Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Flag changes to approved project scope in revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Draft a respectful response when a prospect declines a bid.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.