01Today
30-minute call
We learn how you sell and where it breaks.
Attio setup and consulting
Attio CRM Consultant for Contractors
Conduit Systems is an Attio CRM consultant for contractors and trade businesses, built on years of running CRMs for a Dallas-Fort Worth general contractor and on the Attio workspace we run our own sales in. We do the Attio setup around how your bids, jobs and follow-ups actually move, then hand it to your team.
What we set up
An Attio workspace that fits a contracting business.
Attio is flexible enough to model almost anything, which is also why a blank workspace stalls. We make the decisions up front so your team opens it and knows what to do.
Objects and attributes
Companies, people and deals, plus custom objects where a contractor needs them, such as projects, bids or properties, with the fields your estimators actually fill in.
Pipelines that match your sale
Stages from bid invite or first call through quoted, won and scheduled, with the required fields at each step so a deal cannot skip the part that matters.
Lists and views
Lists for bid boards, follow-ups, ad leads or service agreements, each with its own columns and saved views for the office, the field and the owner.
Workflows and automations
Assign owners, create tasks, move stages and post alerts without anyone pushing buttons. We keep an eye on what each workflow spends in Attio credits.
Lead capture from your website
Website forms, ad funnels and booking tools that write straight into Attio through its API, so every lead arrives with its source and answers attached.
Reporting and handoff
Win rate, pipeline value and lead source reports you can trust, then training and written notes so your team runs the workspace without us.
Is Attio right for you
When Attio fits a contractor, and when it does not.
Attio is a good fit when
- Your team is small to mid-sized and wants a CRM people will actually open.
- Your sale does not fit a stock template: bids, change orders, repeat GCs, service agreements.
- You want lead capture, email and calendar in one place without a long implementation.
- You have someone who can own the workspace once it is built.
Look at something else when
- You need field service features in the CRM itself, like dispatch, crew schedules or job costing.
- You need deep accounting or inventory ties that a Zoho or HubSpot app already covers.
- Your team already runs on another CRM that only needs cleaning up.
Comparing options? Our Zoho CRM vs HubSpot guide for contractors covers the two most common alternatives, and our CRM setup page covers every platform we work in.
We run on it
Conduit runs its own pipeline on Attio.
We do not recommend a tool we would not use. Our own sales run on Attio, so the setup we build for you is one we have lived with.
- 01
Every site form lands in Attio
Our contractor application, redesign request and free website audit each create a company on the lead’s domain, a person on their email, a note with every answer, and a new deal with an owner.
- 02
Ad leads on their own list
Leads from our ads land on a dedicated list with their answers in columns, so we can sort by job size and source before the first call.
- 03
Proposals priced from the record
Proposal prices come from a formula field in our workspace, so a quote starts from the deal rather than a spreadsheet.
- 04
Calls and notes on the record
Meeting notes and call recordings live on the company and deal they belong to, so anyone on the team can pick up a conversation.
How it works
From call to live in two weeks.
0236–48 h
Written scope & price
A real plan, no follow-up deck required.
031–2 wk
We build it
Pipeline, automations & reporting configured.
04Ongoing
Train & hand off
Your team runs it. We stay on call.
Attio questions
What contractors ask about Attio.
Not covered here? Bring the question to a 30-minute call and get a straight answer, with no pitch deck.
What does an Attio consultant actually do?
We plan the workspace with you, set up the objects, attributes, pipelines and lists, connect your website forms and tools, build the workflows, then train your team and hand it off. You get a CRM that matches how you sell instead of a blank workspace to figure out.
How long does an Attio setup take?
Most setups have a first working pipeline in one to two weeks. You get a written scope and a fixed price within 48 hours of the intro call, and larger builds with custom objects or integrations are split into stages.
Can you move us into Attio from another CRM or spreadsheets?
Yes. We map your current fields to Attio, clean up duplicates, import companies, contacts and open deals, and check the counts with you before anyone switches over.
Is Attio a good CRM for contractors?
For small to mid-sized contractors who sell through bids, quotes and repeat relationships, it can be a strong fit because it bends to your process. If you need dispatch, crew scheduling or job costing inside the CRM, a field service tool or another CRM may fit better, and we will tell you so on the call.
What does it cost?
Your Attio seats are billed by Attio. Our work is scoped per project: after a 30-minute call we send a written scope and a fixed price within 48 hours.
Do you work with contractors outside Dallas-Fort Worth?
Yes. We are based in Carrollton, Texas, and do the work remotely, so we set up Attio for contractors and trade businesses anywhere in the United States.
Other platforms
Running a different CRM?
- Bids and jobs as their own records, Blueprint processes, Deluge functions and integrations.
- Zoho’s CRM for small teams, set up from lead to paid job, with a clean path to Zoho CRM.
- Bid pipelines, pipeline rules and workflows for contractors whose leads come from marketing.
- Cleanup of the org you already pay for, bid tracking, a clean handoff at award and automations rebuilt in Flow.
Let’s Build Something Great
Ready to build the system behind your growth?
Pick a time for a 30-minute call. We’ll pinpoint the bottleneck and map the next best step.
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