Switching from Attio to Close

Try Close with a sample of your Attio data before moving everything.

Close brings calling, texting, and email into the CRM, with conversations saved alongside the lead. Our migration team can move simple data for free, or a Close admin can start an import.

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14-day free trial. No credit card required. Paid plans have a 30-day money-back guarantee. Confirm migration scope and timing before setting a cutover date.

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What changes in Close?

Call and text from the lead

In Close, you can call from the lead's record and send a text from the same CRM. With Attio, calling and texting use connected apps such as Aircall. Attio's documentation says Aircall click-to-dial isn't supported in Attio's mobile apps.

Work through a call list

On Growth and Scale, the Power Dialer moves through a list of leads. Scale also includes the Predictive Dialer. In an Attio and Aircall setup, power dialing uses an Aircall dialer campaign.

Review what was said

Close records, transcribes, and summarizes calls. Attio's Call Intelligence covers supported Zoom, Google Meet, and Microsoft Teams meetings; phone calling runs through a connected app.

When staying with Attio may make sense

Before moving, list the Attio features your team actually uses, such as custom objects, enrichment, and relationship signals. Then test those needs alongside your calling, texting, and follow-up workflow in Close.

Who handles the move?

Our migration team moves simple data for free, removes duplicates, and reviews the result with you. The published turnaround is five to seven business days; confirm scope and timing during a consultation. Complex, multi-system, or messy-data migrations may have an hourly cost, disclosed in advance.

Our team agrees on the scope, runs the migration, and walks through the result.
Import2 can run a sample import followed by the full import.
Your team selects a Close admin, keeps an Attio backup, reviews the sample, and reconnects email.
Plan separately for rebuilding workflows and sequences, transferring phone numbers, and required US business-texting registration. Confirm which onboarding services are included.

Try a call and follow-up before you move

Start a free 14-day trial and test one real process while Attio remains available. The trial includes calling and enrichment credits.

Make a call from a lead.Use a new Close number during the trial and check where the call is logged.
Review the recording.Find the transcript and summary, and check the retention period on your intended plan.
Send a follow-up.Try a text after completing any required US registration, then find the reply and next step.
Review a sample import.Check where your companies, people, and deals land before moving the rest.

If your intended plan includes a dialer, try working a short list. Growth and Scale include the power dialer; Scale adds a predictive dialer. You can also test a workflow on one lead and ask Chloe Chat, our in-app assistant in beta, about your pipeline.

AI agents are available on every plan and can call and qualify leads and book meetings. Try one with a test lead and review the logged conversation. AI features are usage-based.

What should you budget?

Budget for the Close plan, calling and texting usage, and any overlap with Attio. Attio Plus and Pro have the same or lower listed subscription prices than the compared Close team plans; a connected calling app has its own license and usage terms.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

For this work	Close	Attio + Aircall
Calling, SMS, email, workflows, and a power dialer	Close Growth$99 billed annually$109 billed monthly	Attio Pro + Aircall Professional$129 billed annually$169 billed monthly
Calling, SMS, and email	Close Essentials$35 billed annually$49 billed monthly	Attio Plus + Aircall Essentials$65 billed annually$84 billed monthly

Pricing notes

Close per user, Attio per user, Aircall per license, per month, checked Oct 21, 2026 on each vendor's pricing page.

Prices were checked October 21, 2026. Aircall requires at least three licenses, so the per-user figures don't represent the minimum bill for a one- or two-person team. Close bills calling per minute; Aircall Essentials lists unlimited US and Canada calls, so compare allowances and usage for your team. Attio workflows and AI features use shared workspace credits, with additional packs available. Up to three people can use Attio Free.

If you rarely dial or call from your phone, you may not need a separate calling app.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

Export a backup.An Attio admin can start a workspace export and save the resulting CSV files outside Attio.
Start the import.A Close admin can start an Import2 migration inside Close, which is free in most cases.
Review the sample.Check companies, people, deals, pipelines, and fields before the full import.
Run the full import.Once the sample looks right, continue or discuss having our migration team handle the move.
Reconnect and rebuild.Reconnect your mailbox and plan to rebuild workflows, sequences, and AI attributes.

Attio says its workspace export excludes emails and includes recording metadata rather than audio and transcripts. It says recording media and transcripts require the API, and list or view exports omit enriched values. Confirm exactly what you need to retain and how to retrieve it before canceling.

How Attio records map into Close

Attio	Close
Companies	Leads, the closest match; confirm with Import2
People	Contacts associated with a lead
Deals	Opportunities associated with a lead
Deal stages	Opportunity pipelines and statuses
Custom attributes	Custom fields
Custom objects, notes, and tasks	Confirm with Import2 before cutover
Emails and enriched values	Not included in the workspace export reviewed
Recording audio, video, and transcripts	Available through Attio's API; not in the workspace backup

In Close, contacts and opportunities belong to a lead. Check these closest matches and activity history in your sample. See the CRM import guide.

Can you keep your phone numbers?

Your numbers may sit with a connected calling app, such as Aircall. List the numbers and their provider, then ask Support about transfer eligibility and timing. Keep the old calling service active until the numbers work in Close. Complete required US business-texting registration before sending texts to US numbers.

List each number, its calling provider, who uses it, and whether it needs texting. Ask Support how to transfer it, and keep the old service active until the number works in Close. Phone numbers are billed monthly by type.

Before texting US numbers, complete A2P 10DLC registration for business texting. Close supports texting in more than a dozen countries, including the US, Canada, Great Britain, and Australia. See the number-porting guide and confirm your number's eligibility with Support.

Before you switch

Choose a Close admin and export a backup from Attio.
Check which emails, enriched values, recordings, and transcripts need a separate retention plan.
List workflows, sequences, and AI attributes to rebuild.
List phone numbers and their providers; check contracts and transfer eligibility.
Review a sample import and reconnect email.
Complete a real call and follow-up in Close before cutover.
Keep Attio available until you check your data and processes. Attio's documentation says workspace deletion is immediate and permanent.

Questions about switching

How do I move from Attio to Close?

Export a backup, then have a Close admin start an import inside Close. Import2 runs a sample first; check the mapping before the full move. Our migration team can also move simple data for free. Reconnect your email and rebuild the workflows you need afterward.

How much does migration cost?

Simple migration by our team is free. An Import2 import started inside Close usually has no cost. Complex, multi-system, or messy-data migrations may have an hourly charge, discussed in advance.

How long does it take?

A sample can take a few hours. Our published turnaround for a simple migration is five to seven business days. Allow separate time for number transfers and rebuilding workflows.

Can I export emails and recordings from Attio?

The workspace backup described in the vendor documentation reviewed excludes emails and holds recording metadata rather than audio, video, or transcripts. Attio's API provides the recording media and transcripts. Confirm your retention needs before canceling.

What happens to Attio workflows?

Plan to rebuild workflows, sequences, and AI attributes. Document what each does before canceling, then test the replacement process in Close. Workflows are available on Growth and Scale.

Bring a sample of your data. Try a real week in Close.

Connect a number and work a few leads before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, Attio details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026.