A flexible, data-driven CRM for fast-moving B2B teams, with custom objects and automatic enrichment built in.

01

What we do with Attio

Open any item to see how we implement and run Attio.

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01

Workspace and data model setup

Attio

We set up Attio objects, attributes and lists around how your team sells, including custom objects for partners, investors or products.

What’s included

  • Objects and attributes
  • Lists and views
  • Import from spreadsheets or another CRM

Category

CRM

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02

Automated enrichment and syncing

Attio

Attio enriches companies and people automatically and syncs email and calendar, so records build themselves as your team works.

What’s included

  • Email and calendar sync
  • Enrichment settings
  • Duplicate rules

Category

CRM

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03

Workflows and sequences

Attio

Attio workflows automate handoffs, alerts and follow-ups triggered by changes to records.

What’s included

  • Trigger-based workflows
  • Slack and email alerts
  • Sequence setup

Category

CRM

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04

Reporting and pipeline views

Attio

Attio reports and pipeline views show deal flow, conversion and team activity in real time.

What’s included

  • Pipeline boards
  • Conversion reports
  • Team activity dashboards

Category

CRM

Talk to us about Attio
Financial District from the bay, San Francisco
02

Pairs with

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Contact

Let’s get to work. Start a conversation.

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