CRM evaluation
Attio vs Salesforce: Pricing, Features and Calling Compared
Choose Attio if you want a CRM you can buy and set up yourself. It has a free plan for up to 3 users, workflows and Ask Attio on every plan, and custom objects from Pro. Choose Salesforce if you need what its higher editions add: approval processes, advanced forecasting, sandboxes, AppExchange and Agentforce. Its paid Sales editions run from $25 to $550 per user a month.
Neither product is built around the phone. Attio handles phone calls through apps such as Aircall. Salesforce sells calling as add-ons, and its help pages say the older Sales Dialer is scheduled for retirement. The calling section below sets out what each vendor publishes.
Trellus publishes this comparison and has a commercial interest in it: Trellus sells a dialer that works inside Attio and Salesforce. Every fact about Attio or Salesforce comes from that vendor’s own website, pricing page or help centre, opened on November 11, 2026 and linked beside the claim. Prices are the US dollar prices each page showed that day. Salesforce’s help pages still use earlier edition names such as Professional and Enterprise. This is a comparison of published information; it is not a report of hands-on testing in either CRM.
Attio and Salesforce side by side
Each cell states what the vendor’s page said on November 11, 2026. Where a page says nothing, the cell says “not published”.
| Area | Attio | Salesforce |
|---|---|---|
| Pricing | Free: $0 for up to 3 users. Plus: $50 per workspace a month billed monthly, or $40 billed annually, with 1 user included; more users are $44 or $35 each. Pro: $125 or $100, with 1 user included; more users are $99 or $79 each. Ultra: $1,000 a month, annual billing only, with 5 users included; more users are $189 each. Attio pricing, read November 11, 2026. | Free Suite: $0, listed in the edition table. Starter Suite: $25 per user a month, billed monthly or annually. Pro Suite: $100. Core: $195. Advanced: $395. Max: $550. Pro Suite and above are billed annually; no separate monthly price is published for them. The page says Core replaces Enterprise Edition, Advanced replaces Unlimited and Max replaces Agentforce 1. Salesforce Sales pricing, read November 11, 2026. |
| Data model | Objects, records, attributes, lists and views. A list stores process data on each entry without changing the record. Custom objects and relationship attributes need Pro or Ultra. Plans allow 3, 5, 12 or unlimited objects. Attio data-model guide. | Standard objects such as accounts, contacts, leads and opportunities. Admins add custom objects with their own custom fields and relationships. Salesforce custom objects help. |
| Automation | Workflows are on every plan. They start from record changes, schedules, webhooks or manual runs. Attio workflows. | Flow Builder is listed for Pro Suite, limited to 5 flows per org, and for Core, Advanced and Max. Approval Processes start at Core. Salesforce Sales pricing. |
| Reporting | 3 reports on Free, 15 on Plus, 100 on Pro and unlimited on Ultra. Plus adds funnels and segments; Pro adds targets and trends. Attio reporting; Attio pricing. | Customizable reports and dashboards on every edition. Advanced reporting features, forecast charts and Pipeline Inspection start at Core. Salesforce Sales pricing. |
| Email and sequences | Email and calendar sync on every plan. Sending is capped at 200 emails per user a month on Free and 1,000 on Plus, and is unlimited on Pro and Ultra. Attio Sequences need Pro or Ultra. Attio pricing. | Email integration with Gmail or Outlook on every edition. Cadences, which are scheduled steps of emails, calls, meetings and texts, belong to Sales Engagement. Its help page lists it as included in some editions and an extra cost in others. Sales Engagement help. |
| AI features | Ask Attio and AI agents on every plan, metered by monthly credits. Call Intelligence needs Pro or Ultra. Attio pricing. | Agentforce for Sales can be bought on Core and Advanced and is included in Max. Conversation Intelligence is listed from Core. Call Summaries can be bought on Core and Advanced and are included in Max. Salesforce Sales pricing. |
| Integrations and app marketplace | An app directory with categories such as Calling, E-mail sequencing, and Data and enrichment. Apps and integrations are on every plan. Attio pricing. | AppExchange is listed from Pro Suite up. The number of apps is not published there. Salesforce Sales pricing. |
| API | REST API, webhooks, an App SDK and an MCP server on every plan. SQL access through the API and MCP is on Ultra. Attio developer platform. | Web Services API costs an extra $25 per user a month on Pro Suite and is included from Core. It is not listed for Free Suite or Starter Suite. Salesforce Sales pricing. |
Comparing other CRMs with Attio? See Attio vs HubSpot, Attio vs Pipedrive and Attio vs Close.
Phone calls: what each CRM offers
Attio’s pricing page and plan table list no phone dialer or power dialer. Its help centre says a phone call can be logged on a record by hand as an activity (Attio activities help). What Attio calls Call Intelligence is a recorder for video meetings. Its help centre says the recorder joins Zoom, Google Meet and Microsoft Teams calls and saves a recording, a transcript and AI-generated insights, on Pro and Ultra plans. Attio call recording help.
For phone calls, Attio offers apps. The Aircall app, built by Attio and available on all plans, adds a Call button to person records that opens the call in Aircall, lets you add people to an Aircall dialer campaign and writes a note on the person after each call (Attio’s Aircall app guide). The Calling category of the Attio app directory also lists RingCentral, JustCall, Quo, Allo, Ringover, CloudTalk and KrispCall, among others, as read on November 11, 2026. Our guide to the best dialers for Attio compares eight of the options.
Salesforce has Sales Dialer, an add-on license for click-to-call from phone fields in Lightning Experience, receiving calls, call notes and call logging. Its calling guidelines describe automatic logging and voicemail drop, and say outgoing calls reach the United States and Canada only. A Trailhead unit covers call lists, and the setup page covers Local Presence and Call Monitoring. The help pages say Sales Dialer is scheduled for retirement and recommend moving to Salesforce Voice.
Salesforce Voice works with a telephony provider and comes with real-time transcription, call recording and voicemail. For AI call notes, Einstein Conversation Insights records and analyzes voice and video calls and shows transcripts, action items and call summaries. We did not find a power dialer or parallel dialer named on the Salesforce pages linked here. For third-party phone systems, the Open CTI page says CTI vendors and partners build softphones that run inside Salesforce. It also says Open CTI is in maintenance mode and is scheduled for retirement on February 28, 2028.
Where Trellus fits: Trellus is a Chrome extension that adds a power dialer and a parallel dialer inside both CRMs. In Attio it dials People lists and tasks and saves the outcome, summary and callback to the person record (Trellus for Attio). In Salesforce it dials reports, Lightning list views and due call Tasks, and saves the outcome and callback as Tasks on the record (Trellus for Salesforce). Parallel dialing calls up to five numbers at once on eligible plans. Power is $99.99 per seat per month, Power + Parallel is $149.99 and Business is custom. Plans are bought online with no seat minimum. There is no free plan or free trial. See Trellus pricing.
When to choose Attio, choose Salesforce or keep what you have
Choose Attio if
- You want to buy and set up the CRM yourself. Attio has a free plan, and its pricing page says even Ultra, the top plan, can be bought without talking to sales.
- Your process needs lists and custom objects more than a fixed set of sales objects.
- You want workflows and Ask Attio on every plan, including Free.
- Calling can run through an app such as Aircall or through a dialer extension. Our guide on how to run an Attio call block and the Attio dialing video show that workflow.
Choose Salesforce if
- You need features that start at Core, such as approval processes, advanced forecast and pipeline management, and sales territories.
- You plan to use Agentforce for Sales or Conversation Intelligence.
- You need AppExchange apps and the Web Services API, both listed from Pro Suite up.
- Your phone plan is Salesforce Voice with a telephony provider, or a partner phone system.
Keep your current CRM when it already holds the records and next steps your team needs. A migration will not fix an unclear field or a follow-up process nobody owns.
If calling is the main job, read best CRM for cold calling and best CRM with a dialer before you decide.
Frequently asked questions
Is Attio cheaper than Salesforce?
It depends on team size and plan. On November 11, 2026, Attio listed a free plan, Plus at $40 a month billed annually with one user included, and Pro at $100. Salesforce listed Starter Suite at $25 per user a month, Pro Suite at $100 and Core at $195. Extra users and add-ons change the total.
Does Attio have a built-in dialer?
Attio’s pricing page does not list a phone dialer. Its Call Intelligence feature records video meetings on Zoom, Google Meet and Microsoft Teams. For phone calls, the Attio app directory lists calling apps such as Aircall, RingCentral and JustCall, and Attio’s Aircall app adds a Call button to person records.
Does Salesforce have a built-in dialer?
Salesforce sells Sales Dialer as an add-on license for click-to-call, call logging and voicemail drop in Lightning Experience. Its help pages say Sales Dialer is scheduled for retirement and recommend Salesforce Voice, which works with a telephony provider and comes with real-time transcription, call recording and voicemail.
Which one writes AI call notes?
Both publish a feature for it. Attio Call Intelligence, on Pro and Ultra, records video meetings and adds a transcript and AI insights. Salesforce Einstein Conversation Insights records voice and video calls and shows transcripts and action items. Salesforce lists Call Summaries as a purchase on Core and Advanced, and as included in Max.
Does Trellus work with both Attio and Salesforce?
Yes. Trellus is a Chrome extension that adds power and parallel dialing inside each CRM. In Attio it dials People lists and tasks. In Salesforce it dials reports, Lightning list views and due call Tasks. Power is $99.99 per seat per month and Power + Parallel is $149.99. There is no free trial.