Elevate your GTM with an expert.

Alpgency builds AI and automation on top of Attio for investment funds. We are a European AI and software agency and an Attio Expert Partner. Our founders come from inside funds: Alejandro Pérez was tech lead at a €40M investment fund, and Lucas Brunner led financial-services technology programs. We set up Attio around deals, LPs and portfolio work the way a fund team actually runs them. What we build in Attio * Native Attio apps. Our meeting-brief app turns a call transcript into a deal note plus structured fields, with one button on the deal record. If a number was not discussed, it says so. * Sourcing and enrichment pipelines. Licensed data and public sources, scored against your thesis by an AI judge and delivered to Attio or Slack. Our founder radar for a pre-seed fund went live 9 days after kickoff. * Workflow automation with n8n. Meetings, inboxes and forms land on the right record, with deal-stage alerts and weekly digests. Alejandro is an n8n Community Ambassador. * Setup and support. Objects, lists and pipelines for dealflow and LP fundraising, then a fixed monthly retainer once it runs. Who we work with Funds first: VC, PE and family-office teams, plus B2B companies where the partners still run the CRM. We have shipped for pre-seed and impact funds in Europe and Latin America. How it works 1. Free Audit, 30 minutes. A member looks at your Attio workspace and workflows and names the first use case worth automating. No pitch deck. 2. Demo, fixed price. A working version on your own data that you click through before we build it to production. 3. Run. Full handover to your team, a fixed monthly support fee, or us as your tech partner on a fixed schedule. You work with a founder from the first call to go-live, with a weekly progress sync. Book the free audit: https://calendly.com/build-alpgency/30min Pricing Fixed per use case and agreed before you commit. Most first builds land in the low thousands of euros. Support is a fixed monthly fee from €250. Never hourly. Beyond Attio n8n, Claude, Python, Supabase and Postgres, Slack, Clay and Apollo for enrichment, and licensed people data. EU hosting and GDPR-compliant data handling by default. We work in English, Spanish and German, and a founder replies within one working day.

I'm Nick, founder of Yolk, a one-person software studio in Utah. I build software on top of Attio: native apps, API integrations, and AI automation for teams whose workflows don't fit inside a standard CRM configuration. Most Attio experts set up your workspace. I write the code that extends it. If your process needs a portal your clients log into, an agent that enriches records overnight, a two-way sync with a system that has no off-the-shelf connector, or an app that lives inside Attio itself, that's the work I do. What I build * Custom Attio apps on the Attio SDK * API integrations and two-way syncs with tools that have no native connector * AI agents for enrichment, research, and outreach * Client portals and internal tools that read and write to Attio * Data pipelines, dashboards, and custom reporting How I work You work with me. No account manager, no handoff to a junior — the person who scopes your project is the person writing the code. Fixed scope, fixed price, no hourly billing surprises. You own everything I ship. Based in Utah (US Mountain Time), working with teams across North America.

GTM engineer who puts the right data, in the right spot, at the right time. My goal is to make your sales teams orders of magnitude more effective. Since 2021, i've helped 20+ b2b clients with all-things GTM. I've helped 5+ of them with their CRM specifically (implementation or migration). The latest to date is (one of) the hottest DeFi protocol(s) on the planet: morpho.org. We've been collaborating since April 2024. Like i did with all my clients, i will ask you the right questions to bring you to clarity on your sales process. Then, and only then, will we start building. You can assume that there are no limits to my technical abilities. I earned the "engineer" in "GTM engineer" with an actual engineering degree 💅 You can check my portfolio and testimonies at this link: https://bvelitchkine.notion.site

Impulse Lab is an Expert Attio Partner that designs, implements, and scales AI‑native CRM systems for modern teams. We combine deep expertise in Attio’s flexible data model with strong product and engineering capabilities to build CRMs that mirror your exact business processes instead of forcing you into rigid templates. From custom objects and advanced data enrichment to intelligent workflows and automations, we turn Attio into a central operating system for your revenue, customer success, and operations teams. Our approach is hands‑on and outcome‑driven: we map your processes, architect the right structure in Attio, then ship usable workflows quickly so your team sees value in days, not months. Whether you’re a startup looking to set up your first robust CRM or a growing company migrating from a legacy tool, we help you design a scalable Attio environment, integrate it with your stack, and activate AI agents for smarter, more efficient daily operations.

LicenceTwo conçoit des produits numériques (logiciels, apps, website) pour les entreprises, de l'idée jusqu'aux premiers clients, avec l'IA comme outil de travail au quotidien.

Get the best out of Attio, built right from the ground up. Our 15 years of CRM expertise, with software used by Forbes and 250+ organizations. We come from engineering at a fintech scale-up acquired for $100M, and we build Attio implementations the way we'd want it: clean, lean and ready for AI. Attio is by far the most flexible CRM we've worked with, because it adapts to how each business actually works, and we know how to make it work for yours. Who we work with Growing teams of 10–200 people moving from spreadsheets, Salesforce or HubSpot, or already on Attio and ready for a bigger and better setup. We have deep experience in fintech, financial services, insurance and asset management, and we also work with startups, B2B software companies and large nonprofits. We usually partner with founders, heads of sales and RevOps leads. Why Aranzolm * Engineered at the record level: object design, relationships, deduplication and automation built so your data stays accurate and AI tools can use it. * Lean by design: Attio replaces a lot of tools on its own, and we build around that instead of adding more subscriptions. * Built for regulated teams: role-based access, audit-ready change logs and GDPR-conscious data handling. * Proven at scale: our CRM integration apps run at 250+ organizations, including Make-A-Wish, Georgia Tech, University of Michigan and Forbes. What we deliver * Attio setup and CRM design built for your unique business needs. * Migration from Salesforce, HubSpot and spreadsheets. * API integrations: FiveTran, PostHog, Slack, Stripe, custom built website/CMS, product data and analytics. * Custom apps built with the Attio App SDK. * AI and workflow automation, including plain-language CRM access from Claude, ChatGPT or Copilot. * Training, documentation and ongoing Attio management. Industry solutions * VC and asset management: deal flow, LP relationships and portfolio tracking * Insurance: policies, renewals and broker relationships * Fintech and SaaS: sales pipelines connected to billing and product usage data * Nonprofits: donors, grants and fundraising pipelines How it works A free 30-minute CRM review, a fixed-scope proposal within 48 hours, then launch in weeks, not months.

Automation Jinn is an Official Attio Expert Partner. We design the data model, migrate your records from HubSpot, Salesforce, Pipedrive or Affinity, and build the automation and reporting on top, for seed to Series B B2B teams and VC firms. Most builds go live in two to four weeks on a fixed scope and a fixed price, with US and Europe coverage. Then we make the CRM do actual work: lead scoring, call transcripts turned into records, pipeline risk surfaced automatically. Most Attio setups store data. Ours make decisions. What We Help With * Attio workspace setup and data architecture for PLG and SLG motions * AI-powered inbound qualification and lead scoring inside Attio * Outbound and inbound engine builds: enrichment, sequences, and workflow automation * PLG signal routing: product usage data scored and surfaced to your sales team in Attio * Pipeline reporting and RevOps dashboards built for founders and revenue leaders * Migrations from HubSpot, Pipedrive, Salesforce, Affinity, Notion, or spreadsheets into Attio * Full stack integrations so Attio becomes the single source of truth across sales, marketing, and operations Our Impact No more manual CRM updates: Enrichment, qualification scores, and call summaries are written by the system. Not the rep. Your sales methodology enforces itself: MEDDIC fields complete through automation. Stage advancement tied to criteria, not to whoever remembered to update it last. Pipeline you can actually trust: No stale records. No manual chasing. Attio knows what happened on every call and what the next step is. How We Work Discovery and Scoping: We map your current motion, find where Attio is falling short, and design the highest-impact system to build first. Bespoke Implementation: Every build is designed for your stack, your ICP, and your sales methodology. Documented and built so your team can own it. Apps We Commonly Integrate: Attio, Clay, Claude, n8n, Zapier, Make, Granola, Fireflies, Fathom, Slack, Google Workspace, Typeform, Notion, Linear, Intercom, Stripe, Apollo, & more. Why Automation Jinn * Bespoke AI implementation, not template configuration * Built for seed to Series B SaaS teams and VC firms, PLG and SLG motions both handled * Scalable, maintainable systems that compound as you scale * Attio integrated across your entire tech stack, not sitting in isolation * Fully remote with US and Europe coverage Get in Touch Ready to build an Attio system that runs your sales motion for you? Book a free 30 minute discovery call using the link on the left.

Quiet Mode is a boutique operations and AI automation consultancy in Sydney, Australia 🇦🇺 I help agencies and service businesses turn Attio into a CRM the team actually uses, not another tool that goes quiet a month after setup. The work starts with the system, not the software. I map how your pipeline really runs, then build it properly in Attio: clean stages, automations that handle the busywork like meeting prep, follow-ups and handoffs, and reporting that gives you the visibility into what's working. Once the system holds up, AI gets layered in to strip out manual work and scale the results 🚀 Prior to Quiet Mode, I co-founded a venture-backed startup and worked in operations and product before that, so I've built and run the systems I now set up for clients. I'm also a Notion Certified Admin. I think like an operator and build the thing myself, so what you get is simple, effective, and easy for your team to maintain. If you want a CRM that runs quietly in the background, let's chat 🤙

GrowthCast is a GTM Engineering agency for Series A and later companies that have product-market fit but need a more repeatable way to grow. We help founders and revenue teams turn Attio into a CRM that reflects how their business actually works, not a generic sales template. Our work starts with the customer journey and the decisions your team needs to make. We map lifecycle stages, objects, relationships, handoffs, ownership, and reporting before we configure the workspace. Then we build the lists, attributes, workflows, automations, and integrations your team needs to manage the full path from first touch to retained revenue. GrowthCast can help with: * CRM strategy, architecture, and implementation * Attio workspace setup or redesign * Data modeling, cleanup, and migration planning * Lifecycle stages, lead routing, and account ownership * Sales, marketing, customer success, and partnership workflows * Automations and integrations across your GTM stack * Reporting, operating cadences, and team adoption * Documentation, training, and ongoing optimization We bring hands-on experience across growth strategy, product marketing, paid media, lifecycle marketing, analytics, revenue operations, sales, customer success, software, and team building. That cross-functional view matters because a CRM rarely fails for lack of fields. It fails when teams disagree about the process those fields are meant to support. We work beside your team, challenge unnecessary complexity, and leave you with a system your people can understand and maintain. If your current CRM creates extra work, hides important context, or no longer fits the way your company sells, GrowthCast can help you rebuild it around the work your team does every day.

Carbon Edge is an Australian technology consultancy helping ambitious businesses transform their operations for an AI-driven world. We have worked with all top-tier CRMs and Attio is the strongest commercial and technical foundation available today. For this reason, Attio sits at the centre of our work as the modern CRM foundation our clients build on, then extend with AI agents, automations, and connected data across their entire stack. We span three modes of engagement: strategic advisory, full delivery, and fractional CTO partnerships. Our work covers CRM and revenue ops, websites and e-commerce, custom applications, workflow automation, and AI integration. Always built as a connected ecosystem rather than a stack of disconnected tools. We work with clients across finance, construction, health, agriculture, e-commerce, professional services, nonprofits and member organisations. Happy to collaborate with in-house teams or other agencies, particularly where modern CRM architecture and AI-powered go-to-market are central to the brief. We offer: * Full Attio implementation, including data model design, pipeline architecture, automations, sequences, and reporting * AI agent and workflow design using Claude, n8n, and Attio's MCP and API * Native and bespoke integrations across HubSpot, Mailchimp, AutoSend, Xero, Shopify, accounting platforms, and custom APIs * Migration from Affinity, Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, Excel, and CSV-based systems * Sales sequences, call intelligence, and reporting workspace configuration * Ongoing managed support, system enhancements, and roadmap planning * Fractional CTO and digital technology partner engagements for clients who want a senior technology lead without the cost of a full-time hire If you are ready to move towards a connected, AI-ready operating model, we would love to talk. We offer a complementary 45-60 min strategy session.

Attio holds the record. n8n does the work between the tools: webhook listeners, scheduled syncs, enrichment, and the connective logic no nativ integration covers. Apollo runs outbound, Customer.io runs lifecycle, Ca takes the booking, and all of them write back to Attio. When somebody asks what happened to a deal, there is one place to look. We build outside the CRM too. Outbound and inbound voice agents on Retell, agents operated from Slack, Claude-powered email and content pipelines, and custom workflows built around the stack a company already runs. Most of this lands in B2B SaaS between ten and a hundred people, where the GTM stack was assembled by whoever joined first and nobody has owned it since. The other line is clinics. We run the front desk itself as a managed service for US med spas and dental practices: every call, message and form answered, qualified, booked and followed up, and nobody at the practice logs in. We also move teams off HubSpot or Pipedrive onto Attio without losing history, automations or the reporting the board already reads.

SuiteStack helps growth-driven B2B teams unlock more predictable sales and marketing outcomes through strong CRM processes, connected tech ecosystems with integrations, and ongoing strategic support. Our core strength lies in CRM-centric process engineering: we refine how your teams capture, score, and nurture leads, streamline your sales pipeline for predictable conversion velocity, and align marketing execution with measurable business outcomes. By standardising data models and workflows, we ensure your CRM becomes a central source of truth that fuels both tactical execution and strategic decision-making. We provide Attio implementation services and ongoing support that keep your CRM and associated processes healthy, scalable, and aligned with changing business goals. From strategic road-mapping and monthly optimisation to training, performance monitoring, and custom integrations, we’re here to help your teams get more value out of every touch point. We work in the Nordics and offer our services in English, Swedish and Finnish.

We make Attio work the way your business actually runs. At Checkmark Automations, we help small and scaling teams get real value from Attio — fast. No over-engineered systems, no bloated configurations. Just clean CRM setups, smart automations, and workflows designed around how your team actually sells, follows up, and closes. ✓ HOW WE WORK: 1. Discovery Call (Free, 20 min): We learn how your business operates and where the bottlenecks are. Book using the link in "Resources." 2. Game Plan: We map out your Attio workspace — data model, pipelines, automations — and share a clear scope and timeline. 3. Build & Launch: We configure everything, test it with your team, and make sure you're comfortable before we hand it off. 4. Ongoing Support: We don't disappear. Need a new workflow next quarter? Want to add an integration? We're a call away. ✓ WHAT WE DO IN ATTIO: * CRM Setup & Configuration: Custom objects, pipelines, views, and data architecture built for your sales process — not a generic template. * Automations & Workflows: Reduce manual busywork with automations that move deals forward, assign tasks, send alerts, and keep your CRM data clean. * CRM Migrations: Moving from HubSpot, Salesforce, Pipedrive, or spreadsheets? We'll migrate your data and rebuild your processes in Attio without the headaches. * Integrations: Connect Attio to your marketing tools, billing systems, email platforms, and everything else in your stack — using Zapier, Make, or the Attio API. * Reporting & Dashboards: Build the views and reports your team needs to see pipeline health, conversion rates, and revenue at a glance. ✓ WHO WE WORK WITH: * Small sales teams tired of clunky CRMs who want something that actually fits their workflow * Founders & solopreneurs who need a system that scales with them, not against them * Ops & RevOps leads looking to clean up data, eliminate duplicate work, and automate handoffs * Teams migrating to Attio who want a smooth transition without losing data or momentum ✓ WHY CHECKMARK: We're Certified Zapier Experts and Revenue Operations certified, and we're all-in on helping small businesses access the same caliber of CRM systems that enterprise teams take for granted — without the complexity or the enterprise price tag. Based in Bozeman, MT. Serving clients everywhere. Let's build something that works. Book a discovery call today.

Pipeline Factory is a GTM engineering consultancy for B2B SaaS and product-led teams. Attio is the system of record. We build the layer around it that enriches, scores, routes, drafts and reports, so the CRM produces work instead of filing it. What we build * Product signals on the account record - Product analytics piped into Attio so active usage, seat utilisation and usage trend live on the company. Thresholds fire on their own: a usage spike, utilisation crossing 85 percent, a new team appearing, a decline that reads as churn risk. Each opens a signal, notifies the owner and creates the task. Nobody finds out at the QBR. * Inbound that arrives enriched, scored and owned - A form or ad lead lands, is enriched against verified data and not what the person typed, scored for company and role fit by a model that has to explain itself, then posted to Slack as an approve or reject card. One click enrols them in the right Attio sequence. * AI that drafts, humans who send - The model writes into a review field. Writing to the send field is what enrols the person, so the two are deliberately not the same field. An AI cannot send an email by accident here. That is architecture, not policy. * Post-close automation - Deal moves to Won and the onboarding record is created, bound to the company and subscription, the CSM notified, the kickoff task scheduled. * Attribution that is allowed to say no - Every touch ledgered and joined to closed revenue: sourced, influenced, or untouched. On our own programme we reported that our sourced deals closed below the client's own baseline. A report that can only flatter us is not a report. How we build * Fill-if-empty writes, so a refresh never overwrites what a human got right * An error monitor on every workflow, because a silent failure is worse than a loud one * Retries on every read, because a rate limit misread as no data is how a CRM fills with confident blanks * A quality gate on every AI output before a person sees it Typical missions * Stand up Attio from scratch. Data model, pipelines, imports, automation. * Migrate from a legacy CRM. HubSpot, Salesforce, Zoho, Pipedrive or spreadsheets. * Make an existing setup earn its keep. Audit, workflows, dashboards, reporting. * Connect the GTM stack. Clay, n8n, Slack, product analytics, by API or webhook. * Fill it. Enrichment, ICP scoring and outbound that writes back to the record. Book a 30-minute call. We audit your setup. You get a scoped proposal.

We make Attio the operational core of your revenue engine, not just your contact list. Detailed is a GTM and RevOps agency. We build and run automated outbound and pipeline systems for B2B companies, with Attio at the center. Most teams use Attio as a contact database. We build it into the system of record for an automated revenue motion: website visitors identified, enriched, sequenced, and synced into Attio as booked meetings and deal pipeline. We run our own agency entirely on Attio, so everything we build for you, we have built and run for ourselves first. Where we have the most experience * Full GTM systems with Attio at the core (visitor identification → enrichment → outbound → booked meeting in Attio) * Custom objects and data modeling (model your real business: engagements, deliverables, renewals, not just contacts and deals) * API and webhook integrations (Attio connected to Make, Clay, Stripe, Slack, your sequencer) * Migrations into Attio (from HubSpot, Salesforce, or spreadsheets) * Ongoing managed RevOps and full GTM motion Beyond Attio RevOps Strategy · Cold Outbound Infrastructure · Data Enrichment and Pipelines · Workflow Automation · Website Visitor Intelligence · Reporting. Attio is the hub; we build the whole engine around it. Who We Work With B2B companies. Deepest experience in 3PL and logistics, staffing, professional services, SaaS & tech, and agencies. Example engagements & pricing * Attio Setup + Migration * Full GTM and RevOps Systems * Systems Integrations and Automations We work on a sliding hourly retainers based on the project needs. Our minimum is 20hrs a month. We find that anything lower is a half built system and project that draws out longer than what our clients need. What to Expect Start with a 30-minute discovery call. We map your GTM motion and stack, then send a scoped proposal. How We Work Discovery → architecture → build → run or hand off. Weekly progress syncs during the build; a clean handoff with SOPs if you'd rather run it yourself. Client Reviews "A true extension of our marketing team. From list development to execution, their team is skilled, reliable, and requires very little oversight." - Cynthia Barbarito | Dir. of Marketing | T-ROC Global "He came in, understood our market quickly, and built outbound systems that actually moved the needle. When problems came up outside the original scope, he solved them anyway." - Jenna Romo | Dir. of Marketing | Dama Financial Veteran Owned & Operated | Built in Colorado

PatchOps is a technical implementation and integration agency helping growing companies connect Attio to the rest of their tech stack. We build fast, custom-coded integrations hosted on Railway, bridging the gap between no-code tools like Zapier and heavyweight enterprise iPaaS platforms. Our work spans CRM-to-ERP sync, custom API middleware, commission tracking systems, and quote-to-order pipelines, delivered in weeks rather than months, and built to be maintainable long after launch.

Kesey is a revenue systems practice run by John Serrantino, who has worked inside CRM since 1997. Twenty nine years of it, starting with data entry at thirteen, then customer service, then operations, then helping architect a CRM from nothing and running over a hundred and fifty people on it at the second fastest growing private company in Philadelphia. Six of those years are spent deep inside HubSpot. The work is revenue systems end to end: CRM architecture, migration, pipeline discipline, lifecycle, and the measurement layer underneath all of it. The first phase produces working assets rather than a document about them, and the engagement stays on to run what it built and to coach whoever inherits it. Portability is a design constraint, not a promise. The roster is deliberately small, so the person who scopes the work is the person doing it. The fit is founder led and owner operated companies of roughly one to sixty people: cybersecurity and compliance consulting, custom software and IT services, B2B media, licensed behavioral health, small B2B SaaS. The trigger is almost always a record that has stopped being trustworthy. A move off HubSpot, Salesforce, Pipedrive or a spreadsheet. A homegrown system that now rests on the one person who understands it. A pipeline number nobody can trace back to where it came from.

PressW is an AI consulting and engineering firm based in Texas. We serve private equity firms, their portfolio companies, and enterprise teams in financial services, professional services, and regulated industrial sectors. Our AI-native engineers embed with your team to design, build, and run production AI systems, including the CRM and data workflows that sit on top of Attio. How we work * Embed: we map your business, data, and deal process before we build anything. * Engineer: we ship production systems, with security and governance designed in from day one. * Evolve: we monitor usage, tune performance, and keep improving after launch. What we do * Attio implementation: data model and object design, pipeline and deal tracking, list and view setup, and migration from legacy CRMs and spreadsheets * Attio integrations and automation: connecting Attio to email, calendar, data rooms, finance systems, and internal databases, plus workflow automation across your stack * AI on top of your CRM: custom agents that enrich records, summarize calls and meetings, draft follow-ups, and surface pipeline insights * Managed AI services: Claude rollout and license management, usage analytics and cost optimization, security and governance, and team enablement * AI transformation: readiness assessments and roadmaps, solution architecture, custom AI applications, data pipelines, and data lake deployment Who we work with Investment firms that run deal flow, portfolio monitoring, and investor relationships in Attio, and operating companies that want their CRM to feed real AI workflows. Track record 200+ custom workflows delivered, 90+ custom AI software deployments, 50+ institutional investment firms supported, and $100M of client value created. Results include a 99% cut in Medicare reimbursement research time and 60+ hours saved per month with an AI data room assistant. PressW is an official Anthropic partner.

RevOps and Marketing Technology consultancy with nearly a decade of hands-on experience inside European growth-stage companies and enterprises. All implementations are built with GDPR and EU data compliance as a baseline, not an afterthought. Consent flows, lawful basis, data minimisation, and the right to erasure are accounted for from the first table — so your operations stay clean and compliant. Pelotis specialises in CRM implementation, lifecycle automation, and outbound operations for small and mid-size companies that need the system built, not just designed, working directly with founders and revenue teams to diagnose broken pipelines, architect clean CRM structures, and connect the tooling that makes them run. RevOps Automation Automation across the full RevOps stack: pipeline triggers, lead routing, lifecycle events, outbound sequences, and cross-tool data flows. The approach is tool-agnostic — whatever combination of native workflows, Make, Zapier, or custom integrations the problem calls for. The goal is always a system that runs without manual intervention and doesn't break when something changes upstream. Email and customer lifecycle Lifecycle and outbound programmes delivered on Customer.io, Mailchimp, Brevo, and Instantly — all connected to Attio so your CRM and your messaging work as one system. Emails are designed and built in HTML from scratch, so they render the way they were intended across every inbox. Need a consultation? Book a discovery call — 30 minutes, free, to understand your setup and whether we're a fit. You will receive: 1. Scope and proposal — a clear written plan before anything starts. 2. Build — implementation, migration, automation, and lifecycle messaging. 3. Handover — documentation and training so your team stays autonomous. 4. Ongoing support — optional, for as long as it's useful. También en español · Falo português

About zedConsulting Attio Expert Partner. Independent CRM consultancy based in London. We help B2B SaaS startups and scale-ups, professional services firms, agencies, venture capital funds and investment firms set up, move to and improve their CRM with Attio at the centre. Founded in 2018, we have delivered over 150 CRM implementations across Attio, Salesforce, HubSpot, Zoho, Pipedrive, monday.com and Microsoft Dynamics. We know what each platform does well and where it falls short. When we recommend Attio, it is because it is the right fit. What we deliver * CRM migrations: Controlled moves to Attio from Salesforce, HubSpot, Pipedrive, Zoho, Affinity or spreadsheets. Data cleaned, restructured and imported properly. * Attio set-up from scratch: Data model, pipelines, workflows and reporting, built around how your team works. * Investment firm CRMs: Deal flow, portfolio, funds, investor commitments and capital calls in one system, not in spreadsheets. * Integrations: Attio connected to your other tools using the Attio API, Zapier, Make or n8n. * Improving an existing setup: Audit, data clean-up, workflow redesign and better dashboards. Why zedConsulting * Vendor-neutral. We advise across every major CRM, so our advice is honest. * Led by our founder, David, who has almost 30 years of CRM experience, including time at PwC, EY, IBM, Salesforce and Oracle. David leads every engagement personally. * Three ways to work with us: fixed-price packages, time and materials, or zedPlan, our flexible pay-as-you-go option. * Senior people do the work, not junior staff. Typical projects * Implement Attio for the first time * Migrate from another CRM, with a controlled switch-over * Build a VC or investment firm CRM using our ready-made fund data model * Fix or improve an existing Attio workspace * Connect Attio to your accounting, marketing or email tools Next steps 1. Book a free 30-minute discovery call using the link on the left. 2. We review your current setup and what you need. 3. You get a clear scope and a proposal on the pricing model that suits you. Book your free discovery call and we will work out whether Attio is right for you.

The GTM landscape is shifting fast. SaaS teams that build their GTM data foundations now will compound ahead: AI-native workflows, real-time pipeline intelligence, campaigns that respond to buyer behavior automatically. We're two brothers, one from sales, one from engineering, who spent the last decade on both sides of this. You chose Attio because you're building for that future. The gap isn't vision, it's bridging what's technically possible with what your team can execute today. That's what we build. What we are A GTM engineering studio that turns Attio into the single source of truth your revenue operation runs on. We connect backend, billing, outbound, enrichment and support into Attio so data flows once, updates automatically, and every team trusts what they see. Not strategy decks. Systems that work profitably, reliably, at scale. Why data-first Most teams layer AI on broken data, 95% of implementations fail for this reason. Clean foundations, connected stack, then intelligence on top. That's when automation works: drip campaigns that start and stop on real-time signals, deal stages that update from PLG, Demo & payment data, enterprise prospects surfaced before they go dark. What changes with AI The most valuable insight about your sale funnel, what leads ask, what objections surface, what prospects want, fear, and believe, has always lived in the heads of your sales team. We know this because our background is in software sales. This data sat in CRMs forever, but only now can we harvest it: from demo recordings & emails summaries and delivered to product, marketing, and leadership in real time. Why Attio Modular architecture, the perfect foundation. We build on it: custom objects, enriched leads, auto-updating pipelines connected to your backend, expansion tracking into enterprise, success workflows that keep clients growing. Reps sell instead of entering data. Leadership sees what's working and acts on it. Who we are Two brothers. One spent a decade in sales: carried quotas, managed reps, knows the gap between what happens on the floor and what leadership sees. The other builds on the latest automation stack, knows the frustration of engineering blind because feedback never came back. We sit where RevOps breaks: between people closing deals and systems meant to support them. How we work Sprints. Starting with a full operational audit, mapping your revenue operation end to end, scoping what it takes to unlock hyper growth without 10x the headcount.

💥 We build custom CRM workspaces for venture capital and private equity firms. We're a team from inside the industry - deal pipelines, investor relations, portfolio tracking, and fund operations. About BAM Labs With years of experience inside venture capital and private equity firms - across fund operations, deal origination, and portfolio intelligence. We know how investment teams actually work, and we build your workspace around that. What we help with * CRM Migration - Moving from Affinity, Salesforce, HubSpot, spreadsheets, or whatever you've outgrown. Clean data migration, restructured objects, and a workspace that actually fits how your firm operates from day one. * Deal Flow & Relationship Management - Custom deal pipelines, relationship tracking, investor and LP management, automated enrichment, and signal detection. Built for how investment teams source, evaluate, and manage relationships. * AI, Integrations & Automation - AI layered across your CRM, deal flow, and portfolio data connected to your stack and automated to help your team make faster decisions * Portfolio Company Rollouts - We also help portfolio companies set up Attio for their own sales and GTM motions, with CRM structures that scale as they grow. Results * Migrated complex CRMs into Attio - including workspaces with 140k+ records, 300+ fields, and 60k+ emails * Built automated deal intelligence systems using call transcripts and public databases * Integrated Attio with outbound infrastructure across email, LinkedIn, lead qualification, and enrichment tools * Helped portfolio companies roll out Attio-connected sales pipelines from scratch How we work 1. We start with a discovery call to understand your firm's strategy, deal flow, and how your team operates day to day. 2. We map your current CRM setup and design a workspace structure tailored to how you source, evaluate, and manage relationships. 3. We build it, migrate your data, and refine it as your firm evolves. Whether you're migrating from an existing CRM or building from scratch, every engagement starts with a clear outcome. Next steps Book a free 30-minute discovery call. We'll learn how your firm operates, review your current CRM setup, and show you what a purpose-built Attio workspace could look like for your team.

Governed Attio migration and back-office implementation Sanka helps companies move complex CRM data into Attio and extend it into their operational back office. With Ferry, we manage source-system discovery, data-model design, field mapping, dry runs, reconciliation, controlled cutover, and rollback planning. After go-live, Sanka ERP connects Attio with billing, subscriptions, orders, inventory, customer operations, approvals, and reporting. We work with teams moving from HubSpot, Salesforce, Microsoft Dynamics, spreadsheets, and custom systems. Engagements can include: • Attio data architecture, custom objects, lists, pipelines, workflows, and reporting • Governed CRM migration with auditable mappings and reconciliation • Billing, subscription, and back-office implementation • API, MCP, and n8n integrations • Documentation, training, and post-launch optimization • Delivery in English and Japanese Attio remains the relationship and GTM layer. Sanka makes the surrounding operating system reliable, connected, and ready to scale.

About Intuitive CX (ICX) GTM practitioners with in-house integration and migration specialists. We help B2B teams move to Attio, connect it to the rest of their go-to-market and customer stack, and keep it running as the business grows. Over 190 projects have shown us where CRM rollouts usually break: messy legacy data, disconnected tools, and context lost between sales and support. That includes 60 CRM implementations and migrations on Salesforce, HubSpot and Close, and 130 customer experience projects as a certified Intercom/Fin partner. We bring that experience to Attio. What we deliver * Attio Implementations: Data model, custom objects and relationships, pipelines and clean imports, designed around how your team sells. * CRM Migrations: Controlled moves from Salesforce, HubSpot and Zendesk, run by our two dedicated migration specialists. * Integrations & Automation: Attio connected to the tools you already run, including n8n, Make, Zapier, Clay, Airtable and your data warehouse. * Managed Service: Ongoing administration, changes and improvements after go-live, so your Attio setup keeps up with the business. Why teams work with us * GTM practitioners first, with backgrounds at Salesforce, Outreach and Zendesk * Two dedicated migration specialists, not generalists doing migrations on the side * 190+ CRM and CX projects delivered * Delivery in English, German and French, on European time ICX is led by Jochen Werner and Steeve Cayla. They combine go-to-market strategy, CRM architecture and hands-on technical delivery. Our typical missions * Migrate from a legacy CRM: For teams leaving Salesforce, HubSpot or Zendesk. End-to-end migration with data restructuring and a controlled cutover. * Implement Attio from scratch: For teams moving off spreadsheets or setting up their first structured CRM. Data model, pipelines, automation and clean imports. * Connect your GTM stack: For sales and growth teams. Clay, n8n, Make, Zapier, Airtable and your data warehouse, integrated with Attio. * Bring sales and support together: For companies running Intercom. One customer view across pipeline and conversations. * Keep it running: For teams without in-house CRM ops. A managed service for admin, changes and optimisation. Next steps 1. Book your free 30-minute Discovery Call using the link on the left. 2. We review your current CRM, data and tool stack. 3. You receive a clear scope and personalised proposal. 👉 Book your free 30-minute Discovery Call and let’s build the right Attio foundation for your team.

I make Attio the single source of truth your team actually trusts. Most teams don't have a CRM problem. They have a "where is the real number?" problem. The platform says one thing, the spreadsheet says another, the sales rep on the phone says a third. Decisions end up being made on a feeling. I fix that at the root. Every tool you run (client platform, forms, calling tool, webinar tool, email sender) gets wired into Attio through n8n, on my instance, so Attio holds the truth and everything else feeds it. Reporting, follow-up and daily execution then all run off the same data. WHAT I DO * Data model & lifecycle design : objects, attributes and lifecycles that survive contact with a real team, including a client lifecycle and a per-operation lifecycle running side by side. * Integrations via n8n : client platforms, calling tools, form builders, webinar tools, email senders. Built on my instance for fast deployment and day-to-day maintenance. * Reporting beyond native reports : Attio data pushed on a schedule into a modular Google Sheets BI layer, for the numbers Attio's own reports can't give you. * Automated nurturing : workflows, sequences and status logic that walk people through onboarding without anyone chasing manually. * Ops agents — a Slack agent that reads your BI, dispatches the day's actions to the team, and writes back into Attio on request. * Documentation & handover — playbooks, tutorials and FAQs, so the build doesn't live in my head. TRACK RECORD I built and I now run the entire Attio system of a private-markets investment firm: CRM from zero, three platform integrations, an automated BI layer, a form architecture, an investor chatbot, and the daily operations on top of it all. My background is industrial operations (Lean Six Sigma Yellow Belt). I read a CRM the way you'd read a production line: where does the data stop moving, and why. THIS IS FOR YOU IF You're building your Attio from scratch. You're launching a new product or segment that has to be reflected in the CRM. You're adding a tool that needs to be wired into the existing model. This is not for you if your architecture is already built and you only need minor tweaks. Free Attio Roadmap : a €2,500 engagement, offered free to Attio teams. Book below. English and French. Working across EMEA.

We help B2B companies grow 🚀 Peakora is the leading Go-To-Market Design & Engineering partner in DACH. We build end-to-end marketing and sales systems that scale lead generation, sales revenue, and CRM operations. Our GTM experts identify what is blocking your growth, design the full go-to-market setup behind it, and build the systems that execute it. From targeting, messaging, and sales conversion to CRM, automation, and AI-driven operations. To date, Peakora has supported more than 200 companies and works closely with leading investors to build go-to-market systems that scale revenue through systems and automation. What we deliver * CRM Implementation & Setup: Clean data models, pipelines, views and reporting * CRM Migration & Data Cleanup: Controlled transitions including deduplication, data restructuring and enrichment, so you start with a clean foundation * GTM & Outbound Systems: Signal-based lead generation and outbound engines powered by Clay, connected directly to your CRM. ICP sourcing, enrichment and automated outreach * AI-Driven Operations & Automation: Intelligent workflows and AI agents that qualify leads, enrich records and remove manual work Why teams work with us * 1st Clay Enterprise Partner in Europe — the deepest Clay expertise in the region * 200+ B2B companies supported across the DACH market * Full-stack GTM team: strategy, RevOps architecture and hands-on technical execution * Cross-platform CRM expertise (incl. HubSpot Gold Solutions Partner) enabling smooth, well-informed migrations to Attio * Native delivery in German, English and French Next steps 1. Book your free strategy session via the link on the left. 2. We assess your current CRM and GTM setup. 3. You receive a clear scope and a personalized proposal. Uncover your biggest growth challenges and get a 3-Step action plan to overcome them. --> Book your free strategy session now!

Second Rodeo works with ambitious founding teams navigating the early days of company growth from pre-product market fit through to scale. SR RevOps is our dedicated operations arm, built for high-growth companies that need GTM infrastructure but haven't built the internal muscle yet. We design and implement the revenue operations foundations that let your go-to-market thrive: CRM configuration, pipeline infrastructure, lead routing, health scoring, attribution, and AI-assisted workflow automation. Whether you're standing up your first real sales process or optimizing the one you've outgrown, we build the systems that make the next stage of growth possible.

Companies call us in one of two moments. Either the business is working and the next stage needs an upgraded system underneath it, or growth has flattened somewhere between marketing spend and closed revenue and the systems are a bottleneck. We build custom, integrated Attio workspaces and numbers the board, exec and front-line are aligned with. We joined the Attio Experts program because Attio is the right to build on. After decades of combined experience in the industry, what makes our work stand out is everything we connect and build with you: an outbound engine feeding it, billing data joined to it so finance and sales stop reconciling by hand, full micro-saas reporting stack connected to product data for health & analytics and definitions that hold up after three people have had opinions about them. It allows you to be output-focused. What we build Migration. Off HubSpot, Salesforce, Pipedrive, or spreadsheets. Architecture, object model; highly custom to your operating rhythm. Pipeline engine. Clay or home-grown lead gen into Attio: enrichment, ICP scoring, routing, sequencing. Scoring on signals, recycling, automated outreach. Reporting that crushes a board meeting. Attio joined to Maxio, Stripe, QuickBooks or NetSuite. ARR, churn, retention and renewal dates resolve to one definition, and sales and finance bring the same number. Customer Health + Customer Success Motions. Attio and your data stack can replace many CS tools, build a custom health foundation based on product + CRM data and drive next best action workflows for your teams or agents. AI-Sales workflows. Account research, inbound qualification, call follow-up, running as agents against your workspace. This work is compoundable once we have a clean data layer. The foundation. Stage definitions, renewal dates, subscription management, territory and comp design, and the reporting. Who we work with B2B software and services between $1M and $50M ARR, usually before the first senior GTM operations hire. We can own specific builds or partner fractionally on key objectives How to work with us 1. Build sprints. Two-to-four weeks, fixed fee, outcome-based in production. Best when you already know what you want built. 2. Fractional. Retainer or hourly. Your build needs or systems get a standing owner. 3. Impact Report & Enablement. Data audit, process review, and a ranked list of considerations. Partner on AI enablement or best-practices for GTM teams. We are excited to build something great together!

🏆 RevOps automation for teams that have outgrown their current setup. We're a 25-person automation agency that builds the systems behind revenue operations. CRM configuration is where it starts, but we go further: workflow automation, custom API integrations, data pipelines between tools, and code when off-the-shelf won't cut it. We work with companies from early stage through enterprise. Whether you're a 10-person sales team migrating off spreadsheets or a 500-person org consolidating three CRMs into Attio, we've done it. We're SOC 2 Type II certified (see Trust Center in resources), so your compliance team won't have to chase us. What we do with Attio: * CRM Setup & Configuration: Data model design, pipelines, custom objects, and workspace structure built around how your team sells. * Migrations: Clean moves from HubSpot, Pipedrive, Salesforce, or spreadsheets. Data cleanup, field mapping, and cutover planning included. * Automation & Workflows: Attio-native automations plus Zapier, Make, and custom API integrations across your whole stack. * Custom Integrations & Code: Full stack developers on staff. If it has an API, we connect it. Clay, Lemlist, billing platforms, ERPs, internal tools. * Ongoing Optimization: Monthly retainers for teams that want a dedicated automation partner, not a one-off project. Why teams pick us over a solo consultant: We're 25 people across CRM, automation, and development. You get a project manager, a CRM specialist, and engineers who write custom code when no-code hits its limits. We hold certifications across Zapier, HubSpot, Airtable, Pipedrive, and Make, so we know how these tools connect, not just Attio in isolation. 700+ ⭐⭐⭐⭐⭐ reviews across our partner directories. Clients include iHeartMedia, CashApp, Discovery, and hundreds of SaaS companies, professional services firms, and startups. How to get started: 1. Book a free Discovery Session using the link on the left. Takes 20 minutes. 2. We map out your current stack, where things break, and what Attio looks like for your team. 3. You get a clear scope and proposal. No obligation. We work project-based or on monthly retainers. Most Attio projects fall between $1,000 and $10,000 depending on complexity. CERTIFICATIONS: Airtable Gold Services Partner • Zapier • HubSpot • Pipedrive • Softr • Monday.com • Salesforce • Keragon + more ━━━━━━━━━━━━━━━━━━━━━━━━━ 🌍 Worldwide Support: Brooklyn, Europe, South Africa: available across most time zones.