CRM from Attio Limited with a flexible data model, automatic enrichment, email and calendar sync, an AI assistant called Ask Attio, call recording, sequences, workflows and an MCP server for Claude and ChatGPT. Free for up to 3 users.
Free tierYesStart without a card where the vendor allows
Setup timeMinutes to connect email and calendar (records build automatically); a few days to model pipelines and import old CRM data (est.)No-code: Yes
ReplacesA spreadsheet pipeline, a basic CRM that needs manual logging, separate enrichment lookups and, on Pro, a standalone call recorder or sequencing tool
We haven't tested Attio hands-on yet. We researched its official documentation and pricing, checked on 2026-11-11; the review isn't a report of personal use. Our editorial SMB score and setup time are estimates, not test results.
Pricing: quick answer
Attio is a CRM that builds its own records from your email and calendar and adds an AI assistant, Ask Attio, on top. On 11 November 2026 attio.com/pricing listed Free (up to 3 users), Plus at $40, Pro at $100 and Ultra at $1,000 a month per workspace on annual billing, each including one user (five on Ultra), with extra users from $35 a month.
Quick verdict
Attio fits a startup or small B2B team that wants a CRM which fills itself from email and calendar and can be shaped around how it actually sells. The Free plan covers up to three users and 50,000 records, which is generous for testing; Plus at $40 a month (annual) is the cheap step for a founder adding shared email, while Pro at $100 is where call recording, sequences and custom objects start. It is a weaker fit for a company that needs marketing email, landing pages and a help desk in the same subscription, or for a team that wants a fixed per-seat bill: extra users, records and AI credits are each priced separately.
What Attio is and how it works
Attio is a CRM made by Attio Limited, which also has a US affiliate, Attio Inc. The pitch is that you shouldn’t have to type your customers in. Connect Gmail or Outlook and a calendar, and Attio creates records for the companies and people you deal with, enriches them with details such as headcount, and keeps a timeline of emails and meetings. On top sits Ask Attio, a chat assistant that answers questions from those records and proposes updates (a new deal stage, a changed job title) that someone has to accept.
The second idea is flexibility. Most small-business CRMs give you contacts, companies and deals and ask you to fit your business into them. Attio lets you add objects and attributes, so a fund can track founders and portfolio companies and a marketplace can track buyers and sellers in the same workspace. The plans meter this: three objects on Free, five on Plus, twelve on Pro.
Pricing changed shape in November 2026. Ultra replaced the old Enterprise plan for new workspaces, and paid plans are now a workspace price with one user included, plus a rate for each extra user. We read the pricing page, help center, Trust Center and AI policy on 11 November 2026. We haven’t run Attio on a live pipeline, so the score is an editorial estimate and there are no results claims of our own here.
Who should start where
Start on Free if you’re a founder or a team of up to three. It has the parts that make Attio different: automatic records, enrichment, Ask Attio and the MCP connector. The 14-day Pro trial is useful mainly to see whether call recording and sequences are worth paying for. Note what you used during it, because when the trial ends you choose a plan and Pro features stop.
Plus at $40 a month on annual billing is cheap for one person, but the arithmetic changes with headcount. A five-person team on Plus pays $40 plus four extra users at $35, so $180 a month on annual billing. The same team on Pro pays $100 plus four users at $79, or $416 a month. Compare that with what you’d otherwise pay for a call recorder and a sequencing tool before deciding Pro is expensive.
Things to check before you commit
Credits are the part to watch. Ask Attio spends each person’s seat credits first, then the shared pool that also runs workflows, so cap its share of the pool on day one.
Data handling is clearer than at many AI-first CRMs. Attio says neither it nor its AI providers train on customer data, it holds ISO 27001, and a SOC 2 Type 1 report was published on 27 October 2026 (Type 1 checks control design at a point in time, not operation over months). Hosting is on Google Cloud in Dublin, but AI calls use global endpoints, and enrichment, call recording and transcription subprocessors are in the US. If you record calls with EU clients, read the DPA and decide how you’ll tell attendees.
Key features and what they do for your business
Records that build themselves
Connect a mailbox and calendar and Attio creates company and person records from the people you correspond with, then fills in details through automatic enrichment. For a founder who never kept a CRM, this removes most of the data entry.
Flexible data model
Objects, attributes and lists can be shaped to the business: deals for a sales team, investors and portfolio companies for a fund. Free has 3 objects, Plus 5, Pro 12 (more at $400 a month each, annual) and Ultra unlimited.
Ask Attio
A chat assistant that answers questions from your CRM records, emails, calls and connected tools, drafts follow-ups and proposes record updates that a person accepts or rejects. Attio says it follows workspace permissions.
Call intelligence (Pro and above)
Records, transcribes and summarises Zoom, Google Meet and Microsoft Teams calls and links them to the right record. Attio says transcripts cover 100+ languages, with templates such as SPICED for discovery calls.
Workflows and agents
Automations and agent blocks run on workspace credits. Free includes 250 credits a month, Plus 1,500, Pro 10,000 and Ultra 20,000; paid plans can buy more.
Sequences (Pro and above)
Multi-step outbound email from inside the CRM, so a small team may not need a separate sequencing tool for basic outreach.
MCP server on every plan
Claude, ChatGPT and other MCP-compatible tools can search, create and update Attio records through OAuth, with access limited to what the user can already see. Ultra adds SQL queries through MCP or the API.
Reporting and data rules
Pro adds advanced reporting, product-usage tracking and data rules that limit what reps and agents can change. Ultra adds rules by team, a data connector, SSO, SCIM and audit logs.
Attio pricing by plan
Plan
Price
What's included
Limits & minimums
Free
Billed annually$0Billed monthly$0
Ask Attio, records built from email and calendar, automatic enrichment, agents and workflows; 100 Ask Attio seat credits per user and 250 workspace credits a month
Up to 3 users; 50,000 records; 3 objects; everyone can view and edit; email sharing limited to subject lines and metadata
Plus
Billed annually$40/mo per workspaceBilled monthly$50/mo per workspace
1 user included; email sharing and AI summaries; 1,000 emails sent per user a month; private lists; basic permissions; 500 seat credits per user, 1,500 workspace credits
Extra users $35/mo annual or $44 monthly; up to 10 users; 250,000 records; 5 objects
Pro
Billed annually$100/mo per workspaceBilled monthly$125/mo per workspace
1 user included; custom objects, call intelligence, sequences, team and user permissions, advanced reporting, product-usage tracking, data rules; 1,000 seat credits per user, 10,000 workspace credits
Extra users $79/mo annual or $99 monthly; 1M records; 12 objects; SSO, SCIM and audit logs only with the Governance add-on ($30 per user a month, annual)
Ultra
Billed annually$1,000/mo per workspaceBilled monthlyAnnual billing only
5 users included; unlimited objects; SQL via API or MCP; data connector; SSO, SCIM, audit logs; forward-deployed onboarding; 2,500 seat credits per user, 20,000 workspace credits
Extra users $189/mo; 3M records; no seat limit
Read on attio.com/pricing on 11 Nov 2026 in USD, before tax. Plans are priced per workspace with one user included (five on Ultra), and each extra user is added at the per-user rate shown. Annual billing on Plus and Pro is about 20% cheaper than monthly. Our session from Czechia was served a EUR page: Plus €35 annual / €45 monthly (extra users €31/€39), Pro €85/€110 (extra users €74/€93), Ultra €850 (extra users €167).
Every new workspace starts with a 14-day trial of Pro. When it ends, an admin picks any plan, including Free.
Credits come in two pools. Each user gets monthly Ask Attio seat credits; the workspace shares a pool for workflows and AI features, and Ask Attio draws on it when a user runs out unless an admin sets a limit. Extra workspace credits cost $70 a month for 5,000 (annual) or $85 monthly, falling to $475 / $595 for 50,000.
More records cost $240 per 1M a month on annual billing ($300 monthly) on Pro and Ultra. Extra objects beyond 12 on Pro cost $400 a month annually ($500 monthly).
Startup program: venture-backed startups with up to 10 users can get 80% off annual Pro and credits for the first year and 30% off the second year, if they apply within 90 days of creating the workspace.
Prices in USD per the vendor's pricing page, before tax, checked 2026-11-11. Check the current checkout price before committing. Estimate a full stack with our AI stack cost calculator.
Use cases by business type
These examples show how a business could use the documented features. They aren't customer stories, tests we've run or measured results.
Startup
A three-founder B2B startup could run its first pipeline on Free, letting Attio create contacts from the founders' Gmail and calendars, and move to Pro during the trial window only if it needs call recording and sequences.
Agency
Picture a five-person agency on Plus: one workspace price plus four extra users, with private lists for pitches the whole team shouldn't see and AI summaries of long client threads.
Consultant
A solo consultant might keep Attio on Free and use the MCP server from Claude to ask which proposals haven't had a reply in two weeks.
Investor
A small fund could model deals, founders and portfolio companies as separate objects, which the flexible data model is built for; Plus allows five objects, Pro twelve.
SaaS sales
A product-led SaaS team on Pro could send product-usage events into Attio and trigger a sequence when a trial account hits a usage threshold.
How to get started in 5 steps
Create a workspaceSign up at attio.com. Every new workspace starts on a 14-day trial of Pro.
Connect email and calendarSync a mailbox and calendar so Attio can create company and person records and populate interaction history. Decide early how much email content is shared with colleagues; Plus and Pro let you share full emails, Free only subject lines and metadata.
Import or migrate dataImport CSV files into an object or list (companies are matched on domain, people on email address), or use the free Import2 migration service on a paid plan to move companies, people, deals, notes, tasks and files from HubSpot, Pipedrive, Salesforce, Zoho and others.
Shape the data modelEnable Deals, add attributes for your pipeline stages and create lists and views for each team. Keep it small at first; objects are a plan limit.
Add AI and automationTry Ask Attio on real records, set a workspace limit on how many shared credits it can use, then add one workflow. Connect Claude or ChatGPT through the MCP connector if your team already works there.
Integrations, security and privacy
Attio's site lists apps for Gmail, Outlook, Slack, Mailchimp, Segment, Outreach, Mixmax, Typeform and Zapier, plus a Gmail extension and iOS and Android apps. Call intelligence connects with Zoom, Google Meet and Microsoft Teams. Every plan includes the REST API, webhooks and the MCP server. Migration through Import2 is free on paid plans and covers about 40 source CRMs; Attio notes that Salesforce Cases can't be migrated and that its CSV importer doesn't import notes.
GmailOutlookGoogle CalendarZoomGoogle MeetMicrosoft TeamsSlackMailchimpSegmentOutreachMixmaxTypeformZapierClaude (MCP)ChatGPT (MCP)REST API and webhooksiOS and Android apps
Certifications
The Trust Center lists ISO 27001:2022 and a SOC 2 Type 1 report published 27 Oct 2026, plus GDPR and CCPA. Reports are available on request there.
AI training
Attio's AI Policy says it doesn't train its own models on customer data and doesn't allow third-party AI providers (Google, OpenAI and Anthropic are named) to train on it either. Those providers may process customer data to deliver features.
Data location
Google Cloud EMEA (Dublin) is listed as the hosting provider. The AI Policy says Attio uses global endpoints for its AI providers, so AI processing may happen outside the provider's own location; several subprocessors (enrichment, call recording, transcription) are US-based under SCCs.
GDPR
Attio Limited is normally the controller under its privacy policy and names an EU Article 27 representative in Germany. A Data Processing Addendum with the subprocessor list is published at attio.com/legal; transfers rely on the EU SCCs and the UK Addendum.
Access controls
Free lets everyone view and edit. Plus adds basic permissions and private lists; Pro adds team and person permissions; SSO, SCIM, audit logs and admin-only exports need Ultra or Pro with the Governance add-on.
These are the vendor's statements, not our security audit. When we write “not stated”, we couldn't find the answer on its public pages. Ask before relying on it.
Pros
Free plan for up to 3 users with 50,000 records, enrichment and Ask Attio, and a 14-day Pro trial on every new workspace.
Records fill themselves from email and calendar, which cuts manual logging.
Flexible objects suit investors, marketplaces and product-led SaaS as well as plain sales pipelines.
No-training statement covering both Attio and its AI providers, plus ISO 27001 and a new SOC 2 Type 1 report.
MCP server on every plan, so Claude or ChatGPT users can work with CRM records without a paid add-on.
Cons
Several meters to watch: workspace price, extra users, records, objects and two kinds of AI credit.
Call recording and sequences start at Pro ($100 a month annual for one user, $79 per extra user).
No marketing hub or help desk. Marketing email, landing pages and ticketing need other tools.
SSO costs extra below Ultra: Governance is $30 per user a month on Pro.
No commission-based affiliate program. The public scheme is a customer referral paying gift cards.
Attio vs alternatives
Tool
Price from
Free plan
Key difference
Attio
Free (up to 3 users); paid from $40/mo per workspace (annual)
Starter $7/seat/mo annual or $10 monthly (limited-time new-customer offer; list $20); checked 11 Nov 2026
Free tools for up to 2 users
Bundles CRM with marketing email, a website builder, chat and ticketing. Broader suite; Attio goes further on custom data models and automatic record building.
Pipedrive
Lite $14/seat/mo billed annually; Growth $39, Premium $59, Ultimate $79
14-day free trial, no free plan
Pipeline-first sales CRM with meeting intelligence (Pipedrive Nova) from Lite. Simpler per-seat pricing; less flexible data model.
folk
Standard $24/member/mo annual ($30 monthly); Premium $48 ($60)
2-week free trial, no card
Lightweight relationship CRM with a LinkedIn extension and WhatsApp sync. Custom objects and deals need Premium.
Pipedrive prices from pipedrive.com/en/pricing (annual billing; monthly prices not captured) and folk prices from folk.app/pricing, both read on 11 Nov 2026 in USD. HubSpot Starter from hubspot.com/pricing on 11 Nov 2026. Pipedrive and folk aren't listed in our directory yet. More options: Attio alternatives.
Attio FAQ
How much does Attio cost?
On 11 November 2026 attio.com/pricing listed Free at $0 for up to 3 users, Plus at $40 a month on annual billing ($50 monthly), Pro at $100 ($125 monthly) and Ultra at $1,000 a month, annual only. Plus and Pro include one user and Ultra five; extra users cost $35 (Plus), $79 (Pro) or $189 (Ultra) a month on annual billing.
Is Attio free?
Yes. The Free plan costs nothing for up to three users, with Ask Attio, automatic enrichment, workflows and email and calendar sync, up to 50,000 records and three objects. New workspaces also get a 14-day Pro trial.
Is Attio priced per user or per workspace?
Both. Each paid plan has a workspace price that includes one user (five on Ultra), and every additional user is charged at a per-user rate. Records beyond the plan limit, extra objects on Pro and extra AI credits are priced separately.
What are Attio credits?
Each user gets monthly seat credits for Ask Attio (100 on Free, 500 on Plus, 1,000 on Pro, 2,500 on Ultra). The workspace shares a pool for workflows and AI features (250, 1,500, 10,000 and 20,000). Paid plans can buy more, from $70 a month for 5,000 on annual billing.
Does Attio train AI on my data?
Its AI Policy says no: Attio doesn't train its own models on customer data and doesn't let third-party AI providers do so. Google, OpenAI and Anthropic models may process data to run AI features.
Can I move from HubSpot or Pipedrive to Attio?
On paid plans, Attio offers free migration through Import2 from HubSpot, Pipedrive, Salesforce, Zoho and about 40 other CRMs, covering companies, people, deals, custom objects, notes, tasks and files. CSV import works on any plan but doesn't import notes.
Does Attio have an affiliate program?
Not a commission program. Attio runs a customer referral scheme: $200 gift card per referred workspace that moves to Pro or Ultra within 60 days and stays for three paid months, with 10% off the first year for the referral. Its Creator Partner program offers no revenue share and was closed to applications on 11 Nov 2026.
Partner program: No commission-based affiliate program found. Attio's customer Referral Program (attio.com/refer) pays a $200 digital gift card for each referred new workspace that upgrades to Pro or Ultra within 60 days and stays on it for three consecutive paid months; the referral gets 10% off its first year. It needs an Attio account (Free is enough). The Creator Partner program gives a free Pro workspace but no revenue share, and applications were closed on 11 Nov 2026. We are not a member, so affiliateUrl is the plain vendor URL.
Last verified 2026-11-11. Spotted something out of date? See our corrections policy.
