How Attriqs CRM works
From setup to closed deals: Attriqs CRM logs your activity automatically, while MosAIc sets it up around how you sell, drafts your follow-ups, and surfaces your next move, so the CRM works for you instead of the other way around.
Bring in your contacts
Import your contacts, companies, and deals from a spreadsheet, or capture them with built-in forms. MosAIc shapes the CRM around how you already sell, with no consultant and no blank screen to figure out.
- Import from a spreadsheet, or capture leads with forms
- MosAIc sets up your pipeline, fields, and workflows
- Connect your everyday email and calendar
- Every enquiry becomes an organized record automatically
Shape your pipeline
Set up the exact stages your deals move through on a visual, drag-and-drop pipeline. Every contact, company, and conversation stays connected to the deal it belongs to.
- Visual, drag-and-drop deal pipelines
- Stages that match how you actually sell
- Contacts, companies, and deals all linked together
- The full history on every record
Reach out and follow up
Email, text, and call from a single unified inbox, with MosAIc drafting alongside you. Journeys and workflows then keep every lead warm without anyone chasing by hand.
- Email, SMS, and calling in one unified inbox
- MosAIc drafts, refines, and summarizes as you work
- Journeys nurture and follow up, and you review before anything sends
- Workflows automate the busywork at every stage
See what closes
Because Attriqs CRM logs your activity automatically, your reports finally reflect reality. See open pipeline by stage and value, activity, and revenue at a glance.
- Pipeline reports: open pipeline by stage and value
- Activity and revenue reports at a glance
- Clear reporting on what is actually closing
- A next best action on every deal, from MosAIc
MosAIc does the heavy lifting
MosAIc is built into Attriqs CRM and included, never an add-on. It is what makes every step effortless: setting you up, handling your communication, and surfacing what needs your attention.
MosAIc sets you up
It builds your pipeline, fields, and workflows around how you already sell. No consultant and no blank screen, so you are up and running in an afternoon.
MosAIc assists your communication
Attriqs CRM logs your emails, texts, and calls on the right record automatically. MosAIc drafts, refines, and summarizes them, so every follow-up is a single click.
MosAIc surfaces the insights
It flags the deals that need attention and tells you the next best move. Because Attriqs CRM logs your activity automatically, your reports reflect reality.
Why this CRM actually sticks
Most CRMs get abandoned for the same few reasons. Attriqs is built so none of them happen.
No one on the team is a CRM expert
Most teams have never set one up before, and bringing in help to do it is slow and expensive.
MosAIc sets you up from day one, shaping your pipeline, fields, and workflows around the way you already sell. No consultant required.
It just creates more work
Most CRMs demand endless manual data entry before they give anything back, so the team quietly stops using it.
Attriqs CRM logs your activity automatically. MosAIc drafts your follow-ups and surfaces the next best action, so the CRM works for you.
People never see why they need it
When the value is not obvious, adoption stalls and even good people resist the change.
Attriqs is genuinely easy to use, from total beginners to veterans to the skeptics, with MosAIc guiding everyone as they go.
The payoff takes too long
When results are months away, leadership loses confidence and the rollout fizzles out.
MosAIc makes proactive suggestions and surfaces your next best action from the start, so value shows up in days, not quarters.
See Attriqs CRM on your own pipeline
Request early access or book a quick demo. We will get you set up and help bring your data across.