Expert Partner
Attio implementation partner for B2B revenue teams.
Synix is a member of Attio's Expert Partner Program. We implement, migrate, and optimise Attio CRM for B2B teams, and build the GTM systems and AI layer around it, working with teams in Ireland, the UK, the USA, and more.
In short: a typical Attio implementation with Synix runs 1 to 4 weeks depending on scope, is fixed scope and fixed price agreed after a discovery workshop, and covers workspace design, pipeline architecture, migration from your old CRM, automation, reporting, documentation, and team training.
What an Attio Expert Partner actually means.
An Attio Expert Partner is a consultancy accepted into Attio's Expert Partner Program to implement, migrate, and optimise their CRM for other businesses. Getting listed isn't automatic. It takes an application, a skills review of real client work, and an onboarding call with Attio's own team before you're in the directory. We're an Attio Expert Partner.
Some of the teams we work with come to us building their GTM and RevOps foundation from scratch. Others already have Attio and it's not doing what they hoped, so we go in and fix it. Either way, we handle greenfield setups and migrations from other CRMs the same way: properly, and built to last.
What we do
Full Attio implementation
Ground-up workspace design, a custom data model, pipeline architecture, and team training.
Attio optimisations
Cleaning up and fixing an existing workspace that isn't earning its keep.
GTM systems
Connecting Attio to the tools around it, like Clay, Apollo, Lemlist, and Groovin, so your CRM is the centre of your stack.
Data migration
Moving you off HubSpot, Zoho, Pipedrive, Salesforce, or a spreadsheet, handled end to end.
AI layer
ICP scoring, automated deal summaries, handoff briefs, and pipeline reporting built on Attio, Slack, Claude, and ChatGPT.
Fractional RevOps
Ongoing partnership for teams who want more than a one-off build.
How it works
Every engagement is fixed scope and fixed price, so you know exactly what you're getting before you sign anything.
Discovery
A structured workshop to map your GTM motion, pipeline, and tech stack before we touch anything.
Proposal
Turned around within 48 hours of the workshop.
Build
Full client visibility throughout, with communication in Slack.
Handover
Full documentation, a trained team, and a system you own outright. No dependency on us unless you want it.
Fractional RevOps
Most teams we work with choose to keep us on for this once they've seen what a properly built system does.
Attio in action
A UK data and analytics consultancy. We built their Attio CRM with a custom pipeline architecture, an ICP scoring model, and enriched contact records, and helped redefine their GTM strategy alongside it.
"Jack's contribution far exceeded the initial Attio setup. He also helped us to redefine our entire GTM strategy."
Edward Miles, Founder & CEO, OnData
Read the full case study
An embedded finance team for venture-backed startups, already running on Attio but doing deal and referral tracking manually. We built agents that now handle deal summaries, cold-deal alerts, and referral tracking without anyone on their team touching it.
"Jack built agents that now handle it for us without anyone on our team touching it."
Alex Janeck, Founder, Modern Finance
Read the full case studyWhy Attio.
Attio calls itself the CRM for agentic revenue, and once you use it that's a fair way to put it. Connect your inbox and calendar and it starts enriching and organising itself from day one, then AI agents work inside it around the clock, picking up new leads overnight, flagging a renewal before it slips, chasing the follow-up nobody got to.
Over 30,000 companies run on it now, including teams like OpenAI, Notion, and Ramp. For a smaller or mid-sized business, that's the real appeal: software built for how your team sells today, by a company still shipping fast, instead of a legacy platform that got there first and stopped innovating.
If you're weighing Attio against another CRM, our Attio vs HubSpot comparison and our Attio vs Close CRM comparison break down where each one fits.
The AI layer is the part most teams underuse. We wrote a full walkthrough of Ask Attio, Attio's built-in AI assistant, covering the prompts that work for meeting prep, pipeline updates, and account reviews.
Common questions
What is an Attio Expert Partner?
An Attio Expert Partner is a consultancy that supports clients to implement, migrate, and optimise Attio CRM for other companies. Partners are listed on Attio's own experts directory and work directly with Attio on customer builds. Synix is an Attio Expert Partner.
What does an Attio implementation include?
A full Attio implementation covers workspace and data model design, pipeline architecture, workflow automation, integrations with the surrounding GTM stack, data migration from your old CRM, reporting, documentation, and team training.
Can you migrate our CRM data to Attio?
Yes. Synix handles end-to-end migrations from HubSpot, Salesforce, Zoho, Pipedrive, and spreadsheets, including data cleanup, field mapping, historical activity, and validation after go-live.
How much does an Attio implementation cost?
Every Synix engagement is fixed scope and fixed price, agreed after a structured discovery workshop, so you know the cost before you commit. Ongoing fractional RevOps support is available as a monthly retainer.
Do we need to be on Attio already to work with Synix?
No. Roughly half our Attio work is greenfield setup and migration from another CRM. The rest is optimisation for teams already on Attio whose workspace isn't doing what they hoped.
How long does an Attio implementation take?
Most Attio implementations run 1 to 4 weeks from the discovery workshop to handover. A focused pipeline and workspace build sits at the shorter end. A migration from another CRM with data cleanup, integrations, and an AI layer sits at the longer end.
Do we need an Attio partner, or can we set it up ourselves?
Attio is straightforward to open and start using, so small teams often self-serve. Teams bring in a partner when the data model, pipeline stages, reporting, and integrations need to reflect how they actually sell, or when they are migrating historical data from another CRM and cannot afford to lose it.
Which teams do you work with, and where?
B2B SaaS companies, agencies, consultants, IT MSPs, professional services firms, and other B2B teams running a real sales pipeline or ongoing client engagements. We work with teams in Ireland, the UK, the USA, and more, and engagements run remotely.
Need help with your Attio setup?
We help B2B companies build the revenue systems that let them grow. Let's talk about where you are.