Guides on Attio setup, CRM migration, and automation. Practical, no fluff.
Meeting prep is real work, it never gets a calendar slot, so it gets skipped. We built an agent that reads tomorrow's calendar, links each meeting to its Attio record, and writes a six-section brief that lands in Slack the evening before. Ships as a Claude Code skill on your own subscription.
Affinity is the default CRM for venture capital, and it earns that with relationship intelligence. But default and best value are not the same thing. Here is where each tool wins, and when a fund should switch.
Your forecast is a guess until someone reads the calls. The Deal Focus agent reads every call, email, and note on every open deal in Attio, scores each one red, yellow, or green with its reasoning, and sends you the five deals to focus on every Monday. Ships as a Claude Code skill on your own subscription.
Yes, you can set up Attio yourself. Most teams should not. Here is the honest version: when DIY is the right call, the six places it usually breaks, what hiring a partner actually buys you, and the hybrid path that works for most teams with under 20 seats.
Attio's MCP server gives any AI agent the same surface a human user gets: search, read, create, update, comment, run reports. 37 tools, OAuth in five minutes, no API key. This is the full guide: setup for Claude, ChatGPT, Cursor; every tool grouped by what it does; the four things MCP cannot do; the prompts that actually work; and when MCP beats Zapier or the REST API.
The data model is the only Attio decision that is expensive to change later. Everything else (workflows, automations, views) is cheap to redo on top of a clean model. This is how to design one: when to add a custom object, when to use a list instead, how to think about attributes and relationships, and five real schemas from shipped builds.
Every sales call holds a week of content. Pain quotes, objections, before-and-after stories, vocabulary, use cases. The Content Mining Agent reads call transcripts in Attio, extracts those seeds, writes them to a Notion backlog, and sends the top five to Slack every Friday. Ships as a Claude Code skill on the customer's own subscription.
The GTM engineer became a real job in 2024. The AI-native GTM engineer is what the role looks like in 2026: agents under workspace identities, MCP-driven workflows, prompts as production code. This is the operational definition, the daily work, the stack, what they cost, and how to tell a real one from someone who renamed their RevOps title.
Most Attio workspaces that stall mid-setup share the same six problems. Here is what they are, why they happen, and the exact fix for each one.
The three real ways to connect Attio with QuickBooks: a native Marketplace app, Zapier or another iPaaS, or a custom build against the QuickBooks API. Honest comparison of setup, sync, and cost.
Notion CRMs run on databases, relations, and rollups. Attio runs on objects, attributes, and statuses. Here is how to move the data across without losing the relationships.
monday CRM is a board-based CRM built on a Work OS. Attio is a relational CRM with custom objects, attributes, and AI. Here is the honest comparison.
Moving from monday CRM to Attio is mostly a data model exercise. Boards become objects, columns become attributes, automations get rebuilt. Here is the playbook.
Every Attio consultant in 2026 sells an 'AI-native implementation'. Most of them ship a normal workspace with one Research Agent toggled on. Here's the operational definition, the five tests you can run on any project, and what it costs to do properly.
How retained search firms and boutique recruiting agencies set up Attio to run business development and candidate pipelines side by side. Data model, automations, dashboards, and where Attio stops working as a high-volume ATS.
How agencies and consultancies set up Attio for new business, project delivery, retainer health, and renewal risk. Data model, automations, dashboards, and where Attio stops working as a project-management tool.
Folk is a clean relationship-led CRM for small teams. Attio makes more sense when the data model needs to bend, the workflows need to branch, and AI needs to run on every record.
How preventive-care clinics and health-tech businesses set up Attio for patient journeys, recurring follow-ups, and parallel B2C and B2B pipelines. Data model, automations, the HIPAA question, and when a specialized healthcare CRM is the right call instead.
Most teams pay Clay or Clearbit for the same job a single Attio Research attribute can do. Here is the exact prompt, the field config, the output on three real companies, the hallucination I caught on the fourth, and the cost math at the bottom.
Every CRM in 2026 has an AI feature. Most are wrappers. Attio is the only one where the AI is the data model, the workflow, and the API at the same time. That is not a CRM. That is the runtime that future CRM workflows actually run on.
Airtable bends until it stops bending. The 500K row ceiling, the formula chains, the interfaces that lag — at some point the base stops being a CRM and starts being a maintenance project. This is the playbook for moving Airtable to Attio without losing tables, links, or the automations you already trust.
Folk gets teams from spreadsheet to CRM in a weekend. Then the data model stops bending. This is the playbook for moving from Folk to Attio without losing pipelines, contacts, or the AI workflows you already trust.
Most teams run sales in a spreadsheet for longer than they should. This guide is the playbook for moving Google Sheets or Excel into Attio without losing data, without breaking workflows, and without overbuilding.
A full walkthrough of Attio's AI stack in 2026. Research Agent, AI Attributes, Call Intelligence, and how credits actually work. With real use cases and honest limits.
Most Attio migrations finish in 2 to 4 weeks. The data transfer itself takes hours. The other 90% of the time is the data model, automations, and team training. Here are the real numbers, by source CRM and team size.
A full breakdown of what an Attio implementation costs in 2026. License, data migration, setup, and expertise, with real numbers for teams of 1 to 50.
How venture funds use Attio for deal flow, portfolio tracking, and LP relations. Data model, pipeline, automations, and the traps that break standard CRMs for investors.
A source-agnostic migration checklist for teams moving to Attio from HubSpot, Salesforce, Pipedrive, Close, or a spreadsheet. Every phase, every trap, in order.
Close is a strong communications-first sales CRM. Attio makes more sense when your CRM needs a flexible data model, custom workflows, and structure beyond outbound calling.
Moving from Close to Attio is straightforward when the data model is rebuilt before the export. Here is the playbook that keeps the migration clean.
Moving from Pipedrive to Attio is straightforward when the data model is rebuilt before the export. Here is the playbook that keeps the migration clean.
Moving from HubSpot to Attio is easier than most teams expect. The real work is the data model rebuild, not the export. Here is the playbook.
Attio's pricing is simple compared to most CRMs, but there are still things worth knowing before you pick a plan. Here's the full breakdown.
Salesforce is the default CRM for enterprise. Attio is the default CRM for teams who don't want to hire an admin to use their CRM. Here's how they actually compare.
Migrating from Salesforce to Attio is less painful than most teams expect — if you plan the data model before you touch the export button. Here's the playbook I use with clients.
I've set up Attio for over 20 teams. Here's an honest review — what works, what doesn't, and who should use it.
Pipedrive is a strong pipeline-first sales CRM. Attio makes more sense when your CRM needs a more flexible data model, workflows, and structure.
Most CRM comparisons list 15 tools and help you choose none of them. Here's a shorter, more honest take on what actually works for early-stage teams.
HubSpot is powerful. But if you're only using the CRM part, you're probably overpaying for features you'll never touch. Here's how Attio compares.
Why are founders, CROs, and RevOps teams choosing Attio in 2026? We break down its data model, AI features, pricing, and how it compares to HubSpot and Pipedrive.
Two ways in. Pick the friction that fits.