Attio is a CRM solution that helps businesses share files and collaborate with team members on various projects to manage customer relationships. This software is based on SaaS web and can be run in the cloud but can also be installed and run on iPad tablets and iPhone mobile phones.
Attio support is provided through the FAQ section, which asks questions in the forum. This software is taught to users through in-person and online training services. The user can also study the educational documents that come with the software
Read more about working with the software. Data-driven CRM for modern teams.
Attio gives you everything you need to create the perfect relationship management tool for your team. Design and build a great shared workspace with the advanced features of this software. Synchronize your data streams. Enter, sort and organize all your relationship data. Create your ideal workflow. Easily design and implement the perfect workflow for you.
Collaborate more effectively with Attio. Share workflows, contacts and communications in real time. With this software, all your team's data is automatically entered, organized and updated. The software imports all of your team's communication data and is automatically updated when a new connection is made.
With Attio, keep track of all your team's important conversations by intelligently sorting communication. Easily get data from all your favorite tools through the software's top-of-the-line API and Zapier integration. Create, edit and share your ideal workflow. Instead of changing for your CRM, you can change Attio to support exactly how you need it to work.
Sell in Attio the way that suits you with a fully customizable sales funnel. Manage your incoming transactions the way that works best for you and your team. Visualize your investment process, analyze your portfolio and collaborate with your team.