Interaction Tracking
Connected to the same project, people, permissions, and AI context.
Engagement
Customer Relationships
Manage your organization customers and track their interactions with a professional CRM.
Unified Organization & Productivity
Linked Contacts
Connected to the same project, people, permissions, and AI context.
Branded Summary Outreach
Connected to the same project, people, permissions, and AI context.
Smart Interaction Imports
Connected to the same project, people, permissions, and AI context.
Atty AI helps you manage your customer relationships and interactions with intelligent insights.
Connected to the same project, people, permissions, and AI context.
Real-world scenarios
How teams use it in the real world
Onboarding a New Client
When a new client signs on, you need to capture their details, key contacts, and initial needs fast. With Attain OS, you open Customer Management, describe the client, and Atty drafts a record with fields for company name, industry, primary contact, and notes from your discovery call. You review and add any missing context before saving.
Logging a Support Interaction
After resolving a tricky support ticket, you want to log the interaction on the customer's record for future reference. In Customer Management, you select the customer, mention the issue and resolution, and Atty structures it into a clean interaction entry. You can also link the related Smart Ticket for a complete history.
Preparing for a Quarterly Review
Quarterly business reviews require a summary of all recent activities, open tasks, and key notes. Instead of digging through emails and spreadsheets, you open the customer's record in Attain OS. Atty can compile a summary from linked tasks, notes, and interactions, giving you a draft to edit and share.
With Atty
How Atty gets you to a near-finished draft faster
- 1Open Customer Management and start a new record
Navigate to Customer Management in Attain OS and click to create a new record. You'll see a clean form with fields for basic info like name, company, email, phone, and notes.
- 2Describe the customer or paste your notes
Instead of filling every field manually, type a few sentences about the customer—like 'New prospect from the tech conference, interested in our consulting services, met with Sarah from sales.' Atty reads your input and understands the context.
- 3Atty drafts the Customer Management record
Atty populates the form with structured data: contact details, a summary of the interaction, linked opportunities, and suggested tags. It may also propose follow-up tasks based on your description.
- 4Review, edit, and publish
You get a near-finished record. Tweak any field, add attachments or internal notes, and hit publish. The record is now part of your customer database, ready for future interactions.
Sample output
What you walk away with
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
- Customer: Acme Corp
- Contact: Jane Doe, [email protected]
- Notes: Interested in enterprise plan; demo scheduled for 12/15
- Linked Tasks: 2 (Prepare demo, Send follow-up)
- Last Interaction: Phone call on 12/10 regarding pricing tiers
- Tags: Prospect, Tech, Priority
Key takeaways
- Attain OS replaces standalone CRM tools with an all-in-one Customer Management app, keeping customer data alongside your tasks, notes, and documents.
- Atty drafts complete customer records from simple descriptions, saving you time on data entry so you can focus on the relationship.
- By linking interactions, tasks, and tickets within each record, Customer Management gives you a 360° view of every customer in one place.
FAQ
Frequently asked questions
Can I import my existing customer data from another CRM?
Attain OS does not import from third-party tools. You can manually create records or ask Atty to draft them based on your descriptions. Over time, build your customer database directly in Attain OS.
How does Customer Management connect with other apps in Attain OS?
Customer Management is deeply linked with Tasks, Notes, Emails, and Smart Tickets. You can associate a task with a customer, log an email thread, or link a support ticket—all within the customer record, without leaving Attain OS.
Can I share a customer record with my team?
Attain OS does not offer real-time multi-user collaboration. However, you can share the record by exporting it as a document or by having team members access the same instance on their own device. Each user sees the data as last saved.
Does Atty help me analyze customer sentiment or predict churn?
No. Atty's role is to draft records and summaries based on your input. It does not perform machine learning, sentiment analysis, or predictive analytics. You review and use the information as you see fit.
