Attio onboarding for teams who want a CRM built around their workflow — not the other way round.
Attio works differently from most CRMs. It’s flexible, so you can shape it around the way your team actually works — & that’s exactly what we do. You get a system that fits from day one, instead of one you keep fighting.
Most of the teams we set up are property & home-related businesses with a way of working that doesn’t fit a standard CRM — hands-on developers, specialist lettings teams & B2B service firms. Attio is quicker to get going than a full HubSpot setup & the licence costs less too. So you spend less & start seeing results sooner.
If you’re thinking of setting it up yourself, it’s worth doing the maths. You could spend three months learning how Attio works — or pay us for three weeks & be up & running. The quicker route is usually the cheaper one.
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 onboarding engagement tends to involve.
These are the situations where we do our best work. If this sounds like you, odds are we’ll be a good match.
Running on spreadsheets & memory? We’ll build an Attio setup that fits how your team works.
We can take what you’re already doing, refine the bits worth keeping & rebuild it properly in Attio.
Complex structures where varying operations need to work seamlessly & be accessible via one login.
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 onboarding 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.
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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Attio onboarding is the work of taking a blank workspace & turning it into a CRM your team will actually use. We model your objects & relations, build your lists & views, set up your enrichment & integrations, import your data, & train your team before handover.
Most of our Attio onboardings fall between £5,000 & £18,000. A focused single-team setup sits at the lower end; a multi-object, custom-integration build sits at the higher end.
Most onboardings go live in four to eight weeks. Simple setups can be faster; complex data models or multi-team rollouts take longer.
Yes. Most of our Attio onboardings include a migration step — usually from HubSpot, Salesforce, Pipedrive or a spreadsheet.
Whoever you nominate. Attio is light enough that it is possible to self-manage after onboarding. But if you don’t have the skills or time internally, & if you’d rather have a senior pair of hands available each month, we can stay involved on a small ongoing arrangement via our Attio support packages.
If you’re making the move to Attio, we’ll set it up properly — efficient, effective & built around the way your team actually works.
