About Near Foundation 

The Near Foundation is the Swiss non-profit organization responsible for supporting the growth of the NEAR Protocol ecosystem. They champion decentralized innovation, overseeing critical initiatives like NEAR AI (user-owned AI) and NEAR Intents (blockchain transaction simplification).

The Challenge 

The Foundation had two distinct teams NEAR AI and NEAR Intents operating in silos without a unified CRM.

• Fragmented Data: The teams were relying on Airtable and Google Sheets to manage high-stakes relationships. There was no central source of truth.

• Disconnected Tooling: They were using OneShot AI for outbound and Luma for events, but this valuable data wasn't flowing into a central system, making follow-ups difficult.

• Need for Speed: They needed a solution immediately. The goal was to audit, migrate, and onboard these teams to a professional setup without a long, drawn-out implementation process.

Our Approach 

We executed a rapid migration and integration strategy, moving both teams to Attio and connecting their stack in just three days.

• Methodology: We audited their existing Airtable and Spreadsheet data and migrated it into a unified Attio workspace. We structured specific List Views for each team, ensuring the AI and Intents divisions had their own dedicated spaces while sharing a central database.

• The Stack: We utilized Attio as the core CRM and connected their key growth tools: OneShot AI (for outbound), Luma (for event management), and Storylane (for training).

• Data & Automation:

  • The "Magic" Integration: We successfully integrated OneShot AI with Attio a complex task that allows their outbound lead data to sync directly into the CRM, giving the AI team full visibility into their outreach.

  • Event Sync: We connected Luma to ensure that attendees from their ecosystem events are automatically captured as contacts in Attio.

  • Team Enablement: We utilized Storylane to create interactive screen-recording guides for team enablement, allowing the staff to learn the new system instantly.

The Results 

The Near Foundation transitioned from scattered spreadsheets to a fully integrated ecosystem CRM in less than a week.

• 3-Day Turnaround: We successfully migrated all data and set up the entire workspace in just three days, providing immediate value with minimal downtime.

• Unified Ecosystem View: Leadership now has a consolidated view of deal flow across both the AI and Intents teams, replacing disjointed spreadsheets.

• Seamless Enablement: We utilized Storylane for team enablement, creating interactive guides that were highly appreciated by the client and facilitated immediate adoption of the new system.

Why It Matters 

For a fast-moving Web3 foundation, speed is everything. By executing a complex migration and integrating advanced tools like OneShot AI in just three days, we proved that moving to a professional CRM doesn't have to be a slow, painful process.

Ready to centralize your ecosystem in just a few days? Book a Free Consultation Call with Us Today - Link.