About Attio
Attio is a fully customizable workspace designed for teams to manage relationships, workflows, and business data in one connected platform. It replaces rigid CRMs with a flexible, modern alternative that adapts to your team's unique processes.
By connecting Saysimple to Attio, your team automatically syncs WhatsApp, email, and web chat conversations with customer records. This eliminates manual data entry, ensures your relationship data stays current as conversations happen, and gives your sales and support teams instant context on every customer interaction—driving faster response times and more personalized service.
Popular use cases
Retail: Sync customer inquiries from WhatsApp to sales pipelines
When a customer messages your WhatsApp Business account with a product question, the conversation and customer data automatically flow into Attio. Your sales team sees the full interaction history and can track the lead through your custom sales workflow without switching apps.
Healthcare: Keep patient communications and records aligned
Appointment requests, follow-ups, and health inquiries via WhatsApp sync directly to Attio patient records. Your team stays compliant and organized with all communication history attached to the correct patient profile, reducing errors and improving care coordination.
Real Estate: Unify property inquiries with prospect tracking
Prospective buyers messaging about listings on WhatsApp are automatically added to Attio with their inquiry details. Agents see the full conversation context and can nurture leads through your customized real estate workflow without losing track of communication threads.
Professional Services: Link client conversations to project workflows
Client messages on WhatsApp, email, and web chat sync to Attio alongside project details and timelines. Your team has complete visibility into client needs and communication history, enabling faster turnaround and stronger client relationships throughout project delivery.
