Platform
Attio implementation
Attio is a modern CRM that lets you shape your data model, lists and workflows flexibly. We implement it for your company, starting from how you sell and follow up, then design objects and lists, build automations, migrate data from spreadsheets or previous systems, connect it to the tools your team uses and support you after go-live.
Who it is for
- Startups and mid-sized companies building a structured sales process
- Teams managing relationships and deals in spreadsheets
- Companies that want an easy-to-use, adaptable CRM
Problems we solve
- Relationships and deals scattered across spreadsheets, email and chats
- No clear view of each deal's status and owner
- Separate tools that do not share data
What we deliver
- 01Sales and follow-up process discovery
- 02Data model and list design
- 03Workflows and automation
- 04Data migration from spreadsheets or previous systems
- 05Integration with other tools
- 06Testing and team training
- 07Post-launch support
What you get
- One place for relationships and deals
- Consistent follow-up without manual reminders
- A system that adapts as the team grows
How we deliver
Every project follows the same phases, adapted to its size.
- 01
Discovery
We understand your goals, current processes and challenges, and define the project scope and success metrics.
- 02
Design
We design the solution, technical architecture and data flows following platform best practices.
- 03
Build & configure
We configure the system and develop the required customisations in short iterations with regular reviews.
- 04
Integration & data migration
We connect the system to your other platforms, migrate your data and validate its integrity.
- 05
Testing, training & go-live
We test with your team, train your users and go live with a well-planned cut-over.
- 06
Operations & support
We stay with you after go-live with support, continuous improvement and evolution as your business grows.
Related services and platforms
CRM implementation & optimisation
We build the CRM your team actually uses, or fix an existing one that is not delivering.
DetailsBusiness process automation
We turn repetitive manual procedures into automated workflows with clear approvals and alerts.
DetailsSystem integration & data workflows
We connect Salesforce, ERP systems and other applications so data moves between them without double entry, and build custom portals for customers and partners.
DetailsLet's talk about your next system
Tell us about your processes and the systems you use, and we will propose clear first steps.