Attio implementation case studies.
Real Attio implementations for growing teams. See how we handle CRM migrations, custom data models, automations, reporting, and AI agents.
Cloud SaaS / Media production · Cree8
29,682 people in the CRM. About 2,000 of them were real.
Free 48-hour audit of a well-built workspace drowning in its own HubSpot import. 79% of people never touched, six board reports reading $0, six cleanup workflows paused. Cleanup and wiring, not a rebuild.
Read the case study →Executive search / Recruiting · Captivate Talent
Almost a year fighting HubSpot. Rebuilt on Attio in two weeks.
Full HubSpot-to-Attio rebuild for an executive search firm. One deal per search, two ladders on the same record, $14.3M of historical fees reconstructed, ATS and e-signature wired in, and agents with hard write limits.
Read the case study →Capital raising / Placement agent · Ensor Partners
137,000 records, and the same deal saved five times.
Audit of a 137,000-record workspace, then a build: ownership moved off initials, ticket maths given one home, and three Claude skills shipped — an import deduper, a whole-workspace backup runner, and a report generator with a hosted cockpit.
Read the case study →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
Outlander VC: fund operations and outbound rebuilt in Attio.
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
Prudence VC: Affinity history and LP relationships rebuilt in Attio.
Prudence VC moved Affinity deal history, LP relationships, commitments, applications, enrichment, and outbound into one structured Attio workspace.
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.