Attio Elite Expert Partner
novlini® is one of the first Attio Elite Expert Partners worldwide, specialized in Attio CRM implementation, CRM migration to Attio, and modern GTM system architecture.
We help startups, scale-ups, venture capital firms, and revenue teams design and scale their CRM infrastructure with Attio at the core.
Over the past years, we have delivered 60+ Attio CRM implementations and complex CRM migrations, including transitions from Salesforce, HubSpot, Pipedrive, Affinity, Zoho, Airtable, Notion, and spreadsheets.
Our focus is simple: build a structured, scalable CRM foundation in Attio, then connect it to a modern Go-To-Market stack to power sales, partnerships, and growth operations.
For companies adopting Attio, working with an Attio expert partner ensures the CRM is implemented correctly from day one.
What is Attio CRM?
Attio is a modern, flexible CRM platform designed for startups, scale-ups, and fast-moving revenue teams.
Unlike traditional CRMs, Attio provides a fully customizable data model, real-time collaboration, automation workflows, and deep integrations with modern GTM tools.
This flexibility allows companies to build CRM systems tailored to their exact workflows.
However, designing the right CRM architecture requires experience.
Without the right structure, companies often face issues such as:
• inconsistent data models
• complex pipelines
• unreliable reporting
• fragile automation workflows
• poor integration with growth tools
Working with an Attio CRM expert ensures the system is scalable, maintainable, and aligned with your business operations.
Attio CRM Implementation
We help companies implement Attio CRM from scratch, creating a clean and scalable system tailored to their business model.
Our Attio implementation services include:
• data model design
• object architecture and relationships
• pipeline configuration
• lifecycle stages and deal management
• custom fields and structured data
• views and operational workflows
• automation rules and sequences
The result is a CRM workspace designed for clarity, speed, and operational efficiency.
Teams can track relationships, deals, partnerships, and growth initiatives in one structured system.
CRM Migration to Attio
Many companies adopt Attio when moving away from legacy CRM platforms.
novlini® specializes in CRM migration to Attio, ensuring a controlled transition from existing systems.
We regularly migrate companies from:
Salesforce
HubSpot
Pipedrive
Affinity
Zoho CRM
Airtable
Notion
Google Sheets and spreadsheets
Our CRM migration process includes:
• full CRM data audit
• data cleaning and normalization
• field mapping and schema redesign
• controlled data imports into Attio
• pipeline reconstruction
• automation rebuilding
• post-migration validation
This approach ensures companies keep their historical data while benefiting from a more flexible and modern CRM architecture.
RevOps and Attio CRM Optimization
For companies already using Attio, we provide CRM optimization and RevOps consulting.
This typically includes improving the structure of an existing Attio workspace and aligning it with the company’s Go-To-Market strategy.
Our optimization work includes:
• redesigning dashboards and reporting
• improving pipeline visibility
• optimizing automation workflows
• cleaning and structuring CRM data
• implementing governance and data standards
A well-designed Attio system becomes the central operational platform for revenue teams, enabling better visibility and faster decision-making.
Building GTM Systems around Attio
Attio performs best when integrated with a modern Go-To-Market technology stack.
We design modular GTM architectures where Attio acts as the central CRM and operational layer.
Typical integrations include:
Clay for data enrichment and lead sourcing
Lemlist for outbound sales sequences
Customer.io for lifecycle messaging
Apollo for prospecting and contact data
Segment for data routing and event tracking
By connecting these tools to Attio, companies can create automated outbound engines, inbound pipelines, and revenue workflows fully synchronized with their CRM.
Attio Integrations and Custom API Work
In addition to native integrations, we build custom Attio integrations using the Attio API and App SDK.
This allows companies to connect Attio with internal tools and specialized software.
Our integration work often includes:
• API-based integrations with internal systems
• custom data pipelines
• workflow automation across tools
• Attio app development using the SDK
• automation using Zapier or Make
These integrations ensure Attio becomes the single source of truth for revenue data.
Our Attio Implementation Process
Every Attio CRM project follows a structured delivery process.
1. CRM architecture and discovery
We analyze your sales process, GTM strategy, and existing data structure to design the optimal Attio architecture.
2. Attio system design
We build the CRM environment, including data models, objects, pipelines, workflows, and automation rules.
3. CRM data migration
If needed, we migrate data from your existing CRM to Attio using a controlled and validated process.
4. GTM stack integrations
We connect Attio with your outbound, inbound, and marketing tools.
5. Team onboarding and enablement
We train your team and document workflows to ensure long-term adoption.
This structured process allows companies to adopt Attio quickly while avoiding common CRM implementation mistakes.
Who we work with
Our Attio consulting services are designed for companies that want a modern, flexible CRM architecture.
Typical clients include:
• startups implementing their first CRM
• scale-ups replacing legacy CRM platforms
• venture capital firms managing deal flow
• sales teams scaling outbound operations
• growth teams building automated GTM workflows
These organizations adopt Attio because they want a CRM that evolves with their business.
Our role is to ensure the system is designed for long-term scalability and operational clarity.
Why novlini®
novlini® is one of the most experienced Attio CRM consulting teams worldwide.
We are:
• an early Attio Elite Expert Partner
• fully specialized in Attio CRM
• experienced in complex CRM migrations
• deeply embedded in the Attio ecosystem
Our work combines CRM architecture, RevOps strategy, and technical implementation.
Instead of simply configuring software, we design complete Go-To-Market systems powered by Attio.
The result is a CRM environment that is:
• structured
• scalable
• automation-ready
• aligned with your revenue operations
Work with an Attio Elite Expert
If you are evaluating Attio, migrating from another CRM, or improving your existing setup, working with an Attio Elite Expert Partner can significantly accelerate the process.
novlini® helps companies design CRM systems that support long-term growth.
We combine Attio expertise, CRM migration experience, and modern GTM architecture to deliver systems that revenue teams actually use every day.
