Step 1
Discovery Call
We'll learn about your goals, your current stack, and where the pain is. If we're a fit, we'll scope out next steps right on the call.
Certified Attio Experts · Data Engineering for GTM Teams
Your CRM is only as good as the data behind it.
We take a holistic approach to data infrastructure because your team's success depends on the accuracy, timeliness, and completeness of the data powering your systems. When you work with us, you're not just hiring a tech vendor. You're getting a strategic thought partner who designs and implements systems that actually work the way your team does.
We partner closely with Marketing, Sales, and Success teams to map workflows, build smart automations, and clean up messy data. CRM migrations, custom integrations, full pipeline builds. We make the complex feel clear and manageable.
Client Industries
- Venture Capital & PE
- B2B SaaS
- Agencies
- Professional Services
- Recruiting
- EdTech
- Fintech & Payments
- Marketplaces
- Logistics
- Manufacturing & Construction
- Real Estate
- Insurance
- Legal Tech
- Web3 & Crypto
- Nonprofits
Certified Attio Experts
We don't just set up your CRM. We engineer it around you.
We've worked with just about every CRM out there: Salesforce, HubSpot, Affinity, Pipedrive, Zoho, Folk. Attio is the one we keep coming back to. We've helped B2B SaaS companies, VCs, marketplaces, and more move to Attio and make it the central nervous system of their operations.
Building from scratch? Migrating off a legacy system? Trying to make sense of your team's chaos? We'll get you up and running fast.
Pre-Built & Custom Integrations
Your CRM shouldn't be an island.
We build and maintain a growing library of Attio integrations. Calendly bookings, Apollo enrichment, HeyReach campaigns, Zoom Phone activity, automatic duplicate detection. Some are published for free on the Attio App Marketplace, but dozens of others are custom-built for specific clients.
If the integration you need doesn't exist yet, we can build it.
dbt · dltHub · Prefect
Reliable data, from source to dashboard.
Your CRM is only one piece of the puzzle. We design and optimize the data pipelines that feed it: extracting raw data from your tools, transforming it into usable formats, and loading it exactly where your team needs it.
We use dbt for transformation (with built-in testing, version control, and auto-generated docs) and dltHub for flexible, open-source ELT pipelines that you actually own. No vendor lock-in. No duct tape. Clean, tested, version-controlled data flows.
Getting Started
From first call to first results, fast.
Step 2
Kickoff & Workshop
For complex projects, we'll run a workshop to build a custom roadmap. Simple projects skip this step entirely and go straight to build during the kickoff call.
Step 3
Build & Ship
We get to work within 24 hours of kickoff. Expect quick wins in the first week, not a six-week discovery phase. We build with intention and ship iteratively whenever possible.
Step 4
Support Window
After signoff, we stick around. We're fixing what isn't right, adjusting what could be better, and making small tweaks that drive adoption across your team.
Ready to stop fighting your data?
CRM migration, custom integration, or a complete pipeline overhaul. Whatever you need, we'll help you build something that actually works the way your team does.