Schema design, migrations, integrations, and automations from a team that's shipped hundreds of Attio projects for B2B SaaS, venture firms, agencies, and marketplaces.
We focus on four segments where Attio fits the work: B2B SaaS, venture capital firms, marketplaces, and agencies. The common thread is a real data model with custom objects, integrations beyond Zapier, and a team that wants the CRM to fit how the business actually runs. We avoid generic Attio configurator work and projects where the value would not justify our rates.
Every engagement starts with a free 30-minute discovery call. From there, we scope a project that fits your data, your timeline, and the level of complexity your team actually needs us to handle. Most builds run in a sandbox first, with feedback loops along the way and a short cutover at the end, and we document everything so your team owns the Attio workspace from day one. Dependence is not a deliverable.
Remote by default. We work with teams across North America, the UK, EU, Australia, and the Middle East. Most engagements run async with a weekly working session. We can do onsite when the project needs it (board prep, executive workshops, stakeholder rollout) but most of the work does not require it.
Attio is flexible and API-first, but it is not magic. The integration marketplace is still growing, role-based access control is more basic than the enterprise platforms, and reporting can feel light if you need multi-axis charts or dashboard-level filters. Notes can only be linked to one record, so meeting notes involving several people and a company need a clear convention. Meetings have an API path now, but it is still in alpha. None of this usually kills a project, but it changes how we design the Attio workspace.
Usually, no. Attio should be the operating layer for customer relationships, not the dumping ground for every adjacent workflow. High-volume outbound is usually better in Lemlist, Instantly, Smartlead, or another prospecting tool until someone actually engages. Accounting, invoicing, and billing should stay in Stripe, QuickBooks, Xero, or your finance stack, with Attio triggering or reflecting activity where useful. The clean setup is Attio as the relationship hub, not Attio pretending to be five different systems.
Almost never. CRMs look simple until you account for permissions, imports, deduplication, activity history, reporting, integrations, automations, and all the weird ways people use them. Attio gives you a flexible base without making your engineering team maintain a CRM forever. Put custom engineering around the CRM: enrichment, product signals, billing events, internal workflows, and reporting. That is where bespoke work usually pays for itself.
Yes, with the normal caveat that no one can predict the next 20 years of software. We see more Attio work every year, including migrations from HubSpot, Affinity, Pipedrive, Copper, and Salesforce. They are well-funded, hiring engineers, and shipping quickly. Our own business is very Attio-centric. If Attio stalled out, we would have a real problem too, so we are not giving you detached vendor-neutral advice here.
Each sub-service has its own page with the deep details. The CRM migrations page covers what carries over from each source CRM, how the project actually runs, and the typical timeline. Custom integrations covers Attio SDK integrations and the work we do connecting Stripe, NetSuite, and warehouses. Bulk merging is part of our Duplicate Detection app. Find and review duplicate People and Companies, choose what to keep, and approve merges yourself.
Book a 30-minute discovery call. We'll walk through your setup, answer your questions, and tell you honestly whether we're the right fit.