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Our last event
We move your pipeline off spreadsheets, HubSpot or Salesforce and set up an AI-native CRM around how your agency wins and keeps clients. Migration, training and ongoing support are included.
Trusted by 120+ companies that switched CRM
AGENCIES THAT MADE THE SWITCH
Outcomes Rocket
Sales Fuel
Ykone
Beers With Friends
SOUND FAMILIAR?
Your agency builds pipelines for clients and runs its own on a sheet.
Leads come from the website, referrals and conferences, then land in a spreadsheet or an inbox. Nobody scores them or follows up on time.
The pipeline is never current
Stages nobody updates and notes nobody writes. The weekly pipeline review 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.
No time to build it
You know how to build a GTM system for clients, but rarely have the time to build one for yourself.
THE SOLUTION
One source of truth
for every lead and client.
Email, calendar, calls and contacts in one place, organised around your leads and your clients.
AI NATIVE
It updates itself
while your team works clients.
The CRM reads your emails, calls and meetings, updates the record and flags what needs attention. Your team spends its time with clients and prospects.
Every client conversation logged on the right deal, with no typing
New inbound leads scored against your ICP automatically
Answers about any lead or client, 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
Built around your agency
We design your pipelines and client database around how your agency wins and keeps clients.
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 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.
2 days
to set up Attio and outbound at Outcomes Rocket
3 months
to build a full GTM stack at Sales Fuel
1 month
for Beers With Friends to build its prospect CRM
Customer stories
Agencies
that made the switch.
Security
Your data,
handled properly.
Client 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 agency wins and keeps clients, 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 lead, client 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 client 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. Outcomes Rocket was set up in 2 days. Sales Fuel built a full stack over 3 months.
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.