“When I first opened Attio,
I instantly got the feeling this was
the next generation of CRM.”
Margaret Shen Head of Business Operations · Modal
Customer relationship magic.
Attio is the AI CRM for GTM.
Demo call with Greenleaf team to help them get the most out of their PRO trial.
https://meet.google.com/psn-zfzb-yaw
Dylan ParkerCEO of Basepoint
Annie ZhangProduct Manager at Greenleaf)
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[01]Powerful platform
/ item 1 ⋮ 4GTM at full throttle.
Execute your revenue strategy with precision. Design powerful workflows, deploy AI, integrate your data and build detailed reports — all in one platform.
Automate everything
You’re in control. Automate even the most complex business processes with our powerful, intelligent automation engine.
Explore automationsWhen Deal updated
Trigger when a Deal’s status is updated
Switch
Route to upsell or nurture
Enroll in sequence
Enroll person in “Power user upsell”
Enroll in sequence
Enroll person in “Nurture”
Deploy AI
Search and create with Ask Attio, connect your stack with MCP, or put agents to work on complex tasks like prospecting and lead scoring.
Explore AINew lead found
Activate PLG motion
Does the company sell software to other businesses?
Yes, they are a B2B SaaS business
Evaluate size of opportunity
Did the company raise any funds recently?
$25M raised in Series A funding round
Identify key stakeholders
Who are the key stakeholders at the company?
Adam Kingsley, CEO; Anne Zaragoza, CTO; Tom Wagner, VP of Sales
Connect any type of data
Sync product data, billing data, and everything in between, for a real-time single source of truth for your business.
Explore data
Sales engagement
Email & calendar
Data warehouses
Customer support
Billing & invoicing
Product data
Workspace
Company
Deal
Powerful reporting
Create real-time, detailed reports that scale with your data. Visualize, customize, and get deep insights in seconds — not hours.
Explore reporting[02]Adaptive model
/ data ↔ businessA seismic shift in CRM flexibility.
Attio’s powerful data model adapts to how your business works, not the other way around. Your business model — perfectly reflected in your CRM.
“Attio is the first CRM that feels truly modern. It’s powerful, flexible, and fast to build with. There’s nothing like it on the market.”
Sahil Mansuri, CEO & Co-founder
David Boskovic, CEO & Founder
Jamie Marshall, COO & Co-founder
[03]data enrichment
/ speed 1:1Build fast.
Forget months of setup. Attio syncs immediately with your email and calendar, building a powerful CRM right before your eyes.
[04]Built for scale
/ growth + securityThe system of action for the next generation.
Attio is built for scale. Our customers sort through millions of records with sub-50ms latency.
Scale with security.
Attio is audited and certified by industry-leading third party standards.