✌️
Our last event
We export, clean and move your Salesforce data into an AI-native CRM, rebuild the data model around how your team sells and train everyone before go-live. Support included.
Trusted by 120+ companies that switched CRM
TEAMS THAT LEFT SALESFORCE
Unifyr
Jellysmack
Anker Capital
Ykone
SOUND FAMILIAR?
Salesforce is too heavy for the team you have now.
It was built for a bigger company. Admins, licenses and add-ons cost more every year and nobody wants to touch the setup.
Nobody trusts the data
Duplicate records and fields nobody understands. Reps stop updating and the forecast runs on guesses.
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.
Nobody wants to migrate
A migration sounds like a six-month project. The data is messy, the setup is custom and the team can't stop selling for weeks.
THE SOLUTION
One source of truth
that replaces Salesforce.
Email, calendar, calls and contacts in one place, with your Salesforce history carried over.
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 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 rebuilt data model
We rebuild objects, stages and pipelines around how your team sells today.
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 sales, CS and RevOps on your own setup before go-live.
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.
4 weeks
to retire 10 years of Salesforce at Unifyr
2 weeks
for the first migration phase at Anker Capital
500+ users
moved off Salesforce at Jellysmack
Customer stories
Salesforce users
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?
A full Salesforce to Attio migration, a data model rebuilt around how you sell today, your team trained before go-live and a team to call after.
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?
No. People, companies, deals and activities come across with their associations, and Unifyr kept 10 years of Salesforce history. We clean the data before the import and check it with you before go-live.
How long does the switch take?
Most migrations take between one and four weeks, depending on data volume and integrations. Unifyr went live in 4 weeks and Anker Capital finished its first migration phase in 2 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 the migration would look like.
No commitment. If it isn't a fit, we'll say so.