⚫ Attio

A flexible CRM for fast-moving teams

Attio suits startups that want a CRM shaped around their own data model rather than a fixed one. We help you design objects, lists and workflows that fit the way you sell, and connect product and billing data so your team sees real customer activity.

CRM

Attio

A good fit for

  • Startups and scale-ups
  • Product-led growth companies
  • Investors and dealmakers tracking relationships

7+ years

building and fixing CRM systems

4.99 rating

from 969 reviews on Fiverr

Top 1%

of talent on Upwork

🧰 What we do

What we do on Attio

Objects and lists

Custom objects, attributes and lists modelled on your business.

Email and calendar sync

Relationship data built automatically from your team's email and meetings.

Workflows

Automations for routing, follow-ups and notifications.

Product and billing data

Usage and subscription data from your app or Stripe linked to accounts.

Reports

Pipeline and relationship reports for founders and sales leads.

Migration

Moves from spreadsheets, HubSpot or Pipedrive.

🗺️ How we work

Plan, build, then stay with you

Every Attio project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.

We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.

What you get

  • Discovery workshop
  • Process and data audit
  • Roadmap with a clear quote

Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.

What you get

  • Configuration and data migration
  • Automation and integrations
  • Testing and a smooth go-live

Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.

What you get

  • Team training and how-to videos
  • Reports and dashboards
  • Ongoing admin and support
🔗 Integrations

Attio connected to the rest of your tools

  • Gmail and Outlook
  • Stripe
  • Slack
  • Segment
  • Zapier
  • Product databases
💬 FAQ

Attio questions, answered

Something else on your mind? Ask us on a free call.

It suits teams that want flexibility and modern design. If you need complex permissions, CPQ or field service, a platform like Salesforce fits better.

Yes, through the Attio API, so accounts show usage and plan details.

Yes. We map companies, people, deals and notes and check the results.

Yes, including webhooks and scheduled syncs.

Tell us what you need from Attio

Start your project