%3Aformat(webp)&w=3840&q=80)
Why Attio
Companies, people and deals are the start. You add the objects and fields your business really runs on, so the CRM describes your work instead of forcing it into someone else's shape.
Email and calendar sync log conversations against the right people, and enrichment fills in company and contact details, so the record is current without anyone keeping it up by hand.
Routing, reminders and stage changes run from a visual workflow builder, so the process lives in the CRM rather than in one person's head.
A modern API means your website, booking tool, meeting notes and internal systems can write to the CRM directly, rather than through exports and imports.
Our own Attio build
%3Aformat(webp)&w=1920&q=80)
Hide and Seek
We moved our own CRM from HubSpot to Attio and cleaned it on the way: duplicate companies found and merged, and junk records from the old system removed.
Our website now writes to Attio directly. Every enquiry and every booked call lands as a person, a deal and a note, with the first and last page that brought them in.
Hide and Seek
Meeting notes from Granola filed to the matching Attio people, companies and deals automatically.
Hide and Seek
Action items drawn from each meeting, confirmed by a person, then written to tasks linked to the Attio record.
%3Aformat(webp)&w=3840&q=80)
What we do
We work out with your team what you need to track and why, then design the objects, attributes, lists and pipelines around it.
Data brought across from your old CRM, with the duplicates merged and the junk records removed before they reach Attio, not after.
Website enquiries and booked calls written straight to Attio as a person, a deal and a note, with the page and campaign that brought them in recorded on the record.
Meeting notes filed against the right people and deals automatically, and the actions from each meeting turned into tasks someone confirms.
Training for each role, the views they need on day one and a short list of rules the team agrees to, so the CRM is still in use in six months.
Ways in
A short review of what you need to track and who will use it, and an honest view on whether Attio is the right fit.
A migration with the data cleaned on the way, planned so the team is never without a working pipeline.
The integrations: website, bookings, meetings and your own systems writing to it, so the records keep themselves current.
Tell us what you use now and what goes missing. We will tell you how we would set Attio up, and what it would take to move.
%3Aformat(webp)&w=1200&q=100)
We're proud to be an approved supplier on a number of procurement panels across Australia and New Zealand.
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=640&q=100)
%3Aformat(webp)&w=3840&q=80)