Attio

What is Attio?

Attio is the customer relationship magic you've been looking for. With Attio, you can power thousands of companies with its powerful, flexible, and data-driven CRM. Attio allows you to create your own CRM, tailored specifically to your business needs. Build your dream CRM with Attio's powerful templates and customize every aspect to fit your unique workflows. Attio is designed to be modeled around your data and workflows, ensuring a seamless integration with your business processes.

Attio is the first truly multiplayer CRM, encouraging real-time collaboration among team members. With Attio, you can easily connect with your whole team and nail every task with efficient communication. The platform offers real-time collaboration features, including collaborative note-taking and permission controls. Attio's mobile app allows you to stay connected and collaborate from anywhere without compromising your workflow. Attio is loved by builders and is the CRM tool for everyone who values collaboration.

Attio provides a seamless user experience with its intuitive UI and customizable features. Streamline your workflow with quick actions, automatic enrichment, Chrome extensions, and more. Attio offers contact analysis, filters, tiered sorting, and customizable shortcuts to enhance productivity. The platform is audited and certified by industry-leading Third-Party standards to ensure data security. Attio is constantly evolving with new features like LinkedIn and Gmail extensions, iOS and Android apps, and integrations with popular tools like Salesforce, Hubspot, and Pipedrive.

How to Use Attio?

Step 1: Getting Started with Attio

• Visit the Attio website at www.attio.com.
• Click on 'Start for free' to create a new account.
• Fill in your details including name, email, and password.
• Verify your email address by clicking on the link sent to your inbox.

Step 2: Setting Up Your Workspace

• Log in to your Attio account.
• Navigate to the 'Workspace' section from the main dashboard.
• Click on 'Create New Workspace' to set up a new environment.
• Name your workspace and customize its settings to fit your business needs.
• Invite team members to collaborate by entering their email addresses in the 'Invite Members' section.

Step 3: Building Your Custom CRM

• Go to the 'Build' tab on the Attio dashboard.
• Choose from the available templates to start designing your custom CRM.
• Use Attio's ultra-customizable blocks to add fields and attributes that match your business workflow.
• Save your CRM design and proceed to add data.

Step 4: Importing Data into Attio

• Navigate to the 'Import' section under your workspace settings.
• Select the source from which you want to import data (e.g., Salesforce, Hubspot, Zoho, Excel, CSV).
• Follow the prompts to authenticate and authorize Attio to access your data.
• Map your data fields to corresponding fields in Attio and start the import process.
• Review the imported data for accuracy and completeness.

Step 5: Customizing Your CRM Attributes

• Go to the 'Attributes' section within your workspace.
• Click on 'New Attribute' to add a custom attribute that fits your business needs.
• Choose from various attribute types like text, number, checkbox, date, rating, etc.
• Name the attribute and define any necessary parameters or constraints.
• Save your new attribute and begin using it in your CRM workflows.

Step 6: Collaborating with Your Team

• Navigate to the 'Collaborate' section from the main dashboard.
• Invite team members to join your workspace if you haven't already done so.
• Use the real-time note-taking feature to collaborate on ideas seamlessly.
• Assign tasks and roles to team members and monitor progress within Attio.
• Enable permission controls to manage access levels for different users.

Step 7: Using Attio’s Reporting System

• Go to the 'Report' tab on the Attio dashboard.
• Select 'Create New Report' to start building a custom report.
• Choose the data sources and metrics you want to analyze.
• Customize the report layout using Attio’s intuitive UI.
• Save and share the report with your team for collaborative insights.

Step 8: Integrating Third-Party Applications

• Navigate to the 'Integrations' section within workspace settings.
• Browse the list of available integrations such as Slack, Mailchimp, Typeform, and more.
• Select an integration and follow the prompts to connect it with your Attio workspace.
• Configure any necessary settings and permissions for the integration.
• Begin using the integrated applications to enhance your CRM capabilities.

Step 9: Exploring Advanced Features

• Visit the 'Resources' section on the Attio website to explore advanced features.
• Read through the product documentation and tutorials to understand capabilities like automatic enrichment, contact analysis, and quick actions.
• Download any available extensions like the Chrome browser extension to enhance your workflow.
• Set up automation templates to streamline repetitive tasks.
• Consult the help center or contact Attio support if you need additional assistance.

Step 10: Scaling with Security

• Review Attio's security certifications and audits under the 'Security' section of their website.
• Enable two-factor authentication (2FA) for added account security.
• Regularly review and update user permissions and access levels within your workspace.
• Back up your CRM data at regular intervals for data protection.
• Stay informed about new security updates and best practices through Attio’s communication channels.

Attio Features

Feature 1: Customizable CRM

The customizable CRM feature in Attio allows users to tailor their CRM to meet the specific needs of their business. This feature is significant as it eliminates the need to adapt to a one-size-fits-all CRM solution and instead empowers users to build their own CRM according to their unique requirements.

Function Detail

• Users can create their dream CRM using powerful and flexible templates for every use case.
• The intuitive UI and ultra-customizable blocks in Attio enable users to refine their CRM and craft ideal workflows.
• Enriched data, custom attributes, and integrations help businesses scale effectively with the help of this feature.
• Users can analyze, track, and share real-time reports based on data from across their workspace.

Feature 2: Real-time Collaboration

Attio's real-time collaboration feature sets it apart as the first truly multiplayer CRM. This feature allows teams to work together seamlessly, ensuring that the best work emerges from collaboration rather than siloed efforts.

Function Detail

• Users can collaborate with their entire team in real-time, seeing each other click, change, and type as they work.
• Attio's world-class mobile app enables users to build from anywhere without compromising on workflow.
• Permission control options allow users to dictate how team members interact with business collections, views, and emails.

Feature 3: Contact Analysis and Enrichment

The contact analysis and enrichment feature in Attio allows users to gain deeper insights into their contacts and keep contact information up-to-date automatically. This feature enhances the quality of data within the CRM and improves communication with customers.

Function Detail

• Users can streamline workflows with customizable shortcuts and quick actions.
• Automatic enrichment keeps contact information current without manual intervention.
• Attio's Chrome extension and contact analysis tools provide in-depth insights into contacts at a glance.
• Filters and tiered sorting options help users manage and organize contact data effectively.

Attio Frequently Asked Questions