ivee
hiring platformA revenue system built from scratch in three weeks — architected to how the team sells, and running itself on AI.
ivee was capturing leads but had no system to manage them. In three weeks we built a full revenue system from scratch on Attio — architected to their sales motion — with AI automations for live lead capture from Typeform and automatic call logging and transcription from Aircall via n8n. We migrated and cleaned ~1,400 contacts and ~700 companies, then handed it over documented enough for the team to run day-to-day without coming back.
They built our entire CRM from scratch in three weeks — leads route and log themselves now, and we run it day-to-day without them.
The challenge
No structured pipeline. Leads, deals, companies and products lived in spreadsheets with no consistent process.
Manual, error-prone handling. New form submissions had to be sorted and assigned by hand, with no routing logic by company size.
Dirty, duplicated data. Thousands of historical records with inconsistent phone formats, duplicate companies and blank company fields.
Calling blind. Sales calls weren't logged against contacts, and company name, size and AI-usage showed blank at call time.
What we built
A purpose-built Attio workspace. Objects for People, Companies, Deals and Products; a named-stage pipeline; custom attributes mapped to the data the team actually uses; and lists for the two lead tracks — Sales-Assisted (11+) and Self-Serve.
Live Typeform → Attio automation. An n8n automation that creates or updates the right record on every submission — never a duplicate — routes leads by company size to the right owner, normalises phone numbers, captures UTM attribution, and filters out partial responses.
Aircall → Attio calling stack. Completed calls trigger a webhook that pulls the transcript, matches the caller to the right person, and posts it as a note automatically — historical calls backfilled so no context was lost.
A full data migration & cleanup. ~1,412 people and ~706 companies re-uploaded with corrected mappings; 492 company records created for personal-email leads; 1,083 phone numbers validated; duplicates removed via run-once cleanup workflows.
A documented handover. A technical reference covering architecture, the n8n workflow node-by-node, the Attio API, import formats — plus a data-fix report explaining the blank-company root cause and its permanent fix.
Approach highlights
Built around the real workflow, not a template. Pipeline stages and routing rules match how ivee's team actually sells.
Self-cleaning, never duplicating. Email- and domain-matching means a repeat submission updates the existing record instead of creating a duplicate — the data stays clean on its own.
Root cause, not patches. When company fields came back blank, the historical data was repaired and the live automation rebuilt so the problem couldn't recur.
| Deliverable | Status |
|---|---|
| Attio workspace build (objects, pipeline, fields, views) | Delivered |
| Typeform → Attio live integration, tested end-to-end | Delivered |
| ~9,000-record lead import, mapped & QA-checked | Delivered |
| Calling stack integrated (Aircall, transcripts auto-logged) | Delivered |
| Walkthrough call + reference documentation | Delivered |
Leads now flow from Typeform into Attio — routed, assigned, de-duplicated and enriched — while calls log and transcribe themselves. The team runs the revenue system day-to-day with no ongoing dependency on us.