I will set up attio CRM, sales pipelines, workflows and integrations

Your team has leads, but your CRM isn't helping you move them forward. Deals sit in the wrong stage, contact records get messy, and follow-ups depend on someone's memory.

I set up and improve Attio CRM for founders, agencies and B2B sales teams who need an organized pipeline their team can actually use.

HERE'S WHAT I CAN BUILD:

- Attio workspace setup, deal stages, custom fields and saved views

- Contact and company organization, CSV imports and field mapping

- Lead assignment, task reminders and workflow automation

- Supported app connections through Attio, Zapier or Make

- Testing, clear documentation and a practical handoff

MY PROCESS:

• First, I map how your team sells. Then I configure the agreed setup, test it with sample records, check imports and workflow runs, and show you how to manage it.

Packages have defined limits. Complex API builds, messy multi-object migrations and paid app subscriptions are quoted separately. Some actions depend on your Attio plan and access permissions.

Message me with your current CRM and what you want to fix. I'll recommend the right scope before you order.