
Priya Seetoh
CRM Strategist Β· 11-50
1 review written Β· 5.0 average
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Onboarding one client onto a new CRM is manageable. Onboarding eight across a single quarter, all with different pipeline structures and contact definitions, is where most tools quietly fall apart. Attio held up. The custom objects and relational data model meant I could build genuinely distinct workspaces for each client without hacking workarounds or begging support for edge-case solutions. The permissions layer is thoughtful too, which matters enormously when you're managing access for multiple client teams under one agency account. A year in, and the thing that's impressed me most is how little friction there is as headcount grows on any given client account. New users get oriented fast. Views and automations I built months ago still behave exactly as intended even as the underlying data scales up.
A few things aren't perfect. The reporting side is functional but I've occasionally wanted deeper cross-object analytics without exporting to a spreadsheet first. Customer support response times can lag if you hit something complex. But honestly, for the flexibility it gives me across wildly different client setups, the value is hard to argue with.