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CRM & deal pipeline

Attio

Attio is a CRM built on a customizable data model: teams define their own objects, attributes, and pipelines instead of fitting work into fixed lead and opportunity records. It is sold to revenue teams, to startups at any stage, and to investors who need custom deal flow tracking.

Records sync from email and calendar automatically, and enrichment fills in company and contact data from outside sources. Workflows automate pipeline steps and orchestrate agents; higher tiers add call intelligence and sequences, and the platform records and analyzes meetings. For teams that want to build on it, Attio exposes an API, webhooks, an MCP server, and an SDK, along with connectors to other tools.

Plans are published. The free tier covers up to three seats with real-time contact syncing and automatic enrichment; Plus is $44 per user per month, or $35 billed annually, for up to ten seats; Pro is $99 per user per month, or $79 billed annually, and adds call intelligence and sequences; Enterprise adds security and admin controls. Record counts, report counts, email sends, storage, and AI credits are all capped per plan. The company states it is GDPR and ISO 27001 compliant and operates as Attio Ltd.

There is no property, unit, or lease data model, so a real estate team would build those as custom objects. Buyers should check the per-plan record, report, and email caps against their portfolio and contact volume before committing.

Best for

Small revenue, investment, or brokerage teams that want to shape their own pipeline objects and fields; a team that needs built-in property, lease, or accounting records should look at a vertical CRM.

What they do

  • Customizable CRM data model with custom objects
  • Deal flow and pipeline management
  • Email and calendar sync
  • Automatic data enrichment
  • Workflow automation and revenue agents
  • Meeting recording and analysis
  • Call intelligence and email sequences
  • Reporting and dashboards
  • API, webhooks, MCP server, and SDK

Details

AttributeValue
MembershipsISO 27001 compliant, GDPR compliant
How they chargeFree for up to three seats; Plus $44 and Pro $99 per user per month billed monthly, or $35 and $79 billed annually; Enterprise quoted.

What stands out

  • Publishes plans from free to Enterprise, with Plus at $44 and Pro at $99 per user per month.
  • Free tier covers up to three seats; Plus covers up to ten.
  • States GDPR and ISO 27001 compliance.
  • Offers an API, webhooks, an MCP server, and an SDK for building on the platform.