11 Best Attio Alternatives in 2026

Attio is a modern, data-driven CRM built for startups and tech teams. It offers a beautiful interface, a flexible data model with custom objects, strong API support, and features like call intelligence, sequences, and relationship mapping. Sales teams appreciate its clean design and ability to model complex deal structures. Pricing starts at $29/seat/month for the Plus plan, with Pro at $69/seat/month (annual) for advanced automation and call tracking.

But Attio is focused purely on CRM and sales. It has no invoicing, no project management, no proposals or contracts, and no client portal. For service businesses, agencies, and consultancies that need to move from closed deal to delivered project to paid invoice, Attio leaves significant gaps. You will need separate tools for project delivery, invoicing, and client collaboration. If you need more than a sales CRM — or want an all-in-one platform that covers the full client lifecycle — here are 11 Attio alternatives worth considering in 2026.

Why Teams Switch From Attio

• No invoicing or finance — Attio does not handle invoicing, estimates, expense tracking, or financial reporting. You need QuickBooks, Xero, or another finance tool.
• No project management — There are no tasks, Gantt charts, time tracking, or project delivery features. Service businesses must use a separate PM tool.
• No proposals or contracts — No built-in proposal builder or contract creation with e-sign. Client onboarding requires external document tools.
• No client portal — No branded space for clients to view project progress, approve deliverables, or make payments.
• CRM-only focus — Attio excels at sales pipeline and relationship data but does not extend into delivery, billing, or client collaboration.
• Pricing scales with seats — At $29–69 per seat per month, costs add up for growing teams. Advanced features require the Pro tier.

1. Agiled — Best All-in-One Attio Alternative

Agiled is the most complete Attio alternative because it combines CRM with project management, invoicing, proposals, contracts, client portals, HR, and automation in a single platform.

Attio excels at sales pipeline and relationship mapping, but everything after the deal closes — project delivery, invoicing, contracts, client collaboration — requires separate tools. Agiled eliminates that fragmentation. You get a unified workspace where clients move from lead to signed contract to active project to paid invoice without leaving the platform.

For service businesses and agencies, the gap between Attio and Agiled is most visible after the sale. With Attio, you close deals in a beautiful CRM, but you then switch to another tool for proposals and contracts, another for project management, and another for invoicing. Agiled brings all of this together. When a deal closes in CRM, you can send a proposal from Documents, convert the signed contract into a project in Projects, track time against it, and generate an invoice from Finance — all without switching apps. The client portal gives clients a single place to view progress, approve deliverables, and pay invoices. Agiled also offers a free plan and does not charge per seat for core features on lower tiers, making it more accessible for small teams than Attio's per-seat model.

What makes Agiled the top pick:

• CRM — Visual pipelines, contact management, deal tracking, and activity timelines via CRM
• Project management — Kanban boards, Gantt charts, task dependencies, milestones, and project templates
• Time tracking — Built-in timer that converts tracked hours into billable invoices automatically
• Invoicing & finance — Professional invoices, estimates, recurring billing, expense tracking, and financial reports
• Proposals & contracts — Create, customize, and e-sign documents with reusable templates
• Client portal — Branded portal where clients view project progress, approve deliverables, and make payments
• HR & payroll — Employee management, attendance, leave tracking, and payroll
• Workflow automation — Visual builder with triggers, conditions, and actions
• AI agents — Draft proposals, emails, and reports with context-aware AI

For teams leaving Attio because they need invoicing, project management, or a client portal, Agiled offers a single platform that covers the full client lifecycle. The CRM is purpose-built for service businesses, with pipelines that flow naturally into projects and invoices. Unlike Attio's per-seat pricing, Agiled offers a free plan and tiered pricing that does not scale linearly with every user — making it more cost-effective for teams that need CRM plus delivery and billing. The workflow automation and AI agents add productivity gains that complement the core business stack, helping teams draft proposals, follow up on deals, and generate reports without leaving the platform.

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2. HubSpot — Best for Marketing and Sales Alignment

HubSpot is a comprehensive CRM and marketing platform with a strong free tier, making it popular among startups and growth-stage companies. It combines CRM with marketing automation, email, landing pages, and analytics.

Key features:

• Contact and deal management with pipelines
• Marketing automation and email campaigns
• Landing pages and forms
• Free CRM plan with unlimited contacts
• Extensive integrations and ecosystem

Limitations: Invoicing and project management require separate products or integrations. Advanced features are expensive — Sales Hub Professional starts around $450/month for 5 users. Can feel heavy for teams that only need CRM. The free tier is generous for contact management, but marketing automation, sequences, and advanced reporting require paid tiers that scale quickly.

Pricing: Free CRM plan. Starter at $20/user/month. Professional and Enterprise pricing on request.

3. AgencyPro — Best for Agency CRM and Client Management

AgencyPro combines CRM with a fully branded client portal, project management, and invoicing — built specifically for agencies. Each client profile centralizes invoices, files, messages, and service subscriptions. Teams manage projects in list, Kanban, or queue views, track time per task, and generate invoices automatically through Stripe and PayPal.

Beyond standard CRM, AgencyPro offers credit-based and hourly service packages, design annotation for visual feedback, automated payment reminders, and documents including contracts, proposals, and quotes. Analytics dashboards track revenue concentration, team utilization, and client health across the agency.

Key features:

• CRM with centralized client profiles, history, and custom fields
• Fully branded client portal with custom domain
• Project management with list, Kanban, and queue views
• Automated invoicing with Stripe and PayPal
• Time tracking with billable hour conversion
• Documents — contracts, proposals, quotes, and wikis
• Design annotation and file proofing
• Analytics dashboards for revenue and team utilization

Limitations: Designed for agencies and service businesses — not a general-purpose CRM for SaaS or e-commerce. Starting at $99/month may exceed solo freelancer budgets.

Pricing: Basic at $99/month (2 team seats). Pro at $199/month (5 seats). Plus at $399/month (10 seats). 14-day free trial.

4. Pipedrive — Best for Sales-Focused Teams

Pipedrive is a sales-focused CRM built around the deal pipeline. It is straightforward and easy to adopt, with a clear visual pipeline and activity-based selling features.

Key features:

• Visual deal pipeline with drag-and-drop
• Activity-based selling and automation
• Email integration and tracking
• Reporting and forecasting
• Projects add-on for basic task management

Limitations: No invoicing or project management built in. Projects add-on is separate and adds cost. No client portal or proposals. Pipedrive is focused purely on sales — teams that need delivery and billing must integrate with external tools or switch to an all-in-one platform.

Pricing: Essential at $14/user/month. Advanced at $39/user/month. Professional at $59/user/month.

5. Monday CRM — Best for Visual Workflows

Monday.com offers a CRM product built on its visual board platform. Teams that already use Monday for projects can add CRM views and deal tracking without learning a new interface.

Key features:

• Customizable CRM boards and pipelines
• Automation recipes for follow-ups and updates
• Contact and deal management
• Integrations with Monday projects and other tools
• Visual, no-code customization

Limitations: CRM is a separate product from project management — you may need both Monday products if you want CRM and projects. No invoicing or native proposals. Per-seat pricing scales quickly for larger teams. The visual interface is powerful but can require setup time to configure pipelines and automations.

Pricing: CRM plans start at $15/user/month. No free CRM plan.

6. Close — Best for Inside Sales and Calling

Close is a CRM built for inside sales teams that rely heavily on calls. It includes built-in calling, voicemail drop, and call recording with transcription.

Key features:

• Built-in dialer and call tracking
• Email and SMS sequences
• Pipeline and deal management
• Call intelligence and recording
• Native integrations with sales tools

Limitations: Focused on sales, not delivery. No invoicing, project management, or client portal. Higher price point for small teams — Close is built for teams that live on the phone and need call intelligence. The pricing reflects premium calling features. Service businesses that need delivery and billing will need to add separate tools.

Pricing: Starter at $29/user/month. Basic at $69/user/month. Professional at $99/user/month. Enterprise pricing on request.

7. Folk — Best for Relationship Mapping

Folk is a modern CRM with a focus on relationship mapping and network visualization. It appeals to teams that value understanding connections between contacts and companies.

Key features:

• Relationship and org chart visualization
• Contact and company management
• Pipeline and deal tracking
• Email integration
• Clean, modern interface

Limitations: No invoicing, project management, or client portal. Smaller ecosystem than HubSpot or Pipedrive. Newer to the market, so fewer integrations and third-party extensions. Folk excels at relationship visualization but does not extend into delivery or billing workflows.

Pricing: Free plan available. Pro at $19/user/month. Business at $39/user/month.

8. Copper — Best for Google Workspace Users

Copper (formerly ProsperWorks) is a CRM built natively for Google Workspace. It syncs contacts, emails, and calendar events from Gmail and Google Calendar.

Key features:

• Deep Google Workspace integration
• Contact and deal management
• Pipeline automation
• Activity tracking from Gmail
• Reporting and dashboards

Limitations: Best for Google-centric teams — if you use Microsoft 365 or another email provider, the integration benefits are limited. No invoicing or project management. No client portal. Copper is a strong CRM for sales teams that live in Gmail and Google Calendar but lacks the delivery and billing tools that service businesses need.

Pricing: Free plan available. Basic at $29/user/month. Professional at $69/user/month. Business at $134/user/month.

9. Freshsales — Best for Affordable CRM

Freshsales (by Freshworks) is an affordable CRM with a strong free tier and competitive paid plans. It includes AI-powered lead scoring, built-in phone, and email.

Key features:

• Contact and deal management
• AI lead scoring and enrichment
• Built-in phone and email
• Sales pipeline automation
• Free plan with unlimited users

Limitations: No invoicing or project management. No client portal. Part of a larger Freshworks suite — full features may require add-ons like Freshdesk for support or Freshmarketer for marketing. Freshsales is a solid CRM at a competitive price but does not cover the full client lifecycle.

Pricing: Free plan available. Growth at $15/user/month. Pro at $39/user/month. Enterprise at $69/user/month.

10. Salesmate — Best for Small Sales Teams

Salesmate is a lightweight CRM designed for small sales teams. It offers pipeline management, email tracking, and automation at a lower price point.

Key features:

• Visual pipeline and deal management
• Email tracking and templates
• Built-in calling and SMS
• Automation workflows
• Integrations with popular tools

Limitations: No invoicing or project management. No client portal. Smaller feature set than enterprise CRMs like Attio or HubSpot. Salesmate is a good fit for small sales teams that need simple pipeline management but do not need delivery or billing features.

Pricing: Free plan available. Starter at $15/user/month. Growth at $30/user/month. Boost at $50/user/month.

11. Capsule — Best for Simplicity

Capsule is a straightforward CRM focused on contact and deal management. It is easy to set up and use, with a clean interface and essential pipeline features.

Key features:

• Contact and company management
• Deal pipeline with stages
• Task and activity tracking
• Email integration
• Simple, uncluttered interface

Limitations: No invoicing or project management. No client portal. Fewer advanced features than Attio or HubSpot — no custom objects, limited automation, and simpler reporting. Capsule is ideal for teams that want a straightforward CRM without complexity but will need separate tools for delivery and billing.

Pricing: Free plan for 2 users. Professional at $18/user/month. Teams at $36/user/month.

Quick Comparison: Attio Alternatives

Platform	CRM	Invoicing	Projects	Client Portal	Starting Price
Agiled	Yes	Yes	Yes	Yes	Free
AgencyPro	Yes	Yes	Yes	Yes	$99/mo
HubSpot	Yes	Add-on	Add-on	No	Free
Pipedrive	Yes	No	Add-on	No	$14/user
Monday CRM	Yes	No	Add-on	No	$15/user
Close	Yes	No	No	No	$29/user
Folk	Yes	No	No	No	Free
Copper	Yes	No	No	No	Free
Freshsales	Yes	No	No	No	Free
Salesmate	Yes	No	No	No	Free
Capsule	Yes	No	No	No	Free

The table above highlights a key difference: Agiled is the only option that includes CRM, invoicing, project management, and a client portal in one platform. Attio, HubSpot, Pipedrive, and the others excel at CRM but lack the delivery and billing tools that service businesses need. For teams that want to move from lead to invoice without switching apps, Agiled fills the gap that Attio leaves open.

What Is the Best Attio Alternative in 2026?

Agiled is the best overall Attio alternative for service businesses and agencies because it delivers everything Attio does for CRM — pipelines, contact management, deal tracking — plus invoicing, project management, proposals and contracts, client portals, HR, and automation. For teams that need more than a sales CRM or want to consolidate tools, Agiled eliminates the need to juggle Attio with separate project, finance, and document apps. Agencies and consultancies especially benefit from having CRM, projects, and invoices in one place instead of switching between Attio, a PM tool, and an accounting tool. If you love Attio's modern interface but need invoicing, projects, or a client portal, Agiled is the most straightforward path to an all-in-one solution. The free plan lets you test the full platform before committing.

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Frequently Asked Questions

How much does Attio cost?

Attio's Plus plan starts at $29/seat/month and the Pro plan at $69/seat/month (annual billing). Enterprise pricing is available for larger teams. The free plan has limited features. For a 5-person sales team, expect to pay roughly $145–345/month for CRM alone — and you will still need separate tools for invoicing and project management.

Which Attio alternative is best for agencies?

Agiled is the best option for agencies because it combines CRM with project management, invoicing, proposals, contracts, and client portals. Agencies need to manage the full client lifecycle — from lead to signed contract to delivered project to paid invoice — and Agiled covers all of that in one platform. Attio and other CRM-only tools leave agencies juggling multiple apps.

Does Attio have invoicing or project management?

Attio does not include invoicing or project management. It is a CRM and sales platform only. For invoicing, you need a separate tool like QuickBooks, Xero, or Agiled. For project management, you need Asana, Monday.com, ClickUp, or Agiled.

Can I migrate from Attio to another CRM?

Most alternatives support CSV import for contacts, companies, and deals. Attio offers export options. Check each platform's migration documentation for specific instructions. Some tools offer dedicated import wizards or API-based migration for complex data.

For more useful information, browse the resources guide today!

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