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Phloz vs Attio

Attio is a modern, flexible data-model-first CRM you shape yourself. Phloz comes pre-assembled for agencies, with delivery and a tracking map you don't have to build.

What Phloz has that Attiodoesn't

  • Tracking infrastructure map with typed nodes (GA4, GTM, Meta, Google Ads per client)
  • Pre-built agency shape — departments, retainers, client delivery (Attio is build-your-own)
  • Per-active-client pricing (Attio is per-seat)
  • Free client portals with magic-link access

When Attio is the right choice

If you're not running a digital marketing agency, Attio is likely a fine fit. Attiois a mature, capable product — it just isn't shaped for our specific use case. Phloz exists because we couldn't find a platform that treated agency ops and tracking infrastructure as first-class.

Frequently asked questions

Is Phloz really cheaper than Attio for an agency?
It depends on your team size and client count. Phloz charges per active client (not per seat or per contact), and viewer seats for client stakeholders are free. Most agencies that switch from Attio cut their monthly tooling cost by 30-60% — see /pricing for the math at your tier.
Can Phloz replace Attio entirely, or is it a complement?
For digital marketing agencies running CRM + work management + tracking infrastructure on Attio (or trying to), Phloz is a full replacement. For agencies using Attio for non-agency-shaped work (sales pipelines for product companies, generic team PM unrelated to client work), Phloz isn't trying to replace those use cases.
How long does migrating from Attio take?
Most teams move in 1-3 days: a few hours of structural mapping, a CSV import (Phloz has a workspace-import flow), and a parallel-running week to verify nothing slipped. The main lift is mental — accepting the agency-shaped defaults instead of recreating your Attio setup verbatim.
Does Phloz integrate with Attio?
Not natively in V1. Most agencies switching off Attio export their data and import to Phloz once, then leave Attio behind. If you need bidirectional sync — for instance, Attio stays as the company-wide CRM and Phloz handles agency ops only — V2 will add API-based integration. Talk to us about your specific case at contact@phloz.com.
Why doesn't Attio have a tracking infrastructure map?
Tracking infrastructure as a typed graph (every GA4 property, GTM container, ad pixel, conversion action, audience per client, with health state and verification cadence) isn't a feature Attio positions for. Phloz built it because every agency we talked to was tracking this in a Google Sheet. It's the moat — no other tool ships it.

See how Phloz compares to other tools agencies often weigh against Attio.

Try Phloz free

14 days free · No credit card · Starter tier free forever