Ongoing CRM Manager · $497/mo
Keep the CRM sharp after the build
Agents drift. Processes change. New team members need new workflows. The Ongoing manager keeps everything running as your business evolves.
Month-to-month. Cancel any time. Starts after a sprint or setup.
Book a callWhat is included each month
Agent tuning
Agents drift as your process changes. New stages, new fields, new team members — each one shifts how the agents should behave. We adjust as you evolve.
New automations
As your team asks for new workflows, we build them. One new automation or agent behavior per month is included. Larger builds are scoped separately.
Execution monitoring
We watch agent runs for errors, edge cases, and unexpected behavior. Issues are caught and fixed before they become a problem for your team.
Data model changes
New objects, fields, and relationships as your business grows. Small structural changes included monthly. Large restructures scoped separately.
Async support
Questions answered, issues investigated, and changes made via async message. Response within one business day.
Which one fits?
Good fit if
- You finished a 7-day sprint and want the agents kept current as your process changes
- Your team uses Attio daily and relies on agents running correctly
- You do not want to manage the Anthropic API, monitor agent runs, or debug automation logic yourself
- Your process is still evolving and you expect to need changes regularly
Not necessary if
- You just finished a setup and the workspace is stable — wait until you need changes
- You have an ops person in-house who can handle Attio maintenance
- You only need agents tuned once or twice a year — scope those as one-offs instead
FAQ
When should I start the Ongoing manager?
After a sprint, once the workspace is live and your team is using it. The first month of real use always surfaces edge cases. Start the manager when you see things you want adjusted.
Is it a contract or can I cancel?
Month-to-month. Cancel any time. No minimum term.
What is included in 'one new automation per month'?
A single new agent behavior, trigger rule, or workflow that fits within your existing data model. Not a full rebuild — but a meaningful addition each month.
What if I need a large structural change?
We scope it separately. Major restructures are outside the monthly scope, but we will tell you up front what counts as one and give you a flat quote.
Can I add the Ongoing manager after a 1-day setup instead of a sprint?
Yes. The Ongoing manager works with any Attio workspace we have built. It is most useful when agents are already running, but workspace maintenance alone can justify it.
Do I need to be on a specific Attio plan?
No. The Ongoing manager works alongside whatever Attio plan your team is on.
Ready when you are.
Two ways in. Pick the friction that fits.