Attio review

by the Fairly Compared editorial deskfacts checked how we verify

Flexible, data-model-first CRM with a free plan for up to three seats; workflows and AI run on every plan, metered by credits.

free plan
8.8fact score#9 of 39 tracked

outbound link goes directly to the vendor, no affiliate parameters

Disclosure: We may earn a commission when you sign up through links marked as affiliate links. That never affects scores or order: rankings are computed from documented facts and cannot read affiliate data. What each vendor pays us →

Honesty note: we have not run our own hands-on test of Attio yet. Everything on this page is source-based research: the vendor's pricing, plan and help pages, each linked with the date we read it. Ease of use and support quality are not scored until we test.

Attio in short

Attio's core plan for a small team is Plus at $35 per user per month with annual billing ($44 billed monthly). For a team of 5, that is $2,100 in the first year. There is a free option: Free: up to 3 seats, 3 objects, 50,000 records, 50 GB file storage, up to 3 reports, 200 emails/mo, 1 email+calendar account per user. API/webhooks, MCP server, workflows, Ask Attio and AI agents are included but metered by 100 seat credits + 250 workspace credits per month. No sequences or Call Intelligence..

Choose it if

  • Startups and small GTM teams that want a flexible data model with workflows, API/MCP and AI included on the free tier (up to 3 seats)
  • Teams that want call recording/transcription and email sequences inside the CRM (Pro, $79/seat annual)
  • Venture-backed startups: startup program gives 80% off annual Pro in year 1, 30% off in year 2 (workspace up to 10 seats, signed up within 90 days)

Skip it if

  • Healthcare or other teams that need a HIPAA BAA: the Trust Center does not list HIPAA (or SOC 2)
  • Teams that need more than 12 objects or SSO/SCIM without a custom Enterprise contract
  • Teams that want bulk marketing email: no marketing-email product found, bulk send capped at 50 emails at once
  • Teams that need fixed, predictable AI/automation cost: workflows and AI draw from monthly credit pools; extra packs cost $70-$595/mo

How much does Attio cost?

Prices in USD as published on Attio's pricing page, read Oct 3, 2026. Pricing model: Per seat; AI and workflow actions use monthly credits.

PlanBilled monthlyBilled annuallyUnitWhat it adds
Freefreefreeper user / monthUp to 3 seats; 3 objects; 50,000 records; 50 GB storage; 3 reports; 200 emails/mo; 10 emails per bulk send; 1 email/calendar account per user; 100 seat credits + 250 workspace credits per month[1]
Pluscore plan$44$35per user / month, max 10 seatsUp to 10 seats (hard cap); 5 objects; 250,000 records; 50 GB storage; 15 reports incl. funnel reports; 1,000 emails/mo; 50 emails per bulk send; removes 'Sent with Attio'; auto-labeling and auto-summaries; basic access permissions; 500 seat credits + 1,500 workspace credits per month[1]
Pro$99$79per user / monthUnlimited seats; 12 objects; 1,000,000 records; unlimited storage and emails; 100 reports with targets, historical attributes, time comparisons; Call Intelligence; Sequences; record/entry templates; formula attributes; teams (up to 10); advanced permissions; email visibility on records; 2 email/calendar accounts per user; invoice billing; priority support; 1,000 seat credits + 10,000 workspace credits per month[1]
Enterprise——custom quote, billed annuallyUnlimited objects and teams; custom record limit; SSO, SCIM, CSV-export limits; 3+ email/calendar accounts per user; 2,500 seat credits per user and custom workspace credits[1]

Monthly cost on Plus by team size

UsersBilled annuallyBilled monthly
1$35$44
5$175$220
10$350$440
25$875$1,100

Per month, before tax. "—" means the vendor does not publish the price for that team size.

What each Attio plan includes

What the core plan (Plus) includes, and what costs more. Levels come from the vendor's plan comparison.

CapabilityAvailabilityDetails from vendor sources
Sales pipeline / deals✓ all plansyes - Deals records usable on every plan; total object count is capped 3 (Free) / 5 (Plus) / 12 (Pro) / unlimited (Enterprise)
Email sync & tracking✓ all plansEmail + calendar sync on all plans: 1 account per user (Free, Plus), 2 (Pro), 3+ (Enterprise). Monthly send limits 200 / 1,000 / unlimited. Email visibility on records from Pro; Gmail and Outlook apps plus Gmail extension
Workflow automation✓ all plansyes - Workflows and integration blocks on all plans, metered by workspace credits (triggers, logic and lookups free; most action blocks cost 1 credit)
Email marketing✗ noNo marketing-email product found. Sequences (outbound sales email, signal-based enrollment) from Pro; bulk send limited to 10 emails at once (Free) / 50 (Plus+); Mailchimp app listed
Built-in calling✗ noNo native dialer found. Call Intelligence (Pro and up) records and transcribes Zoom, Google Meet and Microsoft Teams calls (100+ transcript languages)
AI assistant / AI features✓ all plansAsk Attio, AI agents and AI attributes on all plans, metered by credits (seat credits 100/500/1,000/2,500; workspace credits 250/1,500/10,000/custom). Ask Attio queries cost ~10-50 credits; web-agent attributes 10 credits/record. Call Intelligence Pro+
Reports & dashboards✓ all plansyes - report caps 3 (Free) / 15 (Plus) / 100 (Pro) / 100+ (Enterprise); funnel reports from Plus; targets, historical attributes and time comparisons from Pro
Custom objects✓ all plansyes, within object caps (3 / 5 / 12 / unlimited by plan)
API access✓ all plansyes - API and webhooks, App SDK and MCP server listed as included on all plans
Mobile app✓ all plansyes - iOS and Android apps linked from the site footer
HIPAA BAAnot documentedNone published · No public BAA found. Attio's Trust Center lists ISO 27001:2022, GDPR and CCPA (no HIPAA); the Services Agreement, Terms and Acceptable Use Policy contain no HIPAA/PHI language. Trust-center FAQ says customer data is hosted on Google Cloud in the EU with no other data-residency option. Treat as not suitable for PHI unless Attio confirms a BAA in writing.
Gmail / Outlook—yes - Gmail and Outlook apps (attio.com/apps/gmail, /outlook) and Gmail Chrome extension
QuickBooks—no native integration found; third-party 'Attibooks' app by Craftt (free up to 10 invoices/mo, Pro EUR 39/mo) and Zapier

Attio pros and cons

What holds up

  • Free plan includes API/webhooks, MCP server, workflows, Ask Attio and AI agents (bounded by 3 seats, 3 objects, 50,000 records and credit pools)[1]
  • Annual billing saves 20%: Plus $44 to $35, Pro $99 to $79 per seat per month[1]
  • ISO 27001:2022 certified; GDPR and CCPA listed as compliant on the Trust Center[4]
  • Startup program: up to 80% off (80% off annual Pro in year 1, 30% off year 2) for venture-backed companies incorporated under 10 years ago[2]
  • Call Intelligence (Zoom/Meet/Teams recording, transcripts, record linking) and Sequences are native, not add-ons, from Pro[6]

What to watch

  • AI and workflow usage is credit-metered: when seat and workspace credits are exhausted, Ask Attio access stops until the monthly renewal unless more credits are bought[7]
  • Plus is hard-capped at 10 seats and 5 objects; Sequences, Call Intelligence, templates, formula attributes, teams and invoice billing only start at Pro[1]
  • US customers contract with Attio Inc. under Delaware law with mandatory binding AAA arbitration unless they opt out within 30 days (agreements accepted on/after 2025-11-05)[5]
  • Trust Center lists ISO 27001:2022, GDPR and CCPA only; no SOC 2 report or HIPAA/BAA listed. Subprocessors include Google Cloud EMEA (Dublin), OpenAI and Anthropic (LLMs)[4]
  • Prices rose in July 2026 (annual Plus $29 to $35, Pro $69 to $79); older comparison articles still quote the old prices[11]
  • No native QuickBooks integration; accounting sync needs the third-party Attibooks app or Zapier[10]

How the 8.8 fact score is built

PartWeightPoints (0-10)
Cost for a small team30%8.0
Feature coverage (core plan)30%8.0
Pricing transparency20%10.0
Risk-free start10%10.0
Room to grow10%10.0
Ease of use, support, reliability—not scored yet

Same formula for every CRM; affiliate data cannot change it. Methodology →

Recent changes

  • 2026-07 Per-seat prices increased: Plus $29 to $35 and Pro $69 to $79 on annual billing; monthly billing now $44 / $99. Credit system (seat + workspace credits) covers Ask Attio, AI attributes and workflows[11]
  • 2025-11 US customers now contract with Attio Inc. (Delaware) for agreements accepted on or after 2025-11-05[5]
  • 2025-08 Series B of $52M led by GV; $116M raised in total; 5,000 paying customers reported[8]

The money trail

Attio Limited (UK) / Attio Inc. has no public affiliate program (Other sources read: https://attio.com/refer ; https://attio.com/legal/referral ; https://attio.com/partners/expert-partners). We earn nothing when you choose it, and it is ranked exactly like the vendors that pay.

What every vendor pays →

What we could not verify

Listed so you know where to ask the vendor directly.

  • HIPAA BAA availability: not listed on the Trust Center; no explicit statement found, so left null rather than 'no'
  • SOC 2: not listed on the Trust Center; one third-party article claims SOC 2 without Type 2 confirmation (not verified)
  • Founding year 2019 and London HQ come from third-party company profiles (search results, not fetched); Attio Limited's registered office in London is official
  • Whether the 14-day Pro trial needs a card: pricing hero says 'no credit card required' but the trial FAQ does not state it
  • Cloud data residency/region for US customers not confirmed (Trust Center lists Google Cloud EMEA Limited, Dublin as hosting provider entity)
  • Whether a commission-based affiliate program exists (openaffiliate.dev says yes; attio.com says no revenue share for creators)
  • Meaning of the 'Custom objects' row on the pricing page per plan: only object count caps were readable

Sources

  1. Attio Plans & Pricing (USD view, plan matrix and FAQ read in browser) · vendor source · fetched 2026-10-03
  2. Attio startup program · vendor source · fetched 2026-10-03
  3. Attio referral policy (also attio.com/refer) · vendor source · fetched 2026-10-03
  4. Attio Trust Center (read in browser) · vendor source · fetched 2026-10-03
  5. Attio Services Agreement · vendor source · fetched 2026-10-03
  6. Attio Call Intelligence · vendor source · fetched 2026-10-03
  7. Attio help: workspace and seat credits · vendor source · fetched 2026-10-03
  8. Attio raises $52M Series B · vendor source · fetched 2026-10-03
  9. Attio creator partner program (no revenue share) · vendor source · fetched 2026-10-03
  10. Attibooks (QuickBooks Online) app listing, third-party by Craftt · vendor source · fetched 2026-10-03
  11. Attio Pricing 2026 (July 2026 price change; search-result snippet, prices match official page) · secondary · fetched 2026-10-03
  12. Attio Sequences · vendor source · fetched 2026-10-03

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