Case studies.
How we move teams onto Attio. Migrations, custom objects, agents, and the workspace patterns we ship.
Creator / UGC agency · Playkit
A pipeline with no Deals object, no owners, and no automations. We rebuilt it on Attio's Deals.
Free audit that found the pipeline running as a list with no owners and zero automations. Then a one-week sprint: Deals object, stage collapse, one shared lead-source field, weighted revenue, and a native cal.com intake.
Read the case study →AI / Commodity operations · CommodityAI
The best reporting we have audited, running on a workspace updated entirely by hand.
Free 48-hour audit of a workspace with excellent dashboards and a clean HubSpot migration, but zero workflows, zero tasks, and every surrounding tool feeding Attio by hand. A roadmap that separates quick wins from the longer build.
Read the case study →Fitness tech / Customer retention · IMARA Labs
One Deals object was running three different businesses through 21 stages.
Free audit and target-state proposal for a workspace where gym sales, partner outreach, and fundraising all shared one 21-stage status field, and won customers fell out of the system entirely.
Read the case study →Real estate tech / AI outbound · Knocknock.pro / Abuba.io
Two products, two outreach channels, one Attio workspace, all on the free plan.
One workspace, two products, two channel pipelines, zero custom objects. Person-level outreach tracking, Kanban per channel, a founder dashboard, and no plan upgrade required.
Read the case study →Venture capital · Outlander VC
Affinity to Attio migration for a VC fund.
Custom objects for Commitments and LPs, fund-stage lists, a startup application pipeline, Specter and PitchBook flowing in, and outbound running inside Attio.
Read the case study →Venture capital · Graduate VC
Affinity to Attio migration: default Deals, a custom LPs object, a Fund Commitments list, and Specter enrichment.
Default Deals carries the investment pipeline. One custom LPs object on top. Fund commitments live on a filtered list view of Deals. Specter enrichment and an outbound sequence inside Attio.
Read the case study →Venture capital · Prudence VC
Affinity to Attio migration for a VC fund.
Custom objects for Commitments and LPs, fund-stage lists, a startup application pipeline, Specter and PitchBook flowing in, and outbound running inside Attio.
Read the case study →Health-tech · Elfcare
Consolidated 5 tools into 1 Attio workspace in 9 days. Saved ~40 hours per month.
Replaced a fragmented stack of Sheets, Typeform, Brevo, Gmail, and Calendly with a single Attio workspace. Custom objects for People, Patients, and Examinations, automated lead capture, dashboards for revenue and ARPU.
Read the case study →Staffing & consulting · Keenan Reid Strategies
Pipedrive to Attio migration: notes, a six-object data model, two pipelines, and twelve rebuilt reports.
Moved off Pipedrive with every note and stage history preserved. Custom objects for Deals, Staffing Assignments, Leads, and Milestones, two pipelines on a shared stage model, and twelve dashboard reports recreated from Pipedrive.
Read the case study →Insurance / Motor claims · Axxion
5 custom objects, MEDDPICC scoring, and executive dashboards for an insurance TPA.
Five custom objects, MEDDPICC-based deal qualification, 11 pipeline views by forecast horizon and opportunity type, a 60+ point workshop assessment framework, and dashboards for sales and executive teams.
Read the case study →Ready when you are.
Two ways in. Pick the friction that fits.