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Our last event
We move your pipeline off Salesforce, HubSpot or spreadsheets and set up an AI-native CRM around how your SaaS team sells and renews. Migration, training and ongoing support are included.
Trusted by 120+ companies that switched CRM
SAAS TEAMS THAT MADE THE SWITCH
Sentra
Pleez
Unifyr
Sora
SOUND FAMILIAR?
Your CRM costs more every year and your team still works in spreadsheets.
Licenses, admin and add-ons keep growing, yet reps log calls late and managers rebuild the forecast by hand.
The pipeline is never current
Stages nobody updates and notes nobody writes. The weekly forecast runs on data your team already knows is stale.
The bill keeps growing
Licenses, add-ons, a consultant on retainer and the one person who knows how it works. You pay for a system your team works around.
Product signals sit apart
Usage data, support tickets and sales notes live in different tools, so nobody sees which accounts are ready to expand.
THE SOLUTION
One source of truth
for every account and deal.
Email, calendar, calls and contacts in one place, organised around your accounts and your pipeline.
AI NATIVE
It updates itself
while your team sells.
The CRM reads your emails, calls and meetings, updates the record and flags what needs attention. Your reps spend their time with prospects and customers.
Every customer conversation logged on the right account, with no typing
Objections and next steps picked up from every call
Answers about any account or deal, in the app or in Slack
WHAT YOU GET
Product and service,
handled by one team.
01
Data that fills itself
Emails, meetings and calls land on the right deal and contact. Nobody types them in.
02
A setup built for SaaS sales
We design your pipelines, lifecycle stages and integrations around how your team sells and renews.
03
A migration done for you
We move, clean and check your deal history and contacts. You review it before go-live.
04
A team that's ready on day one
We train your sales and CS team on your own setup before anyone has to use it.
05
Easy to change
A new field, a new pipeline stage. Your team can change it in the app, or we do it for you.
FOR EVERY TEAM
Everyone on the team
feels the difference.
Sales reps
Sales leaders
RevOps and ops
Founders and execs
SALES REPS
Spend your time with customers.
Emails, calls and meetings land on the right record on their own. You open the CRM to see what to do next.
Every interaction logged with no typing
Call notes and next steps ready after each meeting
A clear view of which deals need you today
My day
Today
Calls logged
6
Next steps
9
To update
0
Northwind call
Summarised
Kestrel email
Logged
Brightside demo
Next step set
How it works
From old CRM
to running in three steps.
Your team keeps working deals. We do the rest.
01
Audit
We look at what you have, what you pay and what your team really uses.
02
Build and move
We design the setup, migrate and clean your data. You review before anything goes live.
INTEGRATIONS
Plugs into the tools
your team already uses.
Results
Real switches,
real timelines.
1 week
for Sentra to leave Google Sheets for Attio
4 weeks
for Unifyr to replace 10 years of Salesforce
1 month
for Pleez to move from HubSpot to Attio
Customer stories
SaaS teams
that made the switch.
Security
Your data,
handled properly.
Customer and pipeline data are sensitive. The platform is independently audited. Read the details on the Attio Trust Center.
SOC 2 Type II
GDPR compliant
CCPA compliant
01
SOC 2
Security controls independently validated. Type 1 report issued in 2026.
02
GDPR
Compliant, with data protection agreements and a public subprocessor list.
03
ISO 27001
Certified information security management, certificate available through the Trust Center.
04
CCPA
Compliant with California privacy law.
05
Infrastructure
Encryption in transit, a web application firewall and a public status page.
PRICING
Choose
how much we take care of.
Attio license
$90
/ user / month
Attio Pro with a free audit of your current setup.
Turnkey
Full service
Custom
Migration, onboarding and support, scoped to your team.
Everything in Attio
Setup designed around your business
Data migration from your current CRM
Team onboarding and training
A support plan chosen with you
AI automations
The price depends on your number of Attio users and the support plan you choose. No commitment to book a call.
FAQ
Questions,
answered.
Everything to know before you switch. Still curious? Book a call and ask us directly.
What exactly do I get?
An AI-native CRM set up around how your SaaS team sells, your data moved into it, your team trained on it and a team to call when you need help.
How does the CRM fill itself in?
It syncs with your email and calendar and picks up your calls, then logs each interaction on the right account, contact or deal. Your team only corrects what's wrong.
Can you connect the tools we already use?
Yes. At the start we list the tools you can't work without and confirm how each one connects before anything moves.
Is my data secure?
Attio holds an ISO 27001 certification and a SOC 2 report, and complies with GDPR and CCPA. The Trust Center has the details.
Will we lose our deal history?
Your records, notes and activity history come with you, including past deals and customer conversations. We clean the data before the import and check the result with you before go-live.
How long does the switch take?
Most projects take between one and four weeks, depending on how much data and how many tools are involved. Sentra left Google Sheets in a week. Unifyr replaced 10 years of Salesforce in 4 weeks.
Can we change the setup ourselves later?
Yes. Your team can edit fields, views and automations in the app. If you'd rather not, our support covers it.
What does support cover?
We set it up with you. Some teams want a person to call, others want us to handle changes and new automations. We agree the scope together.
What happens when someone leaves?
Their seat can go to the next hire at no extra cost. Suspended users keep the history of their emails, calls and meetings without a paid seat.
What do we have to do on our side?
Very little. We ask for access to your current CRM, a few sessions to review the setup with you and a training session for your team. We handle the rest.
Resources
Straight talk
about CRMs.
Book a 30-minute call. We’ll look at your current setup, what it costs you and what a switch would look like for your sales team.
No commitment. If it isn't a fit, we'll say so.