Move from Close to Attio without the mess
Structure, mapping, cleanup, import, and setup. All handled for you.
Sound familiar?
Close worked while the team was running a tight outbound motion. Then the business got wider. More relationships, more custom logic, more workarounds on top of leads and opportunities.
Now the CRM feels built for a sales-engagement job, not for how the company actually works. Moving to Attio makes sense. Doing it cleanly is the hard part.
Most teams aren't worried about exporting data. They're worried about what happens after:
- Leads and contacts collapse into the wrong shape
- Opportunities lose context from sequences and calls
- Custom fields don't map cleanly
- Duplicates appear
- The new CRM feels messy from day one
That's the part we help with.
This is for you if
- You've outgrown a sales-engagement CRM
- You want Attio to reflect your real process, not just your old sequences and opportunities
- You don't want to move messy data into a new system
- You need help with mapping, structure, or cleanup
- You want the migration done properly, not just quickly
- You want your team to start using Attio without confusion
What we help with
Migration planning
Review your current Close setup. Decide what moves, what changes, and what stays behind.
Data cleanup
Clean fields, values, and records before import so problems don't multiply in the new CRM.
Field mapping
Map Close leads, contacts, and opportunities into the right Attio structure instead of a blind one-to-one copy.
Import support
Run the migration and make sure data lands where it should.
Workspace setup
Prepare Attio so imported data fits into a workspace your team can actually use.
Calling and email stack
Plan how calling, SMS, and email continue after the move with the right integrations.
The process
1. Review
Look at your Close setup, data structure, sequences, and goals.
2. Plan
Define how leads, contacts, and opportunities should be structured in Attio.
3. Prepare
Clean data, review fields, map records before import.
4. Migrate
Import data and check the result.
5. Refine
Fix issues, adjust the setup, connect the communications stack, make sure the workspace is usable.
FAQ
Can you migrate all Close data to Attio?
It depends on your account structure. In most cases, leads, contacts, opportunities, notes, and custom fields can move cleanly. Calls and SMS history usually stay in Close as an archive.
Do you only help with the import?
No. Import is one part. We also help with planning, cleanup, mapping, and workspace setup.
Can you help if we already started?
Yes. We can review an existing Attio setup, find what's wrong, and clean it up.
Do we need to clean data before moving?
In most cases, yes. Even a little cleanup before migration saves a lot of manual work later.
Can you redesign the CRM, not just copy it?
Yes. Many teams move to Attio because they want better structure, not just a new home for old data.
What happens to calling and SMS after the move?
Attio doesn't include a dialer. Calling and SMS continue through an integrated tool like Aircall or OpenPhone, connected to Attio.
Is this only for large teams?
No. This works for any team that wants help moving from Close to Attio cleanly.
Ready when you are.
Two ways in. Pick the friction that fits.