same category, different strengths.
Common questions
Is Attio free?
There's a free tier to start; paid plans add capacity and features.
Where does Attio fit best?
Attio fits best in Sales and Founders & entrepreneurs; see its practice notes for how.
Before sharing confidential or personal data, check this tool's data-governance and training policies. They differ between providers and can change.
Last checked: August 2026