Attio lists 20 features. How many does your team use?

A custom CRM can match the data model, pipeline and workflows, but not the hosted Gmail/Outlook sync, AI agents, call recording and 2,000+ app ecosystem.

Data model and records

• Custom data model
  Define objects, attributes and relationships for companies, people and deals.
• Universal context sync
  Emails, calls, product and billing data captured automatically onto records.
  We can't build this. Needs hosted Gmail/Outlook mailbox and calendar sync we cannot run as a normal web app.
• CSV import and export
  Import records from spreadsheets and other CRMs and export data.

Pipeline and deals

• Kanban pipeline boards
  Move deals through stages on boards and lists with values and close dates.
• Activity timeline
  Log and view activities, notes and tasks on each record.

Workflows and automations

• Trigger-based workflows
  Run if/then actions when records are created or updated.
• Email sending from workflows
  Send transactional emails to contacts as workflow steps.
  Needs an outside service: Resend. Requires an email sending service account.

AI and agents

• Ask Attio natural-language queries
  Ask revenue questions and get answers from record data.
  Needs an outside service: OpenAI or Anthropic API. Needs an LLM provider; simpler filtered search rather than full SQL-style analysis.
• Custom AI agents
  Agents that research, score and draft actions across records.
  Needs an outside service: OpenAI or Anthropic API. Possible with an LLM provider but cut to fixed prompt-driven tasks, not autonomous agents.
• Web research agent
  Research companies on the open web to enrich records.
  Needs an outside service: OpenAI or Anthropic API. Needs an AI model and web search API; quality depends on the provider.

Reporting and forecasts

• Dashboards and reports
  Charts for pipeline, ARR and account health.
• Forecasting
  Forecast revenue from pipeline stages and close dates.

Call intelligence

• Meeting recording and transcription
  Record and transcribe Meet, Teams and Zoom calls into records.
  We can't build this. Requires running video-conferencing and transcription services; we cannot build that.
• Browser call recording
  Capture a tab or microphone to record a call in the browser.
  Needs an outside service: Deepgram + Twilio. Browser capture works, but tab audio requires user permission and transcription is a rented service.

Sequences and outreach

• Email sequences
  Multi-step automated outreach to contacts.
  Needs an outside service: Amazon SES. Single-recipient sequences only; bulk campaigns and inbox deliverability are not realistic.

Sharing and access

• Roles and permissions
  Control who sees and edits which records and objects.
• SSO and SCIM provisioning
  Enterprise single sign-on and user provisioning.
  Needs an outside service: WorkOS. Standard sign-in buildable; enterprise SSO needs a rented identity provider.

Integrations and developer platform

• Public API and webhooks
  Read and write Attio data from external tools.
• App marketplace and MCP connectors
  Hundreds of third-party app connections and an MCP server.
  We can't build this. Depends on a third-party ecosystem of partner apps we cannot provide.

Payments and billing

• Stripe billing sync
  Sync Stripe subscriptions and invoices onto records.
  Needs an outside service: Stripe. Buildable via Stripe API; requires Stripe account.

What you’d bring

We write all the code. These features only work on outside services, and those accounts are yours to open and pay for directly.

What we can’t build

• Universal context sync. Needs hosted Gmail/Outlook mailbox and calendar sync we cannot run as a normal web app.
• Meeting recording and transcription. Requires running video-conferencing and transcription services; we cannot build that.
• App marketplace and MCP connectors. Depends on a third-party ecosystem of partner apps we cannot provide.

Build only the Attio features you use

Pick your features, choose what it connects to, and see the price before you start.