Elevate your GTM with an expert.

Browse our directory of Attio Experts with solutions for all needs — from designing your GTM stack to implementing custom integrations.

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Elite
Elite
novlini®
Accepting new clients

novlini®

The 1st Attio Expert Partner worldwide. We help startups, scale-ups, investment firms and structured revenue teams migrate, build and scale their CRM and GTM systems with Attio at the core. Over the past four years, we’ve delivered 60+ Attio implementations and complex migrations — including transitions from Salesforce, HubSpot, Pipedrive, Affinity, Zoho, Spreadsheets, Notion and Airtable. Attio is the CRM foundation. Around it, we design modular GTM stacks that are structured, automated and deeply integrated. What we deliver • CRM Migrations: Clean, controlled transitions to a scalable Attio foundation. • GTM Systems: Modular workflows, automation and best-in-class tools (Clay, Lemlist, Customer.io) connected around Attio. • Optimization & RevOps: Dashboards, automation, reporting and process redesign to improve clarity and performance. • App & API Integrations: Structured integrations via API or native Attio App SDK when required. We’re one of the most experienced Attio-focused teams worldwide: • 100% specialized in Attio • Deeply embedded in the product • In close contact with the Attio team While Attio is our sole CRM focus, we understand every major CRM platform — enabling smooth migrations and thoughtful GTM architecture. Our systems are designed to be powerful and maintainable: • Modular and scalable • API-connected where needed • No-code when it’s the smartest path Founded by Giacomo Caranese, one of the earliest Attio Experts, the team combines GTM strategy, RevOps architecture and hands-on technical execution. Our typical missions • Implement Attio from scratch - For teams adopting their first structured CRM. Data model, pipelines, automation and clean imports. • Migrate from a legacy CRM - For companies moving from Salesforce, HubSpot, Pipedrive, Affinity or Zoho. End-to-end migration with data restructuring and controlled rollout. • Improve an existing setup - For teams already using Attio. Audit, dashboard redesign and workflow optimization. • Connect your GTM stack - For sales and growth teams. Integration of Clay, Lemlist, Customer.io via API or native SDK. • Build an outbound engine - For teams generating qualified leads. ICP sourcing, enrichment and automated outreach fully integrated. Next steps 1. Click the link on the left to book your free 30-minute Discovery Call. 2. We assess your CRM and GTM setup. 3. You receive a clear scope and personalized proposal. 👉 Book your free 30-minute Discovery Call and let’s design the right Attio system for your growth.
5.0 (56)
Elite
Elite
Neon Deer Data Labs
Accepting new clients

Neon Deer Data Labs

We're a data engineering consultancy specializing in complex CRM configurations. We partner closely with Marketing, Sales, and Success teams to implement scalable tools and data processes. Our top priority is helping you realize value from Attio as quickly as possible. In the first week of our engagement, we'll tackle your biggest challenges and identify quick wins to help you see immediate progress. 👉 HOW TO GET YOUR PROJECT STARTED: Here's how we work with new clients: 1. Discovery Call: Use the link in the "Resources" section to book your free 30 minute session. We'll use this time to understand your goals and determine if we're the right fit for your needs. 2. Workshop [optional]: Following the Discovery Call, we'll schedule a free 60 minute workshop to build a custom roadmap for your specific Attio needs. If you have a simple project, we'll skip this and get started right away. 3. Proposal: Following the workshop, we'll provide a detailed quote within hours. 4. Project kick-off. As soon as you're ready to start, so are we. 👉 ONLY NEED A ONE-OFF CONSULTATION? Sometimes you just need focused, expert time to unblock, align, or accelerate your work. Book 45-60 minutes with us to get targeted help with your Attio CRM: build from scratch, or optimize what’s live. These sessions exist because small, well-guided interventions often unlock disproportionate progress. 👉 OUR SERVICES: We specialize in assisting clients with complex CRM migration requirements, and those with existing Attio configurations who are seeking more advanced setups (especially with third party integrations.) • CRM Migrations: Move your data and processes from HubSpot, Salesforce, or any other CRM into Attio with minimal disruption. • Automations: Leverage AI, reduce manual tasks, streamline operations, and keep important work from slipping through the cracks. • External Integrations: Keep your CRM connected to any external tool. We configure data pipelines, ETL, AI platforms, and other custom setups using solutions that can be maintained and easily built upon in the future. • Audits: Evaluate the health of your Attio setup with a comprehensive audit. We'll assess data structure, automation efficiency, and integrations to identify gaps and opportunities for improvement. • Ongoing Support: Our commitment doesn't end after the initial project completes. We're here to ensure long-term success with expert guidance and hands-on support.
5.0 (41)
Advanced
Advanced
Sideways CRM
Accepting new clients

Sideways CRM

The Attio specialist for investment and advisory firms. 35 successful Attio setups since 2023. Your network is already your edge. I build the system that puts it to work - the right conversations surfaced faster, the connections others miss made visible, and nothing lost. For firms where deals come from relationships - investors, advisers, brokers, dealmakers - I help you capture everything (relationships, conversations, history, documents), surface the connections others miss, and turn it into a system that compounds the more you use it. Built around how your firm actually works, not a generic sales funnel. You work directly with me, a Founding Attio Expert Partner who understands this world and owns the outcome - and brings in trusted specialists when the work calls for it, so you get senior judgement without ever managing a developer. Every engagement starts with a free 20-minute scoping session, moving to a Project to Partnership model - a clear first build, then an ongoing partnership to keep it sharp. Tell me where you are and what you're trying to achieve, and I'll come back with clear recommendations and next steps. 35+ successful implementations across M&A advisors, brokers, consulting firms, investment funds, VCs and boutique advisory. --- 🗲 Book a free scoping session where we'll discuss your current setup and ambitions for Attio. You'll leave with clear recommended next steps. --- ↳ Visit my website to learn more and get in touch
5.0 (18)
Advanced
Advanced
dialed technologies
Accepting new clients

dialed technologies

We are the first software developer-run Attio agency. Both co-founders had careers in software development before entering the Attio world. Through our technical-first approach we've leveraged code to build systems that streamline everything from complex CRM migrations to custom Attio apps. Our Offerings Foundation & Setup • Complete workspace design • Data migrations from other CRMs • Custom data architecture • Team onboarding • Process documentation Custom Development & Integration • Native Attio SDK apps (published marketplace integrations) • Complex API integrations • Bespoke automation workflows • Custom data enrichment • Advanced analytics dashboards De-Duplication • Expert-guided de-duplication platform for Attio combining advanced algorithms with specialist support Why Choose Dialed Best-in-class on one platform. We're all-in on Attio not generalists across multiple CRMs. This exclusive focus means deeper expertise and solutions that leverage Attio's full potential. Technical & foundational. Our implementations start with proper data architecture, ensuring your system scales as your needs evolve. When you're ready for custom apps or integrations, we're already deeply familiar with your setup. Working milestones, not endless projects. We work in 2-week sprints to deliver functional systems you can use immediately. This allows you to test new functionality, provide feedback based on real usage, and stay in control of timeline and budget. Our Process 1. Free 30-min discovery call 2. Technical planning & sprint breakdown 3. Same-day proposal with milestones 4. 2-week sprint execution deliver functional milestone 5. Your team uses it, we schedule next sprint when ready Ideal For • New Attio customers wanting expert setup • Investment firms transitioning from Affinity • Teams needing complex integrations • Organizations requiring custom applications • Businesses valuing iterative development
5.0 (17)
Advanced
Advanced
Revautex
Accepting new clients

Revautex

I'm Kayla Campos, Founder of Revautex and I design and implement Attio-based GTM systems for teams that have outgrown their CRM or spreadsheets. With a background in business development and sales, I build systems from the operator's perspective: clean data models, automations that actually run, and reporting your team will use. HOW WE CAN HELP: • Attio setup, migration, and optimization - custom objects, attributes, pipelines, lifecycle logic, workflows, AI attributes / features, and reporting completely tailored to your business • Integrations via tools like n8n or Zapier - connecting Attio to any platform with an open API • Training, documentation, and recorded walkthroughs for smooth team adoption WHO WE WORK WITH: Founders, sales teams, and ops teams across SaaS, AI, fintech, agencies, and more, who need a strong GTM foundation without the overhead of a full RevOps hire. HOW TO GET STARTED: 1. Book Intro Call. We'll discuss your business, goals and current setup 2. Strategy & Process Mapping Workshop. For implementation projects, we’ll spend 90 mins with you to deep dive into your business, map out your process in real-time using a flowchart and design a clear Attio structure that makes sense for your business model. 3. Proposal. Sent within 24 hours of the workshop, scoped to what we discussed in the workshop. 4. Project Launch. Because we mapped everything in the workshop, we hit the ground running immediately
5.0 (13)
Advanced
Advanced
Crawl Walk Run
Accepting new clients

Crawl Walk Run

APAC's first Attio Expert Partner. We help businesses across Australia and the wider APAC region move onto Attio and get real value from it, one step at a time. That is the idea behind our name. Crawl, then walk, then run. We start where you are, build solid foundations, and grow the system as your business does. After more than a decade inside the Salesforce ecosystem, we built Crawl Walk Run because CRM consulting was overdue for a rethink. Bloated teams, open ended timelines, and go-lives the vendor celebrated while the team quietly went back to their spreadsheets. Attio changed what was possible. A platform intuitive enough that a small, senior team can design, build and hand over a working system without the overhead traditional CRM consulting demands. We offer straightforward, fixed price projects and delivery completed in weeks. What we deliver • Implementation: Full Attio setup tailored to how your business actually works, configured and deployed end to end. • Data migration: Clean, controlled moves from HubSpot, Salesforce, Affinity, Pipedrive, Monday.com and more, with your data intact. • Integration: Attio connected to the tools you already use, via Zapier, n8n or API. • AI-powered workflows: Automations built with Claude, ChatGPT and Attio's native AI to handle workflows including automated personalised engagement, forecasting, strategy and document generation. • Process design: Workflows and automations shaped around your business, not a generic template. • Ongoing support: Light touch or hands on, keeping your system sharp as your needs change. • Training and enablement: Your team confident and self sufficient in Attio, from the basics to advanced features. How we work • 100% focused on Attio, deeply embedded in the product and in regular contact with the Attio team. • Fixed price and phased, so you always know what you are getting and what it costs. • Right sized to where you are today, with room to scale when you are ready. Next steps 1. Book a free discovery call at crawlwalkrun.co 2. We learn how your business works and where Attio fits. 3. You get a clear scope and a fixed-price proposal. Ready to get more from your customer relationships? Book your free discovery call and let's map the right Attio system for your business.
5.0 (10)
Advanced
Advanced
Kops
Accepting new clients

Kops

We help SaaS companies and B2B agencies build GTM systems that actually drive revenue with Attio as the backbone of your sales operations. With 8+ years of experience in CRM implementation and optimization, we’v helped 50+ clients turn their CRM into a real sales machine. Your setups are scalable, simple to use, and designed for your team to stay autonomous. ⭐️ What we do best 1. Full implementation (from 0 to 100) : Structure design, best-practice consulting, and complete Attio setup. 2. Existing CRM optimization : Make your CRM cleaner, faster, and directly increase your revenue. 3. Premium & fast migrations : From HubSpot, Pipedrive, Zoho, Notion, GIL, and more — with zero data loss. 🔥 Going further (if you need it) • Advanced lead scoring to prioritize your pipeline • Simple or complex automations (sales, marketing, nurturing) • Smart integrations (outbound, calling tools, marketing stack, internal tools) • Enrichment & intent data to target better and sell faster • Reporting & forecasting to track your sales activity precisely 💟 Why work with us? 💼 8+ years of CRM experience 🚀 50+ SaaS & B2B agency clients 📚 Clear documentation & training included 💬 Dedicated WhatsApp support (Mon–Fri) during the project ⚡ Fast onboarding — first results in just a few days ✅ How we work (our Roadmap) 1. Audit & scoping – We map your goals and processes 2. Structure design – Clean, business-oriented architecture 3. Technical implementation – Solid, scalable, and ready to use 4. Documentation & training – So your team stays autonomous 5. Optimization & ongoing support (optional) – Continuous improvements as you grow
5.0 (8)
Advanced
Advanced
Marco Serafini
Accepting new clients

Marco Serafini

We architect the operational backbone that lets you scale revenue without scaling chaos. Novrith is a specialized Business Operations Agency, and Attio is the command center we build around. We help digital agencies, SaaS companies, B2B tech businesses, and tech startups turn Attio into the strategic hub of an integrated operational ecosystem — not a standalone CRM, but the source of truth connecting sales, delivery, and data across the business. Our approach — systems, not tools: • Revenue infrastructure in Attio — data architecture, pipelines, automations, and team permissions built for how your business actually sells and delivers • Ecosystem integrations — Attio connected to your work management, automation, enrichment, and outbound layers so data moves without human babysitting • CRM migrations — clean, opinionated moves from legacy CRMs into a modern Attio setup • AI where it pays off — embedded into workflows to eliminate manual work, not bolted on for its own sake What makes working with us different: We don't just configure Attio. We build systems around it. Every implementation is designed to compound as you scale, with real team adoption, clean documentation, and a partnership model that keeps evolving the system after go-live. ⇨ WHO WE WORK WITH • Digital agencies, SaaS companies, B2B tech businesses, and tech startups • Teams actively scaling and hitting bottlenecks in lead management, sales process, or cross-team handoffs • Founder-led teams without an in-house RevOps function that want enterprise-grade foundations without the overhead • Companies that want Attio set up properly from day one ⇨ HOW TO GET STARTED 1. Book a free discovery call (link on the left) 2. We map your operations and identify where Attio becomes the lever 3. You receive a tailored plan — ready to execute, with clear milestones ⇨ KEY DELIVERABLES • Complete Attio workspace: data architecture, lists, pipelines, automations, team permissions • Integrated RevOps workflows connecting sales, delivery, and operations • Custom integrations and automated data flows across your stack • Migration from legacy CRMs to a properly designed Attio setup • Continuous optimization and scaling support Ready to make Attio the operational backbone of your business? Let's build a system that scales with you.
5.0 (7)
Advanced
Advanced
Attimize
Accepting new clients

Attimize

With 9 years of expertise in the CRM space, we specialize in helping businesses streamline their customer relationship management, optimize workflows, and scale operations efficiently. We have worked with large enterprises like Sonos and Gopuff, as well as smaller, fast-growing companies like Retention, StoryBoard and Cresta delivering tailored CRM solutions that drive results. Having supported over 150 clients across multiple CRMs, we bring deep technical knowledge, strategic insights, and hands-on experience to every engagement. Whether it’s implementing, customizing, or automating CRM systems, we ensure businesses get the most out of their tools while improving productivity, collaboration, and customer insights. Our mission is simple: to empower businesses with smarter, more efficient CRM solutions that fuel growth and long-term success. How We Help 🔧 Custom Attio Workspaces – Designing, optimizing, and structuring Attio databases to fit your business needs, including audits, clean-ups, and workflow strategy. 🧠 CRM & Data Management – Organizing and streamlining client relationships, sales pipelines, and team collaboration with Attio’s powerful features, enhanced with AI-driven insights. 🤝 Team Training & Adoption – Guiding teams through Attio implementation, change management, and best practices to ensure smooth adoption and maximum efficiency. 🔗 Automation & Integrations – Connecting Attio with key tools like Zapier, Slack, Google Workspace, and other platforms to automate repetitive tasks and improve productivity. 📦 Migration, Maintenance & Scalability – Seamlessly migrating data into Attio, ensuring long-term performance, and scaling systems as your business grows.
5.0 (6)
Advanced
Advanced
Working Mono
Accepting new clients

Working Mono

About Working Mono Working Mono helps high-growth B2B teams make Attio the frontend for the commercial system underneath it: product usage, customer context, billing, support, enrichment, routing, lifecycle state, reporting, workflows, and AI-legible context. We are an Attio Founding Expert Partner for teams where the question is not "can someone configure the CRM?" It is "can Attio become the place our team and agents actually run the business from?" The technical lift sits with us. You bring the commercial context and decisions that matter. We design the architecture, manage integrations, turn product and revenue logic into workflows, and leave you with something your team can run. Best Fit • PLG and usage-rich companies that need product signals inside Attio. • Founder-led or scaling sales teams moving from spreadsheets, memory, legacy CRM, or a tool stack nobody trusts into a real revenue system. • RevOps and GTM leaders who need routing, reporting, enrichment, lifecycle, and workflow logic to line up. • AI-native teams that want Attio, Workflows, and connected agents to operate from reliable context. What We Build Around Attio • Data model: objects, fields, lists, relationships, permissions, and views your team will actually use. • Source map and migration: CRM, product analytics, billing, support, forms, enrichment, spreadsheets, and human knowledge. • Product and customer signals: usage, activation, expansion, risk, renewal, and self-serve buyer signals. • Workflows and agents: scoring, routing, enrichment, alerts, handoffs, lifecycle moves, and reporting loops. • AI-legible commercial memory: traceable definitions and operating logic so Attio's AI features do not relearn the business every time. How It Works We map the commercial terrain: what the team believes, what source systems prove, and where Attio needs to become the operating surface. Then we build the foundation for you: data model, source map, migration or sync plan, first workflow, and operating logic your team can trust. Your team stays close to decisions, not buried in technical work. Weekly Patches keep the system compounding as your product, market, team, and revenue motion change. You own the system: data model, source maps, workflows, docs, prompts, and infrastructure. Working Mono keeps it sharp. Not A Fit We are not the right partner for cheap admin, basic field setup, or one-off dashboards. We are strongest when Attio needs to become the operating surface for a changing commercial motion.
5.0 (5)
Advanced
Advanced
Optemization
Accepting new clients

Optemization

Our team helps high-growth companies stop the chaos of scattered knowledge and doc dumps — so your company can get work done efficiently and adopt modern tech tools like Attio. Get access to a team of automation engineers, workspace designers, and developers. We’ll help you organize, streamline, and automate processes — tailored to how you want your company to work going forward. With a track record of successfully completing over 100 projects with more than 80 clients, we can help you get everyone’s nuanced workflows into a trusted workspace. Work faster and more efficiently as a team — with less manual work, fewer mistakes, and a much better employee experience across teams. We can help you with the following: • Workspace development • Workspace design • Workspace automation and integrations • Workspace documentation • Migrations / integrations / automations with other tools • Workspace monitoring and maintenance • Attio training for teams Need help with something else that’s not listed above? Reach out to us! We’d be happy to discuss what you had in mind.
5.0 (1)
Advanced
Advanced
The Workflow Company
Accepting new clients

The Workflow Company

We turn your Attio workspace into an intelligent revenue engine. The Workflow Company specializes in AI-powered GTM automation for VC-backed startups and venture capital firms - organizations that need sophisticated technical solutions to match their growth ambitions and complex deal processes. We architect advanced workflows that automatically discover opportunities, research prospects, and execute on GTM intelligence across your entire tech stack. From portfolio company outreach to LP relationship management to scaling startup sales motions, our AI systems handle the technical complexity while you focus on strategic decisions. Led by operators with proven experience scaling GTM at Uber and YC-backed startups, we offer both project-based implementations and ongoing optimization subscriptions—giving you flexibility to choose the engagement model that fits your needs. What we bring to your Attio implementation: • ✅ Advanced AI Workflows – Sophisticated automation that handles complex research, qualification, and enrichment tasks • ✅ Revenue-First Design – Every workflow is architected to generate pipeline and accelerate deals • ✅ Battle-Tested Tech Stack – We bring a robust foundation using Clay, n8n, Node.js, Default, and others—ensuring your CRM and automation stays reliable as you scale • ✅ Operator Perspective – We understand the unique challenges of high-growth environments because we've scaled them ourselves • ✅ Flexible Engagements – Choose from project-based implementations or ongoing optimization subscriptions based on your needs • ✅ Responsible Innovation – Proud 1% for the Planet members, demonstrating that cutting-edge AI and environmental stewardship go hand in hand Your Attio workspace becomes the foundation for an intelligent system that works around the clock - identifying prospects, gathering insights, and surfacing opportunities so your team can focus on what they do best: closing deals and driving growth. 👉 Read to get started? 1. Click on the "Contact" button and tell us a bit about yourself. 2. We will then book a 30-minute discovery call where we'll explore your current GTM challenges, understand your growth objectives, and identify the highest-ROI opportunities for you.
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Core
Core
5050Growth
Accepting new clients

5050Growth

5050Growth builds AI-first Attio CRMs. Plug-and-play systems for VC funds, private equity firms, and startup teams who want AI working in their CRM next week, not in 6 months. 10+ live Attio implementations in production. Zero data loss across migrations. Founder-led. No junior consultants. What we ship • Custom workspace architecture: data model, lists, permissions, ownership rules, designed around how you actually operate, not a CRM template. • Migrations from HubSpot, Salesforce, Affinity, Pipedrive, Notion, and spreadsheets, with relationship history preserved. • The full GTM stack wired in: Clay for enrichment, Lemlist or HeyReach for outbound, n8n for orchestration, Intercom for CS, Stripe for billing, Granola for meetings. • AI agents on top: workflow automation, lead routing, deal-flow scoring. How we work • 1-week sprints with fixed scope and a fixed price per phase. • 30-minute diagnostic first, then a tailored plan and quote by end of day. • Kickoff inside 48 hours of approval. • You own everything we build. • No retainer lock-in - we hate them as much as you do. Industries we know inside-out • Venture capital: deal flow, LP commitments, portfolio oversight, board reporting. • Private equity and family offices: intermediary tracking, manager tracking, distributions. • Startups and scale-ups: signup-to-revenue automation, churn prevention, pipeline architecture, full-funnel reporting. Operating across Europe and Americas timezones. Languages: English, Spanish, German. Free 30-minute diagnostic. No slide deck - honest read on whether Attio is even the right call. Book on the left.
5.0 (10)
Core
Core
Craftt
Accepting new clients

Craftt

Craftt is an AI-native Attio implementation agency. We build Attio workspaces that run with AI agents, automation, and clean data. Go live in 7 business days, or you do not pay. We work best with VCs, agencies, financial services companies, and growth-stage B2B teams. What you get: • Attio live in 7 days. We design your workspace, migrate data, build pipelines around how you sell, wire automations, and train your team. • AI agents inside Attio. Deal review, meeting prep, pipeline hygiene, account research, follow-up drafting, and more. • CRM admin and optimization. Dashboards, reporting, workflow redesign, cleanup, and fractional CRM ops for teams already on Attio. • Automation and workflow design. Sales follow-ups, lifecycle stages, internal handoffs, reporting triggers, and repeatable workflows that reduce manual work. • Integrations and data architecture. Custom objects, API workflows, connected tools, and clean migrations from HubSpot, Pipedrive, Close, Salesforce, Affinity, Sheets, and more. Who we are: Craftt is a focused team of 5 Attio specialists. Attio is our only CRM focus. We help startups and growth-stage teams build a CRM that is fast, structured, and scalable. Who we work with: B2B SaaS, venture capital, insurance, recruiting, consulting, professional services, research, policy, and teams migrating from HubSpot, Pipedrive, Affinity, Close, or Salesforce. Most clients come to us with messy data, unclear pipelines, and manual work. We fix all three in one week. Our missions: 1. Free audit - $0. A written teardown of your Attio workspace in 48 hours, with the three highest-leverage fixes. 2. Tune-up - $1,000. For teams already on Attio but set up wrong. We reconfigure the data model, rebuild workflows, retune up to three Claude agents, document everything, and hand it back. 3. 7-day Sprint - $2,000. Full Attio build: migration, data model, pipelines, automations, integrations, six Claude skills, training, and a 30-day tune-up. Live in 7 business days, or you do not pay. 4. Operating layer - $900/month. Monthly CRM ops: health reports, dashboards, new automations, deduplication, cleanup, and workflow improvements. Runs on your account, with no lock-in. Special offer: Get a free 48-hour Attio audit. Within two business days, we send a written teardown covering what works, where data or pipelines leak revenue, and the three highest-impact fixes to ship this week. Five free audit slots available each week.
5.0 (8)
Core
Core
Jorgen Barthel
Accepting new clients

Jorgen Barthel

Expertise in sales and software I help companies improve their sales performance by designing and implementing effective sales processes, supported by CRM and sales intelligence software. Technology is never the goal in itself — it’s a means to create a structured, predictable, and scalable sales operation. Agile My approach is based on the Agile methodology: building your sales process in short, impactful sprints. This saves time, boosts team adoption, and results in a process that truly works for you. Time Savings This approach significantly reduces the time spent on documenting features and deliverables—especially since these often evolve during implementation. Adoption Users learn to master the CRM and other software step-by-step. This is not only more effective, but it also prevents the system from being perceived as a 'burden.' Ensuring a smooth user experience is essential for success and addresses one of the most common reasons why CRMs are underutilized. Automations and Integrations By initially working with systems independently, we only automate what is strictly necessary. Automation is a means to an end, not a goal in itself. Mission & vision My mission. Building a sales process that drives results, brings clarity, and is a joy to use. My vision. A good sales process is essential, but it doesn't have to be complicated. It should empower you, not hinder you.
5.0 (1)
Core
Core
Wintactix
Accepting new clients

Wintactix

We work with teams using Attio who have a clear direction for how they want their CRM to support the business, but need an experienced partner to turn that direction into a concrete system. Clients work with us to crystallize their thinking. We help them reason through how the system should work across teams, make the necessary trade-offs explicit, and decide what to standardize versus where flexibility is worth keeping. Our philosophy • We believe clients use Attio because they already trust the Attio brand. Our role starts after that decision, by helping you get the maximum out of the platform you’ve chosen. • We believe most teams already have direction. What you need is help crystallizing that direction and turning it into something concrete inside Attio. • We believe teams add more tools because they don’t realize what their existing tools can handle. A big part of our work is showing you what can live inside Attio and helping you to commit to that. • We believe the most valuable part of consulting is thinking with the client. That means working through your ideas together, pressure-testing them, and making trade-offs explicit. • We believe clients want confidence. Confidence that you're using Attio correctly, that your approach makes sense, and that your’re not painting yourselves into a corner without realizing it. What we typically help with • Turning a rough idea into a concrete Attio setup • Defining objects, relationships, properties, and lists • Reconciling how different teams view and use the same data • Designing schemas that can support real, day-to-day usage • Implementing larger, structured builds rather than lightweight configuration Who we’re a good fit for • Clients who want an experienced partner to work through the system with them and make clear, opinionated decisions on the setup • Teams using Attio who have an idea of where they want to go, but aren’t confident they’re setting it up in the best way • Teams who want trade-offs made explicit early, rather than discovering limitations later • Clients who want their approach sanity-checked and validated • Teams using PostHog: we’re often a strong fit by default, as our sister agency focuses exclusively on PostHog consulting (HogHelper.com) Who we’re not a good fit for • Email sequencing and outbound execution • Outreach copywriting or campaign management • Small, one-off configuration tasks • Teams without clear ownership or intent on what they want to build Next steps If this sounds like a fit, head to our website and book a call.
5.0 (1)
Core
Core
prospr
Accepting new clients

prospr

We build the system your revenue runs on. prospr designs and builds go-to-market systems for B2B companies, transforming fragmented tools, disconnected workflows, and unreliable data into a unified system of action. By combining CRM architecture, revenue operations, automation, and AI, we create scalable operating systems that align all processes around a single source of truth, enabling faster execution, better decision-making, and predictable revenue growth. We've sat in your seat. We don't hand you a strategy deck and disappear. We've owned pipeline, carried quota, and inherited the same broken CRMs and duct-taped stacks we now fix for a living. So we don't theorize about your revenue engine - we architect it, build it, and run it alongside your team for 90 days after launch, until it's fully theirs. What we deliver • Revenue architecture & data modeling - objects and pipelines built around how your business actually operates, not generic CRM contacts and companies • Integrations - your inbound and outbound stack unified into one workspace, every lead and record in sync • Automation & AI agents - the system surfaces the next action on its own, instead of relying on memory • Migration & setup - clean moves off Affinity, HubSpot, spreadsheets, and legacy tools • Training & ongoing operations - we don't just build it; we make sure it gets adopted Proof: Tetrix Transport A US freight brokerage running its entire operation across inboxes, spreadsheets, and people's heads. We rebuilt it on Attio with custom objects for Carriers, Loads, Clients, and Deals, and wired inbound and outbound into a single workspace. Then we layered AI on top: new companies are auto-qualified against their ICP, stalled and duplicate deals surface before they cost anything, and every morning each rep receives a personalized briefing on exactly which deals need action, and what to do next. Let's build yours. 👉 Contact us. We pressure test your current GTM and CRM setup, show you where it's leaking, and hand you a clear plan to build a revenue engine that runs.
5.0 (1)
Core
Core
SuiteStack
Accepting new clients

SuiteStack

SuiteStack helps growth-driven B2B teams unlock more predictable sales and marketing outcomes through strong CRM processes, connected tech ecosystems with integrations, and ongoing strategic support. Our core strength lies in CRM-centric process engineering: we refine how your teams capture, score, and nurture leads, streamline your sales pipeline for predictable conversion velocity, and align marketing execution with measurable business outcomes. By standardising data models and workflows, we ensure your CRM becomes a central source of truth that fuels both tactical execution and strategic decision-making. We provide Attio implementation services and ongoing support that keep your CRM and associated processes healthy, scalable, and aligned with changing business goals. From strategic road-mapping and monthly optimisation to training, performance monitoring, and custom integrations, we’re here to help your teams get more value out of every touch point. We work in the Nordics and offer our services in English, Swedish and Finnish.
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Core
Core
Carbon Edge
Accepting new clients

Carbon Edge

Carbon Edge is an Australian technology consultancy helping ambitious businesses transform their operations for an AI-driven world. We have worked with all top-tier CRMs and Attio is the strongest commercial and technical foundation available today. For this reason, Attio sits at the centre of our work as the modern CRM foundation our clients build on, then extend with AI agents, automations, and connected data across their entire stack. We span three modes of engagement: strategic advisory, full delivery, and fractional CTO partnerships. Our work covers CRM and revenue ops, websites and e-commerce, custom applications, workflow automation, and AI integration. Always built as a connected ecosystem rather than a stack of disconnected tools. We work with clients across finance, construction, health, agriculture, e-commerce, professional services, nonprofits and member organisations. Happy to collaborate with in-house teams or other agencies, particularly where modern CRM architecture and AI-powered go-to-market are central to the brief. We offer: • Full Attio implementation, including data model design, pipeline architecture, automations, sequences, and reporting • AI agent and workflow design using Claude, n8n, and Attio's MCP and API • Native and bespoke integrations across HubSpot, Mailchimp, AutoSend, Xero, Shopify, accounting platforms, and custom APIs • Migration from Affinity, Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, Excel, and CSV-based systems • Sales sequences, call intelligence, and reporting workspace configuration • Ongoing managed support, system enhancements, and roadmap planning • Fractional CTO and digital technology partner engagements for clients who want a senior technology lead without the cost of a full-time hire If you are ready to move towards a connected, AI-ready operating model, we would love to talk. We offer a complementary 45-60 min strategy session.
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