Attio Consulting

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What We Do

We help businesses unlock the full potential of Attio CRM as an Attio Expert Partner. At novlini®, a GTM and Product agency, we design customized workflows, automations, and data structures tailored to your unique needs. Whether you're migrating CRMs, optimizing your setup, or starting fresh, we make sure your Attio instance is powerful, intuitive, and scalable.

Why We Do This

A great CRM is more than just a tool—it’s the backbone of your business operations. But setting it up correctly can be overwhelming. We believe your CRM should work for you, not the other way around. That’s why we help businesses streamline their processes, eliminate inefficiencies, and turn their Attio CRM into a growth engine.

How It Works

1️⃣ Discovery Call

We assess your needs, challenges, and goals.

2️⃣ Custom Setup & Optimization

We configure Attio to match your workflows and automate repetitive tasks.

3️⃣ Training & Support

We ensure your team is fully equipped to use Attio effectively.

4️⃣ Ongoing Assistance (optional)

Need continuous improvements? We offer long-term support.

Ready to grow? Book your free Discovery Call today 👇

SCHEDULE A MEETING

Or, if you prefer email, reach out to us directly at hello@novlini.com.

Case studies

CRM transition Salesforce to Attio for Jellysmack

The Problem:

Jellysmack found itself burdened by an expensive and inflexible Salesforce agreement. Their existing CRM system failed to adapt to their expanding business needs. Due to its complexity and operational inefficiencies, employees frequently resorted to using Google Sheets, effectively bypassing the CRM altogether.

The Answer:

Within a single month, we effectively migrated Jellysmack to the Attio CRM platform. This transition provided them with a more agile and scalable solution, all managed efficiently by a single individual.

The Results:

Financial Gains:
- CRM expenses were dramatically reduced, from a $1 million annual cost under a three-year Salesforce contract to a mere $30,000 per year with Attio.
- The company transitioned from rigid, long-term contracts to a more adaptable monthly subscription model.
Operational Improvements:
- A more flexible and intuitive CRM system was implemented, designed to grow seamlessly with the company.
- The entire migration and configuration process was handled by a single person, demonstrating the ease of use and effective setup of Attio.
Enhanced Data Management:
- The reliance on Google Sheets was eliminated, with all teams now utilizing Attio for their CRM needs, and workflows were optimized for daily operations.
- Data integrity, accessibility, and interdepartmental collaboration were significantly improved.

From Google Sheets to a Scalable CRM Solution for magestion.pro

The Initial Hurdle:

magestion.pro relied solely on Google Sheets to manage their entire client database, resulting in data disorganization, manual procedures, and a lack of expansion capability. As the startup expanded, these inefficiencies became increasingly apparent, underscoring the immediate requirement for a dedicated CRM solution.

The Implemented Remedy:

We built an Attio CRM system from the ground up, converting magestion.pro's dispersed spreadsheets into a unified, scalable, and effective platform, customized to their specific operational needs.

The Resulting Improvements:

Enhanced Operational Effectiveness:
- All customer data was consolidated within Attio, eliminating the need for manual data input and the errors associated with spreadsheets.
- Customized operational flows and automated tasks were created, optimizing day-to-day activities.
Improved Growth Potential:
- A CRM platform was constructed that can expand alongside the company, adapting to future operational changes without adding unnecessary complexity.
- Team collaboration was enhanced through real-time data access.
Time Optimization:
- The time spent on manual data management was significantly reduced, allowing the team to concentrate on driving business growth.