About homii
homii is an Amsterdam-based B2B SaaS company founded in 2022, operating in the energy and real estate sector. The product makes energy costs at block connections transparent and predictable for housing corporations in the Netherlands, with a focus on affordability through better cost visibility. With two modules, a limited prospect universe of 200 to 300 housing corporations in the Netherlands, and a five-year average contract value around 30,000 euros per year, homii operates a long-cycle, high-precision sales process where every deal matters.
The Challenge
Homii was using Attio but not getting the most out of it. The founder, who was also the sole salesperson, had spent roughly 20 hours configuring the workspace without arriving at a setup that felt right. Products and price plans were configured but not working cleanly for the use case. The invoicing integration with Moneybird had failed to sync correctly because the fields did not match. The Notion integration for project management, intended to bridge the gap between the CRM and active client delivery, had not been built. And an annual indexation automation, needed to send renewal letters to all existing clients each year, had not been set up.
With two new salespeople joining in February, the workspace needed to be clean, correct, and documented before anyone else started using it.
Our Approach
Novlini delivered the optimization and integration work across three sessions spread over several weeks, covering CRM cleanup, Contractbook integration, Notion sync, and the annual indexation automation.
CRM Optimization
The existing Attio setup was audited and restructured. Products and price plans that were not serving the use case were replaced with a cleaner data model reflecting homii's two modules and their respective pricing logic. Pipeline stages were aligned with the actual sales process for housing corporations, including the long qualification cycle and the specific decision-making chain that runs through procurement. Views were reconfigured for a team of three.
Contractbook Integration
Contractbook was connected to Attio so that when a deal reaches the proposal stage, the relevant company and contact data is pushed to Contractbook to pre-populate the contract template. When the contract is signed, the deal status updates in Attio automatically. This eliminated the manual handoff between CRM and contract management that was previously done by copy-pasting fields.
Notion Integration
A sync was built between Attio and Notion for project management. When a deal closes and becomes an active client, a Notion project page is created with the relevant company details, contract terms, and assigned team member pre-populated. The Notion page links back to the Attio record so the team can navigate between delivery context and relationship history without switching search contexts.
Annual Indexation Automation
An automation was built to trigger annual indexation letters to all active clients. Each year, the workflow identifies current clients whose contracts are due for indexation, generates a personalized letter using Attio contact and contract data, and sends it automatically, removing a manual process that had previously required the founder to work through the client list by hand each year.
Technology Stack
Attio - CRM, sales pipeline, client database (source of truth)
Contractbook - contract management, connected to Attio for deal-to-contract flow
Notion - project management, Attio-synced client workspace creation
The Results
Homii went from a partially configured Attio workspace with broken integrations to a clean, connected setup ready for a three-person sales team.
CRM restructured - data model, pipeline stages, and views rebuilt to match homii's actual sales process
Contractbook live - deal data flows to contract templates automatically, signed contracts update Attio without manual entry
Notion sync active - new client projects created in Notion from Attio deal data at close, with links between both systems
Annual indexation automated - renewal letters sent to all active clients each year without manual intervention
Team-ready - the workspace was documented and configured for three users before the new salespeople onboarded
"Novlini helped us set-up Attio with workflows and automations tailored to our business. Great team of experts to work with."
Arnon K. - homii ★★★★★
Why It Matters
For a SaaS company with a limited prospect universe and long contract cycles, every client relationship has outsized weight. A CRM that does not accurately reflect the deal state, or that breaks at the handoff to contracts or delivery, creates friction that erodes trust in the system. When salespeople stop trusting the CRM, they stop updating it, and the data degrades quickly.
The integrations Novlini built, Contractbook for contracts and Notion for delivery, are exactly the handoffs where most companies lose information. Automating them keeps the CRM as the source of truth across the full client lifecycle.