Attio CRM Implementation
Next-Generation CRM for Modern Teams
Stop fighting inflexible CRMs. We deploy Attio's modular objects, pipelines, automations and AI workflows across your sales, marketing and ops teams. We architect your Attio data model, automate lead flows and build real-time dashboards so you capture every opportunity, close deals faster and scale without friction.
What We Do
- 1Implement & Migrate Your CRMDeploy Attio's custom objects, views and pipelines. Migrate spreadsheets or legacy tools so every contact, deal and note lives in one source of truth.
- 2Plan & Validate LicensesAudit your growth plans. Select the Attio plan and add-ons that match your data volume, automation and AI-driven needs.
- 3Process Mapping & AutomationDocument your workflows, fix handoff gaps and automate sequences with Attio Automations and API integrations.
- 4Team Training & EnablementRun hands-on workshops and deliver simple playbooks so your team owns Attio from day one.
- 5Reporting SetupBuild dashboards for pipeline velocity, deal forecasts and team performance so you know exactly where to focus.
- 6System IntegrationsConnect Attio to your tools like Google Meet, Zoom, Outreach, Segment or Slack. We can also use the Attio API to build custom integrations tailored to your stack.
Your Toughest CRM Challenges
No CRM or Lock-In
You're stuck in spreadsheets or forced into rigid legacy systems. We Fix It: Clean, model and import your data into Attio's flexible architecture.
Leads Slip Through the Cracks
You can't track campaigns or follow-ups. Reps chase cold leads. We Fix It: Build AI-powered scoring, routing and reminders so every lead lands where it should.
Undefined Sales Process
Deals stall because stages and handoffs aren't clear. We Fix It: Design SDR→AE pipelines, enforce playbooks and lock in next-step accountability.
Performance Blind Spots
Your dashboards lag reality. You can't optimize what you can't measure. We Fix It: Deliver a single source of truth with live metrics on velocity, win rates and rep activity.
Why Attio
- Next-Gen CRMAttio sets up in minutes with AI-driven enrichment, an adaptive data model and a complete system of action, your CRM evolves alongside your business for real-time impact.
- AI-Native SystemAutomate data enrichment, relationship mapping and workflows from day one. Attio auto-creates enriched People and Company records with job titles, LinkedIn URLs, employee ranges and connection strength.
- Modular ObjectsBuild custom schemas for contacts, companies, opportunities and any data you need.
- Complete System of ActionSync communications, tasks and notes into one interface. Build pipelines, sequences and views in minutes to drive every go-to-market motion.
- Intelligent Automation EngineAutomate workflows triggered by record changes, list additions or AI-recommended next steps, no code required to update statuses, send emails or route leads.
- Fast AdoptionIntuitive, Notion-like interface means your team is up and running in hours.
Why Choose Heveli
- Practitioner-LedWe've guided teams through Attio setups and optimized workflows for measurable ROI.
- Deep Platform ExpertiseWe dive into Attio's features, objects, automations, AI, so you don't have to.
- Adoption-First RolloutChange management baked into every project. Hands-on training ensures your team hits 100% usage fast.
Our Approach & What to Expect
- 1Discovery AuditWe dive into your current state to surface gaps and wins. Map workflows and data flows. Audit existing tools and integrations. Define a CRM architecture aligned with your growth plan.
- 2Build & ConfigureWe architect your Attio instance to match how you sell. Design objects, views, and pipelines. Automate lead routing, AI scoring, and task reminders. Clean and import data into one unified CRM.
- 3Train & EmbedWe equip your team to own Attio long term. Hands-on workshops and bite-sized playbooks. Ongoing support to adjust workflows and lock in adoption.
What Happens Next
- 1Audit CallWe uncover what's slowing you down and align on an action plan.
- 2KickoffWe set milestones, assign owners, and finalize the roadmap.
- 3WorkshopWe map processes, pipelines, and automations together.
- 4ImplementationWe configure Attio, train your team, and flip the switch on automations.
