Attio vs Streak:
free CRM access, Gmail workflows and automation.
Compare Attio vs Streak by free CRM access, Gmail workflows and automation. Four buying briefs explain the required package, capacity checks and costs to confirm.
Choose the workflow.
Then check the package.
Attio provides a configurable customer workspace with an ongoing Free CRM plan. Streak keeps CRM work inside Gmail, but its free email tools exclude pipelines. Choose the working context first, then the paid permissions, workflows and credit scope your team requires.
Seven differences that change the shortlist
| Buying question | Attio | Streak |
|---|---|---|
| Working context | Configurable customer workspace and objects | CRM pipelines inside Gmail |
| Free CRM | Up to three seats, three objects and 50,000 records | Free email tools exclude CRM pipelines |
| Next seat boundary | Plus supports up to ten seats; higher tiers expand scope | Paid per-user Pro, Pro+ and Enterprise |
| Email connection | Plan-based email/calendar sync and sharing | Gmail-centred customer conversations |
| Automation | Workflows and credit allowances require package checks | Pro+ adds integrations and automations |
| Reports and controls | Reports, object counts and permissions vary by tier | Pro+ advanced reporting; Enterprise custom roles |
| AI usage | Separate seat and workspace credits | Plan-based user AI credits |
Four worked buying briefs
These are hypothetical scenarios with explicit assumptions. They do not establish equal capabilities, measured usability or a negotiated price.
| Buying brief | Attio | Streak |
|---|---|---|
| Three people building a simple sales pipeline | Three seats fit the Free seat cap; check the objects and required permissions. | A free email-tool account does not provide CRM pipelines; quote a paid plan. |
| Four sellers who work primarily in Gmail | Four seats exceed Free; compare Plus and its email-sharing scope. | Quote paid seats and test the pipeline within the team’s actual Gmail accounts. |
| Five sellers need automated follow-up | Write the workflow and verify its blocks and monthly credit consumption. | Evaluate Pro+ for integrations and automations. |
| A manager needs strict record visibility | Check Pro or Enterprise permissions against the actual teams and objects. | Enterprise lists custom roles and data-validation rules. |
Three people building a simple sales pipeline
Can the free CRM remain after evaluation?
Attio: Three seats fit the Free seat cap; check the objects and required permissions.
Streak: A free email-tool account does not provide CRM pipelines; quote a paid plan.
A 50,000-record allowance does not verify the import relationships or the team’s access controls.
Four sellers who work primarily in Gmail
Does adding one person select a new plan?
Attio: Four seats exceed Free; compare Plus and its email-sharing scope.
Streak: Quote paid seats and test the pipeline within the team’s actual Gmail accounts.
Working context and adoption need observation by the team; no faster-work claim is inferred.
Five sellers need automated follow-up
What belongs in the retained package?
Attio: Write the workflow and verify its blocks and monthly credit consumption.
Streak: Evaluate Pro+ for integrations and automations.
A reminder, a sequence and a multi-step workflow can stop under different conditions.
A manager needs strict record visibility
Can the entry plan satisfy access control?
Attio: Check Pro or Enterprise permissions against the actual teams and objects.
Streak: Enterprise lists custom roles and data-validation rules.
Test the boundary with a synthetic confidential record, including exports and a removed user.
Customer model: preserve relationships during migration
Use one company with two contacts, a repeat deal and an archived activity to test import and export. Decide whether your team needs configurable objects or mainly a Gmail-linked pipeline. Keep field mapping and duplicate handling in the migration brief.
Report capacity is distinct from report meaning. Ask the manager to recreate one existing forecast and explain which fields, history and permissions it needs. A higher record cap does not guarantee that report.
Follow-up scope: specify the stopping condition
Write when an automation starts, when a customer reply stops it and what happens when the owner changes. Ask for the retained tier, credit basis and connected mailbox requirements. Keep seat costs separate from any AI or workflow usage.
The comparison addresses current access and package boundaries. Use synthetic records in an authorised evaluation and review the mobile workflow without sending real prospect messages.
Questions before you choose
Is Streak free for CRM pipelines?
No. Its current Free offer covers Gmail email tools; pipelines belong to paid plans.
Will four users fit Attio Free?
No. The current Free workspace lists up to three seats.
Are AI credits equivalent across these products?
No equivalence is established. Ask how each action consumes credits and how the allowance resets.
Keep the assumptions with the figures
Use the date, billing cycle, units and limits with each example. Check current account terms before purchasing. Unverified prices and model costs stay unpriced.
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Use these examples when discussing the shortlist with your team.