Attio review: plans, strengths, and limitations

Attio is a CRM that lets teams shape their own data model. Alongside companies, people, and deals, you can track other types of records and link them together. It also enriches company and contact information and can sync email and calendars.

This review looks at how Attio supports daily work, where plan limits and extra costs appear, and who may find it useful.

By the Close team · Last verified Oct 21, 2026 · How we wrote this review

On this page8 sections

Is Attio a good fit?#

Attio is worth considering if you sell mainly over email and video meetings and want a CRM shaped around your data. It may be useful for teams tracking relationships beyond contacts and deals, such as investors or partners.

If you need video meeting recording or more than 10 seats, the page points to Pro, listed at $79 per user per month billed annually or $99 billed monthly. Phone calling and texting require connected tools, such as Aircall.

Attio may be a good fit if…

Your business needs its own record types and relationships.
You want company and contact details enriched automatically.
Your team sells over video and wants meeting recording and summaries.
You want reports that can look back to a past date and show the records behind a result.

Check the details if…

You call or text frequently and want those channels built into the CRM.
You need Aircall click-to-dial on mobile; the documentation reviewed says it isn't supported there.
You need restrictive record visibility or admin-only exports. Attio's access rules and plan requirements need careful review.
You expect heavy workflow or AI usage and want to understand credit costs.

Working in Attio#

Records and relationships

Attio starts with companies and people. Teams can add deals and other records, customize fields, link records, and view them in tables or boards. Pro lists up to 12 standard and custom objects and two-way relationship fields.

Attio enriches records from external sources. Company data can include location, employee range, and funding; person data can include a name, role, company, and social profiles. Some enrichment fields start on higher plans.

Synced email and calendars can add relationship context and show which teammate is most engaged with an account.

Reports and history

Attio reports can group tracked data, compare periods, show deal velocity, and rewind to a past day. Clicking a result can open the records behind it. Dashboards can be shared with a workspace or team.

Report limits depend on the plan. If historical reporting matters, build one of your own reports during the trial.

Mobile, meetings, and connected tools

The mobile apps let users update records, notes, and tasks and play back supported recordings with transcripts and summaries.

On Pro and Enterprise, Call Intelligence records, transcribes, and summarizes Zoom, Google Meet, and Microsoft Teams meetings. It can link meetings to records and identify buying signals or blockers.

Attio lists an app directory and API on every plan. Its MCP connection lets compatible AI assistants work with CRM data using existing permissions.

What some users say

In a public setup discussion, one user praised Attio's interface and API. Read the discussion.

What you may need beyond Free#

Customization and access

Pro adds features such as formula attributes, record templates, custom activities, more objects, and advanced permissions. Enterprise adds further controls, including admin-only export restrictions and single sign-on. Test access settings against your real requirements: limiting a member to a list does not necessarily hide all other records.

Calling and texting

Attio connects to calling apps such as Aircall. With Aircall, each caller needs an account and starts the call in its desktop app. Attio receives a call note on the person record. Texts can be sent through an Aircall workflow, with replies in Aircall's inbox. Other texting apps are also listed.

Workflows and AI credits

Some workflow actions use shared workspace credits, including writing data, sending messages, or using AI. Triggers, logic, and lookups are described as free. Emails sent directly from Sequences don't use those credits, although a workflow that enrolls people can.

Credit allowances differ by plan, and extra packs cost more. Estimate the actions your team would run before comparing subscription prices.

Plans and pricing at a glance#

Attio lists Free, Plus, Pro, and Enterprise. Free supports up to three seats; Plus supports up to 10. Pro and Enterprise have no listed seat limit, and Enterprise is custom-priced and billed annually.

Plus

$35per user/month, billed annually

$44 billed monthly

Private lists
Enhanced email sending
Up to 10 seats

Pro

$79per user/month, billed annually

$99 billed monthly

Call Intelligence & sequences
Permission controls
Advanced reporting

Pricing notes

Per user per month. Prices in USD as shown on Attio's pricing page, checked Oct 21, 2026. Taxes excluded.

Attio lists record limits of 50,000 on Free, 250,000 on Plus, and 1 million on Pro. Free includes three objects; Pro includes up to 12 standard and custom objects. Shared workspace credits are listed at 250, 1,500, and 10,000 per month on Free, Plus, and Pro; Ask Attio has separate per-seat allowances.

Attio says new workspaces begin with a 14-day Pro trial without a credit card, after which an admin can choose Free. Prices were checked October 21, 2026, before taxes and extras.

Every member of a workspace must be on the same plan. New workspaces start with a 14-day Pro trial; Attio says an admin can choose Free afterward.

What does Attio cost for a team?#

If you need meeting recording or more than 10 seats, you need Pro at $79 per user per month billed annually or $99 billed monthly. The table shows seat costs for teams of 5, 10, and 15; calling apps, extra credits, and taxes are outside those totals.

Plan	5 users	10 users	15 users
Plus$35/user/mo annual	$2,100/yr$2,640/yr billed monthly	$4,200/yr$5,280/yr billed monthly	Plan caps at 10 users
Pro$79/user/mo annual	$4,740/yr$5,940/yr billed monthly	$9,480/yr$11,880/yr billed monthly	$14,220/yr$17,820/yr billed monthly

Pricing notes

User price × users × 12, from list prices checked Oct 21, 2026. Excludes add-ons, taxes and discounts.

Totals multiply the vendor information reviewed's monthly per-user price by users and 12 months. They exclude taxes, calling apps, and extra credits. Each workspace has its own subscription, and a person counts separately in each workspace they join. Prices were checked October 21, 2026.

A team of 11 cannot put only the additional user on Pro within the same workspace under Attio's rules. Check your required plan, then price the full team and its expected credit use. Confirm extra credit-pack billing with Attio.

Limits and reported problems#

Attio lists limits around seats, records, objects, credits, access controls, and exports. For example, workspace exports leave out emails, and list or view exports leave out enriched values. Attio says recording audio and transcripts require the API rather than a standard workspace export.

Limits to test

Attio's documentation says limiting a Pro or Enterprise member to one list can still leave other workspace records visible; admin-only export restrictions are Enterprise-only. Test permissions with the roles and records you need. Read Attio's sharing guidance.

With Aircall, the desktop app must be open and click-to-dial isn't supported in Attio's mobile apps. The integration requires an existing person record with the right phone number. Attio lists three reports on Free and unlimited reports on Enterprise.

Workspace exports omit emails and contain recording metadata rather than media and transcripts. List or view exports omit enriched values. Check Attio's backup documentation before planning a move.

Individual public users praise the interface and API, while others report limits, missing integrations, or a learning curve. These are individual experiences, not a measure of how often those issues occur.

In separate public discussions, individual users described some features as limited, cited missing integrations, and mentioned a learning curve for reporting and automation. Some accounts may describe older versions. Read the setup discussion and a comparison discussion.

Who should choose Attio?#

Attio may be a good fit if…

Your sales process centers on email and video meetings.
You need custom records and relationships or want enriched data.
You build connected tools and workflows using APIs or code.
Your team can work within the free plan's seat and usage limits.

You may want to look elsewhere if…

You call and text throughout the day and want those channels in the CRM.
Your mobile workflow depends on Aircall click-to-dial from Attio.
Shared credit usage makes your expected automation costs hard to predict.

Frequently asked questions#

Is Attio free?

Attio lists a Free plan for up to three seats. The pricing and product pages reviewed list 50,000 records and 200 emails per month on Free; confirm current limits with Attio.

How much does Attio cost?

Attio lists Plus at $35/user/month annually or $44 monthly, and Pro at $79 annually or $99 monthly. Enterprise is custom-priced. A calling app and extra workspace credits cost separately.

Does Attio record calls?

Call Intelligence records, transcribes, and summarizes supported Zoom, Google Meet, and Microsoft Teams meetings on Pro and Enterprise. Phone calling uses a connected app, so check its recording and logging behavior.

What happens to workflow and AI usage?

Certain workflow and AI actions consume shared workspace credits. Check your plan's allowance, estimate expected usage, and confirm extra-pack billing with Attio.

Try another approach

If calls, texts, and email are central to your sales process, try a day of work in Close with a sample of your data.

Try Close free Compare Close and Attio

How we wrote this review

Close makes a CRM that competes with Attio. We used 23 of Attio's product, pricing, and help pages and four public Reddit discussions, listed under Sources.

We did not run a hands-on Attio trial for this version. Prices and plan details were checked Oct 21, 2026. Attio can change them, so confirm the details before buying.