“When I first opened Attio,
I instantly got the feeling this was
the next generation of CRM.”
Margaret Shen Head of Business Operations · Modal
The revenue platform engineered for scale.
Attio is the AI CRM that builds pipeline, accelerates every deal, and compounds revenue around the clock.
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
[01]Powerful platform
/ item 1 ⋮ 4The intelligent system that never sleeps.
Picks up leads at 2am. Catches renewals before they slip. Hands you the answer before you ask.
Revenue agents at your command.
It’s your playbook. Agents work every account, capture every signal, and move every deal forward.
Explore agentsWhen 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”
Already there when you arrive.
Open your email, the draft is ready to send. Walk into the call, you’re already briefed. Type the question, the answer’s already there.
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
Continuous context for everyone.
Sales, success, finance, and every agent in the company, all running on the same live picture of the customer.
Explore data
Sales engagement
Email & calendar
Data warehouses
Customer support
Billing & invoicing
Product data
Workspace
Company
Deal
For the people who own the number.
From the next forecast to the last cohort, get your business answers in seconds.
Explore reporting[02]Adaptive model
/ data ↔ businessThe only CRM with Universal Context™.
Every signal from every customer, compounding into one layer your team and agents act on.
“Attio is a dev company’s dream CRM. It’s the perfect platform to understand our customers, gather crucial account information and produce critical pipeline insights.”
David Banys, Head of Product Marketing
David Boskovic, CEO & Founder
Jamie Marshall, COO & Co-founder
[03]data enrichment
/ speed 1:1Live from day one.
Connect your inbox and calendar. Attio learns your business and builds itself around it — before your first agent even gets to work.
[04]Built for scale
/ growth + securityBuilt for the pace of agents.
Attio runs on infrastructure that keeps up with your most ambitious agents. Millions of records, sub-50ms latency, always on.
Enterprise-ready, out of the box.
ISO 27001, GDPR, CCPA, and the security your customer data needs.