Attio implementation case studies.
Real implementations for growing teams: migrations, custom data models, automations, reporting, and AI agents. Every number below is a measured figure from the workspace.
- 25
- implementations written up in full
- 22
- sectors, from venture capital to packaging
- 38
- workspaces built, fixed or audited, as a Verified Attio Expert
European school software companyEducation technology / SaaS
Every record count matched on the first pass. The migration was still missing 48 fields.
- Migration
- Engagement
- Pipedrive
- Migrated from
Pipedrive to Attio for a school software company. About 2,200 organisations, 2,800 people, 1,700 deals and 15,000 notes and activities moved in one weekend, five pipelines kept stage for stage, and 134 fields migrated with none left behind.
Read the case study →US higher-ed edtech companyEducation technology / Customer success
Every renewal depended on a contract nobody could see, because the program and its emails lived on different records.
- Audit, then paid build
- Engagement
- Phase 1 in progress
- Status
Free audit, then a paid build that is still in progress. Programs split from institutions, renewals as a pipeline, a health score, and 11 workflows that create the next renewal and the outreach tasks. A few integrations are waiting on the client's own connections.
Read the case study →MultiprintPackaging / Flexible packaging brokerage
Every supplier tender is written by the CRM. Not one of them sends itself.
- Paid build
- Engagement
- 11
- Objects in the model
Attio build for a packaging broker launching solo. Form to deal to RFQ in one submission, supplier tender sheets drafted in Gmail and never sent by a robot, supplier replies read back from Drive, Xero quotes, and delivery KPIs on the production job.
Read the case study →KNR AgencyAgency / E-commerce
69% of the open pipeline was already past its own closing date, and the dashboard said so.
- Free audit
- Engagement
- 595
- Deals audited
Free audit of an agency workspace that was cleaner than its owner feared. 64 of 91 open deals past their closing date, up-sells closing at nearly three times the rate of new logos with no process behind them, and an AI lead scorer that had quietly stopped.
Read the case study →Ampvik / Konect DCSData centre equipment / Manufacturer sales agency
45 deals sat in a stage called Closed. Nobody could say which ones were won.
- Free audit + paid build
- Engagement
- 15 days
- Audit to handover
Free audit, then a paid build. 21 legacy workflows cut to 12, a pipeline that finally records won and lost, two company entities in one workspace, a live Attio to QuoteWerks sync, and a morning focus list that lands in the founder's notes app.
Read the case study →mysite.aiRestaurant marketing SaaS
Five onboarding workflows ran 1,600 times against 11 accounts. Not one account ever reached Paying.
- Free 48h audit
- Engagement
- 34
- Workflows reviewed
Free 48-hour audit of a smart new Attio build sitting on empty fields. Two pipelines running side by side, a qualification gate that fired 165 times and never passed, the wrong Stripe app installed, and a welcome sequence mailing into nothing. Fifteen fixes, each classified and costed.
Read the case study →TaxnovaTax tech / R&D tax claims
Their one live sales signal had been written twice, and 78% of it had already expired.
- Free 48h audit
- Engagement
- 287 of 369
- Year-end dates already expired
Free 48-hour audit for a team building signal-led outbound in Attio. The year-end signal was a one-off backfill storing the wrong date, the pipeline had no close dates, and a funnel report showed a 0% win rate against a real 22.9%. Fifteen fixes and a reusable pattern for every future signal.
Read the case study →Home Services Advisory GroupM&A advisory / Home services
A roofing company can be a target today and an acquirer next year, so we stopped making it the same record.
- Paid build
- Engagement
- 2,182
- Companies imported
Paid build for an M&A advisor. 2,182 companies imported with 775 ownership links, seller intake from GoHighLevel and three web forms, and two Claude agents for buyer matchmaking and a weekly pipeline digest.
Read the case study →EventbanditzEvent tech / SaaS
Every lead was an event with a date. Attio had no way to email them the day after it ended.
- Workflow build
- Engagement
- 8 days
- Discovery call to build
Leads arrived by API with an event date and a category, and the emails had to go out after the event. We built a daily scheduled workflow that finds the right deals, waits three days, routes by category, and enrolls the contact in the matching Attio sequence.
Read the case study →PragmaClinMed-tech / Clinical research
The fundraising pipeline was already built. It held two deals.
- Free 48h audit
- Engagement
- 7,539
- People in workspace
Free 48-hour audit for a med-tech startup. 55% of people never interacted, 83 fields on a person, the follow-up automation paused and failing, and a fundraising pipeline that existed but held two deals. Cleanup and wiring, not a rebuild.
Read the case study →Centre for Long-Term ResilienceThink tank / AI policy
They bought Attio because it was the most secure CRM they tested. Then the stakeholder list stayed in a Google Sheet.
- Fixed-price build
- Engagement
- 7-person AI Unit
- Team
Fixed-price build for a 7-person AI policy unit. A Workstreams object, 7 lists, 6 views and 4 automations, and about 200 stakeholders migrated from a Google Sheet that held no email addresses. The sheet is retired.
Read the case study →Unico ZeloWine / Beverage wholesale
Every sale was already in Xero. Attio could not tell a house-brand customer from an import buyer.
- Integration + build
- Engagement
- Xero to Attio via n8n
- Integration
Xero to Attio through n8n for a wine producer with two product lines. Invoices, line items and payment status synced, every SKU sorted into house brand or import, spend rolled up to the customer, and historic sales imported from 2022.
Read the case study →Cree8Cloud SaaS / Media production
29,682 people in the CRM. About 2,000 of them were real.
- Free 48h audit
- Engagement
- 29,682
- People in workspace
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 or wrong, six cleanup workflows switched off. Cleanup and wiring, not a rebuild.
Read the case study →Captivate TalentExecutive search / Recruiting
Almost a year fighting HubSpot. Rebuilt on Attio in one week.
- Full rebuild + support
- Engagement
- 1 week
- Live on Attio
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, e-signature and booking wired in, and a live leadership dashboard.
Read the case study →Ensor PartnersCapital raising / Placement agent
137,000 records, and the same deal saved five times.
- Audit + fixed-price build
- Engagement
- ~137,000
- Records audited
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 →PlaykitCreator / UGC agency
A pipeline with no Deals object, no owners, and no automations. We rebuilt it on Attio's Deals.
- Free audit + 1-week build
- Engagement
- 0
- Attio workflows found
Free audit that found the pipeline running as a list with no owners and zero automations. Then a one-week build: 489 deals on a real Deals object, 11 stages down to 6, native Attio sequences in place of Loops, and a website form that lands every lead in Attio with its UTM source.
Read the case study →CommodityAIAI / Commodity operations
The best reporting we have audited, running on a workspace updated entirely by hand.
- Free 48h audit
- Engagement
- 0
- Native workflows found
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 →IMARA LabsFitness tech / Customer retention
One Deals object was running three different businesses through 21 stages.
- Free 48h audit
- Engagement
- 21
- Stages in one field
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 →Knocknock.pro / Abuba.ioReal estate tech / AI outbound
Two products, two outreach channels, one Attio workspace, all on the free plan.
- Free
- Attio plan
- 2
- Products in one workspace
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 →Outlander VCVenture capital
Outlander VC: fund operations and outbound rebuilt in Attio.
- Affinity
- Migrated from
- 2
- Custom objects
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 →Graduate VCVenture capital
Affinity to Attio migration: default Deals, a custom LPs object, a Fund Commitments list, and Specter enrichment.
- Affinity
- Migrated from
- 1
- Custom objects
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 →Prudence VCVenture capital
Prudence VC: Affinity history and LP relationships rebuilt in Attio.
- Affinity
- Migrated from
- 2
- Custom objects
Prudence VC moved Affinity deal history, LP relationships, commitments, applications, enrichment, and outbound into one structured Attio workspace.
Read the case study →ElfcareHealth-tech
Consolidated 5 tools into 1 Attio workspace built around the patient journey.
- ~9 weeks
- Timeline
- 5+
- Tools consolidated
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 →Keenan Reid StrategiesStaffing & consulting
Pipedrive to Attio migration: notes, a six-object data model, two pipelines, and twelve rebuilt reports.
- Pipedrive
- Migrated from
- 4
- Custom objects
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, twelve dashboard reports recreated from Pipedrive, and a weighted forecast that now calculates itself.
Read the case study →AxxionInsurance / Motor claims
We built an insurance TPA five objects. Seven months later we helped them retire two.
- Build + ongoing admin
- Engagement
- 100+
- Custom attributes
MEDDPICC deal qualification, 11 pipeline views and sales and executive dashboards for a motor-claims TPA. Later: insurer garage panels loaded, three Claude agents shipped, and two custom objects retired into Companies with a Notion research sync.
Read the case study →Ready when you are.
Book a call and we will tell you honestly whether this is worth doing, or start with the free 48-hour audit and decide afterwards.