Expert Attio CRM Integration & Development Services
At dialed technologies we believe the future of CRM belongs to Attio's flexible, integration-first platform, and we're all-in on helping GTM teams harness its full potential. We create custom integrations and apps that deliver workflows built for how your team actually works.
We work with...
We've been working with Nick and the Dialed Tech team for a few months now, and they've been fantastic. They handled our entire Attio migration in just a few weeks - which was incredibly fast - and continue to help us with ongoing maintenance, workflows, and imports. What I love about them is that they're highly technical but never make you feel like you're out of your depth. They explain things clearly and are genuinely easy to communicate and collaborate with. If you're looking for Attio expertise, these guys know their stuff and will take great care of you.
Our experience working with dialed technologies has been outstanding. Their team made the process of integrating our data into Attio via the new SDK seamless and efficient. Beyond the technical execution, they were highly collaborative and responsive in ensuring the integration met our goals. It felt less like working with a vendor and more like gaining a partner who truly cared about delivering value.
We help people anywhere on the journey
Whether you're starting fresh or optimizing an existing Attio setup, we meet you where you are and guide you to where you want to be.
Embarking
Data Migration & Setup
We seamlessly migrate your data from existing CRMs, spreadsheets, and tools like Affinity, ensuring zero data loss and minimal disruption to your workflow.
- Complete data migration from legacy systems
- Pre-built workspace with custom objects
- Industry best practices implementation
- Data validation and cleanup
Enhancing
Workflow Optimization
Maximize Attio's potential with custom workflows, automated processes, and tailored configurations that match your unique business operations.
- Custom workflow automation
- Event-driven processes
- Advanced object relationships
- Performance optimization
Extending
Integration & Scaling
Connect Attio with your entire tech stack through custom integrations, real-time syncs, and advanced data orchestration.
- External system integrations
- Real-time data synchronization
- API development and management
- Scalable architecture design
What types of companies do you work with?
Venture Capital Firms
We automate your investment pipeline from deal sourcing to portfolio monitoring. Custom integrations sync data from pitch decks and financial models directly into Attio for real-time visibility.
Investment Companies
We transform scattered relationship data into a centralized intelligence hub. Automatically enrich contacts, track interactions across channels, and surface high-value opportunities before competitors.
Technology Startups
We build your revenue engine from day one with clean data architecture and automated workflows. Lead scoring, customer onboarding, churn prediction, and expansion tracking that scales from first customer to Series C.
SaaS & Professional Services
We eliminate manual data entry with intelligent automation. Custom apps validate emails, sync billing data with usage metrics, and trigger personalized outreach based on engagement signals.
Meet Our Team
We're a dedicated team of engineers and strategists who live and breathe Attio. Our mission is to help your business unlock the full potential of modern CRM.
Will Stenzel
Co-Founder
Software engineer with 4+ years of experience building operational systems across variety of tools and industries. I love figuring out how to make different tools talk to each other and building workflows that make sense for how teams actually work.
Nick Janes
Co-Founder
I have helped 20+ companies switch to Attio fast and flawlessly, solving edge cases that derail most migrations. I design integrations, no-code/low-code tools, and AI-powered workflows so your team gets more accuracy, speed, and insight from day one.
Frequently Asked Questions
We specialize in technical integrations between Attio and other tools. We can build external integrations using tools like Zapier or Pipedream and build custom apps built on top of Attio using the SDK.
We can build apps that can connect to other data sources directly from Attio which can be used to automate workflows or sync data between Attio and other tools. For example, we have built a NeverBounce app that will automatically check the deliverability for an email address in Attio.
We primarily work with venture capital firms, investment companies, and technology startups. Our expertise is particularly valuable for organizations that manage complex relationship data and need customized solutions for investor relations, deal flow management, and portfolio tracking. We've also worked with financial services companies, professional services firms, and SaaS businesses looking to optimize their customer relationship management.
If you are using a different CRM we can still integrate with it. However, we do have a lot of experience migrating teams into Attio so would be happy to discuss that option if you are interested. (see next question for more info)
It will typically take 4-5 days, depending on the complexity of your data structure and the volume of information being migrated. For simpler migrations with clean data, it could be faster, while more complex scenarios involving multiple integrations might take a bit longer.
We believe Attio represents the future of relationship management software. Its flexible data model, powerful API, and modern architecture make it ideal for building custom solutions that traditional CRMs simply can't support. After working with numerous platforms including Notion, Airtable, and Affinity, we found Attio's approach to be the most developer-friendly while still offering enterprise-grade capabilities.
Book a call
We're here to help you get the most out of your CRM, pipeline and data flows.
Can't find a suitable time?Send us an email at contact@dialed.tech and we'll get back to you within 24 hours.