Services

Everything you need to make attio deliver.

Four services across the life of your platform. Take one, or all four. Most clients start with a blueprint and grow from there.

Which service

A service for every stage.

Not sure where you sit? Most clients recognise themselves in one of these four.

attio | Think

Solution scope & blueprint

The most expensive attio build is the one you have to unpick six months in. So we start on paper: how the business really runs, what the data model needs to be, and what "working" will look like when we're done.

It's a fixed-price engagement, typically one to two weeks, and it's yours to keep, including if you decide to build it yourself.

Scope a blueprint
Typical length 1 - 2 weeks You leave with A blueprint you own

What's included

  • Discovery with the people doing the work, not just the sponsor. Sales, delivery, finance, whoever touches the record.
  • A documented data model: the objects, attributes and relationships your business needs, with the reasoning written down.
  • Lifecycle and stage definitions with clear entry and exit criteria, so a pipeline number means the same thing to everyone.
  • Reporting mapped to real decisions: we work back from the meetings where numbers get used.
  • A migration assessment of your current CRM or spreadsheets: what's worth moving, what needs cleaning, what to retire.
  • A costed, phased delivery plan: what we'd build first, what can wait, and what it costs.

Swipe →

01 / 04

Solution scope & blueprint

The most expensive attio build is the one you have to unpick six months in. So we start on paper: how the business really runs, what the data model needs to be, and what "working" will look like when we're done.

1 – 2 weeks
Scope a blueprint
02 / 04

Data model, solution, build & migration

We build the workspace: custom objects and attributes, the views each team lives in, the workflows that remove the admin, and the reports your leadership actually reads. Then we bring your history across.

Talk about a build
03 / 04

All joined up

A CRM is only as good as the data flowing into it. We connect attio to the systems you already run, so nobody is copying a number from one tab into another, and the record is true wherever you look at it.

Discuss an integration
04 / 04

Flexible managed support program

Go-live is the start, not the finish. Businesses change: new services, new teams, new reporting questions. Managed support keeps the workspace moving with you instead of quietly rotting.

Named consultant
Ask about support
Commercials

Pricing that fits how you work

We offer Fixed Price and Time & Materials options. Our most popular is zedPlan: a more dynamic, flexible and cost effective Pay As You Go service.

Fixed price

Agreed before we start

One quoted price for a defined scope. The number you sign off is the number you pay.

Time & Materials

Pay for the time used

Billed against actual hours at an agreed rate. Best when the work needs room to flex.

zedPlan

Most popular

Pay as you go, at a discount

You buy service hours up front at a discount, then use them as the work gets done. You can track your balance in real time, your costs stay predictable, and you can top up as your needs grow.

Ask for a written quote How we deliver it

Not sure which service fits?

Tell us where you are and we'll tell you honestly what you need, including if the answer is "less than you think".

Book a free consultation How we work