Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Draft three subjects for each first prospect email.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Book inbound leads with their assigned reps for a first meeting.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Deliver a territory lead list with links to source records.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Answer outreach replies and hand over prospects ready to meet.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Identify imported prospects who still need a first email.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Send the first email to introduced prospects without duplicating outreach.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Log first outreach to new leads and flag follow-ups still owed.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Identify leads due for personal follow-up after delivery.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Identify prospects' employers and flag uncertain account matches.
Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
Prioritize new companies to approach from a ranked prospect list.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Get a follow-up list of new prospects without duplicate contacts.
Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
Put qualified prospects in the CRM with a reason for outreach.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.