July is filling up. 2 of 4 slots already booked, 2 still open.
One source of truth for every customer, with AI agents that do the CRM admin your team does by hand today.
Get a prepared Attio data model, migrated data, reports, and integrations, with agents that turn your calls into tasks, clean up duplicates, and draft your board report. Running on the Claude subscription you already pay for, with no extra AI bill.
Trusted by Attio teams across VC, policy, recruiting, accounting, and B2B SaaS
Verified Attio ExpertYou bought Attio. You use Claude every day. Wiring them together takes an engineer you do not have, and you do not want to burn credits guessing. That is the whole job we do, on your own Claude subscription, with no per-token cost and no extra AI bill.
Every engagement starts with a free 30-minute call. We prepare a full plan before you commit to anything.
We ask about your team, your current CRM, your stack, and where things break down. You ask us anything.
We prepare a board with a proposed data model, automations mapped to your process, integrations based on your stack, a statement of work, and a migration plan. We also create a workspace on a demo account and record a 5-minute video showing how it looks.
You review the board on your own time. If it looks right, we book a start date.
Six areas of work, in every Attio build — migration, workspace design, AI agents, integrations, reporting, and training. Not a menu of add-ons. It is all part of the build.
Coming off a messy HubSpot or Pipedrive import? We deduplicate, match, and stage your data so you can verify nothing is lost before it goes live. From HubSpot, Pipedrive, Salesforce, Close, or Sheets.
Pipelines, objects, lists, and views built to your sales motion. Not Attio's defaults.
Agents that turn your calls into tasks, clean up duplicates, and draft your board report, plus custom builds on demand. Running on the Claude subscription you already pay for, no per-token cost.
Granola, Gmail, Xero, Slack, Notion, Apollo, n8n. Whatever your stack runs on.
Pipeline, activity, conversion, and team performance reports. Refreshed automatically.
Recorded walkthrough, Notion runbook, Slack channel. Onboarding for new hires too.
Every implementation is scoped to your team.
30 minutes to confirm what is in and out for your workspace. No commitment.
Two ways teams try to solve this, and where each one leaves you doing the work anyway.
vs HubSpot & Salesforce
Old, not AI-native, and getting more expensive. You spend the seat cost and still run the admin by hand.
vs AI-CRM bots
They meter you per token and still leave you to run the migration and setup. We do the whole thing, on the Claude you already pay for.
A small team. One accountable lead on every project. Everyone here touches your build.
Founder · your single point of contact
You work with our team, from the first call to the live workspace. I lead every build and stay accountable for getting it right, so you always have one person owning the outcome. For deeper automation or data work the whole team is behind it — Mitchell and Polia bring senior judgement and the right hands on the job, so you get an agency's depth and never have to manage a developer yourself.
LinkedIn →
Partner
GTM Engineer
Three paths to a working Attio workspace, priced flat. Flat price, 7 days. Not hourly, not a $25k enterprise contract. Add the operating layer if you want the agents kept tuned month after month.
July is filling up. 2 of 4 slots already booked, 2 still open.
$0
Back in 2 business days
Yours to keep and act on — even if you never hire us.
$1,000
Normally $2,500 → you pay $1,000
Book a tune-up$2,000
Live in 7 business days, or you don't pay.
7 business days from kickoff. The clock depends on quick replies from your side — slow answers move the date.
Normally $6,900 → you pay $2,000
Book the sprint+ Operating layer
We are the mechanic for your agents — tuning them, checking executions, and adding new behaviors as your process changes. Runs on your Attio account, so you own everything and there is no lock-in. Optional after handoff.
$900/mo
More on the case studies page. This is the one that explains how we work.
George helped us migrate from Pipedrive to Attio and it was quick and seamless! He was super responsive and had several calls with me before we started to make sure I understood everything.
Sarah Olson
Keenan Reid Strategies
Pipedrive → Attio
Full reporting parity restored after migration, including custom milestone billing
$1.5M
Weighted pipeline tracked live in Attio for monthly business reviews
5 dashboards
Revenue forecast, win rate, time to close, and pipeline value — rebuilt from scratch
Top five. Full list on the FAQ page.
No. We specialize in Attio exclusively. We use middleware tools like Make, n8n, and Zapier for integrations across your stack, but the CRM itself is always Attio.
The Sprint goes live in 7 business days — or you don't pay. A Tune-Up of an existing workspace is usually 2 to 3 business days. Larger custom scopes can take 2 to 4 weeks depending on data complexity and integration count.
Yes. You own the workspace, the agents, and every prompt. The agents run on your Anthropic API key. No lock-in, no platform fees, no proprietary middleware.
We audit your existing workspace, clean up the structure, improve reporting, rebuild broken automations, and add AI agents on top of what you already have. The 48-hour audit is the right entry point for existing Attio users.
We are the mechanic for your agents. Tunes them as your process changes, watches outputs for drift and fixes them before they bite, adds new agents and behaviors when you ask, and reviews the workspace monthly. Runs on your own account. Think of it as a fractional CRM ops person at $900/mo.
Two ways in. Pick the friction that fits.