CRM Platform
){kind=small}
Search and create with AI
){kind=small}
Native to your CRM
){kind=small}
Sync and enrich your data
){kind=small}
Context for your team operations
Automations
){kind=small}
Automate any process
){kind=small}
Personalized outreach
Insights
){kind=small}
Record and analyze meetings
){kind=small}
Insights in real time
Ecosystem
){kind=small}
Build with the Attio API and SDK
){kind=small}
Connect all your favorite tools
Get started
The Attio specialist for Investors, Advisors & Brokers. 35+ setups since 2023.
Your network is already your edge. I build the system that puts it to work. I'm Will Sawney, specialist in setting up Attio for investment, corporate advisory, M&A, VC, brokers and capital firms.
---
What I do
✓ New Attio setups, designed around how your firm actually works, data model and configuration including security and privacy
✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, DealCloud, multiple other systems or spreadsheets, using API to bring across every key data point and activity*
✓ Deal sourcing, live enrichment and intelligent matching with bespoke AI to source and screen high value opportunities
✓ AI workflows and automated data capture such as deck submissions, NDAs and investor feedback, compounded for long term value
✓ Investor and network communications, including outreach and email campaigns for raises, founder outreach and key updates
✓ Audits and rebuilds of workspaces that never quite landed, with enhancements or training to improve processes
I work with Attio and connected tools inc. Claude, Clay, n8n, Apollo, Zapier, PitchBook, Granola, DocuSign and more, including custom API and MCP integrations.
---
How it works
An initial scoping session, then a clear plan for design and build - a Foundational or Enhanced setup, or upgrades to your existing workspace.
You work directly with me. Founding Attio Expert Partner, senior judgement on every decision and direct experience within investment and advisory firms.
---
✨ Who it's for
M&A advisors, VCs, PE, family offices, brokers and boutique advisory - anywhere deals come from relationships.
---
Curious how I think about systems? Read The Dealmakers OS - the case for a system that captures everything, surfaces what matters, and compounds with every conversation.
* See my Data Migrations link for full details including advice for each legacy system
Trusted AI CRM Partner
Ben Brierley · Co-gency Corporate Finance ·
Working with Will was a great experience from start to finish. He helped us build an AI CRM system in Attio that integrates with our other systems exactly as we wanted. No question was ever too much trouble, and he was always willing to explain things and find solutions. He’s trustworthy, highly knowledgeable, and genuinely focused on helping his clients succeed. I know I can count on him for any future updates or improvements.
Sideways CRM x Attio Build
Matt Peacock · The Optimised Coach ·
Will has been outstanding from the very beginning. Taken time to deeply understand my requirements and tailored the whole thing to suit. Cannot recommend enough.
Excellent Support, Great Delivery.
Andy Wertheim · Quvara Medical ·
Are there enough positive adjectives to describe how Will has helped us? He's a responsive, knowledgeable, cost-effective expert with Attio and how it can be built, integrated, and made bespoke to our needs. 100% recommended.
Attio setup, automations implemented
Luke Smoothy · Get It Made Ltd ·
We worked with Will from Sideways CRM to help us get up and running with our Attio CRM. We sort of knew what I wanted, but quickly found a needed some expert help. So we contacted Sideways. Will helped us integrate Xero so quotes and invoices were visible to the correct companies in Attio. Will ironed out a lot. We communicated via slack, he had a client portal for visibility, and we had regular calls. Would strongly recommend!
Great experience - Highly reccommend
David Lincoln · Meridian ·
Over the past ~year, Will has helped our organization professionalize our sales process, enabling us to run advanced reporting, conduct detailed pipeline mgmt reviews, and key in on priority opportunities. We're a scaling (rapidly) startup, & never would have had the ability to take these efforts on ourselves at even a basic level, to say nothing of the advanced capabilities he's helped us unlock. Great experience start to finish and I look forward to continuing to work together in the future!
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}
){kind=small}