Accredited Expert

attio experts for UK businesses

We're a UK-based, accredited attio Expert practice for growing SMEs. From data modelling and migration to workflows, integrations and managed support: we build attio into the system your sales team uses every day.

Accredited attio Expert UK-based consultants 150+ CRM solutions delivered
Rated 5 stars on Google

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Our clients

We help UK SMEs run on a system, not a spreadsheet

For over a decade we've designed and built the systems that ambitious UK businesses run on: CRM, operations, reporting and the integrations in between. attio is where we now put that experience to work.

What we do

Four ways we make attio work for you.

A full suite of consulting, build and support services across the life of your platform: strategy, build, integration and managed support. Take one, or any combination of the four.

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attio | Think

Solution scope & blueprint

We map how your business actually runs, then design a clear, costed attio blueprint (objects, attributes, lifecycle stages and reporting) before a single record is created. No guesswork, no rework.

Explore Think

attio | Build

Data model, build & migration

Custom objects, views, workflows, sequences and reports, designed, built, tested and rolled out. We migrate your history off HubSpot, Salesforce, Pipedrive or spreadsheets, and train your team to run it.

Explore Build

attio | Integrate

Connected systems

We connect attio to your finance, marketing, support and data tools using the API, MCP server and native apps, so the record stays true without anyone retyping it.

Explore

attio | Support

Managed support

Ongoing admin, optimisation and a responsive UK service desk with a named consultant, so your workspace keeps up as the business changes.

Explore

Not sure where to start?

Book a free, no-obligation consultation.

A 30-minute call with a certified attio consultant to pressure-test your idea and scope the work.

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CRM and business-system solutions delivered for UK SMEs.

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Client retention: they stay with us long after go-live.

0%

Average reduction in manual admin time.

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Typical time to first measurable value.

The problem

Six signs you've outgrown your CRM.

Every growing business hits a point where the tools that got them started become the things holding them back. These are the patterns we're called in for.

01

Your data model fights your business

The thing you actually sell doesn't fit "leads, contacts and deals", so it lives in a custom field, a note, or someone's head.

02

Your best people are doing data entry

The people you hired to win work spend half their week copying information between systems that should be talking to each other.

03

Nobody trusts the pipeline number

Forecasting is a guessing game, the board pack disagrees with the system, and deals stall without anyone noticing.

04

Sales and delivery keep separate books

The same client exists in three tools, slightly differently, and the handover between sold and delivered is a meeting plus hope.

05

You've tried to fix this before

A CRM was bought, half-configured and quietly abandoned. The problem wasn't the licence; it was that nobody designed it around how you work.

06

Your system is too slow to change

A new service line means a change request, a quote and six weeks. So the workaround becomes permanent and the spreadsheet comes back.

Recognise your business in any of that? A 30-minute conversation could save you months of going in circles. Book one here.

Why attio?

A CRM you can actually shape.

Most CRMs make you bend your business to their data model. attio starts from yours, which is exactly why it suits the businesses we work with.

Your data model

Custom objects and attributes that match how your business really works, not a fixed lead-contact-deal cage.

AI that reads your CRM

Ask attio answers from your real records, emails and calls, not from a generic model guessing at your pipeline.

Workflows, not chores

Routing, follow-ups, enrichment and handovers run themselves, with a visible run history when you need to check.

Reporting in real time

Reports built on live records, so the number in the board pack is the number in the system.

Live from day one

Email and calendar sync fill the workspace with real relationship history before anyone types a note.

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How we work

Five stages. One proven method.

The same lifecycle on every engagement, from a two-week blueprint to a full migration.

  1. STAGE 01

    Discover

    We map how your business actually runs, with the people doing the work, before anyone touches the software.

  2. STAGE 02

    Blueprint

    A costed design you approve up front: the data model, the lifecycle stages, the automations and the reporting.

  3. STAGE 03

    Build

    We configure, migrate and integrate in short cycles, showing you working software early and often.

  4. STAGE 04

    Adopt

    Role-based training and a staged rollout, so the team uses it rather than quietly going back to the spreadsheet.

  5. STAGE 05

    Evolve

    We stay on as your managed partner, optimising and extending the workspace as the business changes.

See our approach
Blueprints

See the build before you buy it.

Worked reference builds showing exactly how we'd model a business like yours in attio: the objects, the stages, the automations and the reports. Illustrative, not client work.

Client feedback

What our clients say...

We've worked across multiple industries and business sectors, implementing CRM systems of all shapes and sizes. Here's what our clients say.

"From the outset they took the time to really listen and understand our specific requirements, and the end result is a system that fits our needs perfectly. What stands out is how proactive and responsive they've been as we tested and rolled the platform out."
Simon Baker CEO, Baker & Associates
"Their team quickly grasped the complexities of our environment and played a key role in unlocking process potential. Their expertise and support have been outstanding, enabling us not only to meet our goals but to surpass them."
Alaster Purchase CEO, National Security Inspectorate
"They have assisted us in refining our sales and operational processes. David and his team have been a pleasure to work with. We will definitely work with them again and again."
Ian McCaul Operations Director, Alma Risk
"Excellent support during our implementation. David and Khurram are a pleasure to work with, demonstrated a clear understanding of our needs and ensured the set-up was smooth and effective. Super collaborative."
Gina Mula COO, ISI Global
"Great honesty and value for money from day one. Methodical, professional, and patient as we navigated the build of our CRM. We look forward to continuing to work with them on future projects."
Emma Lester-Devitt COO, Tribe Connect
"Extremely knowledgeable and expert in their area of work. They helped us build and move CRM systems, which has saved our team a huge amount of time in their day-to-day. Cannot recommend enough."
Abby Cahill Finance & Operations Director, Cahill Renewables
Who you'll work with
FAQ

Questions, answered.

We're on HubSpot or Salesforce. Can you move us?

Yes, and migration is where most of our attio work starts. We map your existing objects, fields and history, agree what's worth bringing over and what should be left behind, then move it in stages so nothing breaks mid-quarter. Email and calendar sync usually rebuilds far more relationship history than clients expect.

Do we need to be technical to work with you?

Not at all. We speak business first, technology second. We translate how your teams actually work into a clear attio design and handle the technical detail, so you stay focused on running the company.

How long does a typical project take?

Most SME engagements reach first measurable value in two to four weeks. attio is quick to stand up, so the timeline is usually set by decisions (what your data model should be, and who owns which stage) rather than by build effort. Larger migrations are phased so you see returns early.

Is attio right for us, or should we look at something else?

Sometimes it isn't, and we'll say so. attio is a strong fit when your business doesn't fit a standard sales pipeline, when you want AI working on your own records, and when you value speed and flexibility over heavy enterprise configuration. That said, if it isn't a fit, we'll tell you and advise what might suit your business better.

What do you charge?

We offer a choice of contracting models - Fixed Price or Time & Material. We also offer zedPlan - a flexible, pay-as-you-go unit model: you pre-purchase service hours and draw them down as work is completed. Real-time tracking gives you full transparency, predictable costs and easy scaling as needs change.

What happens in the free consultation?

A 30-minute call with a certified consultant. We learn about your business and current setup, tell you where the biggest opportunities are, and outline what a project would look like. No cost, no obligation, and no pressure to pick attio.

Ask us a question

Is attio for you?

Book a free consultation with a certified attio consultant. We'll scope the work and show you what's possible, with no obligation.

Book your free consultation