How AI is revolutionizing CRM

The next gen of CRM.

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Data

Automations

Pipeline

Productivity

Reporting

Basepoint

Basepoint

Companies

+1

Quick actions

⌘K

/

Notifications

Tasks

Notes

Emails

Reports

Automations

Workflows

Sequences

Favorites

🌟

Onboarding pipeline

Top of funnel

RevOps workflows

Records

Companies

People

Deals

Workspaces

Partnerships

Lists

🚀

Strategic accounts

Help and first steps

Top companies

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Sorted by

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3

Company

Domains

Associated deals

ICP Fit

AI

Estimated ARR

AI

Connection strength

vercel.com

Vercel

Vercel - Expansion

Excellent

$100M-$250M

Very strong

digitalocean.com

DigitalOcean

Medium

$500M-$1B

Strong

github.com

GitHub - x20 Enterprise

Good

$1B-$10B

Very strong

stripe.com

Stripe

Good

$1B-$10B

Very strong

figma.com

Figma

Good

$500M-$1B

Very strong

intercom.com

Intercom

Intercom - Automations

Medium

$250M-$500M

Very strong

segment.com

Segment - x30 Pro

Good

$250M-$500M

Strong

notion.so

Notion - Exec

Notion - GTM

Medium

$100M-$250M

Strong

slack.com

Slack

Slack - Expansion

Low

$1B-$10B

Weak

loom.com

Loom

Medium

$50M-$100M

Good

retool.com

Retool

Excellent

$50M-$100M

Good

customer.io

Customer.io - x10 Plus

Excellent

$10-$50M

Strong

snowflake.com

Snowflake

Snowflake - Expansion

Low

$1B-$10B

Strong

1,439

count

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Automate everything

You’re in control. Automate even the most complex business processes with our powerful, intelligent automation engine.

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Upsell

Nurture

Trigger

Triggered

When Deal updated

Deals

Trigger when a Deal's status is updated

Completed

Switch

Condition

Route to upsell or nurture

Completed

Enroll in sequence

Sequences

Enroll person in “Power user upsell”

Enroll in sequence

Sequences

Enroll person in “Nurture”

Re-engage cold leads

MQL lead routing

Onboarding hand-off

New Deal email campaign

Lead form submissions

Monitor customer health

Identify expansion opportunity

Deploy AI

Put our research agent to work and scale complex tasks that normally require human effort, like prospecting, lead routing and more.

Explore AI

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

SaaS

B2B

Funding raised

$25MSeriesA

Stakeholders

AdamKingsley,...

Connect any type of data

Sync product data, billing data, and everything in between, for a real-time single source of truth for your business.

Explore data

Sales engagement

Sales engagement

Email & calendar

Email & calendar

Data warehouses

Data warehouses

Customer support

Customer support

Billing & invoicing

Billing & invoicing

Product data

Product data

Workspace

Workspace

Standard

2,914 Records

Company

Company

Standard

3,127 Records

Deal

Deal

Standard

5,521 Records

Attio
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Powerful reporting

Create real-time, detailed reports that scale with your data. Visualize, customize, and get deep insights in seconds — not hours.

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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

Time

July 2024

Amount

$ 1,920,240.00

August

September

Insight

Historical values

Funnel

Time in stage

Stage changed

[02]Adaptive model

/ data ↔ business

A seismic shift in CRM flexibility. 

Attio's powerful data model adapts to how your business works, not the other way around. Your business model — perfectly reflected in your CRM.

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Scale-ups

SaaS startups

SMBs

Investors

User

Standard

User ID

Engagement score

User type

4 More Attributes

Deal

Standard

Deal name

Workspace

Stage

2 More Attributes

Person

Standard

Name

Email

Company

12 More Attributes

Add object

User

User ID

User type

Engagement score

6s59-027f-4C54-98a3-3af0b00a1a5c

Member

Light

2d77-027f-5B23-96V9-3D9ed00a2a5c

Admin

Light

1dj0-d7dd-5090-ab709-5912b0276bc0

Admin

Power User

9bc0-3abd-8990-dj36-7698b0222ui4

Member

Inactive

[03]data enrichment

/ speed 1:1

Build fast. 

Forget months of setup. Attio syncs immediately with your email and calendar, building a powerful CRM right before your eyes.

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Email events

Calendar events

Segment events

Data sources

200,000,000

Customer records

132

+

Countries

2,000

+

Customers

99.9%

Uptime

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