Why this tool
Free for up to 3 seats, and records build themselves from your inbox and calendar, so there is almost no manual data entry.
Attio
Strong Choice81/100
Modern, flexible CRM that builds itself from your email and calendar. Free up to 3 seats; Plus $35/user/mo billed yearly.
Common alternatives: HubSpot CRMPipedrivefolk
Editorial summary
Decision guidance
Attio syncs your email and calendar, creates company and contact records automatically and enriches them, then lets you build pipelines and lists with your own fields and views. The free plan covers up to 3 seats. Plus $35/user/mo yearly ($44 monthly); Pro $79 yearly ($99 monthly); Enterprise on request.
When not to use
Paid tiers are expensive per seat. If you mainly need a sales pipeline with phone and email tools, Pipedrive or HubSpot cost less.
- Strongest area: Trust & support
- Watch area: Setup speed
Confidence
How sure are we?
High — 88/100
- Strong fit for the stated use case.
- Recently reviewed data increases confidence.
- Strong evidence across score areas and recent checks.
Workflow fit
Workflow placement
Capture
Capture work for CRM & Clients.
Deliver
Get first value in 30 min setup.
Connect
Connect with 7 integrations.
Integrations
Compatibility snapshot
Communication
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.OUOutlookCommunicationMicrosoft email and calendar integration for client scheduling and outreach.
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
GmailCommunicationEmail integration for automated follow-ups, proposals, and correspondence tracking.OUOutlookCommunicationMicrosoft email and calendar integration for client scheduling and outreach.Automation
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.Other
GCGoogle CalendarLILinkedinAPApi
Similar tools
Explore alternatives
HubSpot CRM
87/100Free CRM with deal pipeline, contact management, email tracking, and meeting scheduling — plus the Breeze AI assistant on every plan, including free. Scales from solo consultant to full agency without switching platforms.
Pipedrive
84/100Visual sales pipeline CRM for small teams. No free plan; Lite from $14/seat/mo billed yearly (14-day trial).
folk
77/100Lightweight relationship CRM with a LinkedIn extension and email campaigns. No free plan; Standard $24/member/mo billed yearly.
Assembly
79/100Branded client portal (formerly Copilot): messages, files, forms, contracts and billing. Free for 5 active contacts; Starter $29/mo billed yearly.
HoneyBook
75/100Client management platform for service-based businesses. Proposals, contracts, invoicing, scheduling, and automation in one branded client portal.
SuiteDash
74/100All-in-one client portal, CRM, invoicing and projects at a flat price with unlimited users. No free plan; Start $19/mo or $180 a year (14-day trial).
Guides
Related guides
From Solo to Firm: Scaling Your Consulting Practice
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
Building Your Consulting Knowledge VaultStop recreating work you have already done. Build a personal knowledge system that captures, organizes and reuses your research, frameworks and past deliverables.
The Consultant's Pricing Playbook: From Hourly to Value-BasedA framework to evaluate five pricing models, calculate what to charge, and build tiered packages — with formulas, scripts, and sourced benchmarks for solo consultants.