Attio

📁 Export data as a CSV You can now export data from any report as a CSV file. This makes it easier than ever to share reports with team members outside of Attio, and combine your CRM data with external data for further analysis.

We're #hiring a new Senior Finance Manager in London Area, United Kingdom. Apply today or share this post with your network.

🤝 New integrations 1. Connect Attio to Claap to automatically update records with AI-generated summaries of your calls. 2. Use Stacksync (YC W24) to sync real-time data between Attio and other tools in your stack.

💥 Drill down into your reports You can now view a detailed list of the data contributing to your reports. For example, if you had a sudden spike in MRR, you could drill down directly within your report to see if any specific deals made up an outsized portion of that growth.

🖋️ Email signatures We’ve just shipped support for email signatures. This means you can now have a personalized, consistent way of signing off on your emails from Attio, just like you would from your inbox.

Using Attio? Check out this Attio x Sequence automation to send sales proposals at ⚡ speed. We love Attio and the simplicity with which our teams can build workflow automations to speed up work 💫 Check the demo to learn how to 👇 1. Create Slack notifications when a customer is ready for proposal 2. Launch Sequence quotes directly from Attio or Slack 3. Share beautiful pricing proposals and get contracts e-signed in a few clicks 4. Track all customer contracts and terms in one place

We're excited to announce that we've raised $33 million to accelerate our mission of building the definitive CRM for the next generation 🚀 Since launching last year, Attio has seen significant growth. We now count some of the most forward-thinking, high-growth startups as customers and have built one of the most powerful, flexible products in the market. But to drive real change in this category, you have to be firing on all cylinders. To capitalize on our momentum and seize the massive opportunity before us, we've strategically raised these additional funds. This investment is led by our existing partners Redpoint, Balderton Capital, and Point Nine along with our new partner 01 Advisors. It will allow us to push even harder on our core vision: reinventing CRM for the next era. Read more 👉 attio.xyz/funding

📊 Powerful time comparison reporting You can now build reports to quickly analyze how your data has changed over time. For example, you could create a report that compares your MRR growth so far in 2024, to your growth over the same period in 2023. For more information about this week's updates, check out our changelog. Link in comments 👇

Attio Academy is now live 🎓 We've just shipped our first, hands-on video course that teaches you the fundamentals of Attio. Learn everything you need to know, including how to: - Build out your data model - Use our powerful automations engine - Create robust, precise reports and dashboards - Leverage our AI-powered research agent in your workflows We've designed it for new users and also those looking to reinforce their understanding of Attio's core features. To watch now, check out our link in the comments.

We've just shipped our new AI-powered research agent 🚀 Deploy it in any Attio workflow to automate nuanced tasks that typically require human judgment, like prospecting, lead qualification, and more. Whether you're PLG or sales-led, here's a sample of what you can do: - Automatically qualify leads: Set up workflows to research new leads, determine if they match your ICP, and route qualified prospects directly to your sales team. - Accelerate PLG motions: Automatically assess new sign-ups based on company info and product usage data. Route high-value prospects to specialized onboarding flows or direct sales outreach. -Proactively identify expansion opportunities: Set up recurring workflows to check for significant events like recent funding rounds. Automatically trigger personalized outreach to congratulate customers and discuss how your product can support their growth. - Monitor for churn risks: Regularly scan for leadership changes in customer organizations, such as a new VP or a director. This allows you to proactively engage with new decision-makers and mitigate potential churn risks. - Go beyond data enrichment: Uncover precise company details like exact funding raised, pricing models, and presence in different territories. This is just scratching the surface of what you can do. Our research agent seamlessly integrates into your workflows, and finds answers using context from existing Attio data. The possibilities are infinite. Get the full update on our blog. Link in comments 👇