Free CRM + Automation = Instant Customer Insights 🤯

Hey Team,

I'm seriously pumped to share what might be the BEST CRM setup I've discovered after testing everything from HubSpot to Salesforce to Pipe Drive.

The big revelation? I've transformed the FREE version of Attio into a customer insight powerhouse that's completely changing our retention game! 💪

Here's what I built:

• Automatic risk scoring based on login patterns (10-day, 20-day thresholds).

• One-click feature usage analysis for every single customer.

• PostHog integration feeding real behaviour data to my CS team.

• Custom webhooks that deliver deep insights on demand ⚡.

Now my team reaches out with messages like: "I see you've used social signals 15 times but only tried social engagement 5 times. Let me show you what you're missing!" — and the response has been incredible.

The real magic? Attio's API is exceptional. Think "Airtable on steroids" but built for serious business use.

Quick Setup Guide:

1. Connect PostHog to Attio (works perfectly on the free plan!)

2. Set up n8n automations to analyze login patterns

3. Create webhooks that trigger comprehensive user research 🕵️

4. Give your CS team superpowers with actual usage data

Watch my complete walkthrough here →

MORE EPISODES ON IT COMING SOON

Stay tuned! Next week I'm sharing even more advanced agents I've built

Drop me a reply if you implement this — I'd love to see your results!

Cheers to working smarter,

Max,