No need to hire in-house, get a full CRM operations team at a fraction of the cost.
– Discovery call to align your goals.
– Core pipeline setup.
– Essential custom attributes & objects configuration.
– Basic automation setup.
– Integration with the 3rd-party apps.
– Basic report setup.
– 1-hour team walkthrough & onboarding.
– 10 hours of work
– Keep pipelines, fields, views tidy and relevant. Remove unused items, fix small inconsistencies, and make quick adjustments.
– Troubleshoot sync issues, automation errors, and user-reported problems. Escalate cases to Attio support when needed.
– Build and maintain dashboards for sales, managers, and finance. Create custom KPI, conversion, and activity reports. Help configure Sales Insights where applicable.
– Build and maintain workflow automations (stage actions, reminders, follow-ups).
– Set up and maintain email/calendar sync (Google Workspace, Microsoft 365). Connect third-party tools via native integrations, Zapier, or n8n. Monitor and troubleshoot integration health. Document workflows for your team.
– Onboarding support for new hires, refresher sessions, and “how-to” docs tailored to your setup. Practical workshops to improve adoption and consistency.
– Custom attributes optimization
– Complex workflows & automations
– Email/calendar integrations
– Third-party connections (Zapier, n8n, and other)
– Ongoing integration monitoring
3 hours of customization service
$450
10 hours of customization service
$1250