Our agency will set up attio crm for your modern sales team

Top 5 Notion Consulting Partner, Certified Consultant
Selezionato da Fiverr Pro
TheOptimalFlow selezionato dal team Fiverr Pro per la sua esperienza.
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Informazioni su questo servizio
At The Optimal Flow we set up Attio for teams who want their CRM to match how they actually sell.
Attio is what happens when someone builds a CRM the way you would build a Notion workspace. Custom objects, relationships that actually reflect your business, and an interface your reps will open without being told twice. The tradeoff is that a blank Attio is a blank page, and most teams never get past that.
Who this is for
- Startups between seed and Series B choosing their first real CRM
- Teams whose CRM has become a reporting chore nobody keeps up to date
- Founders who track deals in a spreadsheet and know it stopped scaling
What we build
- Objects modelled on how you actually sell, not on a template
- Pipelines with stages that mean something, and exit criteria for each
- Automations for handoffs, follow up reminders and data hygiene
- Your existing data migrated and deduplicated, not dumped in
- Email, calendar and enrichment connected so records fill themselves
Fewer than ten people on Fiverr specialise in Attio. Most of what you will find is a generic CRM consultant who read the docs last week.
Software:
Altro
Clienti con cui abbiamo lavorato
Roche
Health Organization
Training in Notion, as well as building spaces for the Digital Innovation team.
mar 2024
Altri servizi della categoria Gestione del software offerti da noi
FAQ
Is Attio the right CRM for us?
Because you will actually use it. Attio lets you model custom objects the way your business really works, without needing an admin certification to change a field. If you need marketing automation at scale, HubSpot is the better fit and we will say so.
What do you need from me before starting?
Admin access to Attio, an export of whatever you use today even if it is a spreadsheet, the list of tools you want connected, and 30 minutes to explain how your sales process really runs.
Can you migrate our data from another CRM?
Yes. Foundation covers 500 records from CSV, Revenue Platform covers up to 10,000 with deduplication and field mapping. Migrating dirty data cleanly is most of the work, and it is where migrations usually go wrong.
What if we outgrow this setup?
Then you change it, and you will be able to. Everything is documented and Attio is built to be edited. We would rather you did not need us again than lock you into calling us for every field change.

