Attio CRM
Your CRM should follow the business.
Not the other way around.
Attio is a modern CRM where the data model is shaped around how you actually work. We help you decide whether it fits, then set it up so it holds as you grow.
Companies
The organisations your business runs on
People
Contacts and relationships over time
Deals
A pipeline shaped around your process
Custom objects
Whatever is specific to your business
Activity
Calls, emails and meetings on the right record
- Model → process
- Custom
- Activity → record
- Automatic
When a traditional CRM starts to chafe
You have adapted to the system for long enough
Many CRMs assume a sales process that is not yours. The result is fields nobody fills in, objects used the wrong way, and a data model that describes the vendor's world rather than your own.
- The data model reflects a generic sales process, not your business
- What is unique about the operation ends up in free-text fields
- The team logs activity because it is required, not because it helps
- Every process change turns into a project
What Attio does differently
- Custom objects and relationships
- A fast, searchable data model
- Workflows you can change yourselves
- Activity linked automatically
What the platform is made of
The parts we build with
A short look at what Attio offers, and how we use it in a real setup.
Data model
The core of Attio. You define objects, attributes and relationships based on your process instead of forcing the business into a fixed template.
- Custom objects and attributes
- Relationships between records
- A structure you can change
Workflows
Automate recurring steps and communication between systems directly inside the platform.
- Automated process steps
- Notifications and tasks
- Links to other systems
Ask Attio
A built-in assistant that answers questions about your data and can carry out tasks for the user.
Call intelligence
Track, summarise and store conversations on the right record, so the context stays where it belongs.
Is it right for you?
Attio suits some teams and is wrong for others
We say so when another choice is better. Knowing that early is cheaper for everyone.
A good fit when
The business has its own logic
A standard CRM does not describe how you work, and the team wants to change the structure without ordering a project.
- Growing companies and go-to-market teams
- A need for custom objects and relationships
- Frequent process changes
- A data and automation driven way of working
Consider another option when
The need sits in a broad platform
The weight of the need is marketing automation, customer service and content inside one platform. A HubSpot setup is often the better whole.
- Broad marketing and service functions
- A requirement for one all-in-one platform
- Marketing automation, service and content together
Next step
We help you decide
A short evaluation step where we review your data model, your processes and your system map before any decision is made.
- Data model
- Processes
- System map
- Decision
Automation and integration
A CRM standing on its own helps nobody
Attio is connected to the rest of the stack the same way we work with every other platform.
How the connections are built
- Ready-made connectionsWhere an established connector exists, we use it.
- Make scenariosWhen several systems interact with conditions and transformations.
- API integrationStraight against the API when requirements go beyond standard.
Attio at the centre, connected to business systems, communication, automation, reporting and data sources, with data model, required fields, relationships, duplicate handling and monitoring as the foundation.
Attio CRM
Objects, attributes and relationships that mirror your business
Business systems
Orders, products and customer data
Communication
Email, meetings and calls
Automation
Flows between the systems
Reporting
Follow-up over time
Data sources
Enrichment and validation
Data quality from the start
- Data model
- Required fields
- Relationships
- Duplicate handling
- Monitoring
How we work
From evaluation to everyday use
An implementation is not finished at go-live. It is finished when the team works in the system without being reminded.
- 1
Evaluation and current state
We review your process, data model and system map, and take a position on whether Attio is the right choice.
- 2
Data model design
Objects, attributes and relationships are defined around how you work. We document the mapping before anything is built.
- Object design
- Field mapping
- 3
Setup and migration
Configuration of the platform, views and permissions, plus a structured move of existing data with clean-up where needed.
- 4
Automation and integration
Workflows and connections to your other systems are set up with clear logic and error handling.
- 5
Adoption and handover
Training, documented ways of working and support during the first weeks, so the team can run the system independently.
Common questions
What teams usually ask
- Attio has several licence levels and the pricing is set by the vendor. We go through which level fits you during the evaluation step, so you get current terms directly from the source.
- Yes. We use the same structured migration process as for other platform changes: mapping, field matching, clean-up, a test run and validation together with you.
- No. We work with HubSpot, Attio and automation platforms such as Make. Which platform fits depends on your business, not on what we happen to prefer.
- Yes, through native connectors, Make scenarios or integration straight against the API. We choose the method based on the need and build it with logging and error handling.
Next step
Thinking about Attio? We will help you start it the right way.
A short call is enough to tell whether it is worth looking further.