In 2025, more and more customer relationship management (CRM) software platforms are adding AI tools to their services. The goal, of course, is to save sales teams as much time as possible through automating repetitive tasks and providing data-driven insights. For employees, this means more time to focus on growing the business, rather than monotonous administrative tasks.
The effectiveness of these tools, however, is generally up for debate. Some studies have found that many businesses aren’t getting a return on investment when it comes to AI tools, because they aren’t built into the foundation of the platform. Instead, they’re just tacked on as an afterthought.
That isn’t the case with Attio, though. This platform is built with AI from the ground up, so you can avoid the tedium of switching between platforms to manually enter data for everything from researching prospects to understanding customer relationships. Attio provides a wide range of AI tools that are designed to actually improve your business operations, rather than add a time-wasting step to your already-lagging process.
Powerful Automations to Streamline Operations
Many CRM platforms claim to be able to speed up business processes with automation tools, but the prevalence of clunky workflow builders and poorly integrated AI features means it’s not always so easy.
Unlike some other platforms, however, Attio’s AI-powered automation tools will actually save you time. The customizable nature of the workflow system makes it easy to automate a huge number of necessary steps to free your team up for arduous data entry tasks.
More importantly, Attio’s visual flow chart makes it easy for you and your team to understand exactly what happens when one of these automations are triggered, allowing you to tweak and adjust them as necessary.
More importantly, these workflow tools are integrated with the AI tools mentioned below, so you’ll be able to create unique and business-specific automations that fit your exact requirements thanks to their in-depth prompt system.
AI Tools Built In to the Attio Platform
AI Attributes is the newest and most helpful use of AI available within the Attio platform. It provides access to high-level tools that are designed to speed up your sales process and automate granular details about your pipeline to keep you in the know while moving a contact from lead to conversion.
Rather than being bolted on, these tools are built directly into the Attio platform, so there’s no menu diving needed to get what you need.
The Research Agent is one of these attributes, and it makes learning about your prospective clients infinitely easier. You can ask questions about anything from funding history to company news, giving you the insights you need to close a sale.
Attio also makes it easier to classify records with AI attributes. Simply click the button in the platform, and you’ll be able to organize your entire database with comprehensive classifications that will make it easier to find what you need when you need it.
You can also ask AI Attributes to summarize records, which will digest all the information in your system and provide insights you may have missed.
Finally, the Prompt Completion feature within AI Attributes really allows users the ability to customize their AI experience in the Attio platform. You’ll be able to completely incorporate any prompt directly into your workflow, so your team can easily access these helpful AI functionalities without having to manufacture them on their own.
AI Insights Throughout Your Database
Automating operations is always a supportive feature of AI in a CRM, but it’s definitely not the only way in which the innovative technology can be used to improve your business.
In fact, AI plays a pivotal role in providing valuable insights about your business through reporting and analytical tools, and Attio features some extremely helpful options in this regard.
For example, within the Attio contact database, each entry features a few AI-generated data points that are designed to provide you with a bit more insight about your clients. The Ideal Customer Profile (ICP) Fit process, for example, will match your clients up against your set criteria for the ideal company for your team to close a sale. It provides you with a weighted rank, between Excellent and Low, so you’ll know which companies are ripe for the picking and which ones will need a bit more work.
On top of that, Attio provides Estimated Annual Recurring Revenue (ARR) for each company within your active client list, so you’ll get a regularly updated account of how much you’re earning from your clients. This insight is also entirely automated based on the information within your system, so you won’t have to do any research yourself to understand your financial situation with a given client.
This is also made possible by the custom objects available throughout the platform. You can change and adjust virtually any object in the system, so AI can provide more tailored data analysis and better reasoning.
An AI-Powered CRM for Any Business
Some CRM platforms reserve their AI features exclusively for their enterprise-level customers. Others don’t allow you to scale these AI features to larger plans because the power demands are simply too much.
Attio doesn’t hide its AI features from any of its users. These native AI functionalities are available no matter how big or small your company is, whether you have three team members or a staff of 300 employees.
All in all, Attio provides the built-in AI functionality that the technology was designed for, which makes saving time that much easier for your team. Simply put, if you want an AI-powered CRM, you’ve just found it.