Attio Features
What are the features of Attio?
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
Marketing Automation
- Email Marketing
- Lead Management
Integration
- Data Import & Export Tools
- Integration APIs
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
Attio Categories on G2
Filter for Features
Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 18 Attio reviews. | 86% (Based on 18 reviews) | |
Workflow Capability | Based on 15 Attio reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 91% (Based on 15 reviews) | |
User, Role, and Access Management | As reported in 18 Attio reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 94% (Based on 18 reviews) | |
Document & Content Mgmt. | As reported in 13 Attio reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 71% (Based on 13 reviews) | |
Performance and Reliability | As reported in 16 Attio reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 92% (Based on 16 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 12 Attio reviews. | 75% (Based on 12 reviews) |
Sales Force Automation
Contact & Account Management | As reported in 20 Attio reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 94% (Based on 20 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 22 Attio reviews. | 95% (Based on 22 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 22 reviewers of Attio have provided feedback on this feature. | 84% (Based on 22 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 15 reviewers of Attio have provided feedback on this feature. | 87% (Based on 15 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 15 Attio reviews. | 73% (Based on 15 reviews) | |
Lead Management | Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 19 reviewers of Attio have provided feedback on this feature. | 90% (Based on 19 reviews) |
Integration
Data Import & Export Tools | Based on 18 Attio reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 87% (Based on 18 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 16 reviewers of Attio have provided feedback on this feature. | 89% (Based on 16 reviews) | |
Breadth of Partner Applications | As reported in 14 Attio reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 77% (Based on 14 reviews) |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 13 Attio reviews. | 71% (Based on 13 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 17 Attio reviews. | 74% (Based on 17 reviews) |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 17 Attio reviews. | 86% (Based on 17 reviews) | |
Dashboards | An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 19 Attio reviews. | 86% (Based on 19 reviews) |
Generative AI
AI Text Generation | Based on 12 Attio reviews. Allows users to generate text based on a text prompt. | 72% (Based on 12 reviews) |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
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