Craftt team will help you set up pipelines, automations, reports, and keep your Attio working smoothly so your team can focus on selling.
— Setting up pipelines that reflect your internal processes
— Creating and configuring custom attributes and custom objects tailored to your data needs
— Defining user roles, visibility groups, and permission sets for secure access.
— Creating filters for quick access to segmented data.
— Building dashboards and reports to track key metrics and team performance.
— Setting automation workflows to reduce manual work and improve efficiency.
— Connecting Attio with external tools.
— Delivering training sessions to ensure your team adopts and uses Attio effectively.
We runs a discovery workshop, reviews your current processes, and identifies what’s blocking Attio adoption. You’ll get a clear plan for how Attio should be set up to fit the way your team actually sells.
After the plan is agreed, we setup a preferred communication channel (Slack/Email) for faster communication, and your dedicated account manager sets up pipelines, automations, reports, and integrations.
After everything is set up, we provide hands-on training and ongoing support making sure your team feels confident and actually uses Attio every day.
Attio is powerful but highly customizable. Many teams find that setup and ongoing admin take them away from core sales and marketing. We handle the technical side—pipelines, attributes, automations, integrations, and reports so your team gets a ready-to-use system without wasted time or frustration.
We combine hands-on implementation with ongoing admin support, free weekly webinars, and open resources that help the whole Attio community. Unlike one-time consultants, we stay with you—keeping your CRM clean, optimized, and evolving as your business grows.
Absolutely. We connect Attio with marketing, sales, and automation tools, whether through native integrations or Zapier. That way your CRM is always in sync with the rest of your stack.
We support everything from getting your CRM up and running to keeping it clean and effective long-term. For example, we can help you with:
— Creating or refining pipelines
— Designing custom attributes & objects
— Automating workflows
— Building reports & dashboards
— Cleaning and updating data
— Managing integrations
— Training your team
Yes, it’s 100% real. While we’re building our track record as Attio Experts, we’re offering free help to anyone who needs it. That means if you want pipelines set up, attributes customized, automations built, or just guidance on how to use Attio better, we’ll do it at no cost.
Our goal is simple: help teams get value from Attio while we gain hands-on experience and case studies.
