Case Study: Flatfile achieves a single source of truth and automated GTM reporting with Attio

How Flatfile uses Attio as their business engine

Flatfile is an AI-powered data exchange platform that helps enterprises collect, transform, and validate data, but as it grew, Salesforce’s rigid structure began creating sync issues, duplicate records, and lost customer data across systems. The team was missing important opportunities and struggling to keep track of key customer relationships.

Flatfile moved its entire CRM to Attio, using its flexible data model, automations, custom objects, enrichment, and reporting to build a CRM that matched its workflows. With Attio, Flatfile automated the customer lifecycle from first touch to closed deal, created a single source of truth for go-to-market activity, and enabled stronger historical reporting and self-serve dashboards for sales, success, and finance, all within about a month.

Flatfile

Axel Junestrand

GTM Manager