Attio vs Notion as a CRM

Export your Notion database as a CSV (Notion supports this natively), clean up the columns to match Attio's field names, and import via Attio's CSV importer or API. For most Notion CRM setups this takes a few hours. The main work is deciding which Notion properties map to which Attio fields, and whether you need custom objects to model anything beyond contacts and companies.

Yes, for a founder alone, or a team of two with fewer than 200 contacts and no active pipeline. The zero maintenance cost and the fact that it's already in your workflow makes it the right call at that stage. When you hit 3+ people sharing the same CRM data, or when logging emails manually starts taking real time, that's the signal to move.

Contact and company storage (databases), manual relationship linking between records (relations), custom properties and views (filters, sorts, board views), and basic formulas for calculated fields. That's roughly it. Email sync, pipeline automation, deal forecasting, activity tracking, and sequence sending all require external tools.

Attio has rich text fields and note sections on records, but it's not a general document editor the way Notion is. You can write meeting notes and attach context directly to a contact or deal record (that covers the CRM use case), but if you use Notion for wiki documentation and SOPs, you'd keep Notion for that and use Attio for the CRM layer.

Notion if you're a founder alone or a team of two with fewer than 200 contacts and no real pipeline to manage. The zero setup cost and the fact that it's already part of your workflow make it the right call at that stage. Attio if you have 3+ people sharing the same contact data, need email sync instead of manual logging, or want pipeline analytics and automation instead of formulas you have to build and maintain yourself. Notion is a flexible database that can resemble a CRM; Attio is a CRM that happens to share Notion's clean design sensibility. Most teams switch once the manual maintenance burden of the Notion setup starts costing more time than the migration would.

Depends on team size. For a founder or a two-person team with under 200 contacts, Notion is genuinely fine: no email sync, no automation, but also no setup overhead and no new tool to learn. Once you cross 3+ people touching the same records, or once manually logging emails starts eating real time each week, Attio becomes the better call: it ships email sync, pipeline views, and automation natively instead of requiring you to wire them up with formulas and linked databases. The transition point is less about company stage and more about how many people need consistent access to the same live data.