Move from Salesforce to Attio without the headache
Migrate your CRM data, restructure it properly, and launch a workspace your team will actually use. No data left behind, no years of Salesforce mess carried over.
Book a free callWhy teams leave Salesforce
Salesforce is the right choice for large, complex sales organizations. It's the wrong choice for most teams under 100 people. And most of the time, it wasn't really a choice. It was inherited, defaulted to, or bought under pressure.
Common reasons for switching:
- License costs keep climbing while actual usage stays flat
- Every small change needs an admin, a consultant, or a ticket
- The CRM averages 4.5 months to implement. Attio lands in 2-3 weeks
- Reps avoid updating records because it's slow and clunky
- Custom objects and reports are buried under Apex, flows, and page layouts
- Most of what your team uses is contacts, companies, deals, and notes
Attio gives you a fast, modern CRM with a flexible data model, native AI, and pricing that isn't designed to extract the maximum from every seat.
What we help with
Migration planning
Audit your Salesforce org: objects, fields, custom code, managed packages. Decide what moves to Attio, what gets restructured, and what stays behind.
Data cleanup
Clean up duplicate records, dead fields, and stale custom objects before they pollute your new CRM. A migration is the best time to do this.
Object and field mapping
Map Salesforce Contacts, Accounts, Leads, Opportunities, and custom objects into Attio's data model. Not a blind copy, a thoughtful restructure.
Import and validation
Run a sample migration, verify it against your Salesforce source of truth, then execute the full import and validate relationships and history.
Workspace setup
Rebuild pipelines, views, automations, reports, and permissions in Attio so your team can work from day one without missing the old setup.
Apex and package replacement
Rebuild critical Apex triggers and managed-package workflows using Attio automations, Make, or n8n. Nothing important gets lost in the move.
The process
1. Audit
We review your Salesforce org: standard and custom objects, fields, flows, Apex, managed packages, and how your team actually uses it.
2. Plan
We define the target structure in Attio, agree on what moves, and identify anything that needs to be rebuilt rather than migrated.
3. Clean
We clean the data before export. Duplicates, dead fields, abandoned record types. The migration carries forward only what matters.
4. Migrate
We run a sample migration first, validate the mapping, then execute the full import of Contacts, Accounts, Leads, Opportunities, and custom objects.
5. Rebuild
Pipelines, views, reports, automations, and any Apex/package logic that needs replacing are built in Attio.
6. Launch
Your team gets a walkthrough, written documentation, and a support window after go-live to smooth out anything that surfaces.
FAQ
What from Salesforce can actually be migrated?
Contacts, Accounts, Leads, and Opportunities migrate cleanly along with most custom fields. Notes and activity history can move depending on how they're stored. Cases currently aren't supported. Reports and dashboards get rebuilt, not imported.
How long does a Salesforce to Attio migration take?
Most migrations take 2-4 weeks end-to-end, including restructuring, rebuilding reports, and onboarding the team. Larger orgs with heavy customization take longer. Simple imports without restructuring can complete in under a week.
What about Apex, flows, and managed packages?
Flows and simple Apex usually translate to Attio automations, Make, or n8n. Complex managed packages get evaluated case by case. Some have native Attio alternatives, others need integration work. We audit all of this before committing to a timeline.
Do we keep Salesforce running during the migration?
Yes. Salesforce stays live until the Attio workspace is verified and the team is trained. Then you cut over. This avoids any 'our CRM is down' windows.
What does it cost compared to Salesforce?
License cost alone is usually 3-5x cheaper. Three-year total cost of ownership (including admin time, implementation, and AppExchange) often comes in 80-90% lower than equivalent Salesforce spend.
Will my team need training?
Attio is far simpler than Salesforce, so the learning curve is short. We include a walkthrough session and written documentation as part of the migration. Reps who avoided Salesforce tend to adopt Attio quickly.
What if the migration surfaces problems after launch?
We include a post-launch support window to fix anything that surfaces in the first couple of weeks. That's when most issues appear, when the team starts using the new CRM for real work.
Ready when you are.
Two ways in. Pick the friction that fits.