Attio
Attio is a powerful, data-driven CRM software that lets you build and automate custom workflows to manage your relationships, pipelines, and sales processes with complete flexibility.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Attio | Insightly |
|---|---|---|
| Website | attio.com | insightly.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2019 | 2009 |
| Headquarters | London, UK | San Francisco, USA |
Overview
Attio
Attio is a modern CRM built for teams who find traditional platforms too rigid. Instead of forcing you into a pre-set structure, it gives you the building blocks to create a system that matches your specific business needs. You can automatically sync your email and calendar data to build a comprehensive foundation of contacts without manual data entry.
You can manage everything from venture capital deal flows to talent acquisition and sales pipelines using customizable views like Kanban boards and tables. The platform focuses on real-time collaboration and data enrichment, automatically pulling in company details and social profiles. It is designed to scale with fast-growing startups and tech-forward teams who prioritize speed and data integrity.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
Attio Features
- Automated Data Sync Connect your email and calendar to automatically generate a living database of every contact and interaction.
- Custom Objects Define your own data structures to track anything from venture deals to physical assets alongside your contacts.
- Real-time Enrichment Get instant access to company descriptions, social profiles, and logos without searching for them manually.
- Visual Pipelines Build and manage multiple workflows using drag-and-drop boards that update instantly as your deals progress.
- Advanced Filtering Find exactly who you need to talk to by creating complex filters based on relationship strength or activity.
- Collaborative Notes Write updates and tag teammates directly on contact profiles to keep everyone aligned on the latest developments.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
Attio Pricing
- Up to 3 users
- Sync 1 year of email history
- Unlimited records
- Standard chrome extension
- Basic data enrichment
- Everything in Free, plus:
- Unlimited users
- Full email sync history
- Advanced reporting
- Automated workflows
- Priority support
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
Attio
Pros
- Extremely flexible interface adapts to any workflow
- Automated email syncing saves hours of data entry
- Clean and modern design is easy to navigate
- Fast performance even with large datasets
Cons
- Requires time to set up custom structures
- Mobile app features are currently limited
- Steeper learning curve than basic contact managers
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription