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SaaSFrame v Q Search O Notifications a Tasks Notes @ Email O Reports Records [R) Companies people Lists Customer Success Upgrade Attio Invite teammates O Help and first steps x 1700f 180 AppSumo • Antoine Milkoff E Antoine Milkoff — 7 months ago Activity g Emails 17 EFiles C) Notes O 2, Team 2 @ Tasks Emails Filters AppSumo Follow Up Antoine Milkoff, Nicole Landers Manage access Pro 26 Jul 2022 Add to List Record details appsumo.com Compose Email Hi Antoine, I appreciate you taking the time to chat today, here are a few items to review for self... O Nicole has joined • Meeting With Nicole-AppSumo *Superflow [email protected], Nicole Landers via Superpowered-me 26 Jul 2022 Nicole Landers Nicole has joined Meeting With Nicole-AppSumo +SuperfIow They're waiting f... Heads up about meeting reminders [email protected], Nicole Landers via Superpowered-me Nicole Landers Hey Nicole uses Superpowered to keeps meetings on time. Just a heads up,... Join in —5m • Meeting With Nicole-AppSumo *Superflow [email protected], Nicole Landers via Superpowered-me Nicole Landers Meeting With Nicole-AppSumo *Superflow is starting in Rappel de notre prochaine réunion [email protected], Nicole Landers Rappel de notre prochaine réunion [email protected], Nicole Landers Rappel de notre prochaine réunion [email protected], Nicole Landers 26 Jul 2022 26 Jul 2022 -5m At 6:15 AM CDT 26 Jul 2022 25 Jul 2022 23 Jul 2022 Top software deals for entrepreneurs at incredible pric... Internet B2C B2B Information Technology Services Technology SAAS Marketplace Austin Texas Show more Lists This record has not been added to any lists. Track more record details by adding AppSumo to one of your lists. + Add to List
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attio Customers Free €0 Changelog Help Pricing From zero to IPO. Designed for every stage of your journey. Start today, no credit card required. Sign in Start for free Bill annually per user/month, billed annually For small teams Real-time contact syncing Automatic data enrichment Up to 3 seats Plus €29 -15% per user/month, billed annually For growing teams Private lists Enhanced email sending No seat limits Get started Bill monthly Pro €59 -15% per user/month, billed annually For scaling businesses Fully adjustable permissions Get started æcmu Bill monthly Pallet Advanced data enrichment Priority support Get started 'OpenAI Billing frequency Bill annually Workspace Number of seats Email and calendar Email and calendar sync Email sharing Email sending Bulk email sending Remove •Sent with Attio' Data sources Communication intelligence First interaction Last interaction Connection strength Strongest connection First email interaction Last email interaction First calendar interaction Last calendar interaction Next calendar interaction Company enrichment Name Description Logo Category Social media Location Employee count ARR People enrichment Name Description Profile picture Social media Location Reporting Number of reports Insight reports Funnel reports Segment by Targets Data model Access permissions Admin Payment by invoice SAML (SSO) Support Help center Chat and email support Priority support Migration assistance Free €0 user/mo billed annually Get started up to 3 1 account per user Individual metadata 200 sends per month 10 sends at a time Essential Essential Essential 3 reports Fully visible Compare plans Plus €29 user/mo billed annually Get started Unlimited 1 account per user Individual bodies and attachments l,øøø sends per month 50 sends at a time Standard Standard Essential 15 reports Private Chat with us Pro €59 user/mo billed annually Get started Unlimited 2 accounts per user Specific contacts Unlimited 50 sends at a time Advanced Standard Essential 100 reports Advanced Chat with us Enterprise €119 per user/month, billed annually For large organizations Unlimited reporting SAML and SSO Custom billing Talk to sales O CAUSAL Enterprise €119 user/mo billed annually Talk to sales Unlimited 3+ accounts per user Specific contacts Unlimited 50 sends at a time Advanced Standard Essential Unlimited Advanced Chat with us Your questions, answered. Is Attio free to use? Do you offer discounts? What are my payment options? Do you offer invoice billing? Do I need to connect my email? Can I import data from other tools? Does Attio have a free trial? Do you have a startup program? Do you have monthly and annual billing options? attio Product Changelog Customer stories Security Chrome extension iOS app Android app Zapier Integromat @ 2023 Attio Ltd. All rights reserved Company About Careers Blog Startup program Attio for Startups Venture capital Deal flow Which plan is right for me? Does Attio have an API? Support Help center Talk to support API docs System status Ready to build? Start for free Talk to sales Terms & Conditions Privacy Policy
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attio Customers Changelog Help Pricing JOIN THE TEAM Sign in Start for free Reinventing an entire software category isn't easy. We're looking for the best and brightest to help us deliver amazing feats of engineering and bring a revolutionary new software product to market. At Attio, we're building the CRM of the future. CRMs are at the center of the software stack for millions of businesses. They're ubiquitous and totally essential, yet current products are completely archaic, unloved and in massive need of overhaul. This is software that millions of people use for hours and hours a day and you probably cant think of a single awesome piece of software in this space. Attio's singular focus is to revolutionize one of the world's most important and entrenched software categories: CRM. Our quest is to reinvent CRM from the ground up for the next generation of business. We'll need the world's best engineers to solve some of the toughest engineering problems; we'll need visionary designers to create the best experiences, and we'll need creative marketers and ambitious salespeople to tell our story and bring our product to market. Come join the revolution. Join the revolution. Open positions Our mission is to build the next-generation customer relationship management tool for businesses everywhere. We've sharpened our skills at... INTERCOM asana @twilio 'egment Zendesk We're here to revolutionize the world's most entrenched software category. Here's how we're doing it. One team, one dream. Context over control. Diversity, equity and inclusion. Quality over quantity. Customer-first. Celebrate success. Kindness and respect. Challenge ideas, not people. We learn, grow and build for the future together. From wins to setbacks and everything in between. We strive to create a culture based on impact where each individual has the ability to get things done independently. That means making sure that every team member has the right context they need to own their initiatives and make the right decisions. We're dedicated to building a company that reflects the teams, communities, and world we're building for. We always seek to ensure that everyone at Attio is seen, heard, valued, and empowered to do their best work. Rather than try to solve every issue at once, we prefer to focus and solve a few problems exceptionally well. Quality is always our top priority. Everything we build is for our customers. Every decision we make is to empower them, prioritize their needs and move the needle for their businesses. Success is built through habits. The best way to ensure ongoing success is to give recognition to our accomplishments as a team and individual contributors. We always treat each other, our customers, and the outside world with respect, kindness and compassion, because it is the right thing to do. Kindness and respect lead to not only better outcomes, but also a positive work environment. We're building software that will change the trajectory of an entire category. As such, we've created an environment where we are free to bring new ideas to the table and iterate them until they flourish. Our investors. We're proud to be backed by some of the world's best tech investors. Redpoint. Balderton capital Individual investors and partners Mathilde Collin Co-founder & CEO Front Taimur Abdaal Co-founder & CEO Causal DESICN Senior Product Designer Vinay Hiremath Co-founder & CTO Loom Varadh Jain Co-founder Polymail Shahed Khan Co-founder & Investor Loom, Hyper Piotr Pisarz Co-founder & CEO Uncapped ossion Lopo Champalimaud Founder & Investor Treatwell Paul Forster Co-founder & Investor Indeed.com Open positions Build beautiful software with great design. Evolving our language, system and team into a new industry standard. London or Remote (EU) OPERATIONS Strategic Finance Manager Inform strategy decisions using the companies financial and performance data. London ENGINEERING Web Engineer Take ownership for all web-related tasks including the Attio.com marketing site and help with growth-related initiatives. London or Remote (EU) Senior Product Engineer (Mobile Focus) Provide the best CRM experience on mobile, achieving feature parity with the web client London or Remote (EU) Senior Product Engineer (Backend Focus) Design, implement and improve our backend infrastructure. London or Remote (EU) Senior Product Engineer (Frontend Focus) Take ownership of a key product area, making technical and strategic decisions that deliver world class user experiences. London or Remote (EU) General Open application We're always looking for more great people to join our team. If you don't see a match in our open roles, we'd still love to hear attio Product Changelog Customer stories Security Chrome extension iOS app Android app Zapier Integromat from you. Worldwide Company About Careers Blog Startup program Attio for Startups Venture capital Deal flow Support Help center Talk to support API docs System status @ 2023 Attio Ltd. All rights reserved Ready to build? 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attio Customers Changelog Help Pricing Sign in Start for free Q Find anything Email & Calendar @ Imports & Exports users & Permissions @ Integrations Data & Syncing ir Tips & tricks Account & billing @ Security & privacy ? Support GUIDES Forms @ Tasks & todos Ads & acquisition Relationships & meetings Attiols docs, integrations, guides and API references Attio gives you everything you need to build the perfect relationship management tool for your team. Q Find anything: importing, billing, integrations, 88 Workflows Explore our API Discover how to integrate with Attio attio Product Changelog Customer stories Security Chrome extension iOS app Android app Zapier Integromat @ 2023 Attio Ltd. All rights reserved o o Company About Careers Blog Startup program Getting Started O What is Attio? Discover how Attio can transform your workflow. > CD How to build a list Learn how to start building lists for your workflows in Attio. Reference n CD CD Workspace Learn all about your new Attio Workspace Users & Permissions Learn about how Attio lets you manage your team. Tips & tricks Become a power user with hints, shortcuts, and Attio's lesser-know... o Support Need some help? Get in touch with the Attio team. Guides O Forms Connect your forms to Attio and automatically send new leads and... Relationships & meetings Connect your favorite apps to Attio and automatically send calendar... Developer API Understanding records What are records in Attio? Check out our short guide. Apps and extensions Find out about Attio's powerful Chrome extension and mobile app... Email & Calendar Learn more about Email and Calendar integrations o Integrations From cloud storage to Zapier automations, connect Attio to your... O Account & billing Everything you need to know about your Attio account. o Tasks & todos Automate your tasks with our Zapier app and connect your favorite app... O Workflows Automate your workflows and accelerate your processes - conne... Understanding lists Get started with lists in Attio - home to your workflows and projects. Imports & Exports Learn how easy it is to move your data in and our of Attio. o Data & Syncing Learn about how you can keep your data up to date. o Security & privacy Learn more about Attio's security and privacy settings. Ads & acquisition Connect your favorite apps to Attio and send ads and acquisition data... Attio gives you everything you need to build the perfect relationship management tool for you. Explore our API Attio for Startups Venture capital Deal flow Support Help center Talk to support API docs System status REQUEST curl https://api.attio.com/vl/compa -x PUT aa5c71134eb8e69i97e42085ef4d -u application/ json -H -d ' {"name" : "Tesla Motors" , "des Alto " , "state " : "California" , "country RESPONSE "18588ad1-1337-43f9-83f8-fe "domain": tesla.com" Ready to build? Start for free Talk to sales Terms & Conditions Privacy Policy
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attio Customers Customers > Pallet Changelog Help Pricing How Pallet uses Attio to power their growth A conversation with: DeGrasse Schrader Chief of Staff O Solution Sign in Stripe 51-250 SIOOM-S500M • In trial united States as 23 Start for free 0 32d Pallet About Pallet is a platform for community- based hiring, which allows companies to source candidates from the world's top online professional communities and enables community leaders to connect people to job openings. Industry SaaS, Recruiting Company size 0-10 Headquarters New York City Founded 2021 Funding raised $4.9m (seed) Key templates Sales Customer success Share this article: too Try Attio with your team: Get started for free Related Content Dopt Challenge Pallets faced numerous challenges in managing their sales and customer success processes through Airtable and had to find a CRM solution that could meet their unique needs. Results A CRM that molds to their business process and makes it easier for them to rapidly iterate, experiment and grow. Dynamic, data-enriched sales lead tracking and reporting based on real- time customer interactions Pallet's story Use Attio to build the solution they need for their go-to-market motions, including sales pipelines and customer success. Robust customer success program, with automated workflows and communications intelligence There are over 900 million members on LinkedIn, with over 16 million jobs on the platform. For today's job candidates, it's easy to assume that finding a job is simpler than ever before. Unfortunately, the opposite is the case. Candidates without impressive resumes may struggle to stand out from the competition. Meanwhile, those with more with the right credentials are inundated with thoughtless job offers that really don't match their skillset. Pallet, an early-stage startup based in New York City, is aiming to change this. Pallet provides a platform for community-based hiring, where companies can tap into digital communities to find candidates and community leaders can connect people to open roles. Since being founded in 2021, Pallet has found unique success among some of tech's most influential thought leaders. If you've seen an influencer's job board lately, they're probably using Pallet. Endless data entry in Airtable The most common "big fear" for people is public speaking. For startups, it wouldn't be too far-fetched to say that one of their big fears is CRM. This is because the gap between what startups need and traditional CRM offers is rather large. Startups require tools that are fast, flexible, and able to fit rapidly changing business dynamics. Traditional CRM, on the other hand, is opposite: its slow, rigid and typically the amount of upkeep and data inflexibility is a drag on any high-growing company. Accordingly, Pallet, like many early-stage startups, first chose to create their CRM manually in Airtable. They used the tool as a one-stop shop to track all their customer interactions. This was relatively manageable when Pallet was in its earliest stages, but its manual nature - and that it's not built to be a CRM — meant it became untenable as soon as their product gained serious traction. "We were getting a large influx of new customers and prospects. Maintaining our Airtable situation took hours of manual work, even with just a few customers," says DeGrasse Schrader, Chief of Staff at Pallet. "When we started gaining serious traction, it became a nightmare. It was starting to hold our business back. We'd spend more time inputting data or fixing something that broke instead of focusing on our product." Even though they were aware of the limitations of most CRM solutions, the reality of the situation forced Pallet to begin their search. "We shopped around quite a bit. Everything was quite disappointing - the user experience always felt old and janky, and not really suitable for our use case," says Schrader. "The contrast was so huge between the software and technology we're building. We were feeling pretty hopeless and resigned that we'd end up going with Hubspot or Salesforce, even though they don't really fit our business or what we're trying to build." The Attio moment Pallets fortunes began to change when Schrader saw the Attio website for the first time. She loved the look of it and was drawn in by the attention to design and detail, as well as the no-code look of the visuals. "When I look for software, I am very methodical in comparing / contrasting and really digging into whether I'll give a solution a try or not. With Attio, it was a totally different experience," says Schrader. "The visuals and the look first drew me in, and the features lined up perfectly with what we're looking for. I was sold and eager to give it a go." Schrader was impressed from the very beginning. "Attio automatically synced with our email and calendar data, and built out a full-fledged CRM really fast," said Schrader. "Every record had a detailed profile with enriched data, conversations, and more. It solved a huge pain point for us. When you're a fast-growing startup, you need a tool that will scale with you, not one you've got to maintain and upkeep." Attio also helped Pallet break down the silos between their own team. "It was important for us to have the ability for other teams to be able to get a quick overview of things that are happening on the sales and success sides," said Schrader. It was very clear for Pallet that Attio was meant exactly for their use case. "The flexibility, speed and adaptability enabled us to hit the ground running fast," adds Schrader. "Once we started using Attio, we knew it would be an integral part of our tech stack." How Pallet uses Attio Pallet now uses Attio as the linchpin for everything customer-related for their business. using Attio, they can build, iterate and adapt their CRM to meet their business needs as they change. "Attio is incredibly versatile and super intuitive. W€re basically able to mold it exactly to our business processes and it gives us a single source of truth for everything related to customers," says Schrader. "It gives us a very clear view into everyone's communications with customers and what's going across the whole team. Right now we're using it for sales lead tracking and customer success, and plan to add more use cases soon." Sales lead tracking Pallet uses Attio to manage their entire sales process, from first contact all the way to close. Every contact in their email and calendar systems is enhanced with data enrichment, and Schrader is able to see the connection strength, last point of contact, and other data variables for each person and company. "We use Attio to track all stages of our sales process because it is such a versatile tool," says Schrader. "My team and I take advantage of being able to create so many views of a single list - we've got a handful of table and kanban views in each workflow we've built. We also all use Attio's note taking features so we're all on the same page." Once deals are closed with prospects, Schrader is able to easily hand them off to customer success with relevant context and information. "Using Attio is great because immediately after we close a customer, I can hand them off to customer success with all communications, notes and details." Pallet also takes advantage of Attio's reporting capabilities. using the product, Schrader and her team are able to visualize their sales data in numerous different ways. "My team loves Attio's reporting system because its so dynamic. We can splice our data in so many different ways and combinations," adds Schrader. Customer success Schrader and her teammates also use Attio to help ensure that customers receive the services they need. They are able to track what stage a customer is in, as well as see notes and hand-off details from sales. With Attio, Pallet gets a holistic view of their customer base. The team is able to see detailed profiles, with all communications for each customer as well as written notes logged by her coworkers. They use Attio records to build enhanced profiles of each contact and store all notes about how customer relationships are going. Pallet also uses Attio to automate key processes in the customer success workflow. "We have a view that alerts us when a customer's renewal is coming up, as well as if we haven't reached out to someone recently. These features are super helpful when your company is growing so fast and there are so many 'all hands on deck' moments. It makes a huge difference." says Schrader. A core part of Pallet's technology stack For Pallet, Attio plays a central role in their go-to-market motion. They finally have the CRM that they wished they had from the very beginning: one that molds to their business process and makes it easier for them to rapidly iterate, experiment and grow. "Attio is one of the rare pieces of software that has delivered how I thought it would before I tried it," says Schrader. "Not only does it give us great insights on customers, but it also gives us a really clear view into everyone's comms and what's going on across the whole team. From communication intelligence to note-taking to data-enriched lists, it plays such a crucial role in me and my team's everyday workflows." And to top it all off? No more data entry. "l was super relieved. As soon as I onboarded with Attio, I instantly got back the many, many hours I spent every week updating data manually." How Dopt uses Attio to build out its GTM engine and scale as they grow Read story Ready to build your team's dream CRM? Start for free attio Product Changelog Customer stories Security Chrome extension iOS app Android app Zapier Integromat @ 2023 Attio Ltd. All rights reserved Talk to sales Company About Careers Blog Startup program Attio for Startups Venture capital Deal flow Support Help center Talk to support API docs System status Ready to build? Start for free Talk to sales Terms & Conditions Privacy Policy
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attio Customers Changelog Help Pricing We're live on Product Hunt! Customer Start for free relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs. progession.io Q Search O Notifications @ Tasks Notes EJ Emails @ Reporting v Records g, People Companies Startup Sales Pipelhe V Fundraising O Nick Sharp @Ned Lcx*ing good! Dont to Startup Sales Pipeline F i Ite r O Company O Stripe Canva DigitalOcean @ Gong O Linear O Dropbox Miro O Retool O Webflow Square Chime Start for free Sort Stage • Expansion Chance • Seen • Trial • Expansion Chance • Demo Seen • Trial • Seen • Follow up Talk to sales Next meeting Tomorrow Next month In 30 minutes In 30 minutes E In 3 days Tomorrow In 5 days Next month In 3 hours E No contact In 6 hours In 6 days In 2 weeks Next month @ View settings + rt + Connection Strength Very strong with Albert Lund Leads Contacted • Strong with Kelli E. Brooks . with Lilian O'Brien • Very weak with Tony Fergusson • Strong with Bradley Jones • Strong with Bradley + Very strcmg with Martin Smith Sign in Won Lost attæh the security doc' o Ned I Aad comment. æcmu 01. Build Klarna 2:46 PM e Grammarly 1.064 count Add Calculation Pallet * Add Calculation 'OpenAI Add Calculation CAUSAL "Attio is the most flexible CRM we've ever come across. We've been able to build a world-class go-to-market engine — from our sales pipelines." Taimur Abdaal Co-founder & CEO, Causal The CRM that's truly your own. Tweak anything and everything to ensure Attio fits your business, not the other way around. Build Create your dream CRM with powerful, flexible templates for Q) Refine Use Attio's intuitive IJI and ultra- customizable blocks to craft your ideal workflows. ++ Work Help your business scale with enriched data, custom attributes, and integrations. What's included? GD Report Analyze, track and share reports built on real-time data from across your workspace. every use case. Basepoi Q search O Notifica Tasks C Notes E Emails @ Reports v Records People Compa 02. Data Create List : Templates ISearch for templates, topics, goals Start from scratch Recommended for you Sales Recruiting Custcmer success Sales Investing Recruiting Marketing Customer Success Fundraising Sales tib Companies • 14 Z Feb 20, 2023 6 days ago Everything a Sales team needs to track their deals. sasoocnoo Z 2023 8 Cornpany Funding g Owner Views 2 EB Invested stage Z Date of "westrnent Lost reason Reports 1 Pipeline use this template Real-time relationships need real-time data. Your customers are always connected. Why should your CRM be any different? Instant visibility into all your relationships. Real-time global database of every contact & company your business interacts with. Unrivaled relationship intel. All your team's conversations with a contact or company and create enriched timelines for every interaction. Startup Sales Pipeline People Sort 2 Deals v O Person Filter a @ View settings + Import export Email O Elias Madden O Maxwell Knott O Victoria Bolton O Leoni Tran O Jenny Connor O Kody Millar O Ana Gantt O Harry Ray + Add Calculation 20m mal_10 æch.com 2.Co Add Calculation E? Last contacted 2 days ago 5 hours ago 1 week ago 3 days ago I hour ago Yesterday 2 weeks ago 6 days ago + Add Calculation [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] + Add Calcula' Suzanne Clayton Activity E Emails Today Re: Partnership + Very strong With Lisa @ Lisa Boone I day ago 32 Files o Notes 5 [3 Companies O Suzanne Clayton Tony Christie Hi Suzanne, please find attached the agreement that we came to regarding our partnership with Stellaris Health... Annual Report-doc 3.2MB X Show 31 more emails from this month 03. Collaborate The first truly Contact details CEO @StellarisHealth @ San Francisco, Bay Area Show more > Lists multiplayer CRM. After all, the best work doesn't come from silos. Real-time multiplayer collaboration. Collaborate with your whole team and nail every task the first time. See each other click, change, and type in real-time. Dream tech stack. Pull in data from best-in-class SaaS tools through Attio's world-class API and Zapier integration. Build from anywhere. Build from anywhere. Our world-class apps let you collaborate form anywhere without compromising your 8 Table View Filter Sort [9 C) C) C) C) C) C) C) Company O Stripe o OpenAi O Webflow Klarna O Revolut O Loom O Gem Status Prospect Meeting Qualification Proposal Follow up Negotiation Proposal Team size 10 to 24 100 or more 50 to 99 25 to 49 100 or more 10 to 24 50 to 99 Fit workflow. A onboarding • Contract & Legal g 8 M a nege Marketing In 9 days Te"y Stein g Paduet r Permission control. Control how your team interacts with your business's collections, views, and emails. ODD Hold that thought. Never lose another idea with Attio's real-time collaborative note-taking features. Q List access Workspace Access Full Access v This list is public to your workspace and can be edited by all members. Search / Create note Chime.com Discovery Call E Frank/ Tom 14th Nov 9:00 to 10:00 AM Invite Full access Read only Negotiation Text c' Link Text Highlight coo • Before first day In 7 days York ooc can't keep up O Lauren Scott (you) [email protected] Learn about list access SO-SIM Interested in a proof of concept,lworking to schedule a planning meeting fifi Powered by Particle. And it's all powered by Particle - the data model for teams that want to go-to-market faster. Start for free Slack . Enabled Sales Pipeline Overview Insights into this quarter's sales Deals by month Add chart Companies Records Modulr Gong Stage • In Trial • Demo seen Next Meeting om orrmv Next week lists to Slack cunne's to This week James Wilson was added to Fin din Stealth startup was created by Jennifer Turner —ooo Feb Built for teams at any scale. 100 April And so much more... Your customers are always connected. Why should your CRM be any different? Quick actions Streamline your workflow with customizable shortcuts. Contact analysis Get deeper insights into your contacts at a single glance. Automatic enrichment Update your contacts with the latest information on autopilot. Filters Drill down and filter your contacts with unrivaled power, precision and speed. Loved by Builders. Attio is the customer relationship management tool for everyone who values collaboration. More customer stories Sebastiaan Debrouwere @amgebdeb We use @attio on a daily basis for several intemal processes, and I cannot rave enough about them. Incredible flexibility and features combined with super intuitive Ul PM Apr 7, 2022 Krishna antKris Holy shit @attio is beautiful I've run my CRM on Notion to date. Hubspot & Salesforce too clunky. Sleek and simple, just what I need Ready to build your team's dream CRM? Alon As an early stage startup I'm really loving using @attio - great balance of flexibility and prescriptiveness PM Dec 1, 2022 Jono Bacon @jonobacan Let's be honest, most CRMs suck. Overcomplicated, expensive, and you have to bend to their will...not the other way around. I am a huge fan of @attio - their product is rock-solid, customer support is AAA, and it is *very* flexible and simple. v Lists Sales Pipeline Beta outreach Customer Success Chrome extension Stay lean with Attio's lightweight browser extension. Tiered sorting Quickly organize your contacts in any way that comes to mind. Dimitry Gershenson Od_gershenson We use our CRM @attio for sales, fundraising, and recruiting. It's awesome 01:32 PM Jan 4, 2023 Otherealsrii I've been using @attio to track applicants, manage my deal pipeline and manage the associated notes/tasks. The use-cases are unlimited; it truly feels like the Notion of CRM. 10:17 PM Jan 3, 2023 Start for free Talk to sales attio Customers Changelog Help Pricing We're live on Product Hunt! Customer Start for free relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs. progession.io Q Search O Notifications @ Tasks Notes EJ Emails @ Reporting v Records g, People Companies Startup Sales Pipelhe V Fundraising O Nick Sharp @Ned Lcx*ing good! Dont to Startup Sales Pipeline F i Ite r O Company O Stripe Canva DigitalOcean @ Gong O Linear O Dropbox Miro O Retool O Webflow Square Chime Start for free Sort Stage • Expansion Chance • Seen • Trial • Expansion Chance • Demo Seen • Trial • Seen • Follow up Talk to sales Next meeting Tomorrow Next month In 30 minutes In 30 minutes E In 3 days Tomorrow In 5 days Next month In 3 hours E No contact In 6 hours In 6 days In 2 weeks Next month @ View settings + rt + Connection Strength Very strong with Albert Lund Leads Contacted • Strong with Kelli E. Brooks . with Lilian O'Brien • Very weak with Tony Fergusson • Strong with Bradley Jones • Strong with Bradley + Very strcmg with Martin Smith Sign in Won Lost attæh the security doc' o Ned I Aad comment. æcmu 01. Build Klarna 2:46 PM e Grammarly 1.064 count Add Calculation Pallet * Add Calculation 'OpenAI Add Calculation CAUSAL "Attio is the most flexible CRM we've ever come across. We've been able to build a world-class go-to-market engine — from our sales pipelines." Taimur Abdaal Co-founder & CEO, Causal The CRM that's truly your own. Tweak anything and everything to ensure Attio fits your business, not the other way around. Build Create your dream CRM with powerful, flexible templates for Q) Refine Use Attio's intuitive IJI and ultra- customizable blocks to craft your ideal workflows. ++ Work Help your business scale with enriched data, custom attributes, and integrations. What's included? GD Report Analyze, track and share reports built on real-time data from across your workspace. every use case. Basepoi Q search O Notifica Tasks C Notes E Emails @ Reports v Records People Compa 02. Data Create List : Templates ISearch for templates, topics, goals Start from scratch Recommended for you Sales Recruiting Custcmer success Sales Investing Recruiting Marketing Customer Success Fundraising Sales tib Companies • 14 Z Feb 20, 2023 6 days ago Everything a Sales team needs to track their deals. sasoocnoo Z 2023 8 Cornpany Funding g Owner Views 2 EB Invested stage Z Date of "westrnent Lost reason Reports 1 Pipeline use this template Real-time relationships need real-time data. Your customers are always connected. Why should your CRM be any different? Instant visibility into all your relationships. Real-time global database of every contact & company your business interacts with. Unrivaled relationship intel. All your team's conversations with a contact or company and create enriched timelines for every interaction. Startup Sales Pipeline People Sort 2 Deals v O Person Filter a @ View settings + Import export Email O Elias Madden O Maxwell Knott O Victoria Bolton O Leoni Tran O Jenny Connor O Kody Millar O Ana Gantt O Harry Ray + Add Calculation 20m mal_10 æch.com 2.Co Add Calculation E? Last contacted 2 days ago 5 hours ago 1 week ago 3 days ago I hour ago Yesterday 2 weeks ago 6 days ago + Add Calculation [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] [email protected] + Add Calcula' Suzanne Clayton Activity E Emails Today Re: Partnership + Very strong With Lisa @ Lisa Boone I day ago 32 Files o Notes 5 [3 Companies O Suzanne Clayton Tony Christie Hi Suzanne, please find attached the agreement that we came to regarding our partnership with Stellaris Health... Annual Report-doc 3.2MB X Show 31 more emails from this month 03. Collaborate The first truly Contact details CEO @StellarisHealth @ San Francisco, Bay Area Show more > Lists multiplayer CRM. After all, the best work doesn't come from silos. Real-time multiplayer collaboration. Collaborate with your whole team and nail every task the first time. See each other click, change, and type in real-time. Dream tech stack. Pull in data from best-in-class SaaS tools through Attio's world-class API and Zapier integration. Build from anywhere. Build from anywhere. Our world-class apps let you collaborate form anywhere without compromising your 8 Table View Filter Sort [9 C) C) C) C) C) C) C) Company O Stripe o OpenAi O Webflow Klarna O Revolut O Loom O Gem Status Prospect Meeting Qualification Proposal Follow up Negotiation Proposal Team size 10 to 24 100 or more 50 to 99 25 to 49 100 or more 10 to 24 50 to 99 Fit workflow. A onboarding • Contract & Legal g 8 M a nege Marketing In 9 days Te"y Stein g Paduet r Permission control. Control how your team interacts with your business's collections, views, and emails. ODD Hold that thought. Never lose another idea with Attio's real-time collaborative note-taking features. Q List access Workspace Access Full Access v This list is public to your workspace and can be edited by all members. Search / Create note Chime.com Discovery Call E Frank/ Tom 14th Nov 9:00 to 10:00 AM Invite Full access Read only Negotiation Text c' Link Text Highlight coo • Before first day In 7 days York ooc can't keep up O Lauren Scott (you) [email protected] Learn about list access SO-SIM Interested in a proof of concept,lworking to schedule a planning meeting fifi Powered by Particle. And it's all powered by Particle - the data model for teams that want to go-to-market faster. Start for free Slack . Enabled Sales Pipeline Overview Insights into this quarter's sales Deals by month Add chart Companies Records Modulr Gong Stage • In Trial • Demo seen Next Meeting om orrmv Next week lists to Slack cunne's to This week James Wilson was added to Fin din Stealth startup was created by Jennifer Turner —ooo Feb Built for teams at any scale. 100 April And so much more... Your customers are always connected. Why should your CRM be any different? Quick actions Streamline your workflow with customizable shortcuts. Contact analysis Get deeper insights into your contacts at a single glance. Automatic enrichment Update your contacts with the latest information on autopilot. Filters Drill down and filter your contacts with unrivaled power, precision and speed. Loved by Builders. Attio is the customer relationship management tool for everyone who values collaboration. More customer stories Sebastiaan Debrouwere @amgebdeb We use @attio on a daily basis for several intemal processes, and I cannot rave enough about them. Incredible flexibility and features combined with super intuitive Ul PM Apr 7, 2022 Krishna antKris Holy shit @attio is beautiful I've run my CRM on Notion to date. Hubspot & Salesforce too clunky. Sleek and simple, just what I need Ready to build your team's dream CRM? Alon As an early stage startup I'm really loving using @attio - great balance of flexibility and prescriptiveness PM Dec 1, 2022 Jono Bacon @jonobacan Let's be honest, most CRMs suck. Overcomplicated, expensive, and you have to bend to their will...not the other way around. I am a huge fan of @attio - their product is rock-solid, customer support is AAA, and it is *very* flexible and simple. v Lists Sales Pipeline Beta outreach Customer Success Chrome extension Stay lean with Attio's lightweight browser extension. Tiered sorting Quickly organize your contacts in any way that comes to mind. Dimitry Gershenson Od_gershenson We use our CRM @attio for sales, fundraising, and recruiting. It's awesome 01:32 PM Jan 4, 2023 Otherealsrii I've been using @attio to track applicants, manage my deal pipeline and manage the associated notes/tasks. The use-cases are unlimited; it truly feels like the Notion of CRM. 10:17 PM Jan 3, 2023 Start for free Talk to sales attio Product Changelog Customer stories Security Chrome extension iOS app Android app Zapier Integromat @ 2023 Attio Ltd. All rights reserved Company About Careers Blog Startup program Attio for Startups Venture capital Deal flow Support Help center Talk to support API docs System status Ready to build? Start for free Talk to sales Terms & Conditions Privacy Policy
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