Attio consulting for teams who want a fast, flexible, AI-first CRM built properly.
Attio consulting is a growing part of what we do, driven by teams who want something lighter than a HubSpot or a Salesforce. Each year we help a handful of businesses work out whether Attio’s spreadsheet-fast feel is right for them — & if it is, how to set it up so it actually pulls its weight.
Most of our clients are operations- or sales-minded teams in property: developers, lettings agencies, construction firms & the suppliers & services businesses around them. The ones who go for Attio tend to care more about speed & flexibility than having everything in one box.
Attio’s a great fit for a lot of teams, & a quick intro call is the fastest way to know if yours is one of them. No hard sell — just an honest steer either way.
We won’t always touch every one of these — scope is shaped around your brief. Think of them as the kinds of work an Attio consulting engagement tends to involve.
We do our best work in situations like these — if any of this sounds like you, we’re probably a good fit.
We’ll audit your needs, demo the fit & give you a straight recommendation — even if it isn’t Attio.
Inherited a messy Attio setup? We’ll diagnose what’s working, what to scrap & what to rebuild.
Growing in locations, team size or product range? We’ll plan an Attio build that supports that growth.
We meet your project team, map the current state & surface real problems to solve.
We present the solution & action plan, outlining the setup, approach & outcomes.
We build your tech stack to the spec of the plan — keeping you informed as we go.
We send things live, train the team & make sure leadership has the reports they need.
A few deliberate choices shape how we work & how every engagement runs.
Every Attio consulting engagement is run end-to-end by a senior consultant. No discovery calls from a salesperson, then a hand-off to someone you haven’t met. The depth of expertise shows up in the build, the trade-offs & the tone of the conversation.
Our Expert status gives us a direct line to Attio’s product & support teams, which we use to unblock technical questions & escalate issues quickly. It’s a genuine advantage on complex builds — & one we put to work for clients. Ask for references on our intro call.
A good chunk of our work is for property businesses — developers, agencies, BTR operators — & the firms supplying them (construction, fit-out, home services, proptech). We know the lingo, the data model & the regulatory nuances, so we won’t make you explain trivial details.
Attio can do a lot, which means most engagements involve saying no to things as often as yes. We push back on configurations that’ll create maintenance debt & steer toward the smaller build that solves the actual problem. You get an opinion, not just an order-taker.
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Not seeing your question? Ask it directly — we’ll usually answer the same day.
Attio consulting is a focused engagement that helps you make the right decisions about Attio: whether to choose it, how to model your data inside it, & how to set it up so it scales with your team. We’re a strategy & recommendations partner — we can build too, but consulting is its own engagement.
Our Attio consulting engagements typically fall between £4,000 & £12,000, priced as a fixed fee. The range reflects scope: a CRM evaluation against alternatives sits at the lower end; a full data-model design with stakeholder input sits at the higher end.
Most run four to eight weeks. Attio engagements tend to move quickly because the platform is leaner — though the data-modelling questions still need proper time to think through.
Sometimes. Attio is sharper for power users, faster to navigate & easier to customise. It’s purpose-built as a CRM — so if your team also needs email marketing, ticketing or content management in one place, HubSpot is usually a better answer. We’ll be straight about which way the trade-off falls for you.
Yes — we work directly with the Attio team & have hands-on experience building Attio workspaces for property & home-related businesses.
Always. Attio engagements work especially well when there’s an internal champion who’ll own the workspace after we hand it over.
Not sure if it’s a process issue, an Attio issue or both? Bring us the situation as it stands. We’ll cut through it & tell you what’s worth doing next.
