How should you set up the records for a small sales team?
Start with a person, the company they work for and the deal you are discussing. Attio calls these kinds of record objects. Decide which facts belong to the person and which change with each deal.
The Free plan supports up to three seats and 50,000 records. It includes People and Companies plus one of Deals, Users or Workspaces. New workspaces start with a 14-day Pro trial, so check that your intended setup will still fit the plan you keep.
What can teammates see after you connect a mailbox?
On Free, anyone in the workspace can see and edit its CRM records. Email bodies have separate sharing settings. Attio can create records from email and calendar interactions, including people copied on messages. By default it shares subject lines and details such as who was on the thread and when it was sent, subject to privacy rules.
If you only need to track inquiries, start with manually added records. Before testing sync, verify the exact mailbox and calendar belong to an isolated test workspace and contain only fictional activity. Otherwise, check the settings on paper.
What will you have if you leave Attio?
A workspace admin can download a ZIP containing CSV files for items including people, deals, tasks and notes. The workspace export excludes synced emails.
You can also export a selected table or board view. Attio says fields it fills through data enrichment appear blank in those view exports. Keep a copy of the fields your team enters and check which parts of the communication history you need to retain separately.
How can you avoid storing the same company details twice?
Draw one company card, two contact cards and a possible sale. Use invented names and no mailbox, calendar or workspace.
- Link people to their companyPut the company website on the company card and draw a line from each person to it.
- Separate the sales detailPut the proposed trial date on the deal. Change the date once and ask someone to find it from either contact card.