Based on your discovery call, we use Attio MCP to turn your business needs into a tailored Attio setup in just 1 day.
We use AI to speed up the setup process and turn what we learn about your business into a tailored Attio workspace in just 1 day.
– Set up pipelines, lists, objects, and attributes around your workflow.
– Structure your data so the system is clean and easy to use.
– Organize fields for imports, reporting, and future automations.
– Reduce setup time by using AI to translate your needs into the right CRM structure.
– Deliver a workspace your team can start using right away.
Attio is flexible, but that also means it is easy to overbuild or structure badly. We use AI to help design a workspace that fits your sales process without unnecessary complexity.
– Create a structure that reflects how your team actually works.
– Keep objects, fields, and views clear and scalable.
– Avoid messy logic, duplicate fields, and confusing setup decisions.
– Build a foundation that supports clean reporting and future growth.
Once the core setup is done, we can help connect Attio with the rest of your stack and reduce manual work.
– Connect Attio with tools like Granola, Xero, Notion and others.
– Set up useful automations for reminders, follow-ups, and updates.
– Build workflows across tools when needed.
– Improve reliability as your processes evolve.
A good setup should also make your CRM easier to measure.
– Build dashboards for pipeline, activity, and team performance.
– Create reports around conversion, progress, and bottlenecks.
– Structure the workspace so your data stays report-friendly.
– Make sure leadership gets visibility without extra manual work.
We help your team start using Attio confidently after setup.
– Walk your team through the new workspace.
– Explain how the structure works and why it was built that way.
– Help new users get comfortable faster.
– Offer support after setup when needed.
Turn meeting notes from tools like Granola into structured updates, next steps, and tasks inside Attio.
Generate quick summaries for accounts, opportunities, and key contacts so reps have context before calls.
Modern approach to deduplicate your date
Craftt masterfully integrated Xero and Attio via n8n. They navigated complex API nuances (like batched invoices) and implemented smart filtering to save us automation credits. Beyond the build, they imported all historic data and set up custom attributes/reports. They transformed Attio from a blank canvas into a powerful, cost-effective tool.
The Craftt team was very helpful in setting up our Attio records and workflows from scratch. They were always available on Slack and replied within no time. Recommend! 5++++ stars
You can. But many teams quickly run into the same problem: Attio is flexible, which means the quality of the setup depends on the quality of the design. If the structure is weak, AI, automation, reporting, and team adoption all suffer. We help you build it properly from the start.
It means we do more than configure fields and pipelines. We help design the CRM structure and workflows so AI can support actual work inside your sales process — from summaries and follow-ups to updates, routing, and operational assistance.
Yes. We can audit your existing workspace, clean up the structure, improve reporting, rebuild broken automations, and add new AI workflows on top of what is already there.
Yes. We work on integrations and workflow design across your broader stack, including tools for notes, finance, documentation, communication, and automation.
No. AI is part of the implementation, not the whole thing. We also handle the foundation: data model design, automations, integrations, dashboards, cleanup, and training.
Yes. We can run training sessions for admins, sales reps, and new hires so the system is not only built well, but also used well.
Yes. Many teams need more than initial setup. We can continue improving your workspace, maintaining workflows, and helping your team as your process evolves.