Phone.inc for AttioComing soon
The Attio phone.
You built your CRM the way your business actually works. Phone.inc reads it as it is, so the record, the stage, and your own notes are on screen before the second ring.
Sam Ellis
Incoming · Main number
Deal · $9,000 · In Progress
GreenLeaf Inc. · 4 notes, 2 meetings
Last call · asked about the Pro plan
What it does
Your records, on the line. Every call arrives with your own data attached.
Attio lets you model your business rather than bend it into someone else's objects. Phone.inc reads whatever you built: people, companies, deals, and the lists you actually run your week from.
- Caller context from Attio
- The person, their company, the deal and its stage, plus the notes your team already wrote, next to the caller's name.
- Whisper reads your notes
- “Asked about Pro on Monday, comparing you with one other.” A brief only you hear, built from what your team wrote down.
- Agents that write it up
- After the call an agent writes the note, links it to the record, and creates the task you agreed to.
- Texts on the same record
- Send the follow-up by text from your business number, and it belongs to the same record as everything else.
- Voicemails on the right record
- A voicemail arrives transcribed and attached to the record it belongs to, with the deal in view.
- Two-minute setup, when it opens
- You will connect it from your Attio workspace and choose which objects to read. It follows your schema, not ours.
In the product
Five minutes with Sam. From first ring to a written-up note.
16:10:00
Incoming call
Before you answer
The call arrives with the record attached. Sam's name, GreenLeaf Inc., nine thousand in progress, and the four notes your team has already written about him.
- People, companies, deals
- Your own attributes
- Notes and meetings
Sam Ellis
Incoming · Main number
Deal · $9,000 · In Progress
GreenLeaf Inc. · 4 notes, 2 meetings
Last call · asked about the Pro plan
16:10:10
Whisper
As you pick up
A short voice brief only you hear, read straight from Attio. Including the detail a colleague wrote down on Monday and never told you.
- Only you hear it
- Built from your workspace
- Two seconds, then you talk
Sam Ellis
Main number
“Sam Ellis from GreenLeaf. Nine thousand, in progress. He asked about the Pro plan on Monday and is comparing you with one other tool.”
16:15:05
After the call
After you hang up
An agent writes the call up as a note on the GreenLeaf record and creates the task to send pricing. The next person to call Sam will see it.
- Written up as a note
- Linked to the record
- Follow-up task created
Sam Ellis
Call ended · 4:38
- Read the transcript
- Wrote the call up as a note in Attio
- Linked it to the GreenLeaf record
- Created a task to send pricing
Sent by agent · 16:15
Your stack
Your tools, one phone. Connect as many as you run.
Integrations aren't either-or. Connect Shopify for orders, Dinero for invoices, and anything else you use. Each one takes about two minutes, and every call reads them all.
Attio + Phone.inc
Answer knowing what your team knows.
Join the waitlist. You get a free business number when your batch opens, and we will email you the day Attio connects.