Case Studies

Explore our high-impact work with teams who chose a better CRM architecture

Near Foundation

Migrating the Near Foundation’s AI and Intents teams from spreadsheets to Attio in just three days, integrating OneShot AI and Luma to centralize their ecosystem growth.

CRM Implementation

Web3 / Blockchain

Ecosystem Growth

Near Foundation

Migrating the Near Foundation’s AI and Intents teams from spreadsheets to Attio in just three days, integrating OneShot AI and Luma to centralize their ecosystem growth.

CRM Implementation

Web3 / Blockchain

Ecosystem Growth

Near Foundation

Migrating the Near Foundation’s AI and Intents teams from spreadsheets to Attio in just three days, integrating OneShot AI and Luma to centralize their ecosystem growth.

CRM Implementation

Web3 / Blockchain

Ecosystem Growth

Wonder Studios

Executing a rapid 2-day CRM setup for an AI-native film studio, migrating them from Notion to a structured Attio workspace with automated multi-currency reporting.

Get Started Implementation

Media & Entertainment

Financial Automation

Wonder Studios

Executing a rapid 2-day CRM setup for an AI-native film studio, migrating them from Notion to a structured Attio workspace with automated multi-currency reporting.

Get Started Implementation

Media & Entertainment

Financial Automation

Wonder Studios

Executing a rapid 2-day CRM setup for an AI-native film studio, migrating them from Notion to a structured Attio workspace with automated multi-currency reporting.

Get Started Implementation

Media & Entertainment

Financial Automation

REPS

Building a professional CRM foundation from scratch, unifying a multi-tool setup (Notion & HubSpot) into a centralized, purpose-built Attio workspace for project-based sales.

Attio Get Started

Sales Process Optimization

CRM workflow Implementation

REPS

Building a professional CRM foundation from scratch, unifying a multi-tool setup (Notion & HubSpot) into a centralized, purpose-built Attio workspace for project-based sales.

Attio Get Started

Sales Process Optimization

CRM workflow Implementation

REPS

Building a professional CRM foundation from scratch, unifying a multi-tool setup (Notion & HubSpot) into a centralized, purpose-built Attio workspace for project-based sales.

Attio Get Started

Sales Process Optimization

CRM workflow Implementation

Arcola

Building a dedicated private equity CRM from scratch, upgrading a document-based workflow to an intelligent system that automatically summarizes 50-page teasers into 1-page memos.

CRM Implementation

Private Equity

Workflow Automation

Arcola

Building a dedicated private equity CRM from scratch, upgrading a document-based workflow to an intelligent system that automatically summarizes 50-page teasers into 1-page memos.

CRM Implementation

Private Equity

Workflow Automation

Arcola

Building a dedicated private equity CRM from scratch, upgrading a document-based workflow to an intelligent system that automatically summarizes 50-page teasers into 1-page memos.

CRM Implementation

Private Equity

Workflow Automation

Vocca

Building a scalable outbound engine in Attio, Clay, and Lemlist to map an entire addressable market and power a new sales team.

GTM Automation

Lead Generation

Outbound Scaling

Vocca

Building a scalable outbound engine in Attio, Clay, and Lemlist to map an entire addressable market and power a new sales team.

GTM Automation

Lead Generation

Outbound Scaling

Vocca

Building a scalable outbound engine in Attio, Clay, and Lemlist to map an entire addressable market and power a new sales team.

GTM Automation

Lead Generation

Outbound Scaling

Screenshot of Roundtable website homepage with the headline ‘The Government Operations Platform,’ displayed on a blue background. Roundtable and Novlini logos shown below.

Civic Roundtable

Architecting a sophisticated executive reporting suite in Attio, transforming raw sales data into strategic insights for a high-compliance government operations platform.

CRM Analytics

GovTech

Sales Reporting

Civic Roundtable

Architecting a sophisticated executive reporting suite in Attio, transforming raw sales data into strategic insights for a high-compliance government operations platform.

CRM Analytics

GovTech

Sales Reporting

Civic Roundtable

Architecting a sophisticated executive reporting suite in Attio, transforming raw sales data into strategic insights for a high-compliance government operations platform.

CRM Analytics

GovTech

Sales Reporting

Plume

Optimizing the CRM infrastructure for a leading RWA blockchain, standardizing complex GTM pipelines and building custom Slack automations to bridge the gap between sales and ecosystem teams.

CRM Optimization

Crypto & Web3

Workflow Automation

Plume

Optimizing the CRM infrastructure for a leading RWA blockchain, standardizing complex GTM pipelines and building custom Slack automations to bridge the gap between sales and ecosystem teams.

CRM Optimization

Crypto & Web3

Workflow Automation

Plume

Optimizing the CRM infrastructure for a leading RWA blockchain, standardizing complex GTM pipelines and building custom Slack automations to bridge the gap between sales and ecosystem teams.

CRM Optimization

Crypto & Web3

Workflow Automation

Screenshot of Parq website homepage with headline ‘EPDs Without the Headache’ and description about delivering audit-ready EPDs quickly. Wind turbines image shown below. Parq and Novlini logos displayed on dark blue dotted background.

ParqHQ

Architecting a unified GTM engine that automates the complete sales lifecycle from Apollo sourcing to Google Drive contract generation within Attio.

CRM Automation

GTM Strategy

Deal Flow Optimization

ParqHQ

Architecting a unified GTM engine that automates the complete sales lifecycle from Apollo sourcing to Google Drive contract generation within Attio.

CRM Automation

GTM Strategy

Deal Flow Optimization

ParqHQ

Architecting a unified GTM engine that automates the complete sales lifecycle from Apollo sourcing to Google Drive contract generation within Attio.

CRM Automation

GTM Strategy

Deal Flow Optimization

Future Fashion Assembly

Transforming a manual outreach workflow into a centralized Attio CRM, automating high-volume sales campaigns for a leading fashion-tech community.

CRM Setup

Fashion Tech

Sales Automation

Future Fashion Assembly

Transforming a manual outreach workflow into a centralized Attio CRM, automating high-volume sales campaigns for a leading fashion-tech community.

CRM Setup

Fashion Tech

Sales Automation

Future Fashion Assembly

Transforming a manual outreach workflow into a centralized Attio CRM, automating high-volume sales campaigns for a leading fashion-tech community.

CRM Setup

Fashion Tech

Sales Automation

Olyzon

Building a Scalable CRM + GTM Engine for US Expansion

GTM Automation

CRM Implementation

Outbound Scaling

Olyzon

Building a Scalable CRM + GTM Engine for US Expansion

GTM Automation

CRM Implementation

Outbound Scaling

Olyzon

Building a Scalable CRM + GTM Engine for US Expansion

GTM Automation

CRM Implementation

Outbound Scaling

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Ready to go to market?

Book your free discovery call and get a tailored plan in 48h. No fluff, just results.

Get in touch

Ready to go to market?

Book your free discovery call and get a tailored plan in 48h. No fluff, just results.

Get in touch