Your CRM is supposed to run your sales process. Instead, your team avoids it.
01
Set up wrong from the start
Most CRMs are configured out of the box with generic templates that don’t reflect how your business actually sells. The result is a system your team finds clunky, ignores, and works around — defeating the entire purpose.
02
No pipeline visibility
You can’t see where deals are, why they’re stalling, or what your team is actually working on. Forecasting is a guess. Follow-up is inconsistent. And deals fall through gaps nobody can see because the data isn’t there.
03
Your CRM is an island
It doesn’t connect to your email, your marketing tools, or your project management system. Data is entered manually, duplicated across platforms, and the CRM becomes a graveyard of stale contacts rather than a live source of truth.
A CRM that your team doesn’t use isn’t a CRM — it’s expensive contact storage.
How we fix it
Attio — built properly, so your team actually uses it.
We specialise in Attio — one of the most powerful and flexible CRMs available for modern SMEs. Unlike legacy CRMs that force you into their structure, Attio adapts to how you actually sell. We configure it from the ground up around your pipeline, your team, and your data.
From initial setup through to ongoing optimisation, we make sure your Attio instance is a live, accurate reflection of your sales reality — connected to your other tools, automated where it should be, and actually used by your team every day.
What’s included at every tier
- Attio workspace audit — reviewing your current setup and identifying gaps
- Pipeline design — stages, fields, and views built around your actual sales process
- Custom objects & attributes — configured to capture the data that matters to your business
- Team onboarding — training your team so adoption actually happens
- Automation setup — workflows triggered by deal stage, activity, or time
- Integrations — connecting Attio to your email, calendar, and other tools
- Reporting & dashboards — visibility into pipeline health, conversion rates, and revenue forecasts
Pricing
Attio CRM consulting — three tiers
Every tier is built around making Attio work for your business — not the other way around. Start with a one-time setup, or move straight to ongoing consulting if you need continuous optimisation.
Starter
From $1,500
once
Best for: Businesses setting up Attio for the first time
✓ Attio workspace audit
✓ Pipeline & stage configuration
✓ Custom fields & views setup
✓ Team onboarding session
✓ Basic integrations (email + calendar)
Most popular
Growth
From $1,400
/ month
Best for: SMEs wanting ongoing Attio optimisation & support
✓ Everything in Starter
✓ Ongoing pipeline optimisation
✓ Custom automations & workflows
✓ Monthly consulting call
✓ Reporting dashboards
Scale
From $2,800
/ month
Best for: Larger teams needing full CRM & sales ops consulting
✓ Everything in Growth
✓ Multi-team & multi-pipeline setup
✓ Advanced integrations & automations
✓ Full sales process design
✓ Fortnightly consulting calls
Growth and Scale tiers require a 3-month minimum. Works best alongside Managed Automations — Attio and your automation stack built together deliver the most connected, reliable revenue operations system.
Frequently asked questions
Attio CRM Consulting — Common Questions Answered
Why Attio over other CRMs like HubSpot or Salesforce?
Attio is built for how modern teams actually work. It’s highly flexible — you can model it around your exact sales process rather than forcing your process into someone else’s template. It’s also significantly more affordable than HubSpot or Salesforce at the SME level, while being far more powerful than basic tools like Pipedrive. For Australian SMEs doing $1M–$10M, Attio hits the sweet spot of capability, usability, and cost.
We already have Attio but it’s a mess — can you fix it?
Yes — this is actually one of the most common situations we work with. We start with a full workspace audit, identify what’s working and what’s not, clean up the data model, and rebuild the pipeline structure around your actual sales process. Most businesses are surprised how much better Attio can work with the right configuration.
How long does the initial setup take?
A standard Starter setup takes 2–3 weeks from kickoff to handover — including the discovery session, build, integrations, and team onboarding. More complex setups with advanced automations or multi-team pipelines may take 4–6 weeks. We give you a clear timeline before we start so there are no surprises.
Do you train our team on how to use it?
Yes — team onboarding is included at every tier. We run a live training session covering how the workspace is structured, how to log activities, how to progress deals through the pipeline, and how to use the views and reports we’ve built. We also provide written documentation so new team members can onboard themselves later.
Can you migrate our data from our old CRM?
Yes. We handle data migration from HubSpot, Pipedrive, Salesforce, spreadsheets, or any other source. We clean and normalise your data during the import process so you start with a clean, accurate Attio workspace — not a copy of the mess from your old system.
How does Attio connect to our automations?
Attio has native integrations with most major tools, and connects to automation platforms like Zapier, Make, and n8n for anything more complex. When we build Attio alongside our Managed Automations service, we design the data model in Attio specifically to support the automation flows — so everything works together from day one.
Better together
Attio works best when it’s connected to your automations and growth strategy
Pair Attio with our Managed Automations service and your CRM becomes an active revenue engine — not just a database. Add the CRO Retainer and your entire sales and marketing operation runs as one connected system. One team builds it all.