Pegasus Agentic OS
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Sales and marketing · CRM

Attio

A modern, flexible CRM built around your own data model.

Vendor
Attio
Pricing model
Free plan; paid plans per seat.
Runs on
Vendor cloud (SaaS)
Agentic OS layer
Context
Industries
Any industry
Last reviewed
November 2026

Our verdict

A modern, flexible CRM that fits teams who want their own data model and fast set-up.

What it is

A newer CRM that lets teams model their own objects and relationships, with fast enrichment and a clean interface.

Best for

Startups and scale-ups that want a flexible CRM their team will actually enjoy using.

Not the right fit

Large enterprises with complex territories, CPQ and service needs.

Key capabilities

Custom data model

Objects shaped to your business.

Automatic enrichment

Company and contact data built in.

Workflows

Automations and AI attributes.

Reporting

Real-time pipeline views.

Strengths

  • Flexible data model without heavy admin
  • Quick to set up and pleasant to use
  • Good API and automation for builders

Watch-outs

  • Smaller ecosystem than HubSpot or Salesforce
  • Large, process-heavy teams may outgrow it

Pricing

Free plan; paid plans per seat.

Pricing summarised in October 2026 and not re-checked since. Vendors change plans often, so confirm current pricing with Attio before you budget.

Security and governance

The CRM is your system of record, so access control matters most. Use SSO and role-based permissions, review field-level access for sensitive data, turn on audit logging, and check data residency options for each region you operate in.

How we would roll it out

  1. Agree the data model firstObjects, required fields and owners before migration.
  2. Migrate clean, not everythingDeduplicate and archive before import.
  3. Connect agents through scoped API usersEach integration gets its own permissions and log.

Choosing between Attio and the alternatives?

Book a call. We look at your systems, data and governance together and tell you which platform fits, and what to build on it first.