Meet Attio — a next-generation, AI-first CRM that's changing how New Zealand businesses manage their customer relationships, with a beautifully simplistic UI built for modern teams.
What is Attio?
Attio is a rapidly growing CRM platform purpose-built for AI-first ways of working. Unlike traditional CRMs that bolt AI on as an afterthought, Attio is designed from the ground up to surface intelligent insights, automate repetitive tasks, and help teams build more meaningful customer relationships.
With deep customisation across data sets, automations, reporting, sequencing, and agentic fields, Attio gives businesses the flexibility of a fully bespoke CRM without the complexity that typically comes with it. It's particularly well-suited to SMEs and scale-ups that want a powerful, modern platform that grows with them.
Why Choose Zippily for Your Attio Implementation?
As experienced Attio specialists, we've developed a hands-on approach to CRM implementation that goes well beyond the basics. We work with SMEs across Auckland and New Zealand to design and build Attio environments that are genuinely fit for purpose — structured around your data, your team, and your workflows.
Our Attio consulting engagements cover:
We always start with a bird's-eye view of your entire tech ecosystem before diving into implementation. At Zippily, we use Miro to map your platforms holistically and visualise how they interact — ensuring Attio sits at the centre of a connected, efficient stack.
SYSTEM MAPPING
Attio's fully customisable data objects and record types are powerful, but they can feel overwhelming for those new to CRM setups. We simplify the process and structure your data — objects, attributes, relationships — for maximum clarity and usability.
DATA MODELING
Your team needs the right information at their fingertips. We design custom views that surface the most relevant data for each role and workflow, so your CRM works for your team — not the other way around.
CUSTOM VIEWS
Using Attio's REST API, we build integrations and connected apps that keep your entire ecosystem in sync — whether that's your website, billing platform, communication tools, or anything in between.
CUSTOM INTEGRATIONS
We identify repetitive manual processes and leverage Attio's automation tools to save time, reduce errors, and deliver more consistent experiences for your customers.
AUTOMATION CONFIGURATION
Attio onboarding goes beyond initial setup. We run tailored workshops to ensure your team is confident, empowered, and ready to use the platform to its full potential from day one.
TRAINING & ENABLEMENT
Future-Proofing Your CRM & Tech Ecosystem
Beyond the initial Attio onboarding, we take a long-term view of your CRM and tech ecosystem. We don't just set things up and walk away — we plan implementations in phases, mapping future workflows, integrations, and automation opportunities to create a roadmap that delivers compounding value over time.
Whether you're a growing Auckland startup or an established NZ business looking to modernise your operations, our phased approach ensures your Attio environment evolves alongside your business — helping your team work smarter, not just now, but well into the future.
Our Attio Implementation Process
Every Attio consulting engagement follows a structured, proven process designed to minimise disruption and maximise adoption:
1. Discovery Session
We start by getting under the hood of your business, understanding your goals, challenges, and what success looks like for you.
2. CRM Design Session
We map out your portal end-to-end, giving you a clear visual blueprint before your portal is touched.
3. CRM Configuration
With your design signed off, we get straight to work configuring HubSpot and any connected platforms.
4. Configuration Review
We walk you through your newly built portal together, capturing feedback and making any refinements needed.
5. Training Workshops
Hands-on training sessions run directly inside your portal, tailored to how your team actually works.
6. Ongoing Support
We don't disappear at go-live. You'll have 30 days of post-implementation support to make sure everything lands well.
Ready to Explore Attio?
Whether you're evaluating Attio as your next CRM or ready to move forward with implementation, we'd love to show you what's possible. Book a demo with our team to see how Zippily can help your Auckland or New Zealand business get the most out of Attio.
Don’t just trust us …
Frequently Asked Questions.
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Attio is a next-generation CRM platform designed from the ground up with an AI-first approach — combining a beautifully simple interface with powerful automation, customisation, and reporting. Unlike legacy CRMs, Attio uses AI to surface insights, automate workflows, and help teams manage customer relationships more efficiently and intelligently.
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As experienced Attio implementation specialists, Zippily guides clients through the full process — from system mapping and data modelling to workflow configuration, custom integrations, automation setup, and team enablement. We work with businesses across Auckland and New Zealand to ensure the CRM is tailored to your specific needs and set up for long-term ROI.
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Yes. Attio's REST API enables seamless integration with a wide range of tools. Zippily builds custom integrations and connected apps to ensure your platforms communicate effectively, your data flows accurately, and your processes remain streamlined across your entire tech stack.
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Attio combines a beautifully intuitive interface with highly customisable data objects, automations, sequences, and views. This makes it ideal for teams that want serious CRM functionality without unnecessary complexity. Zippily also configures custom views and automations specific to your workflows, so your team can focus on high-value work rather than manual data entry.
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We follow a structured seven-step process: shadow sessions to understand your current workflows, discovery workshops to align on goals, CRM design and build, integration, configuration review, QA and testing, and tailored training workshops. This approach ensures confident adoption and effective use from day one.
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Absolutely. Attio is fully scalable, and Zippily plans implementations in phases — mapping future workflows, integrations, and automation opportunities as your business evolves. This ensures your CRM continues to deliver value as your team, data, and processes grow more complex over time.
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Zippily combines deep CRM expertise with hands-on Attio implementation experience across the New Zealand market. We simplify complex setups, structure clean and scalable data models, and build workflows that work exactly the way your team needs them to. Our clients benefit from reliable integrations, high adoption rates, and ongoing support that goes well beyond the initial go-live.
Ready to explore a next-gen CRM?
Attio is redefining what a CRM should be for startups and modern teams. Let Zippily help you get the most out of it.