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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Keep a close eye on your sales performance to ensure you're progressing towards your goals. Customized features are designed specifically for your organization. With Apex 72’s engaging client interface, you can securely gather personal information from clients, leading to a distinctive and personalized experience. Managers can stay updated with APEX 72’s integrated dashboard and reporting tools. Enhance the client discovery process with our interactive, real-time fact-gathering application. Provide valuable support to sales team leaders through comprehensive activity, marketing, calendar, and process management insights. Achieve virtual transparency for your entire team, fostering collaboration and clarity. Remember, relying on efficient technology is crucial to concentrate on what truly matters in your business. Utilizing technology to boost sales productivity is vital for growth and remains a significant challenge for many organizations today. In the fast-paced world of business, staying ahead requires embracing such innovative solutions.

Description

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Allo No 
Alphie No 
Axis LMS No 
Chief No 
Facebook Ads No 
FirstQuadrant No 
Google Chrome No 
Hyperline No 
Journeybee No 
Karumi No 
LinkedIn No 
Refold No 
Slack No 
Snitcher No 
Solvimon No 
Tadata No 
Tapni No 
Tendro No 
Town No 
Zapier No 

Integrations

Allo Yes 
Alphie Yes 
Axis LMS Yes 
Chief Yes 
Facebook Ads Yes 
FirstQuadrant Yes 
Google Chrome Yes 
Hyperline Yes 
Journeybee Yes 
Karumi Yes 
LinkedIn Yes 
Refold Yes 
Slack Yes 
Snitcher Yes 
Solvimon Yes 
Tadata Yes 
Tapni Yes 
Tendro Yes 
Town Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0
Free (for small teams)
Plus $29 p/m (for growing teams)
Pro $59 p/m (for scaling businesses)
Enterprise $119 p/m (for large organizations)
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Apex 72

Founded

2020

Country

United States

Website

apex72.io

Vendor Details

Company Name

Attio

Founded

2019

Country

United Kingdom

Website

attio.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording No 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management No 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging No 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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