Prue Ashford
CRM Strategist · 11-50
1 review written · 5.0 average
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Reviews by Prue Ashford
★★★★★
Five years of running client CRM setups from trains, cafes, airport lounges, and occasionally a boat. That context matters, because Attio is genuinely the first tool that hasn't punished me for working that way. The mobile experience is sharp. Not "good for a CRM" sharp. Actually sharp. I can pull up a client's full relationship timeline, log a note after a call, and nudge a deal stage forward before the train reaches the next stop. No waiting for desktop sync, no half-loaded views. It just works wherever I happen to be.
Managing Attio across multiple client workspaces remotely is where the platform earns its keep. Each client gets their own environment with custom attributes and views built around their pipeline logic, and I can context-switch between them without the usual administrative friction. The real-time sync means that when I make a change from my phone at 7am, the client's team sees it instantly on their end. That kind of reliability matters when you're acting as an extension of someone else's operations team. The automation builder is solid too, and I've set up some fairly complex sequences entirely from a tablet.
If I'm being honest about gaps, customer support response times have occasionally stretched longer than I'd like during busy periods, and the mobile app still lacks a couple of the more advanced filtering options available on desktop. Small gripes after five years, though. For any agency doing hands-on CRM work for clients, and especially if your team works distributed or on the move, Attio is the answer I keep landing on. Nothing in this category has come close to matching it for genuine flexibility without sacrificing depth.
