Attio CRM agency

Attio CRM agency:
set up by a team that runs its own pipeline on Attio

We design your Attio workspace, migrate your data, build workflows and connect Attio to enrichment, email and LinkedIn outreach. Attio is the CRM we use ourselves, so you get a setup that has already been tested on a live pipeline.

Free 30-min call · No pitch, no slides

Built for a sample of 40+ named companies. See the client list.

Teams we ship for

Sage
Wonderbox
Neoday
XGrowth
Arcads
Argil
Earleads
Just Russel

The stack we run ourselves

We sell with the same tools we set up for you.

AY Automate books its own pipeline with Instantly, HeyReach, Attio and Unipile, glued together with n8n and Claude Code. What we build for you is what we run on our own Monday morning.

  • 01
    Instantly
    Instantlycold email sending
  • 02
    HeyReach
    HeyReachLinkedIn outreach
  • 03
    Attio
    Attioour own CRM
  • 04
    Unipile
    UnipileLinkedIn and inbox API
  • 05
    n8n
    n8nworkflows and webhooks
  • 06
    Claude Code
    Claude Codebuilds and maintains the glue

Attio, Set Up by People Who Use It Every Day

An Attio CRM agency designs the workspace, objects and lists, migrates your data and builds the workflows and integrations around Attio. Attio is flexible by design: you can model companies, people, deals and any custom object your business needs. That flexibility needs a plan, or the workspace turns into a set of disconnected lists.

AY Automate runs its own pipeline on Attio, connected to Instantly, HeyReach and Unipile through n8n. We set up client workspaces with the same patterns: clear objects, lists for each motion, workflows that update records from outreach and enrichment, and AI research attached to the record.

Updated October 2026.

Attio system mapped from first signal to closed deal
Messy Attio setup next to a clean, automated one

Why Attio Workspaces Get Messy

Attio lets you build almost any data model. Without one, teams end up with overlapping lists and attributes that mean different things to different people.

No data model

Custom objects and attributes added as needed, without a plan. Reporting breaks because the same fact lives in three places. We design the model first.

Outreach lives elsewhere

Email and LinkedIn replies stay in their own tools and never update the record. We sync them into Attio so the timeline shows every touch.

Migration shortcuts

Imports from HubSpot or Pipedrive that skip deduplication and relationship mapping. We migrate with the relationships intact and reconcile afterwards.

What Our Attio Experts Build

Workspace design, migration, workflows and integrations, based on the setup we run ourselves.

Workspace and Object Design

Companies, people, deals and custom objects, attributes, lists and views designed around your sales and partnership motions.

Data Migration

Moves from HubSpot, Pipedrive, Salesforce or spreadsheets with relationships preserved, duplicates merged and counts reconciled.

Attio Workflows

Attio's native workflows for routing, enrichment, task creation and alerts, with n8n for anything that crosses into other systems.

Outreach, Enrichment and AI

Instantly, HeyReach, Unipile and Clay synced into Attio, with AI research and scoring written to records, every change logged.

What AY Automate builds on Attio

Our Attio Implementation Methodology

Design the model, move the data, connect the tools, then keep improving it. Each phase ends with something you can review.

// 1 - Audit
Current CRM or workspace, motions, data quality, tools
Deliverable:

Data model draft and gap list

// 2 - Design
Objects, attributes, lists, workflow and integration plan
Deliverable:

Workspace design you approve

// 3 - Build & Migrate
Configure, migrate, build workflows, connect outreach and enrichment
Deliverable:

Live Attio workspace with clean data

// 4 - Run
New workflows, integrations and data checks
Deliverable:

A workspace that grows with your team

Four-phase Attio engagement: audit, design, build, run

Why Work With an Attio Agency That Uses Attio Itself?

Attio is newer than the big CRMs, so there are fewer people who have run it on a live pipeline. We do, every day.

We run on AttioOur own pipeline lives in Attio, synced with Instantly, HeyReach and Unipile. You get patterns that already work.
GTM systems around the CRMWe connect Attio to enrichment, outreach and AI, so the CRM updates itself.
Straight answersIf Attio is not the right fit, for example you need deep marketing automation inside the CRM, we tell you before you migrate.
You own itEverything lives in your workspace and is documented. No lock-in.

Comparing options before you commit? see our guide to the best Attio agencies.

See how we run our own pipeline on Attio

Bring your current CRM and tools. We show you the Attio setup we use and what yours should look like.

Related

Real ROI: See Our Systems in Action

Explore how we have engineered custom pipelines to save thousands of hours and eliminate costly bottlenecks for B2B leaders.

Don't take it from us

Hear it from the operators we shipped for.

Real founders. Real cameras. No scripts. Different scales, same agent stack.

Elie Salame - COO at Adstronaut.io

Elie Salame

COO · Adstronaut.io

Wytze de Haan - Co-Founder at Narrative
Ana María Martínez - CEO at EasyClick
Roald Larsen - CEO at Untaylored
Jim Adams - CEO at MeetLexi
Othmane Khadri - Founder at Earleads
Connor Miller - Technical Director at Uniworx
Attio Audit

Stop Juggling Lists. Build Attio Right.

Book a call and we will review your current CRM and tools, then show you the Attio workspace we would build.

Book a 30min Free Strategy Call

In this call, we'll walk through your project scope, timeline, and goals - so we can both check if we're a fit. No obligation, no slide deck, just a working session.

Don't want a call? Email walid@ayautomate.com

Opportunity Map
Implementation Path
Fast Follow-Up
“The team is super fast - sometimes we had to slow them down. We managed to scale the company without investing into hiring.”
Elie Salame

Elie Salame

COO, Adstronaut.io

Video Call
Phone Call
In-Person

We've created products featured in

  • Y Combinator
  • a16z
  • HackerOne
  • BBC
  • FBM
  • France TV
  • Le Parisien
Walid Boulanouar

Walid Boulanouar

View LinkedIn

Attio Audit

New workspace or migration: tell us where you are.

30min
CalGoogle Meet
Usually responds in 1 hour
No commitment required

FAQ

Attio CRM Questions

What does an Attio CRM agency do?+

An Attio CRM agency designs your Attio workspace, migrates your data, builds workflows and connects Attio to your other tools. We also run our own pipeline on Attio, so our setups come from daily use.

Is Attio a good CRM?+

Attio is a strong CRM for startups and B2B teams that want a flexible data model, fast interface and modern integrations. It is less suited to teams that need built-in marketing automation or very complex permission structures.

How much does Attio CRM cost?+

Attio has a free plan for small teams and paid per-seat plans above it. Prices change, so check attio.com/pricing for current numbers.

Is Attio free forever?+

Attio offers a free plan with limits on seats and features. Growing teams usually move to a paid plan for more seats, automation and reporting. Check Attio's pricing page for the current limits.

How much does an Attio implementation cost?+

A single focused workflow starts in the low four figures. A full implementation or a multi-tool system is a custom quote after a discovery call, because cost follows the number of users, objects, integrations and how much data has to move. If you want one engineer on it full time, an embedded GTM engineer starts from $60,000/year.

Can you migrate us from HubSpot or Pipedrive to Attio?+

Yes. We map objects and attributes, keep relationships between companies, people and deals, merge duplicates and reconcile counts after import. We also rebuild the main automations in Attio workflows or n8n.

Attio vs HubSpot: which should we choose?+

Choose Attio for a flexible data model, speed and a modern interface, especially for startups and relationship-driven sales. Choose HubSpot if you need marketing automation, a big app marketplace and broader built-in features in one product.

Can Attio connect to Instantly, HeyReach and Clay?+

Yes. That is our own setup: outreach replies and enrichment flow into Attio records through native integrations, webhooks and n8n.

Can you build Attio workflows?+

Yes. We build Attio's native workflows for routing, tasks, enrichment and alerts, and use n8n or custom code for logic that crosses into other systems.

Who founded Attio?+

Attio was founded in London by Nicolas Sharp and Alexander Christie. It has grown into one of the better-known modern CRMs for startups and B2B teams.

Is Attio good for startups?+

Yes. It is quick to set up, flexible as the business changes and works well with modern GTM tools. Most of the startups we talk to that choose it value the speed and data model.

How do I choose an Attio agency?+

Ask whether they use Attio themselves, how they design the data model and how they connect outreach and enrichment. Our guide to the best Attio agencies compares the options.