ABOUT
Attio is a flexible CRM platform that simplifies contact management and accelerates business relationships.
CATEGORY
Pre-sales & Sales
WEBSITE

How to add a new lead?

What is Attio?

Attio is a modern, customizable CRM (Customer Relationship Management) platform that integrates with email and other communication tools, helping businesses manage relationships, leads, and opportunities in a simple and unified workspace.

Who is this for?

Attio is designed for sales teams, business development professionals, marketing teams, startups, and small-to-medium sized businesses. It helps users organize, track, and manage their customer relationships effectively, streamlining the entire process.

How does Attio work?

Users can create custom tables and views to visualize contact information, deals, and activities in a way that best suits their needs. Attio's email and calendar integrations enable tracking customer interactions and follow-ups in a cohesive manner, facilitating better organization and communication.

How is Attio used?

Attio is employed in various use cases like managing leads, tracking sales and deals progress, and for enhancing relationship management. Its flexibility allows teams to adapt workflows to their unique requirements, fostering improved customer engagement, collaboration, and overall productivity.

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