Attio is our CRM platform where we record everything about our clients—from their personalities and strategy summaries to the details of properties we're hunting for them.
Attio is a highly flexible and modular CRM that allows us to create custom views and customise various aspects to optimise our workflow.
Below you will learn about the main pages and workflows we use as Strategists.
Client Profile Overview:
An overview of the client profile and the key areas to use
Agreement Overview:
An overview of the client agreements and the key areas to use
Property Overview:
An overview of the client properties and the key areas to use
Client List Overview:
An overview of the ‘Client List’ and how to navigate it
Agreement Pipeline Overview:
An overview of the different pipeline views and how to navigate these