Our agency will set up attio crm for your modern sales team

N
nociones

Spain

English, Spanish

39 orders completed

Top 5 Notion Consulting Partner, Certified Consultant

The Optimal Flow is a consulting agency at the intersection of systems, automation, and AI. We design scalable operations in Notion and across your full stack, turning scattered processes into structu...
Vetted by Fiverr Pro

TheOptimalFlow was selected by the Fiverr Pro team for their expertise.

Vetted for

  • Project Management

About this Gig

At The Optimal Flow we set up Attio for teams who want their CRM to match how they actually sell.


Attio is what happens when someone builds a CRM the way you would build a Notion workspace. Custom objects, relationships that actually reflect your business, and an interface your reps will open without being told twice. The tradeoff is that a blank Attio is a blank page, and most teams never get past that.


Who this is for

  • Startups between seed and Series B choosing their first real CRM
  • Teams whose CRM has become a reporting chore nobody keeps up to date
  • Founders who track deals in a spreadsheet and know it stopped scaling

What we build

  • Objects modelled on how you actually sell, not on a template
  • Pipelines with stages that mean something, and exit criteria for each
  • Automations for handoffs, follow up reminders and data hygiene
  • Your existing data migrated and deduplicated, not dumped in
  • Email, calendar and enrichment connected so records fill themselves

Fewer than ten people on Fiverr specialise in Attio. Most of what you will find is a generic CRM consultant who read the docs last week.

Software:

Other

Industry:

Business services & consulting

Clients We’ve worked with
Roche

Roche

Health Organization

Training in Notion, as well as building spaces for the Digital Innovation team.

Mar 2024