Directory/dialed technologies
dialed technologies

dialed technologies

Accepting new clients
Advanced
United States, New York, New York
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

  1. Free 30-min discovery call
  2. Technical planning and roadmap
  3. Same-day proposal with milestones
  4. 2-week sprint delivers a working milestone
  5. 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

Sent
Redpoint Ventures
Jolly
Squadra VC
The Swarm
Varen Capital Partners
Reviews
5
20 reviews

Super helpful!

Allie M · Unknown Company ·

Nick was so helpful with troubleshooting our Luma integration in Attio. He's quick to respond and help find solutions. Thanks, Nick!

New Private Equity Fund

Rich Zajeski · Varen Capital Partners ·

We are a new firm and first time standing up a CRM ourselves. Will and Nick helped us accelerate this process meaningfully and delivered a robust system that is differentiated for a company at our stage. They were also able to help us think more strategically about how Attio interacts with the rest of our technology stack.

EXCELLENT Support

Navneet Vishwanathan · Squadra Ventures ·

Nick and Will at dialed are ABSOLUTELY dialed in! They are deeply responsive, organized, communicative, and are deep Attio experts. We were evaluating both attio and affinity and our biggest concern was that attio would require too much customization and configuration. Nick and Will made that question irrelevant by working to effortlessly recreate a functional CRM for us that is aligned with the way that we do work and creates seamless collaboration!

So fast!

Annie Luchsinger · Breakers ·

Loved working with the Dialed Technologies team to clean up and automate my Attio workflows. They were done with the first sprint in less than 24 hours and it was exactly how I imagined.

Amazing Team

Larry Hemley · S.J.Hemley Marketing ·

We worked with dialed technologies on a recent project for a client. We needed to get our overall environment set up, the dashboards and pipelines, as well as the workflows and sequences. Working with dialed technologies, we scoped out what needed to be done and then they enhanced the project by sharing what we missed acting like a true advisor. We amended and moved forward. The team knocked it out of the park. They were responsive, collaborative, accountable and an adviser throughout.