How to Set Up Attio for Beginners

What is Attio

Attio is a modern, customizable CRM and data workspace that unifies contacts, companies, and workflows in real time. It offers collaborative lists, Kanban pipelines, enriched profiles, email sync, automations, and integrations. Teams design bespoke CRMs with templates, build shared views, and track deals, hiring, partnerships, or fundraising with smart filters.

Who is Attio best suited for?

Attio suits startups, SMBs, and scaling GTM teams needing a flexible, no‑code CRM. Founders, RevOps, product marketing, customer success, and Sales collaborate on pipelines, enrich data, and iterate fast without heavy admin. Agencies and investors tracking deal flow benefit across sales, partnerships, hiring, and fundraising. It’s great for modern, collaborative workflows.

How to Set Up Attio for Beginners

How to set up Attio for beginners

Head over to attio.com and either sign up for a new account or log in with your existing credentials.
If you're a new user, click "Start for free."
After that, enter your email or sign in using Google.
Then, click on "Continue".
Next up, check your email inbox for a verification link.
Afterwards, click on the "Sign In" button on the email.
You will be redirected to this page. Fill up your name here and click on Continue.
Add a few more details, such as Company Name, Workspace handle, and Billing Country.
Once you are done filing the details, click again on "Continue".
Next up, choose the method you want to add your contacts to Attio. You can either link it to your Google or Microsoft account or manually create the contacts.
Next, select your use case to customize your dashboard and click on Continue.
Once that's done, click on "Continue".
You can quickly add emails to invite people to collaborate in Attio.
Woohoo... Here is your Attio Dashboard. Click on "Start trial" and start exploring the product.
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FAQs about Attio and How to Set Up Attio for Beginners

What is Attio?

Attio is a flexible, collaborative CRM that centralizes contacts and pipelines with automations, email sync, enrichment, and customizable views for deals, hiring, partnerships, and fundraising.

Who uses Attio?

Startups, SMBs, and GTM teams—founders, RevOps, product marketing, customer success, and sales—needing a no-code, fast, collaborative alternative to rigid CRMs with enrichment, pipelines, and permissions.

Free to start?

Yes. Click Start for free, verify your email, and begin a trial to explore features, invite teammates, and evaluate paid plans when you’re ready today.

Verify my account?

After entering your email or using Google sign-in, check your inbox for Attio’s message and click Sign In. You’ll return to finish name and workspace.

Add contacts?

During setup, connect Google or Microsoft to sync contacts and emails, or create records manually. You can import CSVs and add custom fields for people.

Pick use case?

Pick the template closest to your goal—sales pipeline, partnerships, hiring, fundraising, or success. It preconfigures views and fields you can later customize without code easily.

Invite collaborators?

On the invite step, add teammates’ emails to share your workspace. Assign permissions, collaborate on lists and pipelines, and track updates through views and comments.

Start the trial?

From the dashboard, click Start trial to activate. Explore pipelines, build views, connect email, and add contacts. The Supademo above walks you through each step.