Attio: Ask more from CRM
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Margaret Shen Head of Business Operations · Modal
Explore GTM frameworks from operators like Elena Verna
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Basepoint
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Good morning, Alex
Ask anything...
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Prep for next meeting
Recap last call
Meetings
Today, Jun 10
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
[01]Powerful platform
/ item 1 ⋮ 4
The intelligent system that never sleeps.
Picks up leads at 2am. Catches renewals before they slip. Hands you the answer before you ask.
Revenue agents at your command.
It’s your playbook. Agents work every account, capture every signal, and move every deal forward.
Upsell
Nurture
Trigger
When Deal updated
Deals Trigger when a Deal’s status is updated
Switch
Condition Route to upsell or nurture
Enroll in sequence
Sequences Enroll person in “Power user upsell”
Enroll in sequence
Sequences Enroll person in “Nurture”
Re-engage warm leads
Re-engage cold leads
MQL lead routing
Onboarding hand-off
New Deal email campaign
Lead form submissions
Monitor customer health
Identify expansion opportunity
Already there when you arrive.
Open your email, the draft is ready to send. Walk into the call, you’re already briefed. Type the question, the answer’s already there.
New lead found
Activate PLG motion
AI
Does the company sell software to other businesses?
Yes, they are a B2B SaaS business
Evaluate size of opportunity
AI
Did the company raise any funds recently?
$25M raised in Series A funding round
Identify key stakeholders
AI
Who are the key stakeholders at the company?
Adam Kingsley, CEO; Anne Zaragoza, CTO; Tom Wagner, VP of Sales
Basepoint
Domains
basepoint.com
Name
Basepoint
Estimated ARR
$1–10M
Location
California, USA
Categories
Funding raised
Stakeholders
Continuous context for everyone.
Sales, success, finance, and every agent in the company, all running on the same live picture of the customer.
Sales engagement
Email & calendar
Data warehouses
Customer support
Billing & invoicing
Product data
Workspace
Standard
2,857 Records
Company
Standard
3,096 Records
Deal
Standard
5,490 Records
For the people who own the number.
From the next forecast to the last cohort, get your business answers in seconds.
7D
30D
3M
6M
12M
All
Apr - Jun
Jul - Sep
Plus
Pro
Enterprise
$ 2.8M
$ 2.4M
$ 2.0M
$ 1.6M
$ 1.2M
$ 0.8M
$ 0.4M
July
Pro plan
TimeJuly 2024
Amount$ 1,920,240.00
August
September
Insight
Historical values
Funnel
Time in stage
Stage changed
Start with 14 days
of Pro, for free.
Start for freeSend me a demoSee our plans
[02]Adaptive model
/ data ↔ business
The only CRM with Universal Context™.
Every signal from every customer, compounding into one layer your team and agents act on.
Scale-upsSaaS startupsSMBsInvestors
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
Deal
Standard
Deal name
Stage
Deal value
15 More Attributes
Company
Standard
Domain
Industry
Location
8 More Attributes
Person
Standard
Name
Company
6 More Attributes
Add object
Partnership
Custom
Partnership name
Partnership type
Point of contact
10 More Attributes
Project
Custom
Company
Point of Contact
Status
5 More Attributes
Company
Standard
Name
Industry
Domain
8 More Attributes
Person
Standard
Company
12 More Attributes
Add object
Invoice
Custom
Company
Status
Amount
3 More Attributes
Company
Standard
Name
Domain
Industry
4 More Attributes
Person
Standard
Name
Company
11 More Attributes
Deal
Standard
Company
Investment amount
Deal stage
10 More Attributes
Add object
Fund
Custom
Name
Domain
Employees
7 More Attributes
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
User
Standard
User ID
Engagement score
User type
4 More Attributes
Deal
Standard
Deal name
Workspace
Stage
2 More Attributes
Person
Standard
Name
Company
12 More Attributes
Add object
Workspace
Standard
Name
Company
Status
7 More Attributes
User
User ID
User type
Engagement score
Albert Lund
6s59-027f-4C54-98a3-3af0b00a1a5c
Member
Light
Jenna Roberts
2d77-027f-5B23-96V9-3D9ed00a2a5c
Admin
Light
David Chen
1dj0-d7dd-5090-ab709-5912b0276bc0
Admin
Power User
Marc Lopez
9bc0-3abd-8990-dj36-7698b0222ui4
Member
Inactive
Railway’s favorite features
“Attio is a dev company’s dream CRM. It’s the perfect platform to understand our customers, gather crucial account information and produce critical pipeline insights.”
David Banys, Head of Product Marketing
Workflows
Deals
Reports
Flatfile’s favorite features
David Boskovic, CEO & Founder
Custom objects
Hightouch
Reports
Snackpass’s favorite features
Jamie Marshall, COO & Co-founder
Lists
Workflows
API
[03]data enrichment
/ speed 1:1
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 freeSend me a demo
Email events
Calendar events
Segment events
Data sources
Email events
Calendar events
Segment events
Data sources
Sarah Johnson
Head of IT at GreenLeaf Inc.
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 TechWave’s solutions, and the opportunity is moving forward with a 75% confidence level.
sarahjohnson
Upcoming
Demo CallNov 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
[04]Built for scale
/ growth + security
Built for the pace of agents.
Attio runs on infrastructure that keeps up with your most ambitious agents. Millions of records, sub-50ms latency, always on.
1000000API calls per week
100000MCP tool calls per month
1000+Agents running now
1Uptime
Enterprise-ready, out of the box.
ISO 27001, GDPR, CCPA, and the security your customer data needs.
Talk to salesTalk to sales
GDPR
CCPA
ISO
The next era of revenueruns on Attio.
Start for freeSend me a demoTalk to salesTalk to sales