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About

Attio is an AI-native CRM platform built for modern go-to-market teams that want flexibility, speed, and scale. It allows businesses to design powerful workflows, automate complex processes, and deploy AI to handle tasks like prospecting and lead routing. Attio’s adaptive data model molds itself to how a company actually operates rather than forcing rigid CRM structures. The platform connects any type of data, including product, billing, and communication data, to create a real-time single source of truth. Built-in reporting tools enable teams to generate detailed, customizable insights in seconds. Attio syncs instantly with email and calendar systems, eliminating long setup times. Designed for performance and security, it supports millions of records with enterprise-grade reliability.

About

Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Startups, scale-ups, and go-to-market teams seeking a flexible, AI-powered CRM to automate revenue operations and scale efficiently

Audience

Mortgage professionals and mortgage lenders

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Attio
Founded: 2019
United Kingdom
attio.com

Company Information

Lendware
Founded: 2019
United States
lendware.ai/

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Coevera

Coevera

Pipelinersales Corp.
Unify CRM

Unify CRM

Unify
HubSpot CRM

HubSpot CRM

HubSpot
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

Gmail
Microsoft Outlook
Zapier
ARIVE
Beam AI
Calendly
Claap
Disco.dev
Journeybee
Metaflow AI
Notion
Relay
SimpleNexus Mortgage Platform
Simplora
Tapni
Town
Trello
Wufoo
Zillow
mrmr

Integrations

Gmail
Microsoft Outlook
Zapier
ARIVE
Beam AI
Calendly
Claap
Disco.dev
Journeybee
Metaflow AI
Notion
Relay
SimpleNexus Mortgage Platform
Simplora
Tapni
Town
Trello
Wufoo
Zillow
mrmr
Claim Attio and update features and information
Claim Attio and update features and information
Claim Lendware and update features and information
Claim Lendware and update features and information