Attio

Orchestrate revenue agents with the new Workflows * Platform * Resources * Customers * Pricing Sign inStart for free GTM lessons from Elena Verna and more # Welcome to agentic revenue. Attio is the CRM that builds pipeline, advances deals, and grows accounts around the clock. Talk to sales Start for free Basepoint Home Configure Help Quick Actions ⌘K / Home Notifications Tasks Notes Calls Reports Automations Sequences Workflows Favorites Lead workflows PipelineDeals Outreach Lead triage Reports Revenue Records People Companies Good morning, Alex How do I win my d Auto Prep for next meeting Recap last call Meetings Today, Oct 14 Basepoint x Stripe 10:00 - 11:00 AM Ashley & Martin 10:20 - 10:40 AM GreenLeaf // Basepoint 2:30 - 3:00 PM Details Demo call with GreenLeaf team to help them get the most out of their PRO trial. https://meet.google.com/psn-zfzb-yaw Participants8 Dylan ParkerCEO of Basepoint Annie ZhangProduct Manager at GreenLeaf Product Demo w/ GreenLeaf 10:0028:14 Meeting Transcript Speakers AAshley0:02 Everything's in spreadsheets right now and it's getting unmanageable. I'd like the whole team moved over by Monday if we can. SSam0:11 We can have you live well before then. How many seats are you thinking? AAshley0:24 Six, on the Pro plan. I'll be the one signing off. SSam0:38 Perfect — I'll send a Pro quote over today. It covers the workflow automations you flagged. AAshley0:55 Can we bring our existing deal history across too? SSam1:09 Yep — we'll map it during onboarding, and I'll include a migration checklist. AAshley1:23 Love it. Looking forward to finally getting off spreadsheets. # pipeline Marcus10:24 @Attio what deals should I focus on today? AttioApp10:24 GreenLeaf (verbal yes, no quote out) and Ramp (stalled in Legal 5d). >Find yesterday's demo call and create the right follow-up task. ⠙Churning… (2s · ↓ 1k tokens) > ▶▶ autoOpus 4.8 · 1M context Platform ## The intelligent system that never sleeps. Picks up leads at 2am. Catches renewals before they slip. Hands you the answer before you ask. 1. Build pipeline 2. Convert leads 3. Run sales motions 4. Forecast revenue 5. Retain and expand ### Your team, amplified. Agents prospect and reach out when buyers are looking, building a pipeline of deals ready to win. #### Free your reps to sell. Agents handle the research and busywork. Reps focus their time where deals get won. Ask something... 10 accounts ready for outreach * GranolaRaised $125M Series C * LinearBuilding out its sales team * NotionNew VP Sales from enterprise SaaS * OpenAIScaling faster than it can hire * ShopifyDoubling down on enterprise sales * DropboxGTM reset under a new CRO #### Agents dig. You close. Every lead is enriched and qualified, so reps know when and why to engage. ### Speed to lead, every time. New leads get enriched, scored, and routed to the right rep before they ever cool off. ### Run every motion, your way. Pipeline built for how you sell, while agents brief the meetings and keep deals moving. #### Catch changes to the deal. Spot new stakeholders, competitor moves, and stalls before your next call. Michael James VP Sales at Cortexa michael@cortexa.ai+3 San Francisco, California Cortexa 41d Sarah Chen Head of Growth at Northgate sarah@northgate.io+2 New York, New York Northgate 62d David Okafor CTO at Fairwind david@fairwind.dev+5 Austin, Texas Fairwind 34h #### Skip the review scramble. Walk in with quota coverage, deal velocity, and potential risks already mapped. ### For the people who own the number. Ask any revenue question. From the weekly forecast to performance by rep, get the answer in seconds. ### Keep more. Grow more. Agents track the whole book, so you save what's slipping and grow what's rising. #### Spot the shift early. Whether an account's climbing or cooling, you'll know weeks before the call. DDrew Austin Changed roles Head of IT GreenLeaf New funding round $250M JJoshua Reed Upcoming renewal date Joshua to send documentation on the public API MMaya Lin Usage spike +42% seats #### The move's ready. You make the call. Save, upsell, or renewal, agents draft the play for you to approve and run. Email suggestion Looking for more seats?ME Hi Marcus, saw Quanta's usage jumped 42% this month. Looks like the team is scaling fast. Happy to add more seats on your plan so no one gets blocked. Email suggestion Ahead of your renewalJP Hi Joshua, your renewal is coming up at the end of the month. Happy to review usage together beforehand and make sure the plan still fits where the team is headed. Self-building ## Live from day one. Connect your inbox and calendar. Attio learns your business and builds itself around it, before your first agent even gets to work. Start for free Sarah Johnson Compose email Highlights Summary Sarah Johnson, the Head of IT, is leading the initiative to modernize their data infrastructure, which aligns with GreenLeaf’s growth and sustainability goals. A successful demo call on August 29 confirmed the need for Attio’s solutions, and the opportunity is moving forward with a 75% confidence level. LinkedIn sarahjohnson Upcoming Demo CallAug 29, 10:40 AM THU 29 Company GreenLeaf Inc.San Francisco, CA Sales Outreach Step 2Automated email Activity Michael Changattended an in-person meeting 6 hours ago Sarah Johnsonattended an event 2 days ago Michael Changmade an outbound phone call 4 days ago The only CRM with ## Universal Context™ It logs itself. Emails, calls, product, billing, captured automatically. Your tools finally talk. Granola, Slack, your whole stack, always in sync. Gets to know you. So each play is sharper than the last. Ask, and it's there. Any record, any answer, in a second. No agent left guessing. Working from the same facts as your team. Signals ## All of the signals, none of the noise. Ready to act on. See more Context Emails, calls, records, product usage, connected tools. All live. Agents + automations Ecosystem Connectivity ### Your whole stack, connected. Claude, Slack, Clay, Linear, Notion, and anything your team and agents run on. Explore the ecosystem ## SDK. API. MCP.Build anything on Attio. View docs “When I first opened Attio, I instantly got the feeling this was the next generation of CRM.” Margaret Shen Head of Business Operations · Modal Build to scale ## Run at any scale. Production-grade for your team and agents. 2.6M MCP calls/month 400M API calls/week 76k active customer agents 15M emails synced/day Customer stories ## Trusted by 30,000+ customers. From first agent to enterprise scale. Read more Artificial Intelligence: 83% faster lead triage. How Granola turns product signals into revenue at scale. Artificial Intelligence 83% faster lead triage.How Granola turns product signals into revenue at scale. Changelog ## Better as you grow. New features every week to keep pace with you. View all June 29, 2026 ### What's new in Workflows More of the work, off your plate. June 29, 2026 ### New activity timeline Eliminate noise in your records. June 29, 2026 ### Calls on mobile Call recordings are now on mobile. June 29, 2026 ### More App Store updates Connect Attio to more of the tools you use every day. Stay ahead of GTM. Product updates in your inbox. Subscribe ## Agentic revenue runs on Attio. Talk to sales Start for free ## Platform * Refer a team New * Changelog * Gmail extension * iOS app * Android app ## Company * Customers * Announcements * Engineering blog New * Careers * Manifesto * Become a partner ## Import from * Salesforce * Hubspot * Pipedrive * Zoho * Excel * CSV ## Attio for * Startups * Deal flow ## Apps * Gmail * Outlook * Segment * Mailchimp * Slack * Outreach * Mixmax * Typeform * Zapier ## Resources * Startup program * Help center * Developers * System status * Hire an expert * Downloads * Trust Center © 2026 Attio Ltd. All rights reserved. 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