Attributing sales, not just leads
Short attribution windows hide your most profitable ads. If your leads need time to decide, you can’t see which campaigns lead to real revenue. That means wasted spend and missed opportunities.
Accurate Attio Analytics
The Easiest Attio Reporting Dashboards
Attio is an AI-native CRM with customisable pipelines and workspaces. SegMetrics connects natively and reads its records, so the pipeline Attio tracks gains the marketing history behind each one — which campaign produced the relationship, and what it has been worth since.
How SegMetrics works
You have questions. SegMetrics has answers.
When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.
SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
How SegMetrics Optimizes Your Attio Marketing
Connect long sales cycles
Sales calls, demos and webinars are often overlooked in standard analytics. That leaves gaps in your funnel.
Filter your leads by any action or attribute
SegMetrics syncs with your email marketing platform or CRM. This means you can filter by custom fields and tags to identify contacts who have clicked an ad, attended a webinar, joined a sales call, entered an email sequence and more.
The AI-native CRM software just got better.
Attio is an AI-native customer relationship management (CRM) software designed for customized workshops and pipelines. Attio’s internal analytics can help you understand your pipeline health, but more detail is needed to fully optimize your all of your sales and marketing for revenue.
Using SegMetrics with Attio gives you a cross-platform, single source of truth for the revenue-impact of all your sales and marketing. You can see exactly what channels, campaigns, ads, segments, products, and more are driving your business – and which are wasting your time and money.
All it takes is a few clicks to integrate Attio with SegMetrics. You’ll then see where every dollar of revenue originated.
Don’t have Attio yet? Get Attio. Or go to your Attio login.
Need help? Ask questions in our in-app support.
Trusted by 3,000+ Marketers and Agencies
Joanna Wiebe
Founder, Copyhackers
“Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’.”
Brendan Dubbels
Senior Partner Manager, Ontraport
“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”
Eben Pagan
Founder, Eben Pagan Training
“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”
Uncover the hidden profit in every part of your funnel
DIVE DEEPER THAN DEMOGRAPHICS
Discover High-Value Personas
Browser data doesn’t reveal customer motivations. It’s real human attributes that drive sales.
SegMetrics taps into fields like role or industry to pinpoint your most profitable personas. Focus on the avatars that truly boost revenue.
END-TO-END VISIBILITY
See Leads Beyond Your Website
Sales calls, demos and webinars are often overlooked in standard analytics. That leaves gaps in your funnel.
SegMetrics ties every contact’s action — online or off — to your revenue. Pinpoint the source of every deal, even in long, complex journeys.
SegMetrics Optimizes
Your Ad ROI
Not all clicks are created equal. Without accurate lifetime attribution, you’re risking your budget on ads that don’t drive actual sales.
With SegMetrics you can:
- Discover which ads do and don’t drive sales (no matter how long your funnel)
- Optimize your ROAS by focusing on ads with the best lifetime ROI, not just clicks
- Feed accurate conversion data back to the ad platforms to improve targeting and scale your ads
What syncs with Attio
Everything SegMetrics reads from your Attio account, and how the connection is made.
- What syncs
- Contacts
- Connection
Native integration
A direct, first-party connection — authorise once and data flows automatically.
- Plan level
Standard
Full data sync with historical import and revenue attribution.
- Category
Other
Pre-built Attio dashboards
Deploy any of these inside SegMetrics with one click — they fill themselves in from your Attio data.
Better Together! Connect Attio to all your data:
Combine your Attio data with all the tools you love, and get smarter insights instantly with 130+ integrations.
