My client has a marketplace for experts. I built a visualization dashboard in Attio that showed the status of all of their experts leads and updated in real-time when their users updated the lead in their CRM. This gave the ops team a full understanding on which experts needed to be followed up with and gave management peace of mind that their projects in their platform were moving through the funnel and would result in monetization.
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Posted Jan 16, 2025
A CRM and Automation system built in Attio and integrated into an app using webhooks and other integrations
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