About Webvar
Webvar is an innovative B2B marketplace for technology vendors and buyers, offering dynamic procurement workflows and real-time pricing models. As a fast-scaling platform, Webvar needed a CRM setup that could support complex sales processes, tight integration with product data, and cross-team collaboration.
The Challenge with HubSpot
HubSpot had become a limiting factor:
Difficult to customize for non-linear deal flows
Limited in terms of granular access control and object relationships
Too marketing-oriented for the operational sales needs
The Webvar team needed a CRM more tailored to their sales-led growth model, flexible enough to evolve, and user-friendly enough to ensure adoption across sales and operations.
Our Solution: Attio at the Core
1. Fast CRM Setup & Migration
We rebuilt the CRM in Attio in under a week:
Custom pipelines for B2B marketplace operations
Fields and views aligned to internal ops language
Seamless data migration from HubSpot without data loss
2. Sales Process Design
We collaborated with sales leadership to design:
A pipeline that reflects how deals actually move
Views and automations that reduce manual effort
Smart filters to track vendor-buyer interactions at scale
3. Training & Documentation
To ensure successful adoption:
Full onboarding for every team involved
Internal documentation embedded in Attio
Slack support and weekly check-ins during ramp-up phase
Results
Operational
Teams switched from HubSpot to Attio in just one week
Improved visibility into sales operations
No CRM admin needed — system is self-managed by the team
Strategic
CRM reflects real-world business logic
Platform prepared for growth and integrations
Foundation for a scalable RevOps function
Why This Matters
If you're scaling a B2B marketplace or SaaS platform and need a CRM that evolves with your GTM motion, Webvar's transition shows how quickly you can build a tailored, modular, and low-maintenance system — with Attio at the core.