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Great experience with dialed
Troy Shen · Cervo AI ·
Will was helpful in setting up automations that streamlined our sales process
dialed technologies
Accepting new clients
Advanced
United States, New York, New York
Menu
CRM Platform
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Ask AttioSearch and create with AI
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AINative to your CRM
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Data modelSync and enrich your data
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Productivity & collaborationContext for your team operations
Automations
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WorkflowsAutomate any process
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SequencesPersonalized outreach
Insights
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Call IntelligenceRecord and analyze meetings
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ReportingInsights in real time
Ecosystem
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Developer PlatformBuild with the Attio API and SDK
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Apps & integrationsConnect all your favorite tools
Get started
- Attio 101
- Hire an expert
- Talk to sales
Awards
- Attio Hackathon 2nd Place
Supported Regions
- Americas
- EMEA
- APAC
Expert Location
- North America
Languages
- English
Expert Tier
- Advanced
dialed technologies is a certified Attio partner
Technical operators for companies that run on Attio. We help teams run revenue on Attio instead of around it.
We are the first developer-founded Attio agency. Both founders came from software engineering, and it shows in what we build, from complex migrations to custom SDK apps on the Attio marketplace. Before we build, we map your stack, find the workflows worth running, and rank a roadmap by impact vs. effort.
Our Offerings
Foundation & Setup
- Complete workspace design
- Data migrations from other CRMs
- Custom data architecture
- Team onboarding
- Process documentation
Integrations & Workflows
- Attio as your system of record, with your full stack plugged in
- Product usage from PLG tools like PostHog synced to the record, so sales and CS see activation and expansion
- Two-way syncs across your tools: Luma, Swoogo, Stripe, enrichment, email
- Automated plays: at-risk accounts trigger CSM outreach, activated accounts route to sales for upsell
- Cohort sync so a product segment stays the same list in Attio
Custom Development & Integration
- Native Attio SDK apps (published marketplace integrations)
- Complex API integrations
- Bespoke automation workflows
- Custom data enrichment
- Analytics dashboards
De-Duplication
- Expert-guided de-duplication: advanced matching plus specialist support
Why Choose Dialed
Best-in-class on one platform. We're all-in on Attio, not generalists across CRMs, which means deeper expertise and full use of the product.
Technical & foundational. We start with data architecture that scales. When you want custom apps or integrations later, we already know your setup.
Start fast, then partner ongoing. We kick off with a focused 2-week sprint so you have a working system quickly, then roll into a monthly engagement that keeps improving as your needs evolve.
We build SaaS on Attio too. We run our own products (Forms, DeDupe, PublicViews) on Attio and wired product usage into revenue for ourselves before building it for clients. When you run SaaS, that context matters.
Our Process
- Free 30-min discovery call
- Technical planning and roadmap
- Same-day proposal with milestones
- 2-week sprint delivers a working milestone
- Your team uses it; we roll into monthly engagement
Ideal For
- SaaS companies running go-to-market on Attio
- Product-led teams who want usage data driving sales and CS
- Investment firms migrating from Affinity
- Teams that need custom integrations or SDK apps
Media
Clients
Reviews
5
20 reviews
Excellent Attio Experts Who Understand the Operational Detail
Will Howell · Gallo legal ·
Will and Nick at Dial Technologies have been excellent throughout our Attio setup. They are knowledgeable, patient and genuinely helpful, taking time to understand our sales and operational requirements, not just the technical setup. They helped us think through data architecture, various data integrations, invoice/service mapping and dashboard design, making Attio practical and usable for the team. Highly recommend.
Quick, responsive, and efficient
Lucas Vaz · Unknown Company ·
Had a great experience working with the Dialed team, which managed our data migration and set up our new attio space. They were very efficient and managed things very well. Would recommend!
great getting me ramped on attio!
Kelly Freedman · Lasagna ·
They did a great job getting my firm all set up on Attio - making sure all of our objects / records were set up correctly. They were so easy to work with and so helpful! Highly recommend!
Will and Nick know EVERYTHING about Attio!
Nick Eischens · Unknown Company ·
Will audited my Attio setup and gave me some super helpful tips for improving my workflows and automations. Highly recommend!