The next generation
AI is here, and it’s going to revolutionize CRM.
The world’s largest B2B software category is about to get disrupted in a massive way.
“Next generation AI CRMs will capture all your data, so your sales team can actually focus on selling.”
CEO
Bravado
Co-founder & CEO
Cycle
Co-founder & CEO
Late Checkout
CMO
Twilio
Founder
The RevOps Collective
CEO
Bravado
Co-founder & CEO
Cycle
Co-founder & CEO
Late Checkout
CMO
Twilio
Founder
The RevOps Collective
A new paradigm
for CRM
AI is here, and it promises to be even more exponential, seismic, and revolutionary for CRM than the internet was.
Imagine a world where your CRM is not just a manual system of record, but also an autonomous system of action. It’s a living, breathing entity that understands your business context inside and out, perfectly matching your business model.
It’s more than the center of your stack. Your CRM is constantly working in the background, ingesting both structured and unstructured data from every interaction. Every email, every call, every meeting, every product interaction, is presented to you in a way that naturally makes sense for your business.
In this world, the CRM is now where you can architect your entire GTM strategy. You can build and deploy intelligent systems that were previously unthinkable.
Every single go-to-market process becomes automated and scaleable — even those you thought were impossible to scale because they required human judgment and nuance.
Imagine your most brilliant revenue ops teammate, your most meticulous analyst, and your most intuitive sales rep all rolled into one tireless, ever-present entity.
That's your new CRM in the AI era.
It's working alongside you 24/7 – building the engine for your GTM strategy under your direction, giving you support on your sales calls, and helping you make decisions with the entire context of your business.
“In the AI era, CRMs will be data-driven, autonomous go-to-market engines doing all the heavy lifting of the sales organization.”
Hanna Larsson
Founder & CEO · Huntrs
Intelligent agents:
The driving force of your
go-to-market engine
Every stellar go-to-market team automates as many of its processes as they can. Eventually, however, they hit a limit. There are important processes that require human judgment, heavy thinking, and multiple steps.
Not anymore. In this new world, intelligent agents will execute on your strategy. These aren’t simple automation tools, nor are they anthropomorphized bots. Instead, they are sophisticated AI entities that are human-like in their decision making. They understand context, learn from experience, and make nuanced decisions.
Imagine having a fleet of these agents at your disposal, each one capable of performing complex tasks proactively and automatically. Every process that once required human input is now scalable. New processes — ones you thought impossible to implement — are now within reach.
As these intelligent agents drive your go-to-market engine in the background, you're free to focus on what truly matters: the high-impact, strategic work that propels your company to the next level.
“CRM in the AI era means less button clicking and more real work getting done. It will help you proactively go to market instead of reacting to what the market chooses to tell you.”
Matt Volm
CEO · RevOps Co-op
A true system
of action
Picture this: your CEO has just tasked you with building a GTM motion to boost product upsells. Instead of spending weeks analyzing data and configuring complex workflows, you simply ask your CRM: “Show me our top PQLs for upsell opportunities based on product usage.”
Within seconds, your agents begin to do their work. Your CRM presents you with a comprehensive list of PQLs, each with a detailed profile including their usage patterns, engagement metrics, and potential value from upgrading. These agents have intelligently scored and ranked these leads based on multiple factors – not just product data, but also their recent announcements, context of emails, and more. This gives you a clear picture of your best upsell opportunities.
With just a simple command, you ask your CRM to "prepare an upsell campaign for these PQLs."
Instantly, your CRM springs into action:
- 01It segments the PQLs into different tiers based on their likelihood to convert and potential deal size.
- 02For each tier, it crafts personalized email sequences, drawing on each user's product history, interactions with support and success, and data on the web.
- 03It automatically sets up a new pipeline specifically for PQL upsells, with stages tailored to this data-driven sales cycle.
- 04It creates and assigns tasks to your sales team, complete with detailed briefings on each PQL.
You’ve just created a new, automated GTM motion in minutes.
“As AI advances, CRMs will become the single source of truth and action for a company’s GTM strategy. Every process will flow through an AI-enriched system, tracking a customer’s entire lifecycle from end to end.”
Adrian Alfieri
Founder & CEO · Verbatim
From here, your sales team can focus on what they do best: sell. As they drive revenue forward, your CRM continues to provide them with support every step of the way:
- It schedules calls and preps your reps with all the relevant information for each PQL.
- During calls, it listens in, providing real-time suggestions based on the prospect's responses.
- It automatically updates records, tracks engagement, and adjusts lead scores based on interactions.
- When a deal closes, it seamlessly handles the backend processes – updating subscriptions in Stripe, sending confirmation emails, and updating all relevant records
“CRM will evolve from a system of record to a system of action, intelligently performing tasks to enhance both individual and business outcomes.”
Alex Bard
Managing Director · Redpoint Ventures
A system of record.
A system of context.
A system of action.
Not just a tool, not just a platform, but a true partner in driving your business growth.
This is the next generation CRM, and this is what we’re building at Attio.
“AI is going to restore something that’s gotten lost inside the CRMs – meaningful relationships with customers. It will transform the way critical customer data and information is gathered and served to humans, freeing time and providing context that serves for the foundation of true customer relationships.”
“AI is going to restore something that’s gotten lost inside the CRMs – meaningful relationships with customers. It will transform the way critical customer data and information is gathered and served to humans, freeing time and providing context that serves for the foundation of true customer relationships.”
Illustrations by Jonny Ruzzo