Attio for B2B SaaS
A CRM built for how SaaS GTM actually works
Sales and CS in one workspace. Deal stages that update themselves. Churn signals caught before the renewal conversation is too late. Reports that assemble before the QBR.
We implement Attio for B2B SaaS teams and build the agents that keep it running.
Book a callSound familiar?
- Your CRM has deals but no clear picture of what happened to them after they closed
- CS and sales live in different tools and nobody has a full account view
- Pipeline hygiene depends on reps updating stages correctly
- Churn signals are caught too late because nobody is watching the data
- QBRs take half a day to prepare because the numbers are spread across three tools
- You pay for HubSpot or Salesforce but use maybe 20% of it
Why standard CRMs fall short for SaaS
A deal and a customer are different records
Closed-won is not the end of the deal, it is the start of the customer relationship. Tracking both on the same record collapses the pre- and post-sale motions into one shape that serves neither.
Stage data cannot be trusted
When reps update stages manually, the data reflects who remembers to update the CRM, not where deals actually are. Forecast accuracy degrades fast.
Churn is a CS problem until it is not
By the time churn shows up in a spreadsheet, the renewal conversation is already late. Health signals in the CRM, read automatically, can surface risk weeks earlier.
Reporting takes longer than the insights are worth
If building a pipeline report takes 40 minutes, it does not get built. Attio reports are live and filterable. The QBR draft agent means the numbers are assembled before you sit down.
The data model
Companies
Every account: prospect, customer, churned, and partner. One record, full context.
- Account status (Prospect, Trial, Customer, Churned, Partner)
- ARR, MRR, contract value, renewal date
- Tier (Enterprise, Mid-market, SMB)
- Industry, region, employee count
- Health score, churn risk flag
Contacts
Decision makers, champions, and end users. Linked to Company and to any Deals or Customers.
- Role (Economic buyer, Champion, End user, Blocker)
- Seniority, department
- Engagement level (last email, last meeting, last call)
- Linked Deals and Customers
Deals
One deal per opportunity. Stage reflects actual activity, not manual updates.
- Stage (Qualified, Discovery, Demo, Proposal, Negotiation, Closed Won/Lost)
- Deal value, contract length, start date
- Close date, forecast category
- Owner, MEDDPICC or qualification score
- Pass/loss reason (multi-select)
Customers
Custom object created when a deal closes. Holds the post-sale relationship and renewal workflow.
- ARR, seats, plan
- Renewal date, renewal owner
- QBR date, last health check
- Expansion ARR, upsell stage
- Health status, churn risk, NPS
Deal pipeline
| Stage | What it means |
|---|---|
| Qualified | ICP fit confirmed, pain identified |
| Discovery | Active conversations, stakeholders mapped |
| Demo | Product shown to the right people |
| Proposal | Commercial terms shared |
| Negotiation | Legal and procurement involved |
| Closed Won/Lost | Deal decided, Customer record created on win |
AI agents included in the sprint
Stage hygiene agent
Daily sweep of open deals. No activity in N days moves the stage or creates a task. Pipeline reflects reality without reps doing admin.
Churn risk agent
Weekly sweep of Customer records. Reads recent emails and call recordings, flags health drops, creates a task for the CS owner before the renewal slips.
Inbound triage agent
Form or email lands. Agent enriches the record, scores the lead, assigns an owner, and drafts the first reply. Response time drops from hours to minutes.
QBR draft agent
Monthly pull of pipeline metrics, customer health, and closed deals. Draft is assembled before the QBR meeting. Writing time drops from 40 minutes to five.
FAQ
Why move from HubSpot or Salesforce to Attio?
Most B2B SaaS teams use 20% of HubSpot or Salesforce and pay for all of it. Attio gives you the CRM features that matter, a faster UI, and a data model you can actually shape, without the admin overhead.
Can Attio handle CS and sales in one workspace?
Yes. Custom objects let you track Deals and Customers as separate records with their own fields, pipelines, and automations. Sales and CS work from the same data without stepping on each other.
Does the health agent work with Attio's call recordings?
Yes. Attio stores call recordings natively. The agent reads them using semantic search and the transcript reader, looking for risk signals in context.
What about integrations like Slack, Intercom, or billing tools?
Attio connects to most common tools via native integrations, Make, or n8n. We set up the integrations that matter during the build.
How long does implementation take?
Most B2B SaaS setups complete in 1-7 business days depending on the tier. The 1-day setup delivers a full workspace. The 7-day sprint adds agents on top.
Ready when you are.
Two ways in. Pick the friction that fits.