The Attio phone.
You built your CRM the way your business actually works. Phone.inc reads it before the second ring, and files the whole call back when you hang up – recording, transcript, and summary included.
Sam Ellis
Incoming · Business number
Deal · $9,000 · In Progress
GreenLeaf Inc. · 2 open tasks
Last interaction · asked about the Pro plan
Your records, on the line. Context on the way in, a record on the way out.
Attio lets you model your business rather than bend it into someone else's objects. Phone.inc reads what you built before you answer, and writes the call back where it belongs when you hang up.
Caller context from Attio
The person, their company, the deal and its stage, and any open tasks, next to the caller's name before you pick up.
Whisper says where the deal stands
A two-second voice brief only you hear, read from your workspace: who's calling, the deal, and what's still open.
Every call becomes a meeting
Hang up and the call is on the person's timeline as an Attio meeting: the right people linked, a title that says what it was about, and a written summary.
Built for Attio call intelligence
We pass the recording and the speaker-by-speaker transcript straight to Attio. Playback, search, and AI takeaways work exactly as they do for their recorded meetings.
Missed calls become tasks
No answer? Attio gets a task linked to the caller, so the callback sits on a list instead of in someone's memory.
Voicemails, transcribed and filed
A voicemail becomes an Attio task with the transcript inside, linked to the person who left it.
Five minutes with Sam. From first ring to a record in Attio.
16:10:00
Before you answer
The call arrives with the record attached. Sam's name, GreenLeaf Inc., nine thousand in progress, and the two tasks that are still open.
- People, companies, deals
- Deal value and stage
- Open tasks and last interaction
Sam Ellis
Incoming · Business number
Deal · $9,000 · In Progress
GreenLeaf Inc. · 2 open tasks
Last interaction · asked about the Pro plan
16:10:10
As you pick up
A short voice brief only you hear, read straight from Attio: the deal, where it stands, and what happened last time.
- Only you hear it
- Built from your workspace
- Two seconds, then you talk
Sam Ellis
Business number
“Sam Ellis from GreenLeaf. Nine thousand, in progress, two open tasks. Last spoke Monday about the Pro plan.”
16:15:05
After you hang up
The call lands on Sam's timeline as an Attio meeting, and we pass the recording and the full transcript along with it. Attio's call intelligence takes over from there – playback, a searchable transcript, and AI takeaways, right next to the deal.
- A meeting on the timeline
- Recording and transcript attached
- Summarized by call intelligence
Sam Ellis
Call ended · 4:38
- Logged the call as a meeting
- Sent Attio the recording and transcript
- Call intelligence wrote the summary
- Linked it all to Sam's record
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 Attio connects from your dashboard in two minutes.