详细内容
“WhenIfirstopenedAttio,
Iinstantlygotthefeelingthiswas
thenextgenerationofCRM.”
Margaret ShenHead of Business Operations · Modal
Explore our integration with Granola
Customer relationship magic.
Attio is the AI-native CRM for GTM builders.
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Data
Workflows
Reporting
Pipeline
Basepoint
Companies
+1
Quick actions
⌘K
/
Notifications
Tasks
Emails
Reports
Automations
Workflows
Sequences
Favorites
🌟
Onboarding pipeline
Top of funnel
RevOps workflows
Records
Companies
People
Deals
Workspaces
Partnerships
Lists
🚀
Strategic accounts
Top companies
View settings
Import / Export
Sorted by Last email interaction
Advanced filter3
Company
Domains
Associated deals
ICP FitAI
Estimated ARRAI
Connection strength
Vercel
VercelVercel - Expansion
AI is thinking...
Excellent
AI is thinking...
$100M-$250M
Very strong
DigitalOcean
DigitalOcean
AI is thinking...
Medium
AI is thinking...
$500M-$1B
Strong
GitHub
GitHub - x20 Enterprise
AI is thinking...
Good
AI is thinking...
$1B-$10B
Very strong
Stripe
Stripe
AI is thinking...
Good
AI is thinking...
$1B-$10B
Very strong
Figma
Figma
AI is thinking...
Good
AI is thinking...
$500M-$1B
Very strong
Intercom
IntercomIntercom - Automations
AI is thinking...
Medium
AI is thinking...
$250M-$500M
Very strong
Segment
Segment - x30 Pro
AI is thinking...
Good
AI is thinking...
$250M-$500M
Strong
Notion
Notion - ExecNotion - GTM
AI is thinking...
Medium
AI is thinking...
$100M-$250M
Strong
Slack
SlackSlack - Expansion
AI is thinking...
Low
AI is thinking...
$1B-$10B
Weak
Loom
Loom
AI is thinking...
Medium
AI is thinking...
$50M-$100M
Good
Retool
Retool
AI is thinking...
Excellent
AI is thinking...
$50M-$100M
Good
Customer.io - x10 Plus
AI is thinking...
Excellent
AI is thinking...
$10-$50M
Strong
Snowflake
SnowflakeSnowflake - Expansion
AI is thinking...
Low
AI is thinking...
$1B-$10B
Strong
1,439count
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[01]Powerful platform
/ item 1 ⋮ 4
GTMatfullthrottle.
Execute your revenue strategy with precision. Design powerful workflows, deploy AI, integrate your data and build detailed reports — all in one platform.
Automate everything
You’re in control. Automate even the most complex business processes with our powerful, intelligent automation engine.
Upsell
Nurture
Trigger
When Deal updated
Deals
Trigger when a Deal’s status is updated
Switch
Condition
Route to upsell or nurture
Enroll in sequence
Sequences
Enroll person in “Power user upsell”
Enroll in sequence
Sequences
Enroll person in “Nurture”
Re-engage warm leads
Re-engage cold leads
MQL lead routing
Onboarding hand-off
New Deal email campaign
Lead form submissions
Monitor customer health
Identify expansion opportunity
Deploy AI
Put our research agent to work and scale complex tasks that normally require human effort, like prospecting, lead routing and more.
New lead found
Activate PLG motion
AI
Does the company sell software to other businesses?
Yes, they are aB2B SaaSbusiness
Evaluate size of opportunity
AI
Did the company raise any funds recently?
$25Mraised inSeries Afunding round
Identify key stakeholders
AI
Who are the key stakeholders at the company?
Adam Kingsley, CEO; Anne Zaragoza, CTO; Tom Wagner, VP of Sales
Basepoint
Domains
Name
Basepoint
Estimated ARR
$1–10M
Location
California, USA
Categories
Funding raised
Stakeholders
Connect any type of data
Sync product data, billing data, and everything in between, for a real-time single source of truth for your business.
Sales engagement
Email & calendar
Data warehouses
Customer support
Billing & invoicing
Product data
Workspace
Standard
0123456789,0123456789012345678901234567892,857 Records
Company
Standard
0123456789,0123456789012345678901234567893,096 Records
Deal
Standard
0123456789,0123456789012345678901234567895,490 Records
Powerful reporting
Create real-time, detailed reports that scale with your data. Visualize, customize, and get deep insights in seconds — not hours.
7D
30D
3M
6M
12M
All
Apr - Jun
Jul - Sep
Plus
Pro
Enterprise
$ 2.8M
$ 2.4M
$ 2.0M
$ 1.6M
$ 1.2M
$ 0.8M
$ 0.4M
July
Pro plan
TimeJuly 2024
Amount$ 1,920,240.00
August
September
Insight
Historical values
Funnel
Time in stage
Stage changed
Start with a 14-day free trial of Pro.
Send me a demo See our plans
[02]Adaptive model
/ data ↔ business
AseismicshiftinCRMflexibility.
Attio’s powerful data model adapts to how your business works, not the other way around. Your business model — perfectly reflected inyour CRM.
Scale-upsSaaS startupsSMBsInvestors
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
Deal
Standard
Deal name
Stage
Deal value
15 More Attributes
Company
Standard
Domain
Industry
Location
8 More Attributes
Person
Standard
Name
Company
6 More Attributes
Add object
Partnership
Custom
Partnership name
Partnership type
Point of contact
10 More Attributes
Project
Custom
Company
Point of Contact
Status
5 More Attributes
Company
Standard
Name
Industry
Domain
8 More Attributes
Person
Standard
Company
12 More Attributes
Add object
Invoice
Custom
Company
Status
Amount
3 More Attributes
Company
Standard
Name
Domain
Industry
4 More Attributes
Person
Standard
Name
Company
11 More Attributes
Deal
Standard
Company
Investment amount
Deal stage
10 More Attributes
Add object
Fund
Custom
Name
Domain
Employees
7 More Attributes
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
User
User ID
User type
Engagement score
Albert Lund
6s59-027f-4C54-98a3-3af0b00a1a5c
Member
Light
Jenna Roberts
2d77-027f-5B23-96V9-3D9ed00a2a5c
Admin
Light
David Chen
1dj0-d7dd-5090-ab709-5912b0276bc0
Admin
Power User
Marc Lopez
9bc0-3abd-8990-dj36-7698b0222ui4
Member
Inactive
Bravado’s favorite features
“AttioisthefirstCRMthatfeelstrulymodern.It’spowerful,flexible,andfasttobuildwith.There’snothinglikeitonthemarket.”
Sahil Mansuri, CEO & Co-founder
Workflows
Deals
Reports
Flatfile’s favorite features
David Boskovic, CEO & Founder
Custom objects
Hightouch
Reports
Snackpass’s favorite features
Jamie Marshall, COO & Co-founder
Lists
Workflows
API
[03]data enrichment
/ speed 1:1
Buildfast.
Forget months of setup. Attio syncs immediately with your email and calendar, building a powerful CRM right before your eyes.
Send me a demo
Email events
Calendar events
Segment events
Data sources
Email events
Calendar events
Segment events
Data sources
Sarah Johnson
Head of IT at GreenLeaf Inc.
Compose email
Highlights
Summary
Sarah Johnson, the Head of IT, is leading the initiative to modernize their data infrastructure, which aligns with GreenLeaf’s growth and sustainability goals. A successful demo call on August 29 confirmed the need for TechWave’s solutions, and the opportunity is moving forward with a 75% confidence level.
sarahjohnson
Upcoming
Demo CallNov 29, 10:40 AM
THU
29
Company
GreenLeaf Inc.San Francisco, CA
Sales Outreach
Step 2Automated email
Activity
Michael Changattended an in-person meeting
6 hours ago
Sarah Johnsonattended an event
2 days ago
Michael Changmade an outbound phone call
4 days ago
[04]Built for scale
/ growth + security
Thesystemofactionforthenextgeneration.
Attio is built for scale. Our customers sort through millions of records with sub-50ms latency.
1000000Customer records
1+Countries
1+Customers
1Uptime
Scalewithsecurity.
Attio is audited and certified by industry-leading third party standards.
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GDPR
CCPA
ISO
The CRM behindthousands of companies.
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