About Plume 

Plume is a fast-growing player in the crypto space, building a modular blockchain for real-world assets (RWAs). Their business involves managing complex relationships across multiple fronts, including their GTM, Ecosystem, and Grants teams.

The Challenge 

Plume's initial Attio setup was struggling to keep pace with their rapid expansion. The CRM had become disorganized, leading to inefficiencies and a lack of clear visibility.

• Disorganized Data and Pipelines: Attributes were inconsistent across their GTM, Ecosystem, and Grants pipelines, making it difficult to get a unified view of their operations.

• Lack of Automation: Key processes, such as deal creation from inbound forms and handoffs between the Business Development (BD) and Ecosystem teams, were entirely manual.

• Insufficient Reporting: The existing dashboards were not robust enough to effectively manage teams or track performance, forcing leadership to rely on manual weekly reports.

Our Approach 

We conducted a comprehensive project to audit, clean, and rebuild Plume's Attio CRM, focusing on standardized processes and powerful automations.

• Methodology: The hardest part of the project was the high degree of customization required. We executed a full data and system audit, standardized their pipelines, and automated key cross-functional workflows.

• The Stack: We built a direct integration between Attio and Slack to create a custom notification system.

• Data & Automation: The best part of the solution was the custom Slack integration. It allows for customized alerts with action buttons directly within Slack, enabling team members to update Attio records without leaving their communication hub. We also built a new suite of dashboards for actionable, real-time reporting.

The Results 

The project delivered a clean, efficient, and automated Attio workspace to support Plume's continued growth.

• A Single Source of Truth: With standardized pipelines and clean data, the entire organization now works from one unified and reliable system.

• Enhanced Team Collaboration: The advanced Slack integration allows for real-time updates and seamless communication, keeping everyone aligned.

• Data-Driven Leadership: The new dashboards provide management with the clear visibility needed to make informed strategic decisions, automating the weekly reporting process.

Why It Matters

For a fast-growing company, a disorganized CRM that can't keep up with scale is a major liability. By auditing the existing setup, standardizing processes, and building custom integrations, a basic CRM can be transformed into a powerful, automated engine that supports complex operations and provides clear, data-driven insights.

Ready to transform your CRM into a powerful, automated growth engine? Book a Free Consultation Call with Us Today - Link.