# How Flatfile uses Attio

As published on [attio.com](https://attio.com/customers/flatfile). Captured by usedby on 2026-10-02.

- Company: [Flatfile](https://www.usedby.ai/companies/flatfile.md)
- Tool: [Attio](https://www.usedby.ai/tools/attio.md)
- Industry: [Data & Analytics](https://www.usedby.ai/companies/industry/data-analytics.md)
- Teams: Sales, Success, Finance, Revenue

## What the story says

Flatfile moved its CRM from Salesforce to Attio and uses Deals and People objects with automations to track the full sales funnel from first touchpoint to closed deal. Sales and success teams also build their own dashboards for historical reporting.

Summary written by usedby from the source page, in English. The figures are those of Attio and Flatfile, not ours.

> Flatfile uses Attio to track and automate the entire sales funnel, from first touchpoint to deal close. “We started using automations and the Deals object as tracking mechanisms,” says Jason.

> Attio is powerful, intuitive, and incredibly flexible. It’s going to do everything you think you want, and then surprise you with what else is possible.
>
> Jason Wolf, Director of Data Engineering

## What usedby checked

We compared the story with its live page on 2026-10-03.

- Checked: the passage quoted above is copied word for word from the page, near the name of Flatfile.
- Checked: Flatfile uses Attio. Confirmed line. Latest check across sources: 2026-10-05.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/flatfile-attio · How we check: https://www.usedby.ai/methodology