
Alice Pemberton-Clarke
Account Director Β· 11-50
1 review written Β· 5.0 average
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Reviews by Alice Pemberton-Clarke
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Onboarding a new CRM on behalf of three separate clients in the same month sounds like a recipe for chaos. Attio made it surprisingly manageable. From day one, the setup flow was clear and the interface felt immediately intuitive, which matters a lot when you're context-switching between client workspaces constantly. By the end of the first week, my team had customized views for each client, pulled in contact data, and started mapping out pipeline stages without needing to raise a single support ticket. That almost never happens.
The relational data model is the thing I keep showing clients because it clicks for them right away. It's not the flat contact-list approach you get with older tools. Everything connects. A few minor gaps exist around reporting depth, but for where we are now, it's really earned its place in how I manage client relationships day to day. If you're an agency evaluating CRMs for multi-client use, this one is worth a serious look.