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I will be your CRM consultant, attio crm customize and optimize attio
Mercy S
About this gig
Attio CRM Setup, Automation & Consulting | Pipelines, Workflows, Dashboards & Integrations
Struggling to make sense of Attio CRM or wondering if its the right fit for your business? You're not alone many startups and growing teams don't know how to unlock Attio's full potential. That's where I come in.
I'm a CRM & Automation Specialist who has helped businesses build clean, scalable systems inside Attio. From creating deal pipelines and dashboards to automating follow-ups, I'll transform your Attio workspace into a powerful growth engine.
Here's what I offer:
Full Attio CRM setup & workspace configuration
Pipeline creation, custom fields, and stage mapping
Workflow automation & triggers to save hours every week
Email, calendar, and third-party tool integrations
Data import, cleaning & migration from spreadsheets or other CRMs
Dashboard & reporting setup for real-time insights
Troubleshooting, optimization & ongoing support
Whether you need a fresh setup, workflow cleanup, or advanced automations, I'll deliver a system that is intuitive, scalable, and designed for growth.
Let's turn Attio into your businesss most powerful sales tool message me now to get started!
Get to know Mercy S
Mercy S
Streamline Automate Grow with powerful CRM systems
- FromUkraine
- Member sinceSep 2025
- Avg. response time1 hour
Languages
English, Dutch
I’m Mary, a CRM and marketing automation specialist helping service-based businesses streamline operations, capture more leads, and improve client retention. I work with tools like Attio, Cliniko, Tebra, Eventbrite, MailerLite, and Nextdoor to build customized systems that automate workflows and eliminate manual tasks. From CRM setup to email marketing and lead generation, I create scalable systems that save time, boost efficiency, and drive consistent business growth. Let's do this!
My Portfolio
FAQ
Do I need an Attio account before starting?
Yes, you’ll need an Attio account (even a free plan). I can guide you on which plan best fits your business.
Can you migrate data from other CRMs or spreadsheets?
Absolutely, I’ll import your data cleanly, deduplicate, and map it into the right fields
Can you create multiple pipelines for different teams?
Yes, I can set up multiple pipelines (e.g., Sales, Partnerships, Hiring) with custom stages.
Do you provide workflow automation?
Yes, I set up automated tasks, follow-ups, and email sequences to save you time.
