Whilst the contacts in your team's inboxes cover the majority of people and companies you might want to track in Attio, sometimes you need to go off-piste.
Now, whenever you go to add a new Entry, Attio will automatically suggest relevant companies from outside of your Contacts.
Understanding context is a key part of making decisions. To give you a helping hand, we've added the Activity feed to all Contacts.
Everything you need to understand a Contact's history is now in a succinct timeline. Each event type has a unique icon and is completely interactive.
We've taken some time to tick some things off our to-do list. Our main focus was on quality of life improvements. Notes got a little polish, Table cells now support URL-recognition, and the Search modal received some fine-tuning
Dark mode emails
Using products in dark mode, and then coming across a big patch of white is not only annoying but it can often break your flow. To make sure that using Attio is as smooth as possible we've performed a little magic. All emails, no matter their original colors, are transformed in dark mode.
We've improved the Activity tab to add even more functionality.
You can reply to comments directly from the tab, respond to email requests, and jump straight to @mentions.
Avoiding duplicates in a CRM is difficult, especially with a team of people working in the same space. Attio does a great job of automatically merging almost all duplicates, but sometimes some slip through the cracks. So we've added duplicate prevention and Contact merging.
If you're adding Contacts and an email or domain is already in use, you'll be notified and get the option to merge the duplicates. You can also merge Contacts manually, even if they don't share any information.
Getting started with a new product should be as easy as possible. To make sure everyone gets the most out of Attio we've added Collection Templates.
There are six templates to start. You can add them to your Workspace when you first log in or whenever you create a new Collection.
Our new onboarding flow is now live!
We've been building on customer feedback and improved the way we get new users into Attio.
Amongst many improvements, we've polished our animations, added dark mode, and given everyone the option to invite their teammates in with them.
Onboarding is now quicker, easier to use, and ready for your team!
View your emails inside Attio, even if you can't connect your inbox.
Smart BCC gives your team a unique email address to send any email to. Forwarded emails will be synced to your Workspace, sorted to the correct Contact, and be added into your communication analytics. Plus, any sharing permissions you've set up for that Contact will work as normal.
To start getting your emails into your Workspace forward them to:
We've added inline comments to all Tables. Open an Entry's comments by clicking its speech bubble, then just start typing.
The chat supports font formatting, emojis, and @mentions. You can even tag other users to send a notification. Plus it's all real-time.
Passwordless sign in
You can now sign in to Attio without a permanent password.
Here's how it works:
- Enter your email on the log in page
- We'll send an email with a magic link and temporary password
- You have 60 minutes to click the link or enter your temporary password
We've designed the system to be as easy as possible. Your temporary password will always be easy to read and even if you signed up through a service like Google, you'll still able to use passwordless sign in.