About Pleez
Pleez is a Portuguese foodtech startup helping restaurants optimize their presence on delivery platforms. At the time of engagement, the team was running a sales-led motion on HubSpot with a hard deadline: the subscription was renewing and they needed to be operational on Attio before it did.
The Challenge
HubSpot had become the source of truth for things it wasn't designed for. Deal stage changes were triggering product automations, billing status was being read from the CRM, and any change to the stack required untangling a chain of dependencies. The team also needed Aircall connected, two separate pipelines built, and a reporting layer they could actually use. All of it, before the HubSpot renewal date.
Our Approach
Full HubSpot export and migration into Attio: companies, contacts, and deals, with association integrity preserved and historical data intact.
Two pipelines configured: a sales pipeline covering acquisition from outreach to close, and an account management pipeline for onboarding, retention, and renewals, each with stages and time-in-stage tracking tailored to how the team actually works.
Aircall connected to Attio with a custom integration. Call activity, duration, and outcome notes sync automatically to the corresponding People and Company records. Every conversation is captured and attributed without manual entry.
Three automations built: a task generator that fires daily and creates structured task lists based on each deal's current stage, a reconversion workflow for deals that went lost and came back, and a monthly recovery automation that surfaces churned accounts and routes them to a dedicated re-engagement list.
Five dashboards built across both pipelines: live pipeline view with time-in-stage and overdue flags, rep performance by deal value and close rate, monthly close rate against target, a recovery pipeline view by tier and last interaction, and a deals-for-approval view. Documentation delivered so the team can build additional reports independently.
Technology Stack
Attio - CRM, two-pipeline architecture, automations, dashboards (replaces HubSpot)
Aircall - call tracking, custom integration with Attio
The Results
Pleez went from a fragile HubSpot setup with no dedicated reporting to a clean Attio stack where the CRM owns relationship data, the product owns billing, and the sales team can see exactly what's happening at every stage.
HubSpot dependency eliminated - product and billing layer fully decoupled from the CRM
Aircall live - every call logged automatically to the right record, no manual entry
5 dashboards in production - pipeline, rep performance, close rate, recovery, and deals-for-approval
3 automations running - task generator, reconversion, and monthly churn recovery
Full migration completed before the renewal deadline
Why It Matters
HubSpot migrations are often about cost. But the real reason to move is architecture. When a CRM owns things it shouldn't, every change to the stack requires touching it. Rebuilding on Attio with clear separation of concerns, proper reporting, and connected tooling gives the team something they can actually maintain.