The Optimal Flow

We build the operating system your CRM sits in.

Attio is where we put the customer relationship. Our job is making everything around it feed the CRM and act on what it knows.

We're a B2B operations, AI and automation consultancy based in Madrid, working across Europe, Latin America and the US in English and Spanish. 200+ clients, from Roche and Volkswagen to seed stage SaaS. We're certified partners of Notion, Make, Zapier and Relay, which is unusual in this directory and is exactly the point: the reason a CRM feels broken is rarely the CRM.

WHAT WE BUILD IN ATTIO

• Data models that match how you actually sell: objects, attributes, bidirectional relationships, lists, record layouts.
• Migrations from HubSpot, Salesforce, Pipedrive, Notion, Airtable or spreadsheets. Mapped, deduped, history intact.
• Workflows: inbound routing, lifecycle, onboarding on Closed Won, churn and expansion triggers, Slack and Gmail in the loop.
• AI where it earns its place: Classify, Summarize, Prompt completion and research agents, budgeted against your credits instead of run in bulk.
• Reporting your team actually opens.

WHAT WE BUILD AROUND IT

• The integration layer: product usage, billing, support, enrichment and outbound wired into Attio with n8n, Make and Zapier. Idempotent, with retries and real error handling.
• Custom work on the Attio API for anything the interface can't reach.
• The work system in Notion, so what happens after Closed Won is a system too.
• SOPs, playbooks and live training. We're finished when your team runs it without us.

BEST FIT FOR

Teams selling into Spanish and English speaking markets. B2B SaaS, proptech and professional services. Companies moving off HubSpot or spreadsheets. Ops leads who need the CRM connected to billing, product and support, not just configured.

PROOF

6,000+ hours automated. 40+ integrations connected. One client's routing engine moves 190,000+ contacts from spreadsheet to CRM to outbound. Another had 100% of its outbound running in month one, 4,000+ messages.

HOW WE WORK

1. Audit: we map the workflows and tell you what's worth automating and what isn't.
2. Build and iterate against real usage.
3. Train: playbooks, SOPs, hands-on sessions.
4. Support: monthly plans as the business changes.

Free Attio audit: tell us what you run today and we send back the three highest impact fixes within 48 hours, in English or Spanish. theoptimalflow.com/en/call