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appCategory: Productivity

appTagline: Customer relationship magic: powerful, flexible and data-driven

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companyStage: Early Stage

platform: web

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Customer story detail

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pageType: Marketing Marketing Marketing Marketing Marketing

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00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free

customer success For Pallet, Attio plays a central role in their go-to-market motion. They finally have the CRM
that they wished they had from the very beginning: one that molds to their business

Share this article: process and makes it easier for them to rapidly iterate, experiment and grow.
“Attio is one of the rare pieces of software that has delivered how | thought it would before |
tried it,” says Schrader. “Not only does it give us great insights on customers, but it also
gives us a really clear view into everyone’s comms and what'’s going on across the whole
team. From communication intelligence to note-taking to data-enriched lists, it plays such a

L crucial role in me and my team’s everyday workflows.”

Try Attio with your team:

Get started for free And to top it all off? No more data entry.
“l was super relieved. As soon as | onboarded with Attio, | instantly got back the many, many
hours | spent every week updating data manually.”

Related Content

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Dopt

How Dopt uses Attio to build out its GTM

engine and scale as they grow

Read story
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How Pallet uses Attio to How On Deck uses Attio to scale their
power their growth community of early-stage founders
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
L. Pallet How Pallet uses Attio
About Pallet now uses Attio as the linchpin for everything customer-related for their business.
: . Using Attio, they can build, iterate and adapt their CRM to meet their business needs as
Pallet is a platform for community-
based hiring, which allows they change.
companies to source candidates T i i . . .
from the world’s top online ‘Attio is incredibly versatile and super intuitive. We're basically able to mold it exactly to our
professional communities and business processes and it gives us a single source of truth for everything related to
enables community leaders to customers,” says Schrader. “It gives us a very clear view into everyone’s communications
connect people to job openings. with customers and what'’s going across the whole team. Right now we're using it for sales
Indust lead tracking and customer success, and plan to add more use cases soon.”
ndustry
Saa$, Recruiting
Company size Sales lead tracking
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Pallet uses Attio to manage their entire sales process, from first contact all the way to close.
Eeao\I{quka(r:Ite»rs Every contact in their email and calendar systems is enhanced with data enrichment, and
ew Yor I
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Founded variables for each person and company.
2021 “We use Attio to track all stages of our sales process because it is such a versatile tool,”
Funding raised says Schrader. “My team and | take advantage of being able to create so many views of a
$4.9m (seed) single list — we've got a handful of table and kanban views in each workflow we’ve built. We
also all use Attio’s note taking features so we're all on the same page.”
Key templates . . .
4 P Once deals are closed with prospects, Schrader is able to easily hand them off to customer
Sales . . . P . . .
success with relevant context and information. “Using Attio is great because immediately
Customer success .
after we close a customer, | can hand them off to customer success with all
communications, notes and details.”
Share this article: . . - .
are this articie Pallet also takes advantage of Attio’s reporting capabilities. Using the product, Schrader and
her team are able to visualize their sales data in numerous different ways.
“My team loves Attio’s reporting system because it's so dynamic. We can splice our data in
so many different ways and combinations,” adds Schrader.
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Palle Challenge Solution

L aliet Pallet’s faced numerous challenges in Use Attio to build the solution they need for

About managing their sales and customer their go-to-market motions, including sales

1R 05 2 T e G success processes through Airtable and pipelines and customer success.

based hiring, which allows had to find a CRM solution that could meet

companies to source candidates their unique needs.

from the world’s top online

professional communities and

enables community leaders to

connect people to job openings. Results

Industry A CRM that molds to their business Robust customer success program,

Saa$, Recruiting process and makes it easier for them with automated workflows and

] to rapidly iterate, experiment and communications intelligence

Company size grow.

0-10
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T VT iRy time customer interactions

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2021

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Pallet's story

Key templates

Sales There are over 900 million members on LinkedIn, with over 16 million jobs on the platform.

VSR SRS For today’s job candidates, it's easy to assume that finding a job is simpler than ever before.
Unfortunately, the opposite is the case. Candidates without impressive resumes may

Share this article: struggle to stand out from the competition. Meanwhile, those with more with the right
credentials are inundated with thoughtless job offers that really don’t match their skillset.
Pallet, an early-stage startup based in New York City, is aiming to change this. Pallet .
provides a platform for community-based hiring, where companies can tap into digital -
communities to find candidates and communitv leaders can connect neoble to oben roles.


Help article detail

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00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Getting Started
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Check out some the terms we use
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|00 attio Customers Changelog Help Careers © Pricing Signin Start for free
Q Find anything 38 K Getting Started
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» & Email & Calendar
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» @ Security & Privacy © Jan 20,2023 © Mar 14, 2023 © Mar 22,2023 © Mar 15,2023
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© Dec 26,2022 © Mar 14, 2023 © Apr4,2023 © Mar 10,2023
® $1,200.00 ® $2,000.00 ® $70,000.00 ® $40,000.00 INRHISIARTICLE
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4 @ Security & Privacy 31 count 31 filled 100% filled 100% filled 96.77% filled 0% empty
» ? Support
GUIDES Understanding attributes
» [=) Forms . . . .
Attributes are data points that belong to a record. An attribute might be a custom label
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
unaerstanding recoras
IN THIS ARTICLE
® Understanding lists
. Understanding attributes
How to build a list
i Attributes are data points that belong to a record. An attribute might be a custom label
Apps and extensions ) P 9 9 i Understanding attributes
o you pick from a dropdown, a currency value, a checkbox, or even a star rating - check

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be manually created and customized by you and your team.
Workspace
Email & Calendar Understanding views
Imports & Exports Views allow you to see the same list data in multiple, configurable ways.
Users & Permissions . . . . . .

Table views are like super customizable databases in Attio - you can track a list of
Integrations records, with each of its attributes represented by a column.
Data & Syncing .

Kanban views let you track records through the stages of a workflow or process.
Tips & Tricks Records appear as cards in your kanban view, and you can move them through your
PR Bl pipeline with drag-and-drop.
Security & Privacy Next, we'll build a list and create some views.
Support

® Couldn't find something?
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&o attio


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Blog

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00 Qttio Customers Changelog Help Careers @ Pricing Signin
Ready to build your
1
team's dream CRM? Ve
[
|
| V=
\\1// \
o attio
Product Company Attio for Support Ready to build?
Start for free
Talk to sales
|00 qttio Customers Changelog Help Careers @ Pricing Signin Start for free
2023-03-03
Why Salesforce is Great
Salesforce has established itself as the market leader in CRM despite many users
finding it frustrating. In this post we explore what Salesforce is and some of the
reasons it's so prevalent.
Read more —>
2023-03-02
Attio raises $23.5m Series A
Today we're excited to announce that we've raised $23.5 million in Series A funding,
led by Redpoint Ventures with participation from existing investors Balderton Capital
and Point Nine.
Read more —>
|00 qttio Customers Changelog Help Careers @ Pricing Signin
Insights and updates from
across the team.
A rundown of the latest Attio feature releases, product

enhancements, design updates, and important bug fixes.
Why Salesforce is Great
Salesforce has established itself as the market leader in CRM despite many users
finding it frustrating. In this post we explore what Salesforce is and some of the
reasons it's so prevalent.


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Kickoff meeting
Dear John,
Our project kickoff meeting is scheduled for 2 June Friday, from 9:00am to 12:00pm. This meeting will provide
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We look forward to working with you and making this project a success.
Sincerely,
Jane Doe
£ About _ Mobbin.pdf
0 ® Masssend O @
1,000 Emails left this month. Upgrade for unlimited email sending.
|(&2 Compose email - N X
From @ Jane Doe
To & John Smith Add CC/BCC
Kickoff meeting
Dear John,
Our project kickoff meeting is scheduled for 2 June Friday, from 9:00am to 12:00pm. This meeting will provide
a great opportunity to discuss the project scope, timeline, and roles and responsibilities.
We look forward to working with you and making this project a success.
Sincerely,
Jane Doe
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6. Summary and next steps.
|& John Smith ® -«
© Weekly Team Catchup — 9th Jun 9:00 PM - 10:00 PM X
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Startups

pagePatterns:
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internal processes, and | cannot rave using @attio - great balance of flexibility fundraising, and recruiting. It's awesome Overcomplicated, expensive, and you
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Removing date

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Emails

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& Recruiting
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5 Contacts
|< Se“mgs Workspace settings  Developers  Cool App
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@ Support requests Enable access to your integration to users outside of your workspace
v Records
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@ Companies Configure webhooks and webhook events
2, People
T Delete integration
v Lists
All access tokens for this integration will be revoked and webhooks will cease to function. This action cannot be undone.
& Recruiting
o Sales
5 Contacts


About

pagePatterns:
About Page
About Page
Landing Page
Footer Section
About Page

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
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Att’ & b 'Id' There’s a revolution happening in business software right
|° Is UI Ing now. Notion is changing how we organize, Figma how we
th CRM f th design and Slack changed how we communicate.
e o e However, CRM has remained relatively static. Millions of
f t businesses across the world are using software built on
u u reo archaic architectures that were designed for a time when
the speed, scale, data and capabilities that businesses
require today could not be conceptualized.
We're here to change that.
Founded in 2019, Attio is building a radically new type of
CRM - built on real-time data, completely customizable and
intuitively collaborative. Using Attio, businesses have the
ability to create, build and deploy their CRM exactly as they
want it.
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Our investors. We're proud to be backed by
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Mathilde Collin Vinay Hiremath Shahed Khan Lopo Champalimaud
Co-founder & CEO Co-founder & CTO Co-founder & Investor Founder & Investor
Taimur Abdaal Varadh Jain Piotr Pisarz Paul Forster
Co-founder & CEO Co-founder Co-founder & CEO Co-founder & Investor
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Ready to build your
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Adding intro document

actions:
Editing Profile
Adding & Creating

screenPatterns:
My Account & Profile
Edit

screenPatterns:
Add & Create
My Account & Profile
Edit

screenKeywords:
< Back to Slite
My settings
& My settings .
Profile
2, Refer & Earn
Picture
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D
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Adding calculation

screenKeywords:
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& Bridget mercedes44@examp... Female No contact No communication
& Debra yolandaO7@example.... Bellevue Female No contact No communication
& Beverly iphelps@example.net Female No contact No communication
& Grace clarkeangela@exampl... Male No contact No communication
& Larry maria32@example.org Aggregations No contact No communication
& Xavier nicolas90@example.... Count empty No contact No communication
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& Jared jcortez@example.com Percent empty No contact No communication
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@ Reports

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v e 2 Melody jeannovak@example....  Bellevue Male No contact No communication
@ Companies , L

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i Contacts

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& Bridget mercedes44@examp... Female No contact No communication

& Debra yolandaO7@example.... Bellevue Female No contact No communication

& Beverly iphelps@example.net Female No contact No communication

& Grace clarkeangela@exampl... Male No contact No communication

& Llarry maria32@example.org Bellevue Male No contact No communication

& Xavier nicolas90@example.... Bellevue Male No contact No communication

& Mike imccullough@exampl... Female No contact No communication

& Jared jcortez@example.com Female No contact No communication
& Invite teammates 2 Colleen fknox@example.org Bellevue Female No contact No communication
@ Help and first steps 5* I 96 count + Add calculation 56 empty + Add calculation + Add calculation + Add calculz
|R . )
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i Contacts

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& Bridget mercedes44@examp... Female No contact No communication

& Debra yolandaO7@example.... Bellevue Female No contact No communication

& Beverly iphelps@example.net Female No contact No communication

& Grace clarkeangela@exampl... Male No contact No communication

& Llarry maria32@example.org Bellevue Male No contact No communication

& Xavier nicolas90@example.... Bellevue Male No contact No communication

& Mike imccullough@exampl... Female No contact No communication

& Jared jcortez@example.com Female No contact No communication
& Invite teammates 2 Colleen fknox@example.org Bellevue Female No contact No communication
@ Help and first steps 5* I 96 count + Add calculation + Add calculation + Add calculation + Add calculation + Add calculz