
Isla Merritt
Revenue Operations Lead · 11-50
1 review written · 5.0 average
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Reviews by Isla Merritt
★★★★★
Honestly, the edge cases are where most CRMs fall apart, so I paid close attention. Attio holds up surprisingly well, though not perfectly. Custom object relationships get a little tangled when you're trying to model something non-standard, like linking a contact to multiple deals with different roles on each. I spent a few hours working around that, and their docs didn't cover my exact scenario. Customer support eventually helped, but it took longer than I wanted. The email sync also hiccupped twice when threading conversations across team members, which caused some duplicated activity entries I had to clean up manually.
That said, a year in with a team that's grown from twelve to thirty-plus people, I'd pick Attio again without much hesitation. The flexibility in building out our pipeline views has kept pace with how our process keeps changing, which almost no tool at this price point manages. The automation builder, once you learn its quirks, genuinely saves my team real time every week. The limitations exist, but they're the kind you work around, not the kind that block you.