Attio vs PromptLab

It's one of the best-designed of the new AI-native CRMs: you define every object, attribute and workflow, and up to three seats are free. For a team selling products, quotes, price lists and orders are left for you to build, and call recording waits for the Pro plan at $79 a seat.

We ship your sales objects ready-made, not a model to design first. Quotes, price lists, sales orders and sample tracking are ready on the Basic plan, and meetings are recorded, transcribed and summarised from $11.99. WhatsApp and Telegram sit in the Inbox next to email.

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Every call recorded and transcribed

Zoom, Meet and Teams calls are recorded and transcribed on every plan, with who said what.

A recorded call on Attio
An Attio call record: the call video, transcript and an AI summary with insights
  • No: Meeting recording: from $79/month
Call Intelligence, from the Pro plan (source)
A recorded call on PromptLab
A recorded sample review: the transcript line by line beside the call video with four people on camera, and each speaker's share of the talk time
  • Yes: Calls recorded and transcribed
The transcript beside the recording

WhatsApp chats in your CRM

Buyers who order by WhatsApp land in the shared Inbox, on the right contact.

Messages on Attio
The Emails tab on an Attio person record: synced email threads with subject, people and date
  • No: No WhatsApp
Synced emails on the record, email only (source)
WhatsApp in the Inbox on PromptLab
The shared Inbox open on a WhatsApp thread with a buyer asking for a quote, with Email, LinkedIn, Telegram and WhatsApp views
  • Yes: WhatsApp in the shared Inbox
A buyer's WhatsApp, next to email, Telegram and LinkedIn

Quotes on every deal

Create, send and track quotes from the deal, on every plan, with no add-on.

A pipeline on Attio
Attio's Deals kanban: Sourced, Screening, Due Diligence and Committee columns of deal cards
  • No: No quotes
Deals in a kanban view (source)
Quotes on PromptLab
A quotes list with opportunity, status, total amount and price list for each quote
  • Yes: Quotes on every plan
Quote status and totals, by opportunity

Price and features at a glance

No data model to design first. We arrive with quotes, price lists and sales orders already built, and record meetings from $11.99 instead of $79.

Feature
Attio
PromptLab
Pricing and setup
Free trial
Number of pricing plans
4
3
Paid plansPer seat per month
$35 – $79
$11.99 – $99
Import from CSV and Excel
Sales management
Deal pipelines
Quotes
Sales orders
Sample tracking
Price lists
Meetings and calls
Meeting recording and transcripts
From$79/month
AI meeting summaries
From$79/month
AI follow-up email drafts
From$79/month
Meeting scheduler and call dialer
From$23.99/month
AI and automation
CRM fields filled in from calls
From$79/month
Connect Claude or ChatGPT (MCP)
Workflow automation
API and webhooks
From$23.99/month
Conversations
Gmail and Outlook email sync
WhatsApp conversations
Telegram conversations
Save LinkedIn profiles
Via marketplace
Privacy and security
Single sign-on (SSO)
Enterprise plan
From$99/month

Attio prices (billed annually; free plan for 3 seats) and features checked on 30 September 2026 at Pricing, Call Intelligence, AI, MCP server, Exporting lists and views. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.

Sales objects ready-made, not built from scratch

Attio's data model is a blank canvas, and that's its appeal. Quotes, price lists, sales orders and samples aren't in it, so someone has to design them before the team can quote.

We ship all four on the account and the deal from the Basic plan. Set up your customer price lists and create the first quote in the same week you sign up.

A price list with a different price for each customer

Call recording from $11.99, not $79

Call Intelligence records, transcribes and summarises calls, but only from Attio's Pro plan at $79 a seat a month, billed annually. On the cheaper plans, nothing records the call.

We record calls on our $11.99 Basic plan, in over 100 languages. After the call you get a summary and a follow-up draft; before the next one, a brief on the account.

A call transcript with a highlighted line

WhatsApp and Telegram next to email

It syncs email but not WhatsApp or Telegram. When a buyer replies on WhatsApp, the thread sits on one rep's phone, out of the team's sight.

In PromptLab, email, WhatsApp and Telegram share one Inbox the whole team can see, each thread on the right contact. WhatsApp runs on your own WhatsApp Business number, Telegram on your company's bot.

Email, chat and Telegram threads gathered into one inbox

LinkedIn profiles saved in one click

To capture LinkedIn profiles, it relies on third-party apps from its marketplace. That's one more tool to choose, connect and keep working.

PromptLab's own Chrome extension saves a LinkedIn profile to the CRM in one click. Prospects found on LinkedIn become contacts the whole team can see, without copying and pasting.

A profile page with a side panel saving it to the CRM

How to switch from Attio

Four steps to move your team and your data over.

A spreadsheet being imported into PromptLab
1. Export a view from Attio

Open a table or kanban view, select Import / Export at the top right, and choose Export view as CSV or Export view as Excel.

2. Select Import in PromptLab

Open the Accounts, Contacts or Deals list and select Import. Upload the file, or pick it straight from Google Drive.

3. Map attributes to fields

Match each attribute to its field, such as company, contact or deal stage. Tasks and notes import the same way, so history comes with you.

4. Test it during the trial

Run real deals through it during the 14-day free trial. For a large workspace, our Enterprise plan includes data migration support.

Works with the tools you already use

Email, calendar, meetings, chat and AI assistants, connected in a few clicks.

  • Gmail
  • Outlook
  • Google Meet
  • Zoom
  • Microsoft Teams
  • Slack
  • Salesforce
  • HubSpot
  • WhatsApp
  • Telegram
  • Claude
  • ChatGPT
See all integrations

Frequently asked questions

Is Attio a CRM?

Yes, it's an AI-native CRM built on a data model you define yourself, with AI agents and its own MCP server. Teams of up to three can use it free.

Which is better, Attio or PromptLab?

That depends on what you need: its flexible data model and polished interface suit a team that wants to design its own CRM. We're the better fit if you sell products and want quotes, price lists and meeting recording ready on the first plan.

Is PromptLab cheaper than Attio?

Once you need call recording, yes. It records calls from its $79 Pro plan, billed annually, and we record meetings from $11.99. For up to three people who don't need recording, its free plan costs less.

Can I move my data over?

Yes. Export any view as CSV or Excel, then select Import on our Accounts, Contacts or Deals list and map the columns.

Who benefits most from switching?

Teams that sell products and want quotes, samples and price lists on day one, rather than a CRM to design first. If you enjoy building every object yourself, it will feel more at home.

Sell more. Spend less time on admin.

Every plan starts with a 14-day free trial.

Try PromptLab free