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Attio vs Salesforce

Quick take

Salesforce can do anything. The question is whether you have 6 months and a dedicated admin to make it happen. Attio does less but does it faster and cheaper. For teams under 50 people without complex enterprise requirements, Attio is usually the better choice.

Salesforce is the default enterprise CRM for a reason. The platform is incredibly powerful, the ecosystem is massive, and it can be configured to handle almost any business process. But that power comes with complexity and cost that most growing companies do not need.

We have helped teams migrate from Salesforce to Attio, and we have also helped teams realize they actually need Salesforce. The decision usually comes down to two questions: How complex are your sales processes? And do you have the resources to maintain a Salesforce instance?

If your answer to either question is not a lot, Attio is probably the better fit.

The fundamental difference

Salesforce is enterprise software. It is built for organizations with dedicated admins, complex approval workflows, territory management, and thousands of users who need different levels of access to different types of data.

Attio is built for teams that want CRM power without enterprise overhead. You can customize extensively, but the baseline is usable out of the box. There is no assumption that you have a dedicated admin or implementation partner.

This is not a limitation - it is a design choice. Salesforce flexibility is genuinely valuable when you need it. But if you do not need territory hierarchies or CPQ integration, you are paying for and navigating around complexity that does not serve you.

Where Attio wins

Implementation speed

We can have a team productive on Attio in 2-3 weeks. Salesforce implementations typically take 3-6 months for comparable functionality, and that is with experienced implementers. For a startup or growing company, that time difference matters enormously.

Total cost of ownership

Salesforce licensing is just the start. You need implementation, ongoing admin, and usually a managed services partner for anything beyond basic usage. Attio cost is more predictable - seats plus minimal setup, and most changes can be made by your team.

User adoption

Salesforce has a reputation for low adoption, and it is often deserved. The interface is powerful but complex. Attio modern UX means teams actually use it, which is ultimately what determines CRM value.

Iteration speed

When you need to change something in Attio, you change it. In Salesforce, changes often require planning, staging environments, and coordination with your admin or partner. For fast-moving teams, this friction adds up.

Where Salesforce wins

Enterprise scale

If you have 500+ sales reps, complex territory management, and need sophisticated forecasting, Salesforce is built for this. Attio will work for large teams but was not designed for that scale of complexity.

Industry clouds

Salesforce has purpose-built solutions for healthcare, financial services, government, and other regulated industries. If compliance and industry-specific features matter, these are genuine advantages.

Ecosystem depth

The Salesforce AppExchange has thousands of apps. CPQ, contract management, sales engagement, territory planning - whatever you need, someone has built it for Salesforce. Attio ecosystem is growing but cannot match this breadth.

Reporting and analytics

Salesforce reporting is powerful and flexible. Combined with Tableau (which they own), the analytics capabilities are enterprise-grade. Attio reporting is solid but simpler.

Choose Attio if...

  • Your team is under 50-100 people
  • You want to be productive in weeks, not months
  • You do not have a dedicated CRM admin
  • Budget predictability matters
  • Your sales process is relationship-driven, not transaction-driven

Choose Salesforce if...

  • You have 500+ users with complex territory needs
  • You are in a regulated industry needing compliance features
  • You need CPQ or complex product configuration
  • You have Salesforce expertise in-house
  • Your company already runs on Salesforce

The migration reality

Migrating from Salesforce to Attio is a bigger project than you might expect - not because of technical complexity, but because of data complexity. Salesforce installations accumulate years of custom objects, fields, and automations that need to be evaluated and mapped.

We typically recommend a fresh-start approach: identify the data you actually need, design the Attio workspace for your current processes, and migrate only what matters. Trying to replicate Salesforce structure in Attio defeats the purpose.

Budget 3-4 weeks for migration and expect to discover that a lot of your Salesforce complexity was not actually serving you.

What we have seen in practice

The teams that move from Salesforce to Attio usually share a pattern: they implemented Salesforce too early, when they were smaller, often because someone on the team had used it before. As they grew, the maintenance burden grew faster than the value.

Teams that stay on Salesforce after evaluating Attio usually have genuine enterprise requirements - complex approval workflows, territory management that actually matters, or compliance needs that Salesforce addresses.

The hardest conversations are with teams in the middle. They have outgrown Attio simplicity but do not really need Salesforce complexity. For these teams, the right answer often depends on resources: do you have or want to hire someone who can manage Salesforce?

Frequently asked questions

Almost always, especially when you factor in implementation and ongoing admin costs. Salesforce licensing alone might be 2-3x Attio, but total cost of ownership can be 5-10x for comparable functionality.

Attio can work for larger teams, but if you need territory hierarchies, complex approval workflows, or CPQ integration, Salesforce is purpose-built for these scenarios.

Typically 3-4 weeks including discovery, data migration, and team training. The main variable is data complexity - heavily customized Salesforce instances take longer to untangle.

Migrating from Attio to Salesforce later is straightforward - your data is clean and well-structured. Starting with Attio and growing into Salesforce when you genuinely need it is often smarter than starting with Salesforce and fighting its complexity before you need it.

Looking for industry-specific implementation?

See Attio for Private-equity →

Still deciding?

30-minute call. I'll help you figure out if Attio is the right move for your team.