Your Attio workspace, finally wired up.

A CRM is your system of record. Not a sales tool, not a marketing tool. It is the single source of truth for every person, company, and conversation in your business. Without it, your business lives in your inbox, your memory, and your DMs. That works for your first 5 customers. It does not work for your first 50.

Attio holds all of that in four pieces. Learn these four words and the rest of the product makes sense.

Objects

The categories of things you track. People and Companies are built in. Turn on Deals to track your pipeline.

Records

The actual entries. One company, one person. Think of a row in a spreadsheet.

Attributes

The fields on a record. Name, email, deal value, stage. Add your own of any type.

Lists

Your pipelines and process boards. A list moves records through stages. One record can sit in many lists.

We do these live, in order, inside one founder's workspace. Everyone else follows along in their own workspace at the same time.

1. 15 min

   Build your pipeline

   Deals are off by default in Attio. Turn them on, then build a pipeline that reflects how you actually sell, not a generic template.

   1. Click the gear icon (Settings), then Data, then Objects, find Deals and enable it
   2. In the left sidebar, click + next to Lists and create a Pipeline list on the Deals object
   3. Open the list, add a Kanban view, and group it by Deal Stage
   4. Rename the stages to fit your motion: Identified, Contacted, Conversation Started, Discovery Done, Proposal Sent, Won, Lost

   📌 Every real conversation goes into your pipeline as a deal. Every one.

2. 25 min

   Create a record and link it

   Every person you talk to is a record. Every active conversation is a deal linked to that company and those people.

   1. Click + New and create the company or person record
   2. On the deal, use Associated Company and Associated People to link who you are talking to
   3. Drag the deal card to the stage that matches reality

   📌 A record with no deal is a name. A deal with no people is a guess. Always link them.

3. 35 min

   Log a note and a task on every deal

   A task is a reminder to yourself. After every conversation, log a note and set the next task directly on the deal.

   1. Open any record and go to the Activity tab
   2. Click Add note and write what was discussed and what the next step is
   3. Go to the Tasks tab, click Add task, set a deadline and an assignee

   📌 Never leave a deal without a next task. No next step means the deal is dead.

4. 45 min

   Connect your email and calendar

   This is the one that makes Attio feel alive. Once it is on, your CRM starts filling itself.

   1. Go to Settings, then Email & Calendar, and connect Gmail or Outlook
   2. Attio creates People and Company records for everyone you email or meet, automatically
   3. Your emails and meetings show up on each record's timeline
   4. You can now send email from inside Attio, logged to the record

   📌 The closest thing to automation you get on Free. Turn it on and your CRM fills itself.