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Description

Attio is a next-generation, AI-native CRM designed specifically for modern GTM builders and fast-growing teams. It combines data, workflows, automation, AI, and reporting into one unified platform. With its powerful automation engine, businesses can control and optimize even the most complex revenue operations. Attio’s AI capabilities help scale tasks traditionally handled by humans, such as lead qualification and routing. Its flexible data model adapts to each company’s unique business structure, ensuring the CRM reflects real-world operations. The platform connects diverse data sources to maintain a live, accurate view of customer relationships. Real-time reporting enables teams to visualize performance and gain insights almost instantly. Attio eliminates long onboarding cycles by syncing directly with email and calendar tools. Built for scale, it handles massive datasets with low latency while maintaining high security standards. Overall, Attio empowers teams to execute revenue strategies with precision and confidence.

Description

YouEx.ai is an AI-native lead-to-revenue platform for B2B sales teams that makes sure every lead is captured, understood, and acted on. Instead of stitching together separate tools for website engagement, CRM, lead qualification, routing, and follow-up, YouEx brings the entire inbound revenue workflow into one connected system. At the top of the funnel, the YouEx AI Web Agent turns a company’s website into an always-on inbound sales rep. It talks with visitors in real time, answers questions, identifies buying intent, captures contact information, qualifies prospects, and books meetings 24/7. Once a visitor becomes a lead, YouEx automatically researches and enriches the prospect, scores them based on fit and intent, and organizes the information alongside contacts, companies, opportunities, and activity in its AI-native CRM. YouEx then helps ensure those leads actually get worked. Its revenue automation can score and route new leads, notify the appropriate team members, generate personalized outreach, schedule follow-ups, recommend next-best actions, and keep opportunities moving toward revenue. The result is a continuous workflow from visitor to Web Agent to lead, research, scoring, routing, follow-up, opportunity, and ultimately revenue. YouEx is also designed to work with the tools sales teams already use. It connects with email, calendars, Slack, and Zapier, and can be operated directly through ChatGPT and Claude using MCP. Teams can ask their AI assistant about leads, retrieve research, and take action on live CRM data without constantly switching between systems. By combining real-time engagement, an AI-native CRM, and automated revenue agents, YouEx helps B2B teams respond faster, reduce manual sales work, and prioritize the right opportunities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Zapier Yes 
Calendly Yes 
Claude No 
ElectroNeek Yes 
Habsy Yes 
Leexi Yes 
LinkedIn Yes 
Meta Ads Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Nango Yes 
Nex Yes 
Refold Yes 
SEQUESTO Yes 
Stacksync Yes 
Tendro Yes 
Trello Yes 
Wufoo Yes 

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Zapier Yes 
Calendly No 
Claude Yes 
ElectroNeek No 
Habsy No 
Leexi No 
LinkedIn No 
Meta Ads No 
Microsoft Excel No 
Microsoft OneDrive No 
Nango No 
Nex No 
Refold No 
SEQUESTO No 
Stacksync No 
Tendro No 
Trello No 
Wufoo No 

Pricing Details

$0
Free (for small teams)
Plus $29 p/m (for growing teams)
Pro $59 p/m (for scaling businesses)
Enterprise $119 p/m (for large organizations)
Free Trial Yes 
Free Version Yes 

Pricing Details

$15/month/user
$15/month for AI CRM and Revenue Automation

$49/month for AI Web Agent

$199/month for Teams
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Attio

Founded

2019

Country

United Kingdom

Website

attio.com

Vendor Details

Company Name

YouEx.ai

Founded

2026

Country

United States

Website

www.youex.ai/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management No 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging No 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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